Every material Form 8-K Mondelez International has filed with the SEC since October 29, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mondelez International reported third-quarter 2026 net revenues of $9.967 billion, an increase of 2.3 percent compared to the prior year. Diluted EPS rose 78.9 percent to $1.02, while adjusted EPS reached $0.78, representing a 5.5 percent increase on a constant currency basis. The company also reaffirmed its full-year 2026 guidance, expecting organic net revenue growth of at least 2 percent.
Net revenues for Q3 2026 reached $9.967 billion, up 2.3 percent year-over-year.
Diluted EPS increased 78.9 percent to $1.02 for the third quarter ended September 30, 2026.
Year-to-date cash provided by operating activities was $2.6 billion and Free Cash Flow was $1.7 billion.
The company returned $2.8 billion to shareholders through the first nine months of 2026.
Mondelēz reported second-quarter 2026 net revenues of $9.4 billion, up 4.1%, and diluted EPS of $1.20, up from $0.49. Adjusted EPS was $0.73, down 2.7% on a constant currency basis, as the company cited operating declines and higher interest and other expense. The company raised its 2026 organic net revenue growth outlook to at least 2%, kept its Adjusted EPS growth outlook of flat to 5%, and announced a 4% increase to its quarterly dividend.
Q2 net revenues of $9,355 million, up 4.1%; organic net revenue up 2.2%
Diluted EPS $1.20 versus $0.49 a year earlier; Adjusted EPS $0.73, down 2.7% at constant currency
2026 outlook: at least 2% organic net revenue growth (raised); Adjusted EPS growth flat to 5% (maintained); Free Cash Flow about $3 billion
Quarterly dividend increased 4%; $1.5 billion returned to shareholders in the first half of 2026
Mondelēz International said Amit Banati will become Executive Vice President and Chief Financial Officer on July 1, 2026, reporting to Chair and CEO Dirk Van de Put. Banati most recently served as CFO of Kenvue, Inc. from May 2025 to May 2026, and earlier as CFO of Kellanova and Kellogg. Luca Zaramella, who the company said served as CFO for eight years, will continue as Executive Vice President and Chief Operating Officer.
Start date: July 1, 2026; Banati will be a member of the Mondelēz International Leadership Team
Base salary of $1,050,000 with a 125% target annual incentive and a $5,000,000 target annual long-term equity grant for 2026
Make-whole cash award of up to $7,000,000 for compensation Banati must forfeit at his former employer, subject to repayment on certain termination events before the second anniversary of the start date
Luca Zaramella remains Executive Vice President and Chief Operating Officer
Mondelez reported first-quarter 2026 net revenues of $10.08 billion, up 8.2%, and diluted EPS of $0.44, up 41.9%. The EPS gain was driven mainly by a favorable year-over-year swing in mark-to-market derivative impacts, while Adjusted EPS fell 14.9% on a constant currency basis to $0.67. The company reaffirmed its 2026 outlook, which matters to shareholders because the core earnings measure declined and the full-year targets were not changed.
Net revenues were $10.08 billion, up 8.2%. Organic Net Revenue grew 3.0%, with volume/mix down 0.5 points.
Diluted EPS was $0.44, up 41.9%, mainly from mark-to-market derivative impacts. Adjusted EPS was $0.67, down 14.9% at constant currency.
Adjusted Operating Income decreased $261 million at constant currency, and Adjusted Operating Income margin fell 310 basis points to 11.7%.
For 2026, the company reaffirmed Organic Net Revenue growth of flat to 2% and Adjusted EPS growth of flat to 5% on a constant currency basis, and expects Free Cash Flow of about $3 billion.
Mondelez International entered into a new $1.5 billion 364-day senior unsecured revolving credit agreement on February 18, 2026, with JPMorgan Chase Bank, N.A. as administrative agent, and terminated its prior $1.5 billion 364-day facility dated February 19, 2025. The filing describes the facility as available for general corporate purposes, working capital and support of its commercial paper program, and it requires minimum shareholders' equity of at least $25.0 billion.
New facility: $1.5 billion, 364-day senior unsecured revolver, terminating February 17, 2027
Prior $1.5 billion 364-day revolving credit agreement, dated February 19, 2025, was terminated
Company may request up to $500 million in additional commitments and extend loan maturity to February 17, 2028
Covenant requires minimum shareholders' equity of not less than $25.0 billion
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
Mondelez International said CFO Luca Zaramella will also serve as Chief Operating Officer starting February 1, 2026, overseeing commercial operations in its four geographical regions and the corporate sales, marketing and supply chain functions. The company is searching for a successor for the CFO role and expects to announce one at a later date, so the leadership change is not yet complete for shareholders.
Zaramella, 56, has been CFO since August 2018 and joined the company in 1996.
Zaramella's COO role takes effect February 1, 2026, in addition to his CFO duties.
Approved 2026 pay: base salary of $1,250,000, target annual incentive of 150% of base salary, and long-term incentive target value of $7,225,000.
The company is conducting a search for a CFO successor and expects to announce one at a later date.
Mondelēz International reported third-quarter 2025 net revenues of $9.7 billion, up 5.9%, but diluted EPS fell 9.5% to $0.57 and operating income fell 35.5% to $744 million. The company said cocoa cost inflation was at its peak in the third quarter and now expects 2025 Adjusted EPS to decline approximately 15% on a constant currency basis, with Organic Net Revenue growth of 4% or more.
Q3 net revenues $9.7 billion, up 5.9%; Organic Net Revenue up 3.4%, with volume/mix down 4.6 points
Q3 diluted EPS $0.57 versus $0.63 a year earlier; Adjusted EPS $0.73, down 24.2% on a constant currency basis
Updated 2025 outlook: Organic Net Revenue growth of 4%+ and Adjusted EPS down approximately 15% in constant currency; Free Cash Flow of $3+ billion still expected
Nine-month capital return to shareholders was $3.7 billion
Mondelēz reported second-quarter 2025 net revenues up 7.7% to $8,984 million, with diluted EPS up 8.9% to $0.49. Adjusted EPS fell 14.5% on a constant currency basis to $0.73, and the company kept its 2025 outlook for Adjusted EPS to decline about 10% on a constant currency basis due to cocoa cost inflation. Shareholders also get a 6% quarterly dividend increase to $0.50 per share.
Net revenues were $8,984 million, up 7.7%, with organic net revenue growth of 5.6%
Diluted EPS was $0.49, up 8.9%; adjusted EPS was $0.73, down 12.0% reported and 14.5% in constant currency
2025 outlook maintained: organic net revenue growth of about 5% and Adjusted EPS decline of about 10% in constant currency
Quarterly dividend raised 6% to $0.50 per share, payable October 14, 2025, to holders of record as of September 30, 2025
Mondelez International approved a severance plan for key executives on May 20, 2025, covering officers subject to Section 16 reporting rules and other designated employees. At its May 21, 2025 annual meeting, shareholders elected all 10 directors and rejected five shareholder proposals, so the company's board and proposed governance changes were unchanged by shareholder vote.
Severance Plan for Key Executives approved May 20, 2025 by the People and Compensation Committee; benefits include 12 months of base salary in cash, subject to a release of claims
At the May 21, 2025 annual meeting, 1,124,518,986 Class A shares (86.8% of outstanding) were represented
All 10 director nominees were elected to one-year terms ending at the 2026 annual meeting
Five shareholder proposals failed, including a flexible plastic packaging report (129,168,677 for, 857,201,525 against)
Mondelēz International reported first-quarter 2025 results with net revenues of $9,313 million, up 0.2%, while diluted EPS fell 70.2% to $0.31 and operating income fell to $680 million from $2,727 million. The company said the profit decline was driven mainly by unfavorable year-over-year mark-to-market impacts from commodity and currency derivatives, and it reaffirmed its 2025 outlook, including Adjusted EPS expected to decline about 10% on a constant currency basis due to cocoa cost inflation.
Net revenues were $9,313 million, up 0.2%; organic net revenue grew 3.1%, with volume/mix down 3.5 points
Diluted EPS was $0.31 versus $1.04 a year earlier; Adjusted EPS was $0.74, down 18.3% on a constant currency basis
Operating income was $680 million versus $2,727 million; the company returned $2.1 billion to shareholders in the quarter
2025 outlook reaffirmed: organic net revenue growth of about 5%, Adjusted EPS down about 10% constant currency, and free cash flow of $3+ billion
Mondelez entered into two new unsecured revolving credit agreements on February 19, 2025, totaling $6.0 billion, and terminated its existing $1.5 billion 364-day and $4.5 billion five-year facilities. The company said it will use the new facilities for general corporate purposes, including working capital and support for its commercial paper program. Both agreements require minimum shareholders' equity of at least $25.0 billion.
New 364-day facility: $1.5 billion, terminating February 18, 2026, replacing a facility dated February 21, 2024
New five-year facility: $4.5 billion, terminating February 19, 2030 unless extended, replacing a facility dated February 23, 2022
Both facilities require minimum shareholders' equity of not less than $25.0 billion and carry JPMorgan Chase Bank, N.A. as administrative agent
Mondelēz reported fourth-quarter and full-year 2024 results, with net revenues up 1.2% for the year and diluted EPS down 5.5% to $3.42. The company expects 2025 Adjusted EPS to decline about 10% on a constant currency basis due to cocoa cost inflation, which weighs on the outlook for shareholders.
FY 2024 net revenues rose 1.2% to $36.4 billion, with Organic Net Revenue up 4.3%.
Q4 2024 Adjusted EPS was $0.65, down 15.9% on a constant currency basis; Q4 diluted EPS was $1.30.
2025 outlook: Organic Net Revenue growth of about 5%, Adjusted EPS down about 10% constant currency, and Free Cash Flow of $3+ billion.
Mondelez International appointed Brian Stevens as Senior Vice President, Corporate Controller and Chief Accounting Officer, effective February 10, 2025. Michael Call, principal accounting officer since August 2021, will move to Senior Vice President, Finance for North America on that date.
Brian Stevens, age 50, previously served as Chief Accounting Officer and Controller at Baxter International from December 2018 to September 2024
Stevens' base salary is $545,900, with a target annual incentive of 65% of base salary
Stevens' annual equity grant has a target value of $550,000, split 75% performance share units and 25% stock options
Michael Call remains Chief Accounting Officer until February 10, 2025
Mondelez International said Vince Gruber, its Executive Vice President and President, Europe, will retire effective April 1, 2025. The company named Volker Kuhn, formerly of Reckitt's hygiene business, to succeed him in the role on the same date, and Kuhn will join the company on January 6, 2025 to work with Gruber on the transition.
Vince Gruber informed the company on November 29, 2024 that he will retire effective April 1, 2025.
Volker Kuhn joins Mondelez on January 6, 2025 and becomes Executive Vice President and President, Europe, effective April 1, 2025.
Kuhn will report directly to Chair and CEO Dirk Van de Put.
Kuhn previously spent 26 years at Procter & Gamble and was Chief Transformation Officer at Reckitt.
Mondelez reported third-quarter 2024 net revenues of $9.2 billion, up 1.9%, and diluted EPS of $0.63, down 12.5%, while adjusted EPS rose 28.6% on a constant currency basis to $0.99. The company reaffirmed its 2024 outlook and said it agreed to acquire a majority stake in Evirth, a Chinese cakes and pastries maker, though the filing does not state the deal terms.
Net revenues rose 1.9% to $9.2 billion; organic net revenue grew 5.4%.
Diluted EPS fell 12.5% to $0.63; adjusted EPS rose 28.6% on a constant currency basis to $0.99.
Operating income fell 16.4% to $1,153 million, with operating income margin at 12.5%.
2024 outlook reaffirmed, including Free Cash Flow of $3.5 billion or more.
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