Q1 2025 Mondelez International Inc Earnings Call Transcript

Apr 29, 2025 / 09:00PM GMT

Release Date Price: $65.65 (+0.84%)

Transcript 10-Q8-K

Key Points

Positve

Mondelez International Inc (MDLZ) reported a 3.1% growth in organic net revenue, driven by strong pricing execution in the chocolate business.
The company generated $800 million in free cash flow during the first quarter.
Mondelez International Inc (MDLZ) gained market share in both volume and value across several markets, particularly in the chocolate category.
The company successfully implemented planned pricing across key markets with minimal disruption, especially in Europe.
Mondelez International Inc (MDLZ) made significant progress in sustainability, sourcing 91% of cocoa volume for its chocolate business through the Cocoa Life program.

Negative

Volume mix declined by 3.5% due to elasticity from chocolate pricing and retailer inventory destocking.
North America experienced a 3.6% revenue decline, primarily due to retailer destocking and softer consumer demand.
The US biscuit business faced challenges with lower consumption driven by declining consumer confidence and value-seeking behavior.
Emerging markets showed softness in India and Southeast Asia, impacting overall growth.
The company faced significant cocoa cost inflation, which negatively impacted gross profit and EPS.

Operator

Good day, and welcome to the Mondelez International first quarter 2025 earnings conference call. Today's conference is scheduled to last about one hour, including remarks by Mondelez management and the question-and-answer session. (Operator Instructions)

I would now like to turn the call over to Mr. Shep Dunlap, Senior Vice President, Investor Relations for Mondelez. Please go ahead, sir.

Shep Dunlap

Mondelez International Inc - Senior Vice President, Investor Relations

Good afternoon, and thank you for joining us. With me today are Dirk Van de Put, our Chairman and CEO; and Luca Zaramella, our CFO. Earlier today, we sent out our press release and presentation slides, which are available on our website.

During this call, we'll make forward-looking statements about the company's performance. These statements are based on how we see things today. Actual results may differ materially due to risks and uncertainties. Please refer to the cautionary statements and risk factors contained in our 10-K, Q and 8-K filings for more details on our forward

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