Core Viewpoint - The company has revised its revenue growth expectation for the year from 5% to 4% on an organic basis due to record-high cocoa prices and increasing transportation costs [1] Revenue Expectations - The company now anticipates a 4% increase in revenue on an organic basis for the year, down from the previously expected 5% [1] Cost Factors - The revision in revenue expectations is attributed to record-high cocoa prices and rising transportation costs impacting overall profitability [1]

Strategic Priorities - The company aims to be the global leader in snacking, focusing on four strategic priorities: consumer-centric growth, operational excellence, winning growth culture, and sustainable snacking [119]. Revenue and Growth - The company anticipates ongoing volatility in future snacks revenue growth due to elevated raw material costs and pricing increases adversely impacting consumer demand, particularly in the U.S. and Europe [121]. - Organic Net Revenue growth is presented on a consolidated basis, reflecting underlying growth from ongoing activities [31]. - Net revenues increased by 5.9% to $9.744 billion in Q3 2025, driven by higher net pricing and favorable currency-related items [162]. - Organic Net Revenue grew by 3.4% to $9.520 billion in Q3 2025, with emerging markets showing a 7.1% increase and developed markets a 1.2% increase [162]. - For the first nine months of 2025, net revenues increased by $1,204 million (4.5%) to $28,041 million, with organic net revenue growth of $1,078 million (4.0%) [174]. - Emerging markets net revenues increased by 6.8%, while developed markets net revenues rose by 3.0% in the first nine months of 2025 [174]. - Net revenues for the nine months ended September 30, 2025, were $28,041 million, an increase of $1,204 million (4.5%) compared to $26,837 million in 2024 [189]. Financial Performance - Adjusted Operating Income for the three months ended September 30, 2025, was $6 million, compared to a loss of $12 million in 2024 [146]. - Adjusted EPS growth is evaluated on a constant currency basis, providing improved comparability of underlying operating results [31]. - Adjusted EPS for Q3 2025 was $0.73, down $0.22 (23.2%) from Q3 2024, while adjusted EPS on a constant currency basis was $0.72, down $0.23 (24.2%) [171]. - Diluted EPS decreased by 9.5% to $0.57 in Q3 2025, primarily due to a decrease in Adjusted EPS and unfavorable year-over-year changes in acquisition-related items [162]. - Operating income decreased by $2,138 million (45.2%) to $2,596 million in the first nine months of 2025, with adjusted operating income down $1,111 million (22.5%) to $3,829 million [177]. - Net earnings attributable to Mondelēz International decreased by $110 million (12.9%) to $743 million in Q3 2025, with diluted EPS down $0.06 (9.5%) to $0.57 [171]. - Total selling, general and administrative expenses rose by $165 million from Q3 2024, driven by higher costs related to the ERP System Implementation program [167]. Acquisitions and Investments - The company completed the acquisition of Evirth (Shanghai) Industrial Co., Ltd, a leading manufacturer of cakes and pastries in China, in the fourth quarter of 2024 [131]. - The acquisition of Evirth added $87 million in incremental net revenues on a constant currency basis in Q3 2025 [163]. - The acquisition of Evirth contributed $288 million in net revenues on a constant currency basis for the first nine months of 2025 [199]. Impairments and Charges - The company recorded an impairment charge of €612 million ($665 million) related to its investment in JDE Peet's during the first quarter of 2024 [132]. - Intangible asset impairment charges totaled $33 million for the three months ended September 30, 2025 [146]. - The Simplify to Grow Program incurred restructuring charges of $6 million for the three months ended September 30, 2025 [146]. - Incremental costs due to the war in Ukraine included asset write-downs, net of recoveries, impacting overall financial results [153]. Currency and Market Risks - The company continues to monitor the impact of geopolitical uncertainties, including trade and regulatory risks, on its operations and financial performance [122]. - Currency-related items contributed an increase of $137 million to net revenues, benefiting from favorable currency translation rate changes [163]. - The company experienced unfavorable currency-related items of $137 million (0.5 pp) for the first nine months of 2025, primarily due to unfavorable currency translation rate changes [136]. - The company is exposed to currency exchange rate, commodity price, and interest rate market risks, which are monitored as part of its risk management program [237]. Operational Challenges - The company faced increased price volatility and higher aggregate costs due to international supply chain disruptions and elevated commodity, transportation, and labor costs [230]. - Cocoa costs are expected to remain elevated compared to historical levels in the near- and medium-term, despite a forecasted decrease in 2026 [230]. - The company’s pricing actions may lag behind commodity cost changes due to competitive market conditions and other factors [231]. - Unfavorable volume/mix was experienced across all regions, reflecting pricing elasticity impacts and soft consumption in North America [166]. Tax and Debt - The effective tax rate improved to 19.7% in Q3 2025 from 28.8% in Q3 2024, influenced by a favorable jurisdictional mix of earnings [170]. - Total debt increased to $21.3 billion as of September 30, 2025, from $17.7 billion as of December 31, 2024, with a debt-to-capitalization ratio of 0.45 [224]. Future Outlook - The company expects capital expenditures for 2025 to be up to $1.3 billion, primarily to modernize manufacturing facilities and support productivity initiatives [218]. - Forward-looking statements in the report include projections of earnings and revenue, as well as management's plans and strategies for future operations [233]. - The company acknowledges inherent risks and uncertainties that could cause actual results to differ materially from forward-looking statements, including macroeconomic volatility and geopolitical factors [234].

Core Insights - Mondelez International has forecasted a steeper decline in annual profit due to reduced consumer spending on its premium chocolates and snacks in North America [1] - The company is facing increased costs for key ingredients, which is impacting its profitability [1] Company Summary - Mondelez International is experiencing a downturn in sales as consumers are cutting back on purchases of its higher-priced products [1] - The forecast indicates a significant challenge for the company in maintaining profit margins amid rising costs [1] Industry Summary - The snack and confectionery industry is witnessing shifts in consumer behavior, particularly in North America, where price sensitivity is increasing [1] - Higher ingredient costs are a common challenge across the industry, affecting profitability for major players like Mondelez [1]

Exhibit 99.1 1-847-943-5678 1-847-943-5454 news@mdlz.com ir@mdlz.com Contacts: Tracey Noe (Media) Shep Dunlap (Investors) Mondelēz International Reports Q3 2025 Results Third Quarter Highlights 1 Net Revenues +5.9%, Organic Net Revenues +3.4%, Volume/Mix -4.6% Diluted EPS decreased 9.5% to $0.57 Adjusted EPS was $0.73 which declined 24.2% on a constant currency basis Year-to-date cash provided by operating activities was $2.1 billion and Free Cash Flow was $1.2 billion Return of capital to shareholders was ...

Core Insights - Mondelēz International reported a net revenue increase of 5.9% for Q3 2025, with organic net revenue growth of 3.4% despite a volume/mix decline of 4.6% [1][5] - The diluted EPS decreased by 9.5% to $0.57, while adjusted EPS was $0.73, reflecting a 24.2% decline on a constant currency basis [1][4] - The company provided a cash flow of $2.1 billion from operating activities and a free cash flow of $1.2 billion year-to-date [1] Financial Performance - Net revenues for Q3 2025 reached $9,744 million, with a gross profit of $2,612 million, resulting in a gross profit margin of 26.8%, down 580 basis points year-over-year [3][4] - Operating income was reported at $744 million, with an operating income margin of 7.6%, a decrease of 490 basis points compared to the previous year [4][19] - Year-to-date net earnings attributable to Mondelēz International were $1,786 million, with diluted EPS of $1.37, down 35.4% year-over-year [21] Regional Performance - In Q3 2025, net revenues from Latin America were $1,238 million, up 2.8%, while Asia, Middle East & Africa reported $2,017 million, a 9.0% increase [3] - Europe saw a 10.6% increase in net revenues to $3,674 million, while North America experienced a slight decline of 0.4% to $2,815 million [3] - Emerging markets contributed $3,881 million in net revenues, reflecting a 9.9% growth, while developed markets reported $5,863 million, a 3.0% increase [3] Outlook - For FY 2025, the company expects organic net revenue growth of over 4% and a decline in adjusted EPS of approximately 15% on a constant currency basis [7][8] - The anticipated free cash flow for 2025 is projected to exceed $3 billion, with currency translation expected to positively impact net revenue growth by about 0.5% [7][8] - The company remains focused on improving volume, increasing growth investments, and driving cost efficiencies despite ongoing challenges in certain markets [2]

A federal judge dismissed a proposed class action lawsuit accusing Mondelez International of deceiving consumers into overpaying for Clif bars that were labeled "climate neutral certified." ...

Core Insights - Mondelez International, Inc. is a global leader in the snack industry, operating in over 150 countries with iconic brands like Oreo, Cadbury, and Trident [1] - The company is set to release its quarterly earnings on October 28, 2025 [1] Financial Performance - Analysts expect Mondelez to report earnings per share (EPS) of $0.724, with projected revenue of $9.74 billion, representing a 5.9% increase driven by strong performance in core chocolate and biscuit brands [2] - Despite revenue growth, Mondelez's profits may face pressure due to rising input costs, particularly higher cocoa prices, with a consensus estimate for EPS reflecting a 26.3% decline compared to the same quarter last year [3] Strategic Initiatives - Mondelez is implementing a new generative AI tool to reduce marketing content production costs by 30% to 50%, enhancing operational efficiency [4][6] - The upcoming earnings report could significantly influence Mondelez's stock price, with potential upward movement if actual earnings surpass expectations, or a decline if they fall short [5]

Core Insights - Mondelez International, the parent company of Oreo, is significantly reducing marketing costs through investment in artificial intelligence, indicating a shift in the consumer goods industry towards new technologies to reshape advertising production [1] - The company has developed a generative AI tool in collaboration with Publicis Groupe and Accenture, which is expected to cut marketing content production costs by 30% to 50% [1][2] - The AI tool is already being utilized for social media content in the U.S. and Germany, with plans for broader application in major e-commerce platforms and future advertising campaigns [1][2] Group 1: AI Implementation and Cost Reduction - The AI tool has demonstrated cost efficiency in actual business applications, significantly lowering the production costs of marketing content compared to traditional methods [2] - For instance, the cost of an eight-second video for "Lacta" chocolate was reduced to a fraction of the traditional animation costs, which can reach hundreds of thousands of dollars [2] - The tool is set to enhance product displays for Oreo on major e-commerce platforms in the U.S. and will soon support marketing efforts in Brazil and the U.K. [2] Group 2: Competitive Landscape and Caution - Competitors like Kraft Heinz and Coca-Cola are also exploring AI in advertising, with Coca-Cola having previously launched an AI-generated holiday ad that sparked discussions about authenticity [3] - Mondelez International is adopting a cautious approach by avoiding the use of lifelike human images in AI-generated content and ensuring all AI outputs undergo human review [3] - The company has established clear guidelines to ensure brand safety, prohibiting AI content that promotes unhealthy eating habits or uses manipulative language [3]

Core Insights - Mondelez International, Inc. is expected to report revenue growth of 5.9% year-over-year, reaching $9.74 billion for Q3 2025 [1][9] - However, the company's earnings per share are projected to decline by 26.3% year-over-year, remaining at 73 cents [2][9] Revenue Performance - The growth in revenue is attributed to strong performance in chocolate and biscuit categories, supported by effective pricing actions and brand execution [3][4] - The company anticipates a 3.8% revenue growth in the biscuit category for the third quarter [3] - Organic revenue growth is expected to be 4.6% for Q3, driven by a 7.4% increase in pricing [4] Cost and Profitability Challenges - Mondelez faces challenges from elevated input costs, particularly high cocoa prices, and an unfavorable product mix, which may impact profitability [5] - Higher operating expenses are also contributing to the pressure on margins [5] Earnings Prediction Model - The Zacks model indicates that Mondelez does not have a strong likelihood of beating earnings expectations this quarter, with a Zacks Rank of 4 (Sell) and an Earnings ESP of -2.50% [6]

Core Insights - Mondelez is implementing a new generative AI tool aimed at reducing marketing content production costs by 30% to 50% according to a senior executive [1] Company Summary - Mondelez is leveraging generative AI technology to enhance operational efficiency in marketing [1]