Every material Form 8-K Mondelez International filed with the SEC in 2025, 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.
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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Mondelez International filing is on SEC EDGAR ↗. 8-K briefs of other companies →