Snack maker Mondelez expects 2026 adjusted EPS growth of flat to 5%

Mondelez International

03/02/2026 21:27

Overview

Snack maker's Q4 2025 revenue rose 9.3%, beating analyst expectations

Adjusted EPS for Q4 2025 beat analyst expectations

Company returned $4.9 bln to shareholders via dividends and buybacks

Outlook

Mondelez expects 2026 Organic Net Revenue growth of flat to 2%

Company anticipates 2026 Adjusted EPS growth of flat to 5%

Mondelez forecasts 2026 Free Cash Flow of approximately $3 bln

Result Drivers

COCOA COSTS - Unprecedented cocoa cost headwinds negatively impacted Mondelez's profitability, as noted by CEO Dirk Van de Put

PRICING STRATEGY - Organic Net Revenue growth was driven by higher net pricing, partially offset by unfavorable volume/mix

COST MANAGEMENT - Productivity improvements and cost management helped offset higher input cost inflation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$10.50 bln
$10.31 bln (16 Analysts)
Q4 Adjusted EPS
Beat
$0.72
$0.70 (18 Analysts)
Q4 EPS
$0.51
Q4 Adjusted Net Income
Beat
$929 mln
$892.16 mln (12 Analysts)
Q4 Net Income
$665 mln
Q4 Gross Margin
28.20%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

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

Wall Street's median 12-month price target for Mondelez International Inc is $67.00, about 14.2% above its February 2 closing price of $58.69

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nGNX9JZQHm

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(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.)