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