Mondelez shares fall 5% at CAGNY despite reaffirming 3-5% growth algorithm. Management outlines turnaround plan after cocoa crushed 2025 margins.

Mondelez Reaffirms Growth Targets at CAGNY as Cocoa Costs Ease—But Stock Falls 5%

Mondelēz stock falls 5% at CAGNY 2026 as cocoa inflation drives FY25 EPS down 15% and gross margins collapse 1,100 bps. Management targets 2027 recovery.

Mondelēz Shares Slide 5% as CAGNY Presentation Reveals Cocoa Carnage: EPS Down 15%, Margins Crushed

Mondelez guides 0-2% growth for 2026—missing consensus by half—as cocoa whiplash, weak U.S. consumers, and a $500M accounting hit converge.

Mondelez Warns of Muted 2026 as Cocoa Whiplash and Weak Consumers Collide

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Mondelez International (MDLZ) Earnings Call Transcripts