Live News • May 05
Mondelez Surpasses Q1 Expectations With US$10.08b Revenue on Strength in Emerging Markets and New Products Q1 2026 revenue reached US$10.08b, 8.2% higher than a year earlier and ahead of Wall Street expectations.
Non-GAAP EPS came in at US$0.67, 10.2% above analyst consensus, supported by emerging market performance and seasonal demand.
Management reaffirmed full-year 2026 guidance for flat to 2% organic net revenue growth and flat to 5% adjusted EPS growth on a constant currency basis, despite new cost pressures.
For you as an investor, the key takeaway is that Mondelez is holding to its 2026 guidance even with headwinds from higher oil and logistics costs and the impact of the Middle East conflict. The company is leaning on emerging markets such as India, Brazil and China, plus a strong Easter season in Europe and Australia, to support performance while demand in developed markets like North America remains cautious but shows early signs of improvement.
Management is also emphasizing product development and brand building in areas such as premium chocolate and well-being products, alongside partnerships tied to brands like Biscoff, Ritz, Perfect Bar and Hu. Plans to modernize supply chains and focus on category share gains are described as ways to support earnings growth targets into 2027, which may be important if cost pressures persist or consumer demand becomes more mixed across regions. Reported Earnings • Apr 29
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: EPS: US$0.44 (up from US$0.31 in 1Q 2025). Revenue: US$10.1b (up 8.2% from 1Q 2025). Net income: US$560.0m (up 39% from 1Q 2025). Profit margin: 5.6% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Apr 22
Nilla Wafers to Release Special-Edition Cookie with Grogu Nilla Nummies Nilla Wafers collaborated with Lucasfilm to introduce the special-edition Grogu Nilla Nummies, inspired by Grogu's love of cookies. Timed to celebrate the theatrical release of Star Wars: The Mandalorian and Grogu on May 22, Grogu Nilla Nummies feature the classic simple goodness and nostalgia of a Nilla cookie, reimagined in a special-edition format inspired by Grogu's cookie of choice. With the same beloved Nilla sweet vanilla flavor and crisp texture, this edition delivers a galaxy-spanning moment of joy, allowing different generations to connect with the adventure and celebrate one of the most iconic characters in the Star Wars franchise. Grogu Nilla Nummies are available in Nilla Wafers 11-ounce packs, making it easy for fans to enjoy the special-edition cookies wherever they take them in the galaxy. Ahead of the theatrical debut of Star Wars: The Mandalorian and Grogu, special guests and premiere attendees will get a taste of Grogu Nilla Nummies from a themed cookie cart at the premiere. The special-edition Grogu Nilla Nummies will be available at Walmart on April 22, and at additional retailers nationwide beginning April 27, with a suggested price of $4.29 per 11 oz pack. Fans can maximize their celebration with an exclusive promotion: buy two Grogu Nilla Nummies and get $5 off a ticket (via email) to Star Wars: The Mandalorian and Grogu on Fandango. Announcement • Apr 09
Mondelez International, Inc. to Report Q1, 2026 Results on Apr 28, 2026 Mondelez International, Inc. announced that they will report Q1, 2026 results at 4:05 PM, US Eastern Standard Time on Apr 28, 2026 Announcement • Apr 07
Mondelez International, Inc., Annual General Meeting, May 20, 2026 Mondelez International, Inc., Annual General Meeting, May 20, 2026. Upcoming Dividend • Mar 24
Upcoming dividend of US$0.50 per share Eligible shareholders must have bought the stock before 31 March 2026. Payment date: 14 April 2026. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.1%). Declared Dividend • Feb 17
Fourth quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 31st March 2026 Payment date: 14th April 2026 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (102% earnings payout ratio). However, it is covered by cash flows (79% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 53% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Announcement • Feb 17
Mondelez Arabia Appoints Ziad Abla as Managing Director Mondelez International has appointed Ziad Abla as its new Managing Director for Mondelez Arabia. A Mondelez veteran, with more than 25 years of experience across the Middle East, Africa, Turkey and emerging markets, Abla brings a proven track record in accelerating growth, strengthening commercial performance, and building high-performing organizations. His appointment marks a strategic step in advancing Mondelez's ambition in Saudi Arabia - one of the company's most important markets. In his new role, Ziad will lead the company in the kingdom, setting a clear vision and strategy, driving category expansion, deepening partnerships, and strengthening organizational capabilities in line with Saudi Arabia's Vision 2030 transformation. He will also oversee supply chain performance to ensure agility, reliability, and excellence across the value chain - supporting market demand, customer and consumer expectations, and the company's long-term growth ambition. His focus remains on unlocking new growth opportunities, enhancing commercial excellence, and shaping a more locally empowered and future-ready organization, said the statement. Before taking on the Saudi market, Ziad Abla served as Managing Director for the Gulf & Developing Markets (GDM), where he repositioned the business as a growth engine, delivering strong double-digit performance, market share gains, and accelerated digital commerce. His regional leadership included close oversight of integrated commercial and supply chain operations, strengthening service levels and execution across diverse markets. Aligned with national priorities, Ziad will continue advancing Mondelez Arabia's efforts in Saudi talent development, governance, and long-term sustainability. His leadership experience in operational excellence, renewable energy initiatives, and culture-building will further strengthen the company's contribution to the Kingdom's economic and social objectives. Announcement • Feb 13
Mondelez International, Inc. Declares Regular Quarterly Dividend on Class A Common Stock, Payable on April 14, 2026 The Board of Directors of Mondelez International, Inc. declared a regular quarterly dividend of $0.50 per share of Class A common stock. This dividend is payable on April 14, 2026, to shareholders of record as of the close of business on March 31, 2026. Reported Earnings • Feb 04
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$1.89 (down from US$3.44 in FY 2024). Revenue: US$38.5b (up 5.8% from FY 2024). Net income: US$2.45b (down 47% from FY 2024). Profit margin: 6.4% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year. Announcement • Feb 04
Mondelez International, Inc. Provides Earnings Guidance for the Year 2026 Mondelez International, Inc. provided earnings guidance for the year 2026. For 2026, the company expects Organic Net Revenue growth in the range of flat to 2%. Announcement • Jan 30
Mondelez International, Inc. Appoints Luca Zaramella as Chief Operating Officer, Effective February 1, 2026 Mondelez International announced the appointment of Luca Zaramella to the role of Chief Operating Officer. In addition to his CFO responsibilities, as COO, he will have responsibility for the company's commercial operations in its four geographical regions as well as the corporate sales, marketing and supply chain functions. Zaramella's appointment will be effective February 1, 2026 and he will continue to report directly to Chair and Chief Executive Officer Dirk Van de Put. The company is conducting a search for the CFO position and expects to announce a successor at a later date. Zaramella has been a member of Mondelez International's leadership team as CFO since 2018, overseeing the company's global Finance, Procurement, Information and Technology Solutions and shared services functions. He has helped lead the development of the company's strategic growth framework and financial algorithm. He is a global leader with extensive experience, previously holding various senior roles across Latin America, Europe and North America. Announcement • Jan 14
Mondelez International, Inc. to Report Q4, 2025 Results on Feb 03, 2026 Mondelez International, Inc. announced that they will report Q4, 2025 results at 4:05 PM, US Eastern Standard Time on Feb 03, 2026 Declared Dividend • Dec 14
Third quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 31st December 2025 Payment date: 14th January 2026 Dividend yield will be 3.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Dec 12
Mondelez International, Inc. Declares Regular Quarterly Dividend on Class A Common Stock, Payable on January 14, 2026 The Board of Directors of Mondelez International, Inc. declared a regular quarterly dividend of $0.50 per share of Class A common stock. This dividend is payable on January 14, 2026, to shareholders of record as of the close of business on December 31, 2025. Major Estimate Revision • Nov 04
Consensus EPS estimates fall by 10% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.51 to US$2.26 per share. Revenue forecast steady at US$38.4b. Net income forecast to grow 7.7% next year vs 19% growth forecast for Food industry in the US. Consensus price target down from US$72.21 to US$69.35. Share price fell 8.1% to US$56.65 over the past week. New Risk • Oct 30
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 93% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (93% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (225% cash payout ratio). Reported Earnings • Oct 29
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: US$0.57 (down from US$0.64 in 3Q 2024). Revenue: US$9.74b (up 5.9% from 3Q 2024). Net income: US$743.0m (down 13% from 3Q 2024). Profit margin: 7.6% (down from 9.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Oct 29
Mondelez International, Inc. Updates Financial Guidance for the Year 2025 Mondelez International, Inc. updated financial guidance for the year 2025. For the year, the company updates organic net revenue growth of 4%+. Announcement • Oct 10
Mondelez International, Inc. to Report Q3, 2025 Results on Oct 28, 2025 Mondelez International, Inc. announced that they will report Q3, 2025 results at 4:05 PM, US Eastern Standard Time on Oct 28, 2025 Upcoming Dividend • Sep 23
Upcoming dividend of US$0.50 per share Eligible shareholders must have bought the stock before 30 September 2025. Payment date: 14 October 2025. Payout ratio is a comfortable 68% and the cash payout ratio is 90%. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.8%). Announcement • Sep 03
Sour Patch Kids Introduces New Strips in Five Classic Flavors SOUR PATCH KIDS brand is stretching its signature sour-then-sweet experience with the launch of SOUR PATCH KIDS Strips. Featuring five fan-favorite flavors--Lemon, Lime, Orange, Redberry, and Blue Raspberry--SOUR PATCH KIDS StriPS delivers the brand's signature taste in a new chewy, ribbon-style format. SOUR PATCH KIDS continues to bring excitement to the candy aisle with the latest Strips innovation, striking the perfect balance of sour and sweet in an iconic, beloved format. Whether tearing, twisting or sharing, each strip offers the burst of flavor that fans expect from SOUR PATCH KIDS, with a fresh look and texture driven by the new Strip format. SOUR PATCHKIDS Strips will be available for purchase at Target stores nationwide in September, with availability expanding to additional national retailers through early 2026. SOUR PATCH Kids Strips will be sold in a 3.5 oz bag at a suggested retail price of $3.29, though pricing may vary. Declared Dividend • Aug 01
Second quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 30th September 2025 Payment date: 14th October 2025 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Aug 01
Mondelez International, Inc. Reaffirms Financial Guidance for the Year 2025 Mondelez International, Inc. reaffirmed financial guidance for the year 2025. For 2025, the company maintains organic net revenue growth to be approximately 5% and Adjusted EPS to decline approximately 10% on a constant currency basis due to unprecedented cocoa cost inflation. New Risk • Jul 31
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (91% cash payout ratio). Reported Earnings • Jul 30
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: EPS: US$0.49 (up from US$0.45 in 2Q 2024). Revenue: US$8.98b (up 7.7% from 2Q 2024). Net income: US$641.0m (up 6.7% from 2Q 2024). Profit margin: 7.1% (down from 7.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Jul 21
Mondelez International, Inc. Announces Launch of Limited-Edition Cookie in Collaboration with Stranger Things Mondelez International, Inc, America's favorite chocolate chip cookie brand announced the launch of the new CHIPS AHOY! x Stranger Things Limited-Edition Cookie, which blends the flavors of CHIPS AHOY! with the world of Netflix's hit series, Stranger Things. This cookie features a chocolatey base, fudge chips, and a red strawberry-flavored filling, inspired by the Upside Down, a key element of the show. The cookies will be available in stores nationwide starting on August 11, with early access through a pre-sale. Additionally, CHIPS AHOY! is releasing retro-inspired Original CHIPS AHOY! packs that reflect the 1980s packaging style. The collaboration includes an immersive augmented-reality game where fans can find hidden cookies and win exclusive prizes, including a Stranger Things Eddie Munson-inspired guitar. The product launch is described as a cultural moment that appeals to both long-time CHIPS AHOY! lovers and Stranger Things fans. Announcement • Jul 15
Mondelez International, Inc. to Report Q2, 2025 Results on Jul 29, 2025 Mondelez International, Inc. announced that they will report Q2, 2025 results at 4:05 PM, Eastern Standard Time on Jul 29, 2025 Upcoming Dividend • Jun 23
Upcoming dividend of US$0.47 per share Eligible shareholders must have bought the stock before 30 June 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (3.6%). Declared Dividend • May 25
First quarter dividend of US$0.47 announced Shareholders will receive a dividend of US$0.47. Ex-date: 30th June 2025 Payment date: 14th July 2025 Dividend yield will be 2.8%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 22
Mondelez International, Inc. Declares Regular Quarterly Dividend on Class A Common Stock, Payable on July 14, 2025 The Board of Directors of Mondelez International, Inc. on May 21, 2025 declared a regular quarterly dividend of $0.47 per share of Class A common stock. This dividend is payable on July 14, 2025, to shareholders of record as of the close of business on June 30, 2025. Announcement • May 20
CLIF Builders Brand Launches Three New High-Protein Bar Innovations CLIF BUILDERS announced the launch of three new products to expand its high-protein bars portfolio that helps power your next move. The new innovations include BUILDERS OREO-flavored and BUILDERS Reduced Sugar Crispy Protein bars in two exciting flavors. With these latest launches, BUILDERS Brand expands its options of purposeful, great-tasting and high-protein bars designed for empowering consumers to help keep building towards the next great thing. Inspired by the world's favorite cookie, new BUILDERS' OREO-flavored protein bar offers the iconic flavor in a convenient, on-the-go format. Packed with 20g of plant protein per bar, no artificial sweeteners and gluten-free ingredients, BUILDERS OREO -flavored protein bar delivers a delicious taste specifically formulated for those who are looking for no compromises in their recovery fuel. A brand-new innovation from the CLIF BUILDERS Brand, Reduced Sugar Crispy protein bars, offer 16g of protein and 5g of sugar per bar, with no artificial sweeteners in a delightful crispy texture. Available in 2 indulgent flavors, Almond Salted Caramel and Peanut Butter Chocolate flavored, BUILDERS Reduced Sugar Cris py bars are made with real nuts, no artificial sweeteners, and gluten-free ingredients for an easy, on-the-go, high-protein snack. New CLIF BUILDERS protein bar products are available at retailers nationwide, with a suggested retail price of $1.99-$2.19 per bar or $9.98 for a box of six 2.4 oz bars. Major Estimate Revision • May 06
Consensus EPS estimates fall by 12%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$37.7b to US$38.3b. EPS estimate fell from US$2.91 to US$2.57 per share. Net income forecast to grow 4.6% next year vs 16% growth forecast for Food industry in the US. Consensus price target up from US$70.93 to US$72.63. Share price rose 3.3% to US$67.80 over the past week. Reported Earnings • Apr 30
First quarter 2025 earnings: EPS misses analyst expectations First quarter 2025 results: EPS: US$0.31 (down from US$1.05 in 1Q 2024). Revenue: US$9.31b (flat on 1Q 2024). Net income: US$402.0m (down 72% from 1Q 2024). Profit margin: 4.3% (down from 15% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year. Announcement • Apr 25
RITZ Announces New Limited-Edition Release, "Sunkissed" Crackers Mondelez International, Inc. announced its' newest limited-edition release, "Sunkissed". This new product delivers what consumers want, a crisp baked experience with the buttery-flavored, salty taste you know and love from the RITZ Brand. These crisp, snackable crackers offer a golden-baked twist, adding a delicious crunch to every bite. To celebrate the new limited-edition "Sunkissed" Crackers, the RITZ brand is launching a Golden Summer Giveaway. 46% of consumers aren't using their vacation days and the RITZ brand wants to help change that giving fans the chance to win prizes to help create a summer full of unforgettable fun. Whether you're exploring far-flung destinations or uncovering hidden gems close to home, the RITZ Brand is here to make every moment golden by award award one lucky thrill seeker $50,000 to help plan the summer of their dreams. Fans can keep an eye out for the new "Sunkissed' Crackers later this month at mass retailers nationwide. Starting on April 14th, consumers can head to RITZGoldenSummer.com to enter for their chance to also win a variety of summer-enhancing prizes like coolers, beach towels, fanny packs, and more. Announcement • Apr 09
Mondelez International, Inc. to Report Q1, 2025 Results on Apr 29, 2025 Mondelez International, Inc. announced that they will report Q1, 2025 results at 4:05 PM, US Eastern Standard Time on Apr 29, 2025 Announcement • Apr 07
Mondelez International, Inc., Annual General Meeting, May 21, 2025 Mondelez International, Inc., Annual General Meeting, May 21, 2025. Announcement • Apr 04
Sour Patch Kids and J Balvin's Back to the Rayo Tour Partner to Launch an Exclusive Sour Egg Sweepstakes SOUR PATCH KIDS is partnering with Global Superstar J Balvin to launch the SOUR PATCH KIDS®? Sour Eggs x J Balvin Back to the Rayo Tour Sweepstakes. Starting April 3, 2025, fans can enter to win one of twenty-five prize eggs that include a signed Rayo album CD, Back to the Rayo tour merch and SOUR PATCH KIDS Sour Eggs Soft & Chewy Easter Candy. Upcoming Dividend • Mar 24
Upcoming dividend of US$0.47 per share Eligible shareholders must have bought the stock before 31 March 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.5%). Announcement • Mar 04
Mondelez International, Inc. Introduces Glow Ups: the First-Ever Gummy Candy That Glows Under Blacklight The SOUR PATCH KIDS brand is lighting up the candy aisle with its latest innovation: SOUR PATCH KIDS Strawberry-Watermelon Glow Ups, the first-ever gummy candy that glows under blacklight. Coated with edible confetti that glows, these soft and chewy candies bring an experiential twin to SOUR PATCH KIDS' signature sour-then-sweet sensation, making them a must-try for fans of bold, innovative candy experiences. Each SOUR PATCH KIDS Glow Ups candy is layered with special edible confetti that emits a fluorescent glow when under a blacklight due to the use of turmeric extract. While turmeric powers the glow, the extract is completely flavorless, allowing the new, mouth-watering strawberry-watermelon flavor to shine through. This playful candy is the perfect addition to any event, from concerts and music festivals to gaming marathons and movie nights. SOUR PATCH KIDS glow Ups are the ultimate treat for blacklight events, bringing a mischievous, glowing element to the celebration. Whether you're snacking solo at home or sharing with friends, these glowing gummy candies light up any occasion. For those without a blacklight on hand, the SOUR PATCH KIDS brands is introducing an exclusive Snapchat filter, allowing fans to experience the glow using augmented reality. Snapchat users can scan the candy to see it glow as if under a blacklight - no extra equipment needed. Fans can also use the augmented reality experience in selfie mode and scan the packaging to watch their SOUR PATCH KIDSgl Ups appear on screen, dancing and glowing under a blacklight. SOUR PATCH Kids Glow Ups will be available online on March 5th, and at all major national retailers later in March in a 3.08 oz small peg bag for an SRP of $1.24 and 6.7 oz large peg bag for an SRP the SRP of $2.98. For fans who can't get enough of the strawberry-watermelon combination, Mondelez International's Swedish Fish®? brand is also launching SWEDISH FISH®? Mini Strawberry-Watermelon Glow Ups this March, offering the same glowing experience in a soft and chewy Swedish Fish format. Announcement • Mar 01
Mondelez International, Inc. Appoints Norberto Chaclin as Executive Vice President, Chief R&D Officer Mondelez International, Inc. announced the appointment of Norberto Chaclin as Executive Vice President and Chief Research & Development Officer. Reporting directly to Chair and Chief Executive Officer Dirk Van de Put, Chaclin will be responsible for driving the Company’s enterprise R&D and quality strategy as a key enabler of its ambition to shape the future of snacking. Chaclin most recently served as the Company’s Senior Vice President, R&D, Global Biscuits and Regional R&D partner for North America. Under his leadership, Mondelez rolled out exciting innovations and renovations across some of its most iconic biscuit and baked snack brands, including Oreo, Chips Ahoy!, LU, Ritz, Club Social, belVita and Clif Bar. Earlier, he led R&D for the Company’s global gum and candy business. Before joining Mondelez International, Chaclin spent 18 years with PepsiCo in a series of progressively responsible roles spanning Frito-Lay North America, PepsiCo International, Global Beverages and Joint Ventures – ultimately leading R&D for PepsiCo North America Beverages and the Pepsi/Starbucks joint venture. An amateur chef and native of Curaçao, Netherlands Antilles, Chaclin brings to the role a passion for culinary arts and traditions. He holds a bachelor’s degree in chemical engineering from Texas A&M University and a master’s degree in business administration from Southern Methodist University. He serves on the Board of Torr FoodTech and on the Board of Trustees for IAFNS – Advancing Food and Nutrition Sciences. Declared Dividend • Feb 18
Fourth quarter dividend of US$0.47 announced Shareholders will receive a dividend of US$0.47. Ex-date: 31st March 2025 Payment date: 14th April 2025 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Feb 14
Mondelez International Declares Regular Quarterly Dividend on Class A Common Stock, Payable on April 14, 2025 The Board of Directors of Mondelez International, Inc. declared a regular quarterly dividend of $0.47 per share of Class A common stock. This dividend is payable on April 14, 2025, to shareholders of record as of the close of business on March 31, 2025. Reported Earnings • Feb 05
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: US$3.44 (down from US$3.64 in FY 2023). Revenue: US$36.4b (up 1.2% from FY 2023). Net income: US$4.61b (down 7.0% from FY 2023). Profit margin: 13% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Food industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Price Target Changed • Feb 05
Price target decreased by 8.5% to US$67.20 Down from US$73.44, the current price target is an average from 25 analysts. New target price is 17% above last closing price of US$57.43. Stock is down 23% over the past year. The company is forecast to post earnings per share of US$2.96 for next year compared to US$3.44 last year. Announcement • Feb 05
Mondelez International, Inc. Provides Organic Revenue Guidance for the Year 2025 Mondelez International, Inc. provided Organic Revenue guidance for the year 2025. For the period, the company expects Organic Net Revenue growth to be approximately 5%. Major Estimate Revision • Feb 05
Consensus EPS estimates fall by 15% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$37.7b to US$37.3b. EPS estimate also fell from US$3.40 per share to US$2.90 per share. Net income forecast to grow 10% next year vs 20% growth forecast for Food industry in the US. Consensus price target down from US$73.86 to US$71.48. Share price was steady at US$56.12 over the past week. Announcement • Jan 29
Mondelez International, Inc. Announces Executive Changes, Effective from February 10, 2025 Mondelez International, Inc. appointed Brian Stevens has been appointed as Senior Vice President, Corporate Controller & Chief Accounting Officer, effective February 10, 2025. Michael Call, who has been principal accounting officer since August 2021, will continue to serve as Chief Accounting Officer until the date Mr. Stevens' appointment is effective. Beginning February 10, 2025, Mr. Call will become Senior Vice President, Finance for North America region. Mr. Stevens, age 50, served with Baxter International, a multinational healthcare company, as Senior Vice President, Chief Accounting Officer and Controller (from December 2018 to September 2024) and as interim Chief Financial Officer (from May to October 2023). Prior to joining Baxter International, Mr. Stevens served with Groupon, Inc. as Chief Accounting Officer (from September 2012 through May 2016) and as Treasurer and Chief Accounting Officer (from May 2016 through November 2018). Prior to joining Groupon, Inc., Mr. Stevens spent 16 years with KPMG LLP, most recently as a partner. Announcement • Jan 22
Oreo and Post Malone Team Up to Bring Fans What Posty Calls the Best Oreo Ever The OREO brand is starting off the new year with a twist. That is, the Limited Edition Post Malone OREO Cookies. In a sweet new collab, the OREO brand is teaming up with nine-time RIAA diamond-certified, GRAMMY®? Award-nominated phenomenon Post Malone to drop a cookie that celebrates the "twists" in all of us. The OREO cookies star a first-of-its-kind swirled creme combining salted caramel and shortbread flavor creme, sandwiched between an OREO chocolate cookie and a signature golden cookie for a delicious duet of flavors in every bite. Each cookie also features 1 of 9 unique embossments inspired by Posty's world and handpicked by the artist itself--from a hero OREO x Post vinyl to cookies that show off his diverse discography. No matter the pack, they can expect a sweet mix of OREO cookie designs and a handwritten signed note on the back of the pack from Post Malone himself. Just as Post Malone channeled his unique flavor into these limited edition OREO cookies, the OREO brand are inviting fans to reveal their very own OREO cookie flavor with the Taste Twist Digital Experience: Unlock Your Own Taste Twist Cookie, which is part of the OREO "Taste Twist" Sweepstakes. Starting early February through March 31, fans will be able to discover what their musical preferences really taste like. To embark on the experience, input musical sound, vibe and rhythm and let the algorithm jam out to reveal your own OREO cookie flavor combo. Post Malone will even pop in to hype you up along your Taste Twist journey! Fans can share their custom OREO cookie flavor combo with their community and enter for a chance to receive a pack of their own Taste Twist Cookie flavor combo or prizes such as signed Post Malone OREO posters. The Limited Edition Post Malone ORE OREO Cookie Packs will be available for presale starting on January 27, but fans can sign up for early access starting at retailers nationwide starting on February 3 and will be available only for a limited time, while supplies last. The OREO cookies will begin rolling out at retailers nationwide starting on February 3 and will be available only for an limited time, while supplies last". Announcement • Jan 08
Chips Ahoy! Introduces Its Latest Innovation CHIPS AHOY! is introducing its latest innovation – and it's NOT a cookie! New CHIPS AHOY! Baked Bites, Blondie variety, brings the CHIPS AHOY! chocolate chip cookie taste fans love, reimagined in a soft-baked treat, delivering a classic baked favorite in a convenient, snackable form. Baked into a square shape with a soft and chewy texture inspired by a brownie, CHIPS AHOY! Baked Bites, Blondie variety, are made with delicious, real chocolate chips and no high fructose corn syrup, offering an entirely reimagined CHIPS AHOY! experience. Baked Bites are now available in the Blondie variety, with more flavors to come. Packaged in convenient snack packs that are great for on-the-go snacking, sharing with friends or enjoying at home, this new treat shakes up the chocolate chip cookie brand's offerings as the brand expands into the sweet baked goods category. To celebrate the launch of Baked Bites, CHIPS AHOY! is giving fans the opportunity to win an ultimate soft, sweet and chocolatey CHIPS AHOY! experience with an immersive stay in limited-edition Baked Bites hotel rooms in New York City. Starting on January 8, 2025, fans can enter for a chance to win an all-expenses paid weekend stay for two from March 28-30 in Baked Bites themed hotel rooms at Arlo Midtown near New York City's top attractions such as Times Square, Central Park and more. The rooms will be transformed into a CHIPS AHOY! snacks-perience that indulges the senses, including a deliciously comfortable bed with a soft, plush comforter and pillows to look like a massive, soft Baked Bite; square Baked Bite pillows; plush CHIPS AHOY! slippers and cozy robes; branded wall and framed artwork; blue accent lighting; Baked Bite-scented toiletries; a terrace with CHIPS AHOY! furniture overlooking the city skyline; and more. Declared Dividend • Dec 13
Third quarter dividend of US$0.47 announced Shareholders will receive a dividend of US$0.47. Ex-date: 31st December 2024 Payment date: 14th January 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Dec 13
RITZ Bits Cracker Sandwiches Heat Up The Snack Aisle With Bold New Spicy Queso Flavor RITZ Bits Cracker Sandwiches announced introducing a brand-new flavor to heat things up: Spicy Queso. Offering a savory, flavorful taste, RITZ Bits Spicy Queso Cracker Sandwiches are a delicious addition to spice up your snack collection - whether you're munching at home or snacking on the go. The RITZ brand is tapping into consumer trends with its latest flavor innovation: a layered experience that combines rich, creamy cheese flavor with a bold, spicy kick. Spicy Queso is the latest addition to the RITZ brand flavor lineup, following the successful launch of RITZ Toasted Chips' Sweet Habanero flavor earlier this year. RITZ Bits CrackerSandwiches are known for their tiny, bite-sized proportions and rich flavors that make for a delicious and mouthwatering bite. The new addition to the RITZ Bits portfolio will be available in snack-sized bags (3oz) at convenience store locations starting this month. Larger boxes (8.8oz) will be available at major food retailers starting in February 2025. Announcement • Dec 12
Mondelez International, Inc. (NasdaqGS:MDLZ) announces an Equity Buyback for $9,000 million worth of its shares. Mondelez International, Inc. (NasdaqGS:MDLZ) announces a share repurchase program. Under the program, the company will repurchase up to $9,000 million worth of Class A common stock. The program will run till December 31, 2027. Announcement • Dec 11
Mondelez International, Inc. Declares Regular Quarterly Dividend, Payable on January 14, 2025 Mondelez International, Inc. declared a regular quarterly dividend of $0.47 per share of Class A common stock. This dividend is payable on January 14, 2025, to shareholders of record as of the close of business on December 31, 2024. Announcement • Dec 10
Mondelez Reportedly Explores Hershey Acquisition Mondelez International, Inc. (NasdaqGS:MDLZ) is exploring an acquisition of iconic US chocolate maker The Hershey Company (NYSE:HSY), in a potential deal that would create a food giant with combined sales of almost $50 billion, according to people familiar with the matter. Chicago-based Mondelez has made a preliminary approach about a possible combination, said the people, who asked not to be identified because discussions are private. Announcement • Dec 03
Mondelez International Names Volker Kuhn as Executive Vice President and President, Europe, Effective April 1, 2025 Mondelez International announced the appointment of Volker Kuhn as Executive Vice President and President, Europe, effective April 1, 2025, reporting directly to Chair and Chief Executive Officer Dirk Van de Put. Kuhn will replace Vinzenz Gruber, who has announced his retirement from the Company, also effective April 1, 2025. Kuhn will join the organization on January 6, 2025, partnering with Gruber to ensure a smooth transition. Kuhn joins Mondelez from Reckitt’s hygiene business, its largest global unit, where he delivered top- and bottom-line performance acceleration driven by innovation, consumer centricity and category growth. Earlier, he served as Reckitt’s Chief Transformation Officer. Before Reckitt, Kuhn spent 26 years with Procter & Gamble, leading several critical growth accelerations, turnarounds and business transformations across Europe, North America, the Middle East and Africa. Among many accomplishments, he led the successful carve-out and divestiture of Duracell from P&G to Berkshire Hathaway. His experience spans multiple consumer products categories, including 10 years leading the Pringles Snacks division in Europe, as well as expertise across disciplines including finance, brand marketing, business development and general management. Kuhn serves as Chairman and a Non-Executive Board member of FROSTA AG, a leading European frozen food company. He is fluent in German, English, and French. He earned a master’s degree in economics and finance from the University of Fribourg, and he holds dual German and Swiss citizenship. Major Estimate Revision • Nov 07
Consensus EPS estimates fall by 10% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$3.35 to US$3.01 per share. Revenue forecast steady at US$36.6b. Net income forecast to grow 14% next year vs 20% growth forecast for Food industry in the US. Consensus price target broadly unchanged at US$80.60. Share price fell 4.9% to US$66.37 over the past week. 
