Mondelēz International Showcases Structurally Stronger Business and Confidence in Reaccelerating Profitable Growth at 2026 CAGNY Conference
Mondelēz International (NASDAQ: MDLZ) presented at CAGNY on Feb 17, 2026, highlighting a structurally stronger snack business and plans to reaccelerate profitable growth.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Mondelēz International (NASDAQ: MDLZ) presented at CAGNY on Feb 17, 2026, highlighting a structurally stronger snack business and plans to reaccelerate profitable growth.
Key targets include 3–5% organic net revenue growth, high-single-digit adjusted EPS growth, and more than $3 billion in free cash flow, plus a path to increase core categories from ~80% to 90% of net revenues.
Positive
- Long-term algorithm: 3–5% organic net revenue growth
- EPS target: high-single-digit adjusted EPS growth
- Free cash flow: more than $3 billion target
- Core categories currently ~80% of net revenues, path to 90%
Negative
- 2025 performance impacted by unprecedented cocoa input cost inflation
Details
News Market Reaction – MDLZ
On Feb 17, the day this news came out, MDLZ closed 4.36% below the previous close.
Data tracked by StockTitan Argus for the Feb 17 session.
Key Figures
- Organic net revenue growth
- 3–5%
- Long-term growth algorithm reaffirmed at CAGNY 2026
- Adjusted EPS growth target
- High single digit
- Long-term adjusted EPS growth algorithm
- Free cash flow target
- More than $3 billion
- Long-term annual free cash flow objective
- Core categories share
- 80% of net revenues
- Current share of chocolate, biscuits and baked snacks
- Core categories goal
- 90% of net revenues
- Target exposure to chocolate, biscuits and baked snacks over time
Historical Context
-
Announced regular quarterly dividend of $0.50 per share to shareholders.
-
Reported FY2025 growth with cocoa headwinds and outlined 2026 revenue, EPS, FCF outlook.
-
RITZ Big Game campaign and product push supporting distribution and brand visibility.
-
Appointed Luca Zaramella as EVP, COO and CFO expanding operational oversight.
-
Announced upcoming CAGNY conference presentation with CEO and CFO participation.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
organic net revenue financial
adjusted eps financial
free cash flow financial
capital allocation financial
bolt-on m&a financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
- Leading portfolio of iconic chocolate, biscuit and baked snack brands well positioned to capture growth in snacking occasions around the world
- Strong action plans to step-change growth in Developed Markets while continuing to drive robust momentum in Emerging Markets
CHICAGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (NASDAQ: MDLZ) today will showcase its commitment to long-term value creation, driven by its global portfolio of iconic snack brands, at the 2026 Consumer Analyst Group of New York (CAGNY) Conference. Chair and Chief Executive Officer Dirk Van De Put and Chief Operating Officer/Chief Financial Officer Luca Zaramella will provide insights into the Company’s strategic priorities, action plans to reignite growth in Developed Markets, and continued momentum in Emerging Markets.
“Our strong foundation of consumer-loved brands, attractive categories and a diversified global footprint provide confidence in our ability to deliver consistent growth, resilience and returns,” Van de Put said. “Year after year, consumer research demonstrates that snacking remains the most dynamic and resilient space in food. By making significant and sustained investments to drive superior value, on-trend innovation and breakthrough activations, we’re confident that we can reaccelerate growth in Developed Markets while building upon our winning recipe in Emerging Markets.”
Delivering a Proven Growth Algorithm
Mondelēz International will reaffirm its long-term growth algorithm of 3 to 5 percent organic net revenue growth, high-single-digit adjusted EPS growth and more than
“We’re confident that the critical investments and strategic choices we made throughout the past year have positioned our Company to generate significant and lasting value,” Zaramella said. “Our long-term fundamentals remain strong across categories, geographies, brands and capital allocation. At the same time, we have clear action plans to deliver improved volumes and return our Developed Markets to their normal cadence of profitable growth, while continuing to drive momentum in our Emerging Markets.”
Today’s CAGNY presentation will focus on four key areas of the Company’s strategy:
- Continuing progress on portfolio reshaping to increase exposure to the enduring, resilient core categories of chocolate, biscuits and baked snacks, which today account for approximately 80 percent of net revenues, with a clear path toward 90 percent over time
- Elevating performance in Developed Markets, with a focus on execution in U.S. biscuits and restoring consumption growth in Europe chocolate, supported by long-term, structural actions to improve cocoa supply resilience
- Expanding a scaled, volume-led growth engine in Emerging Markets, leveraging a local-first operating model, advantaged route-to-market capabilities and significant headroom across priority markets including China, India, Brazil and Mexico
- Unlocking value through strong cash generation and disciplined capital allocation, supporting brand reinvestment and growth-accretive, bolt-on M&A, while maintaining 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 2025 net revenues of approximately
Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements may include, among others, the words, and variations of words, “will,” “may,” “expect,” “would,” “could,” “might,” “intend,” “plan,” “believe,” “likely,” “estimate,” “anticipate,” “objective,” “predict,” “project,” “drive,” “seek,” “aim,” “target,” “remain,” “potential,” “commitment,” “outlook,” “continue” or other similar words or expressions that are intended to identify these forward-looking statements, including, but not limited to, statements of belief or expectation and statements about Mondelēz International’s outlook, performance, or leadership position in snacking . Although we believe the expectations reflected in these forward-looking statements are subject to change and to inherent risks and uncertainties, many of which are beyond Mondelēz International’s control and are amplified by ongoing macroeconomic volatility and uncertainty, 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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.