Mondelez Q3 revenue beats estimates helped by higher net pricing

Mondelez International

28/10/2025 20:17

Overview

Mondelez Q3 2025 revenue grows 5.9%, beating analyst expectations, per LSEG data

Adjusted EPS for Q3 2025 beats analyst estimates

Company returned $3.7 bln to shareholders in first nine months of 2025

Outlook

Mondelez expects 2025 organic net revenue growth of 4%+

FY25 Adjusted EPS is expected to decline approximately 15% on a constant currency basis

Company continues to expect 2025 free cash flow of $3+ bln

Result Drivers

COCOA COSTS - Record-high cocoa cost inflation peaked in Q3, impacting results, per CEO Dirk Van de Put

PRICING STRATEGY - Higher net pricing drove Organic Net Revenue growth, partially offset by unfavorable volume/mix

COST EFFICIENCIES - Co focused on executing plans for volume improvement, increasing growth investments, and driving cost efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$9.74 bln
$9.71 bln (17 Analysts)
Q3 Adjusted EPS
Beat
$0.73
$0.71 (19 Analysts)
Q3 EPS
$0.57
Q3 Adjusted Net Income
Beat
$949 mln
$938.46 mln (12 Analysts)
Q3 Net Income
$743 mln
Q3 Gross Margin
26.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "hold."

Wall Street's median 12-month price target for Mondelez International Inc is $72.00, about 14.4% above its October 27 closing price of $61.66

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nGNX1hVqzC

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)