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Mondelez International(MDLZ) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Q3 2025 - Organic Net Revenue grew by 3.4%[12, 14], driven by an 8.0 percentage points increase in price, but offset by a 4.6 percentage points decline in volume/mix[14] - Adjusted Gross Profit declined by 21.3%[14] - Adjusted EPS decreased by 24.2%[14] - Free Cash Flow reached $1.2 billion YTD[14, 38] Financial Performance - YTD 2025 - Organic Net Revenue increased by 4.0%[14, 22], with a 7.2 percentage points contribution from price and a 3.2 percentage points decrease from volume/mix[14] - Adjusted Gross Profit declined by 15.2%[31] - Adjusted EPS decreased by 18.8%[36] Segment Performance - Q3 2025 - Emerging Markets Organic Net Revenue grew by 7.1%[22], while Developed Markets saw a 1.2% increase[22] - Chocolate Organic Net Revenue increased by 8.2%[24], while Biscuits & Baked Snacks grew by 1.2%[24] - North America revenue growth was 3.4% with operating income growth of -4.6%[29] - Europe revenue growth was 5.3% with operating income growth of -4.0%[29] Outlook and Strategy - The company updated its FY 2025 outlook to 4%+ Organic Net Revenue growth and ~-15% EPS decline (cst fx)[12, 42] - The company expects on-algorithm EPS growth for 2026[12, 49] - The company projects Free Cash Flow of $3 billion+ for FY 2025[42]