Mondelez International, Inc. (NASDAQ:MDLZ) Deutsche Bank Global Consumer Conference Call June 9, 2021 8:00 AM ET Company Participants Luca Zaramella - Executive Vice President & Chief Financial Officer Vince Gruber - Executive Vice President & President of European Operations Conference Call Participants Stephen Power - Deutsche Bank Stephen Power Joining us today from Mondelez are Luca Zaramella, Executive Vice President and Chief Financial Officer; as well as Vince Gruber, Executive Vice President and Pre ...

Summary of Mondelēz International, Inc. Conference Call Company Overview - **Company**: Mondelēz International, Inc. (NASDAQ: MDLZ) - **Participants**: Dirk Van De Put (CEO), Luca Zaramella (CFO) - **Conference Date**: June 2, 2021 Key Industry Insights Strategic Milestones 1. **Shift in Strategy**: Transition from margin-centric to consumer-centric and top-line growth-oriented strategy initiated in September 2018, focusing on gross profit dollars rather than just margins [4][5][6] 2. **Operational Excellence**: Emphasis on consistent execution and operational excellence, particularly in the North American supply chain, which has improved significantly during the pandemic [7][8] 3. **Cultural Change**: Focus on local ownership and accountability, incentivizing volume growth and market share gains, while promoting speed and agility in decision-making [9][10] Emerging Markets Performance 1. **Growth in Emerging Markets**: Achieved approximately 10% growth in emerging markets in Q1 2021, with double-digit growth in Brazil, India, and China [12][13] 2. **India's Recovery**: Strong performance driven by consumer preference for packaged food; however, recent COVID-19 restrictions have raised concerns [13][14] 3. **Brazil's Improvement**: Chocolate and biscuit consumption is increasing, with modern trade shares showing positive trends [14] Cost Inflation and Pricing Strategy 1. **Cost Pressures**: Anticipated higher cost inflation due to increased prices in commodities like meat, oils, and packaging, particularly in the U.S. [17][18] 2. **Pricing Strategy**: Confidence in the ability to implement price increases, supported by 40% of next year's commodity coverage secured at favorable prices [18][19] Marketing Transformation 1. **Consumer-Centric Marketing**: Shift towards understanding consumer needs and enhancing brand purpose, with 60% of marketing investment now in digital [22][23] 2. **Increased A&C Investment**: Commitment to increase advertising and consumer promotion (A&C) investment annually to support brand growth [25] Growth Opportunities 1. **Core Business Growth**: Focus on expanding existing product lines, particularly Oreo, which is expected to grow by $1 billion in the next 2-3 years [30][34] 2. **Channel Expansion**: Emphasis on e-commerce and underdeveloped channels in various regions as significant growth opportunities [31] 3. **Adjacencies**: Exploring opportunities in related segments such as cakes and pastries, with recent acquisitions like Chipita to enhance market presence [33][45] M&A Activity 1. **Strategic Acquisitions**: Seven acquisitions since 2018, adding $1.5 billion in revenue, focusing on adjacencies and capabilities [41][42] 2. **Chipita Acquisition**: Aimed at entering the cakes and pastries market, expected to provide significant revenue and cost synergies [45][46] Financial Performance 1. **Free Cash Flow Improvement**: Notable improvement in free cash flow conversion, with $700 million generated in Q1 2021, attributed to better governance and capital management [50][54] Sustainability Goals 1. **Environmental Focus**: Commitment to sustainable sourcing, particularly in cocoa, with a goal of 100% sustainably sourced cocoa by 2025 [60] 2. **Packaging Waste Reduction**: Aim for 100% recyclable-ready packaging by 2025, alongside collaboration with stakeholders for effective recycling systems [61] Conclusion - **Future Priorities**: Focus on strengthening core business, expanding channels, and exploring high-growth segments and adjacencies over the next three to five years [63] - **Investor Insights**: Emphasis on the competitive advantage in emerging markets and the flexibility of the balance sheet to support strategic initiatives [64][65]

Mondelez International, Inc. (NASDAQ:MDLZ) 2021 Annual Meeting of Shareholders Conference Call May 19, 2021 10:00 AM ET Company Participants Dirk Van De Put - Chairman & Chief Executive Officer Ellen Smith - Senior Vice President, Chief Counsel, Chief Compliance Officer & Corporate Secretary Brandon Rees - Deputy Director, Corporation & Capital Markets, AFL-CIO Lois Juliber - Chair of our Board, Human Resources & Compensation Committee Russell Dyer - ‎Vice President & Chief of Communications & Government Af ...

Mondelez International, Inc. (NASDAQ:MDLZ) Q1 2021 Earnings Conference Call April 27, 2021 5:00 PM ET Company Participants Shep Dunlap - Vice President, Investor Relations Dirk Van De Put - Chairman and Chief Executive Officer Luca Zaramella - Executive Vice President, Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Ken Goldman - J.P. Morgan Robert Moskow - Credit Suisse Dara Mohsenian - Morgan Stanley Bryan Spillane - Bank of America David Palmer - Evercore ISI Alexia Howard - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-16483 Mondelēz International, Inc. (Exact name of registrant as specified in its charter) Virginia 52-228437 ...