Mondelēz International Q3 diluted EPS down 9.5% to $0.57; net revenue up 5.9%
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.
Key points
- 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
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 28, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.