Mondelez International, Inc. (NASDAQ:MDLZ) is one of the best sugar stocks to buy according to hedge funds. Mondelez International, Inc. (NASDAQ:MDLZ) announced on February 17 that it would highlight its commitment to long-term value creation at the 2026 Consumer Analyst Group of New York (CAGNY) Conference, supported by its portfolio of snack brands. It further stated that Mondelēz International will reaffirm its long-term growth algorithm of 3% to 5% organic net revenue growth, high-single-digit adjusted ...

Core Insights - Mondelēz International is committed to long-term value creation through its global portfolio of iconic snack brands, focusing on growth in both Developed and Emerging Markets [1][2] Group 1: Strategic Priorities - The company aims to reignite growth in Developed Markets while maintaining momentum in Emerging Markets, supported by significant investments in innovation and brand activation [2][4] - Mondelēz International reaffirms its long-term growth algorithm of 3 to 5 percent organic net revenue growth, high-single-digit adjusted EPS growth, and over $3 billion in free cash flow [3] Group 2: Market Positioning - The company has a strong portfolio of consumer-loved brands and a diversified global footprint, which provides confidence in delivering consistent growth and resilience [2][8] - Approximately 80 percent of net revenues come from core categories of chocolate, biscuits, and baked snacks, with a goal to increase this to 90 percent over time [9] Group 3: Action Plans - Specific action plans are in place to improve volumes in Developed Markets, particularly in U.S. biscuits and European chocolate, while also expanding growth in Emerging Markets like China, India, Brazil, and Mexico [9] - The company is focused on disciplined capital allocation to support brand reinvestment and growth-accretive mergers and acquisitions, while maintaining balance sheet flexibility [9]

Core Insights - Mondelēz International reported a 5.8% increase in net revenues for FY'25, driven by a 4.3% organic net revenue growth, despite a volume/mix decline of 3.7% [1][8] - The diluted EPS for FY'25 decreased by 44.7% to $1.89, while the adjusted EPS was $2.92, down 14.6% on a constant currency basis [1][4] - The company generated $4.5 billion in cash from operating activities and returned $4.9 billion to shareholders [1][8] Financial Performance - FY'25 net revenues reached approximately $38.5 billion, with organic net revenue growth attributed to higher net pricing, partially offset by unfavorable volume/mix [3][8] - Gross profit for FY'25 decreased by $3.3 billion, with a gross profit margin decline of 1,070 basis points to 28.4% due to unfavorable commodity and foreign currency impacts [4][8] - Operating income fell by $2.8 billion, resulting in an operating income margin of 9.2%, down 820 basis points [4][8] Regional Performance - In Q4 2025, net revenues in Latin America increased by 7.9%, while North America saw a slight decline of 0.6% [3] - For the full year, Latin America reported a 0.5% decrease in net revenues, while Europe experienced a 12.9% increase [3] 2026 Outlook - The company anticipates organic net revenue growth for 2026 to be flat to 2%, with adjusted EPS growth expected to be flat to 5% on a constant currency basis [7] - Free cash flow for 2026 is projected to be approximately $3 billion, with currency translation expected to positively impact net revenue growth by about 2% [7][8] Strategic Focus - The CEO emphasized the company's commitment to sustainable, profitable growth through improved volumes, brand investments, and cost savings [2] - The company aims to leverage its scale, iconic brands, and supply chain strength to create long-term shareholder value [2]

Core Insights - Mondelēz International has appointed Luca Zaramella as Chief Operating Officer and Chief Financial Officer, effective February 1, 2026 [1][2] - Zaramella will oversee the company's commercial operations across four geographical regions, as well as corporate sales, marketing, and supply chain functions [1] - The company is currently searching for a successor for the CFO position and will announce it at a later date [1] Company Overview - Mondelēz International reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry [3] - The company operates in over 150 countries and features iconic brands such as Oreo, Ritz, and Cadbury Dairy Milk [3] - Mondelēz is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [3] Leadership Insights - Dirk Van de Put, the Chair and CEO, expressed confidence in Zaramella's ability to enhance operational excellence and accelerate performance amid a dynamic environment [2] - Zaramella has been with Mondelēz since 2018 as CFO, contributing to the development of the company's strategic growth framework and financial algorithm [2] - He has extensive experience in various senior roles across Latin America, Europe, and North America [2][3]

Group 1 - Mondelēz International, Inc. will present at the annual Consumer Analyst Group of New York (CAGNY) Conference on February 17 at 2:00 p.m. ET [1] - The presentation will be led by Dirk Van de Put, Chairman & CEO, and Luca Zaramella, EVP & Chief Financial Officer [1] - A listen-only webcast will be available on the company's website, along with a replay of the event [1] Group 2 - Mondelēz International reported net revenues of approximately $36.4 billion for 2024 [2] - The company operates in over 150 countries and offers iconic brands such as Oreo, Ritz, and Cadbury Dairy Milk [2] - Mondelēz International is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [2]

Core Viewpoint - Mondelēz International, Inc. is set to release its fourth quarter 2025 financial results on February 3, 2026, and will host a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be released on February 3, 2026, at 4:05 p.m. ET [1]. - A conference call will follow at 5:00 p.m. ET on the same day to discuss the results [1]. Group 2: Participation Details - Investors and analysts can participate in the conference call by calling 800-245-3047 from the United States or 203-518-9765 from other locations [2]. - Participants are advised to dial in approximately 10 minutes before the call starts to ensure timely access [2]. - A listen-only webcast will be available on the company's website [2]. Group 3: Replay Information - A replay of the conference call will be available until February 10, 2026, by calling 800-839-9302 from the United States or 402-220-6082 from other locations [3]. - The access code for both the conference call and its rebroadcast is MDLZQ425 [3]. - An archive of the webcast will also be available on the company's website [3]. Group 4: Company Overview - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is known for its iconic brands, including Oreo, Ritz, Clif Bar, and Cadbury Dairy Milk [4]. - Mondelēz International is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [4].

Core Viewpoint - Mondelēz International, Inc. has declared a quarterly dividend of $0.50 per share, payable on January 14, 2026, to shareholders of record as of December 31, 2025 [1] Company Overview - Mondelēz International operates in over 150 countries, focusing on empowering people to snack right [2] - The company reported net revenues of approximately $36.4 billion for the year 2024 [2] - Mondelēz International features a portfolio of iconic brands including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [2] - The company is recognized as a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [2]

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]

Core Insights - The holiday season significantly influences snacking choices, with traditions and childhood memories playing a crucial role in consumer behavior [1][5][7] - The State of Snacking report, developed with The Harris Poll, highlights the global impact of cultural celebrations on snacking habits, particularly in Asian cultures [2][5] Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry with a diverse portfolio of iconic brands [4] Consumer Behavior - A strong connection exists between snacking and cherished childhood experiences, with 76% of consumers recalling fond memories of sharing snacks with parents [5] - 78% of global consumers enjoy sharing their favorite childhood snacks, with particularly high rates in the Philippines, Indonesia, China, and India [5] - 73% of consumers believe certain snacks have been passed down through generations, especially in Indonesia, India, and the Philippines [5]

Core Viewpoint - Mondelēz International, Inc. is set to release its third quarter 2025 financial results on October 28, 2025, followed by a conference call for investors and analysts [1]. Company Information - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is recognized for its iconic brands, including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [4]. - Mondelēz International is a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [4]. Conference Call Details - The conference call will take place on October 28, 2025, at 5:00 p.m. ET, with a phone participation option available for investors and analysts [2]. - A replay of the conference call will be accessible until November 04, 2025, with specific access codes provided for both the live call and the rebroadcast [3].