Mondelēz International Showcases Continued Progress on Sustainable Growth, Highlights Attractive Cakes and Pastries Opportunities at 2025 CAGNY Conference
Mondelēz International (NASDAQ: MDLZ) presented at the 2025 CAGNY Conference, highlighting its strategic growth and portfolio transformation. The company reported 4.3% organic net revenue growth and 5.1% adjusted gross profit dollar growth in 2024, despite facing record cocoa input cost inflation.
The company is focusing on its core categories of chocolate, biscuits, and baked snacks, which represent 90% of revenue. MDLZ's $2 billion cakes and pastries business, currently holding the #3 global share position, is identified as a key growth opportunity within the $97 billion cakes and pastries category.
The presentation outlined four strategic areas: sustainable growth strategy, managing cocoa input costs while maintaining market leadership, expanding in the cakes and pastries category, and value creation through cash generation and disciplined capital allocation.
Mondelēz International (NASDAQ: MDLZ) ha presentato alla Conferenza CAGNY 2025, evidenziando la sua crescita strategica e la trasformazione del portafoglio. L'azienda ha riportato una crescita del 4,3% del fatturato netto organico e una crescita del 5,1% del profitto lordo rettificato nel 2024, nonostante l'inflazione record dei costi delle materie prime di cacao.
L'azienda si sta concentrando sulle sue categorie principali di cioccolato, biscotti e snack da forno, che rappresentano il 90% del fatturato. Il business delle torte e pasticcini da 2 miliardi di dollari di MDLZ, attualmente al terzo posto a livello globale, è identificato come un'opportunità chiave di crescita all'interno della categoria delle torte e pasticcini da 97 miliardi di dollari.
La presentazione ha delineato quattro aree strategiche: strategia di crescita sostenibile, gestione dei costi delle materie prime di cacao mantenendo la leadership di mercato, espansione nella categoria delle torte e pasticcini, e creazione di valore attraverso la generazione di cassa e un'allocazione disciplinata del capitale.
Mondelēz International (NASDAQ: MDLZ) se presentó en la Conferencia CAGNY 2025, destacando su crecimiento estratégico y la transformación de su portafolio. La compañía reportó un crecimiento del 4,3% en ingresos netos orgánicos y un crecimiento del 5,1% en ganancias brutas ajustadas en 2024, a pesar de enfrentar una inflación récord en los costos de insumos de cacao.
La empresa se está enfocando en sus categorías principales de chocolate, galletas y snacks horneados, que representan el 90% de los ingresos. El negocio de pasteles y repostería de 2 mil millones de dólares de MDLZ, actualmente ocupando la tercera posición a nivel mundial, se identifica como una oportunidad clave de crecimiento dentro de la categoría de pasteles y repostería de 97 mil millones de dólares.
La presentación esbozó cuatro áreas estratégicas: estrategia de crecimiento sostenible, gestión de los costos de insumos de cacao mientras se mantiene el liderazgo en el mercado, expansión en la categoría de pasteles y repostería, y creación de valor a través de la generación de efectivo y una asignación disciplinada de capital.
몬델레즈 인터내셔널 (NASDAQ: MDLZ)는 2025 CAGNY 컨퍼런스에서 전략적 성장과 포트폴리오 변화를 강조했습니다. 이 회사는 4.3% 유기적 순수익 성장과 5.1% 조정된 총 이익 달러 성장을 2024년에 보고했으며, 기록적인 코코아 원자재 비용 인플레이션에도 불구하고 성과를 올렸습니다.
회사는 수익의 90%를 차지하는 초콜릿, 비스킷 및 구운 스낵의 핵심 카테고리에 집중하고 있습니다. MDLZ의 20억 달러 규모의 케이크 및 페이스트리 사업은 현재 세계 3위의 시장 점유율을 보유하고 있으며, 970억 달러 규모의 케이크 및 페이스트리 카테고리 내에서 주요 성장 기회로 인식되고 있습니다.
발표에서는 네 가지 전략적 분야를 설명했습니다: 지속 가능한 성장 전략, 시장 리더십 유지하면서 코코아 원자재 비용 관리, 케이크 및 페이스트리 카테고리 확장, 그리고 현금 창출 및 엄격한 자본 배분을 통한 가치 창출.
Mondelēz International (NASDAQ: MDLZ) s'est présenté à la Conférence CAGNY 2025, mettant en avant sa croissance stratégique et la transformation de son portefeuille. L'entreprise a rapporté une croissance de 4,3% des revenus nets organiques et une croissance de 5,1% du bénéfice brut ajusté en 2024, malgré une inflation record des coûts des matières premières en cacao.
L'entreprise se concentre sur ses catégories principales de chocolat, biscuits et collations cuites, qui représentent 90% des revenus. Le secteur des gâteaux et pâtisseries de 2 milliards de dollars de MDLZ, actuellement en troisième position mondiale, est identifié comme une opportunité clé de croissance au sein de la catégorie des gâteaux et pâtisseries de 97 milliards de dollars.
La présentation a décrit quatre domaines stratégiques : stratégie de croissance durable, gestion des coûts des matières premières en cacao tout en maintenant une position de leader sur le marché, expansion dans la catégorie des gâteaux et pâtisseries, et création de valeur par la génération de liquidités et une allocation de capital disciplinée.
Mondelēz International (NASDAQ: MDLZ) stellte auf der CAGNY-Konferenz 2025 seine strategische Wachstums- und Portfoliotransformation vor. Das Unternehmen berichtete von einem Wachstum des organischen Nettoumsatzes um 4,3% und einem Wachstum des bereinigten Bruttogewinns um 5,1% im Jahr 2024, trotz rekordverdächtiger Inflation der Kakaoproduktionskosten.
Das Unternehmen konzentriert sich auf seine Kernkategorien Schokolade, Kekse und gebackene Snacks, die 90% des Umsatzes ausmachen. Das 2 Milliarden US-Dollar Geschäft mit Kuchen und Gebäck von MDLZ, das derzeit den dritten globalen Marktanteil hält, wird als Schlüsselwachstumschance innerhalb der 97 Milliarden US-Dollar schweren Kategorie Kuchen und Gebäck identifiziert.
Die Präsentation umriss vier strategische Bereiche: nachhaltige Wachstumsstrategie, Management der Kakaoproduktionskosten bei gleichzeitiger Marktführerschaft, Expansion in der Kategorie Kuchen und Gebäck sowie Wertschöpfung durch Cash-Generierung und disziplinierte Kapitalallokation.
- 4.3% organic net revenue growth in 2024
- 5.1% adjusted gross profit dollar growth in 2024
- $2 billion cakes and pastries business with #3 global market position
- 90% of revenue from core categories (chocolate, biscuits, and baked snacks)
- Facing record cocoa input cost inflation
Insights
Mondelēz's strategic presentation reveals a compelling growth narrative centered on category leadership and tactical expansion. The 4.3% organic net revenue growth and 5.1% adjusted gross profit dollar growth in 2024 demonstrate remarkable resilience, particularly considering the unprecedented cocoa cost inflation that has challenged the entire industry.
The company's strategic pivot toward the $97 billion cakes and pastries market represents a calculated move to leverage existing distribution networks and brand equity. Their current $2 billion presence and #3 global market position provides a solid foundation for expansion. This adjacency strategy is particularly shrewd as it allows Mondelēz to extend beloved chocolate and biscuit brands into premium-priced cake formats, potentially driving higher margins and incremental growth.
The commitment to concentrate 90% of revenue in chocolate, biscuits, and baked snacks reflects a disciplined approach to portfolio optimization. This focus enables more efficient resource allocation and strengthens the company's competitive moat in core categories. The strategy aligns with consumer trends favoring indulgent snacking occasions while maintaining strong cash generation potential.
Several key factors support the growth trajectory:
- Proven M&A integration capabilities and distribution expansion expertise
- Strong brand equity that can be leveraged across categories
- Established global supply chain and route-to-market advantages
- Focus on free cash flow generation and strategic capital allocation
However, investors should monitor the impact of elevated cocoa prices on margins and pricing strategies, as well as the execution risks in scaling the cakes and pastries business in competitive markets. The company's ability to maintain pricing power while expanding into new categories will be important for sustaining profitable growth.
- Doubling down on core categories of chocolate, biscuits and baked snacks supported by sustainable reinvestment
- Unique opportunity to win in large, fast-growing cakes and pastries adjacency
CHICAGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ: MDLZ) today will highlight its continued growth, portfolio transformation, and commitment to long-term value creation at the 2025 Consumer Analyst Group of New York (CAGNY) Conference. Chairman and Chief Executive Officer Dirk Van de Put and Chief Financial Officer Luca Zaramella will provide insights into the company’s strategic priorities and market leadership across key categories, including growth in attractive adjacencies like cakes and pastries.
“Our strong foundation of iconic brands and attractive categories position us for continued value creation,” said Dirk Van de Put, Chair and CEO of Mondelēz International. “We’re excited about our strong playbook to win in large and attractive adjacencies, like cakes and pastries, that provide a significant runway of growth opportunities.”
Delivering Resilient Growth
Mondelēz International has continued to deliver against its long-term growth algorithm, including
“We have always remained focused on a simple but proven playbook: Acquiring the right opportunities, executing a strong integration plan, and accelerating growth in our newly acquired brands through expanded distribution and elevated marketing capabilities,” said Chief Financial Officer Luca Zaramella.
Today’s CAGNY presentation will focus on four key areas of the Company’s strategy:
- Continuing progress on long-term, sustainable growth strategy – advancing portfolio reshaping and strong execution to deliver
90% of revenue from chocolate, biscuits and baked snacks - Navigating record cocoa input costs while growing market leadership across trusted and loved brands
- Winning in the fast-growing,
$97 billion cakes and pastries category, executing the Company’s proven playbook, and launching unique extensions of its widely loved chocolate and biscuit brands - Unlocking value through cash generation and disciplined capital allocation – focusing on expanded free cash flow, growth-accretive M&A and balance sheet flexibility
Presentation and Materials
Simultaneous with the webcast for CAGNY participants, today’s presentation and accompanying slides will be available in the investor section of the Company’s website www.mondelezinternational.com and will remain available on the website following the webcast.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2024 net revenues of approximately
Forward-Looking Statements
This press release contains forward-looking statements. Words, and variations of words, such as “will,” “may,” “expect,” “plan,” “continue” and similar expressions are intended to identify these forward-looking statements, including, but not limited to, statements of belief or expectation and statements about Mondelēz International’s leadership position in snacking. These forward-looking statements are subject to change and to inherent risks and uncertainties, many of which are beyond Mondelēz International’s control, which could cause Mondelēz International’s actual results or outcomes to differ materially from those projected or assumed in these forward-looking statements. Please also see Mondelēz International’s risk factors, as they may be amended from time to time, set forth in its filings with the U.S. Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. There may be other factors not presently known to Mondelēz International or which it currently considers to be immaterial that could cause Mondelēz International’s actual results to differ materially from those projected in any forward-looking statements it makes. Mondelēz International disclaims and does not undertake any obligation to update or revise any forward-looking statement in this press release, except as required by applicable law or regulation.
| Contact: | Tracey Noe (Media) | Shep Dunlap (Investors) |
| +1 847 943 5678 | +1 847 943 5454 | |
| news@mdlz.com | ir@mdlz.com | |
FAQ
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