Q2 2025 Mondelez International Inc Earnings Call Transcript
Key Points
- Mondelez International Inc (MDLZ) reported strong global balance with robust performance outside North America, particularly in emerging markets with double-digit growth.
- The company maintained its full-year outlook, indicating confidence in its strategic initiatives and market positioning.
- Significant pricing increases and revenue growth management (RGM) actions in the chocolate category are playing out in line with expectations.
- Mondelez International Inc (MDLZ) experienced strong share gains in Europe, with resilient business performance despite consumer fragility.
- The company is actively pursuing incremental opportunities in alternate channels, such as Club and dollar stores, to drive growth in North America.
- North America continues to show weakness with consumer anxiety impacting consumption and a soft biscuits category.
- The company faces challenges from inflation and higher costs, particularly due to increased cocoa prices.
- Retailer destocking in North America has impacted sales, although Mondelez International Inc (MDLZ) expects this to stabilize in the coming quarters.
- The unprecedented heat wave in Europe affected chocolate volumes, reducing flexibility in the company's outlook.
- Mondelez International Inc (MDLZ) anticipates the need for increased investment in media and brand support, particularly in North America and the chocolate category, to maintain volume and market share.
Please stand by. Your program is about to begin. If you need assistance during your conference today, please press 0. Good day and welcome to the Mondelez International 2025 second quarter earnings question and answer session. (Operator Instructions)
On our, on today's call are Dirk Van De Put, Chairman and CEO; Luca Zaramella, CFO, and Shep Dunlap, SVP of Investor Relations. Earlier this afternoon, the company posted a press release and prepared remarks, both of which are available on its website.
During this call, the company will make forward-looking statements about performance. These statements are based on how the company sees things today. Actual results may differ materially due to the risks and uncertainties. Please refer to the cautionary statements and risk factors contained in the company's 10-K, 10-Q, and 8-K filings for more details on forward-looking statements.
As the company discusses results today, unless noted as reported, it will be referencing non-GAAP financial measures which adjust for certain items included in the company's GAAP results.
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