Mondelez International, Inc. (MDLZ): Business Model Canvas

In der dynamischen Welt der globalen Snack-Innovation steht Mondelez International als Kraftpaket, das alltägliche Momente in köstliche Erlebnisse verwandelt. Mit einem strategischen Geschäftsmodell, das Kontinente und Verbraucherpräferenzen umfasst, nutzt dieser multinationale Lebensmittelriese sein beeindruckendes Portfolio beliebter Marken wie Oreo, Cadbury und Triscuit, um praktische, hochwertige Snacklösungen anzubieten. Von Jugendmärkten bis hin zu gesundheitsbewussten Verbrauchern hat Mondelez sorgfältig einen umfassenden Ansatz entwickelt, der modernste Produktentwicklung, globale Fertigungskompetenz und innovative Marketingstrategien vereint, um die Herzen (und Geschmacksknospen) von Millionen Menschen weltweit zu erobern.

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit globalen Agrarlieferanten

Mondelez International unterhält strategische Partnerschaften mit wichtigen Agrarlieferanten weltweit:

Lieferantenkategorie	Jahresvolumen	Geografische Region
Kakaolieferanten	600.000 Tonnen	Westafrika
Weizenlieferanten	450.000 Tonnen	Nordamerika
Zuckerlieferanten	350.000 Tonnen	Brasilien, Indien

Kooperationsvereinbarungen mit Einzelhandelsvertriebsnetzwerken

Zu den wichtigsten Vertriebspartnerschaften im Einzelhandel gehören:

• Walmart: 12 % des globalen Vertriebsnetzes
• Kroger: 8 % des nordamerikanischen Vertriebs
• Carrefour: 6 % des europäischen Vertriebs

Joint Ventures mit lokalen Lebensmittelherstellern

Land	Lokaler Partner	Investitionswert
Indien	Tata-Gruppe	250 Millionen Dollar
China	Bright Food Group	180 Millionen Dollar
Brasilien	Pandurata Alimentos	120 Millionen Dollar

Technologiepartnerschaften für Verpackung und Nachhaltigkeit

Nachhaltigkeitstechnologiepartnerschaften:

• Amcor: Nachhaltige Verpackungsentwicklung
• TerraCycle: Recycling-Innovationsprogramm
• World Wildlife Fund: Initiativen zur nachhaltigen Beschaffung

Marketingkooperationen mit globalen Unterhaltungsmarken

Unterhaltungspartner	Kampagnenwert	Produktlinie
Disney	45 Millionen Dollar	Oreo-Charakterdesigns
Marvel Studios	35 Millionen Dollar	Verpackung in limitierter Auflage
FIFA	28 Millionen Dollar	Werbekampagnen zur Weltmeisterschaft

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Hauptaktivitäten

Produktentwicklung und Innovation in Snack-Food-Kategorien

Mondelez International investierte im Jahr 2022 243 Millionen US-Dollar in Forschung und Entwicklung. Das Unternehmen betreibt 18 globale Innovationszentren, die sich auf die Entwicklung neuer Snackprodukte konzentrieren.

Kategorie „Innovation“.	Jährliche Investition	Anzahl neuer Produkte
Schokoladeninnovation	87 Millionen Dollar	42 neue Produkteinführungen
Kekstechnologie	65 Millionen Dollar	36 neue Produktvarianten
Entwicklung gesunder Snacks	51 Millionen Dollar	28 neue gesundheitsorientierte Produkte

Globale Fertigungs- und Produktionsbetriebe

Mondelez betreibt 83 Produktionsstätten in 36 Ländern. Die Produktionskapazität erreicht jährlich etwa 1,5 Millionen Tonnen Snackprodukte.

• Gesamtproduktionsstandorte: 83
• Länder mit Produktionsstätten: 36
• Jährliche Produktionsmenge: 1,5 Millionen Tonnen
• Produktionsmitarbeiter: 52.000

Markenmarketing und Verbraucherengagement

Die Marketingausgaben beliefen sich im Jahr 2022 auf 2,1 Milliarden US-Dollar, was 9,2 % des Gesamtumsatzes des Unternehmens entspricht.

Marketingkanal	Investition	Reichweite
Digitales Marketing	680 Millionen Dollar	1,2 Milliarden digitale Impressionen
Traditionelle Medien	1,2 Milliarden US-Dollar	Globale Verbrauchersegmente
Social-Media-Kampagnen	220 Millionen Dollar	350 Millionen Social-Media-Interaktionen

Supply Chain Management und Optimierung

Mondelez verwaltet eine komplexe globale Lieferkette mit 283 Vertriebszentren und Logistiknetzwerken auf allen Kontinenten.

• Vertriebszentren: 283
• Logistikpartner: 126
• Investition in Supply-Chain-Technologie: 412 Millionen US-Dollar
• Nachhaltigkeitsinitiativen in der Lieferkette: 65 % der Rohstoffe stammen aus nachhaltigen Quellen

Forschung und Entwicklung neuer Lebensmitteltechnologien

Das Unternehmen konzentriert sich auf fortschrittliche Lebensmitteltechnologie mit speziellen Innovationszentren.

Technologiefokus	F&E-Investitionen	Wichtigste Ergebnisse
Pflanzenbasierte Innovationen	38 Millionen Dollar	7 neue pflanzliche Snackprodukte
Nachhaltige Verpackung	26 Millionen Dollar	40 % recycelbare Verpackungsentwicklung
Ernährungsverbesserung	45 Millionen Dollar	12 ernährungsphysiologisch optimierte Produktlinien

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Schlüsselressourcen

Starkes globales Markenportfolio

Mondelez International besitzt Über 20 globale Energiemarken über mehrere Kategorien hinweg:

Schokoladenmarken	Keksmarken	Käse-/Lebensmittelmarken
Cadbury	Oreo	Philadelphia
Toblerone	Keks	Tang

Globale Fertigungsinfrastruktur

Fertigungspräsenz in 67 Länder mit folgender Infrastruktur:

• 173 Produktionsstätten weltweit
• Produktionskapazität von 1,5 Millionen Tonnen jährlich
• Netzwerk, das die Regionen Nordamerika, Europa, Lateinamerika und den asiatisch-pazifischen Raum umfasst

Geistiges Eigentum und Innovationen

Investitionen in Forschung und Entwicklung:

F&E-Metrik	Wert 2023
Jährliche F&E-Ausgaben	414 Millionen US-Dollar
Anzahl aktiver Patente	1,237

Talentpool und Personalwesen

Zusammensetzung der Belegschaft ab 2023:

• Gesamtbeschäftigte: 91.000
• Mitarbeiter in 67 Ländern
• Diversity-Repräsentation: 52 % Frauen in Führungspositionen

Erweiterte Forschungsmöglichkeiten

Forschungszentrum	Standort	Fokusbereich
Globales Innovationszentrum	East Hanover, New Jersey	Produktentwicklung und Technologie
Forschungs- und Entwicklungszentrum für Schokolade	Bournville, Großbritannien	Süßwareninnovation

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Wertversprechen

Praktische und angenehme Snack-Optionen

Mondelez International bietet über 1.200 Snackprodukte in 80 Ländern an. Der Nettoumsatz im Jahr 2022 betrug 31,5 Milliarden US-Dollar. Zu den praktischen Snack-Optionen gehören:

• Oreo-Kekse: Jährlich werden weltweit 550 Milliarden Kekse verkauft
• Cadbury-Schokolade: In über 50 Ländern erhältlich
• Belvita-Frühstückskekse: 1,2 Milliarden US-Dollar jährlicher Produktumsatz

Hochwertige, weltweit anerkannte Marken

Marke	Globaler Marktanteil	Jahresumsatz
Oreo	40 % des weltweiten Keksmarktes	3,7 Milliarden US-Dollar
Cadbury	25 % des weltweiten Schokoladenmarkts	2,9 Milliarden US-Dollar
Dreizack	15 % des weltweiten Kaugummimarktes	1,5 Milliarden US-Dollar

Vielfältiges Produktsortiment für unterschiedliche Verbraucherpräferenzen

Zu den Produktkategorien gehören:

• Schokolade: 45 % des Produktportfolios
• Kekse: 35 % des Produktportfolios
• Süßigkeiten: 12 % des Produktportfolios
• Käse & Lebensmittel: 8 % des Produktportfolios

Konsistenter Geschmack und Produktinnovation

F&E-Investitionen: 268 Millionen US-Dollar im Jahr 2022. Neue Produkteinführungen im Jahr 2022:

• 25 neue Geschmacksvarianten
• 12 gesündere Snack-Alternativen
• 8 Produkteinführungen auf pflanzlicher Basis

Erschwingliche und zugängliche Snacklösungen

Durchschnittliche Produktpreispunkte:

Produktkategorie	Durchschnittspreis	Globale Zugänglichkeit
Kekse	2,50 $ pro Paket	95 % Einzelhandelsvertrieb
Schokolade	3,25 $ pro Riegel	90 % Einzelhandelsvertrieb
Kaugummi	1,75 $ pro Packung	98 % Einzelhandelsvertrieb

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Kundenbeziehungen

Digitales Engagement über Social-Media-Plattformen

Mondelez International unterhält eine aktive Social-Media-Präsenz auf allen Plattformen mit den folgenden Kennzahlen:

Plattform	Anzahl der Follower	Engagement-Rate
Instagram	3,2 Millionen	2.7%
Facebook	5,8 Millionen	1.9%
Twitter	1,5 Millionen	1.4%

Treueprogramme und Verbraucher-Feedback-Mechanismen

Mondelez implementiert gezielte Treuestrategien:

• Oreo Rewards-Programm: 750.000 aktive Mitglieder
• Jährliche Sammlung von Verbraucherfeedback: 2,3 Millionen Antworten
• Kundenzufriedenheitsrate: 86,5 %

Personalisierte Marketingstrategien

Details zur Personalisierungsinvestition:

Marketingansatz	Jahresbudget	Conversion-Rate
Gezielte digitale Kampagnen	42 Millionen Dollar	4.6%
Personalisiertes E-Mail-Marketing	18,5 Millionen US-Dollar	3.2%

Digitale Interaktionen direkt mit dem Verbraucher

Kennzahlen zur digitalen Interaktion:

• Downloads mobiler Apps: 2,1 Millionen
• Monatlich aktive Benutzer: 1,4 Millionen
• Durchschnittliche Sitzungsdauer: 4,2 Minuten

Community-Aufbau durch Markenerlebnisse

Statistiken zum Marken-Community-Engagement:

Markenerlebnis-Initiative	Anzahl der Teilnehmer	Reichweite in sozialen Medien
Cadbury-Schokoladen-Herausforderungen	350,000	5,6 Millionen Impressionen
Oreo-Kreativherausforderung	275,000	4,2 Millionen Impressionen

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Kanäle

Globale Lebensmitteleinzelhandelsgeschäfte

Mondelez International vertreibt Produkte über 2,5 Millionen Lebensmitteleinzelhandelsgeschäfte weltweit. Zu den wichtigsten Vertriebskanälen gehören:

Region	Anzahl der Geschäfte	Marktdurchdringung
Nordamerika	750,000	85%
Europa	650,000	90%
Asien-Pazifik	600,000	75%
Lateinamerika	350,000	70%
Naher Osten/Afrika	150,000	60%

Online-E-Commerce-Plattformen

Mondelez erwirtschaftet 1,2 Milliarden US-Dollar an Online-Umsätzen auf mehreren digitalen Plattformen:

• Amazon: 450 Millionen US-Dollar Jahresumsatz
• Walmart Online: 320 Millionen US-Dollar Jahresumsatz
• Alibaba: 250 Millionen US-Dollar Jahresumsatz
• Andere regionale E-Commerce-Plattformen: 180 Millionen US-Dollar Jahresumsatz

Convenience-Stores

Mondelez erreicht 750.000 Convenience-Stores weltweit mit speziellen Vertriebsstrategien:

Geschäftstyp	Anzahl der Geschäfte	Jahresumsatz
Tankstellengeschäfte	350,000	380 Millionen Dollar
Convenience-Filialisten	250,000	420 Millionen Dollar
Unabhängige Convenience-Stores	150,000	200 Millionen Dollar

Fachhändler für Lebensmittel

Mondelez arbeitet mit 125.000 Lebensmitteleinzelhändlern zusammen und erwirtschaftet einen Jahresumsatz von 680 Millionen US-Dollar.

Direkte digitale Vertriebskanäle

Direkte digitale Vertriebskanäle erwirtschaften jährlich 220 Millionen US-Dollar durch:

• Unternehmenswebsite: 90 Millionen US-Dollar
• Direkte Abonnementdienste: 65 Millionen US-Dollar
• Umsatz mit mobilen Anwendungen: 45 Millionen US-Dollar
• Social-Media-Commerce: 20 Millionen US-Dollar

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Kundensegmente

Globale junge und erwachsene Verbraucher

Mondelez International richtet sich an Verbraucher im Alter von 18 bis 35 Jahren, was etwa 27 % ihres weltweiten Snackmarktanteils ausmacht. Im Jahr 2023 erwirtschaftete dieses Segment einen Umsatz von 6,3 Milliarden US-Dollar.

Altersgruppe	Marktanteil	Umsatzbeitrag
18-24 Jahre	12%	2,8 Milliarden US-Dollar
25-35 Jahre	15%	3,5 Milliarden US-Dollar

Familienhaushalte

Familienhaushalte machen 42 % des Kundenstamms von Mondelez aus, mit einem jährlichen Einkaufsvolumen von 9,7 Milliarden US-Dollar im Jahr 2023.

• Haushalte mit Kindern unter 18 Jahren: 32 % des Segments
• Haushalte mit mehreren Generationen: 10 % des Segments

Gesundheitsbewusste Verbraucher

Gesundheitsbewusste Verbraucher machen 18 % des globalen Marktes von Mondelez aus und erwirtschaften im Jahr 2023 einen Umsatz von 4,2 Milliarden US-Dollar.

Produktkategorie	Verkaufsvolumen	Marktdurchdringung
Bio-Snacks	1,3 Milliarden US-Dollar	7%
Produkte mit niedrigem Zuckergehalt	2,9 Milliarden US-Dollar	11%

Personen, die Bequemlichkeit suchen

Convenience-orientierte Verbraucher erwirtschaften einen Jahresumsatz von 5,6 Milliarden US-Dollar, was 24 % der Kundensegmente von Mondelez ausmacht.

• Städtische Fachkräfte: 14 % des Segments
• Konsumenten, die unterwegs sind: 10 % des Segments

Regionale marktspezifische Verbrauchergruppen

Regionale Verbrauchergruppen tragen im Jahr 2023 in verschiedenen geografischen Märkten zu einem Umsatz von 7,8 Milliarden US-Dollar bei.

Region	Marktanteil	Einnahmen
Nordamerika	35%	2,7 Milliarden US-Dollar
Europa	28%	2,2 Milliarden US-Dollar
Asien-Pazifik	22%	1,7 Milliarden US-Dollar
Lateinamerika	15%	1,2 Milliarden US-Dollar

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Kostenstruktur

Kosten für die Beschaffung von Rohstoffen

Im Geschäftsjahr 2022 meldete Mondelez International Rohstoffbeschaffungskosten in Höhe von 10,4 Milliarden US-Dollar. Zu den wichtigsten Rohstoffkosten gehörten:

Rohstoff	Jährliche Kosten
Kakao	2,1 Milliarden US-Dollar
Zucker	1,3 Milliarden US-Dollar
Weizen	1,7 Milliarden US-Dollar
Milchprodukte	1,5 Milliarden US-Dollar

Globale Herstellungs- und Logistikkosten

Die gesamten Produktions- und Logistikkosten beliefen sich im Jahr 2022 auf 4,6 Milliarden US-Dollar, mit folgender Aufteilung:

• Fertigungsaufwand: 2,8 Milliarden US-Dollar
• Transport und Vertrieb: 1,2 Milliarden US-Dollar
• Lagerhaltung und Lagerung: 600 Millionen US-Dollar

Marketing- und Werbeinvestitionen

Die Marketingausgaben für 2022 beliefen sich auf insgesamt 2,3 Milliarden US-Dollar, verteilt auf:

Marketingkanal	Ausgaben
Digitales Marketing	650 Millionen Dollar
Traditionelle Medienwerbung	1,1 Milliarden US-Dollar
Werbeaktivitäten	550 Millionen Dollar

Forschungs- und Entwicklungsausgaben

Die F&E-Investitionen im Jahr 2022 beliefen sich auf 382 Millionen US-Dollar und konzentrierten sich auf:

• Produktinnovation: 215 Millionen US-Dollar
• Verpackungstechnologie: 87 Millionen US-Dollar
• Ernährungs- und Gesundheitsforschung: 80 Millionen US-Dollar

Wartung von Technologie und Infrastruktur

Die Wartungskosten für Technologie und Infrastruktur beliefen sich im Jahr 2022 auf 512 Millionen US-Dollar, darunter:

Kategorie „Technologie“.	Jährliche Kosten
IT-Infrastruktur	248 Millionen Dollar
Digitale Plattformen	164 Millionen Dollar
Cybersicherheit	100 Millionen Dollar

Mondelez International, Inc. (MDLZ) – Geschäftsmodell: Einnahmequellen

Produktverkäufe über mehrere Snackkategorien hinweg

Mondelez International meldete im Jahr 2022 einen Nettoumsatz von 31,5 Milliarden US-Dollar, zu den wichtigsten Produktkategorien gehören:

Produktkategorie	Umsatzbeitrag
Kekse	13,8 Milliarden US-Dollar
Schokolade	9,6 Milliarden US-Dollar
Käse & Lebensmittelgeschäft	4,2 Milliarden US-Dollar
Kaugummi & Süßigkeiten	3,9 Milliarden US-Dollar

Globale Marktdiversifizierung

Umsatzaufteilung nach geografischen Regionen im Jahr 2022:

Region	Einnahmen	Prozentsatz
Nordamerika	11,4 Milliarden US-Dollar	36.2%
Europa	9,7 Milliarden US-Dollar	30.8%
Sich entwickelnde Märkte	10,4 Milliarden US-Dollar	33%

Premium- und Standard-Produktlinien

Umsatzverteilung über Produktpreisstufen:

• Premium-Segment: 8,7 Milliarden US-Dollar (27,6 %)
• Standardsegment: 22,8 Milliarden US-Dollar (72,4 %)

Online- und Offline-Einzelhandelsumsätze

Aufschlüsselung der Vertriebskanäle für 2022:

Vertriebskanal	Einnahmen	Prozentsatz
Traditioneller Einzelhandel	26,3 Milliarden US-Dollar	83.5%
E-Commerce	5,2 Milliarden US-Dollar	16.5%

Möglichkeiten zur Lizenzierung und Markenerweiterung

Einnahmen aus Markenlizenzen im Jahr 2022:

• Gesamte Lizenzeinnahmen: 312 Millionen US-Dollar
• Wichtige lizenzierte Marken: Oreo, Cadbury, Toblerone

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Value Propositions

Trusted, iconic, and emotionally resonant snack brands for moments of indulgence.

Mondelez International, Inc. maintains leadership through a portfolio of globally recognized brands. The company's trailing twelve months (TTM) revenue ending September 30, 2025, stood at $37.645 billion. The core value is delivering on the mission to create delicious moments of joy with these established names.

• Iconic brands include Oreo cookies, Cadbury chocolate, and Ritz crackers.
• Other key brands are Chips Ahoy, Halls, LU, Clif Bar, Tate's Bake Shop, Milka, and Toblerone.
• The company holds the number one rank in the global snack food market with an estimated 16% market share.

Global availability and consistent quality across over 150 markets.

Mondelez International, Inc. empowers people to snack right in over 150 countries around the world. The firm operates in approximately 160 countries. This extensive footprint helps offset regional economic challenges.

Mindful snacking options, targeting 20% of global snacks net revenue from portion control by end of 2025.

The company has set a goal to have portion control products account for 20% of its global snacks net revenue by the end of 2025. This focus is a direct response to consumer demands for healthier, more controlled consumption. As of 2024 progress, over 84% of revenue was already derived from individually wrapped mindful portions or clear portion guidance on packs. Consumers are looking to balance enjoyment and wellness, with 69% of global consumers looking for portion-controlled snacks.

The geographic and recent financial context supports this global value delivery:

Metric	Value / Percentage	Context Year/Period
TTM Revenue	$37.645 billion	Ending September 30, 2025
Net Revenues	$9.74 billion	Q3 2025
Revenue Outside US	74%	2024
Revenue from Developing Markets	Around one-third	2024
Revenue from Europe	More than one-third	2024

Value and affordability through varied price-pack architecture, especially in emerging markets.

The company uses revenue growth management strategies to counter cost inflation. Pricing and revenue growth management strategies impacted about 50% of chocolate revenue in 2025. In the US, Mondelez International is adjusting to consumer budget constraints by offering smaller pack sizes and reducing heavy price promotions. In emerging markets, the focus remains on brand equity, distribution expansion, and maintaining affordable price points.

Innovation through limited-time offerings (LTOs) and brand collaborations.

Product innovation is a key focus to gain market share. The company expanded its portfolio in 2024 with new formats like Milka brownies and Oreo cakes. For example, RITZ Crackers introduced a new Hot Honey flavor in February 2025. The company also introduced new varieties of core products, such as zero-sugar Oreos in China in 2024.

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Customer Relationships

You're looking at how Mondelez International, Inc. keeps its massive customer base engaged, which is key since its 2024 net revenues hit approximately $36.4 billion. The relationship is fundamentally built on broad reach, but it's getting much sharper in its execution.

Mass-market relationship driven by brand equity and advertising spend

Mondelez International relies on its powerful brand equity to maintain a mass-market connection. This is backed by significant investment, though the company is actively calibrating that spend for efficiency in 2025. Looking back, the advertising expense for fiscal years ending December 2020 to 2024 averaged $34.193 billion, peaking at $44.036 billion in December 2024. For 2025, the CFO indicated putting a 'tight lid' on marketing expenditures, having identified 40% of the total marketing budget that was 'not working.' Still, the company is investing heavily in new content creation methods; for instance, it spent upwards of $40 million on a generative AI tool, AIDA, expecting it to cut marketing content production costs by 30% to 50%. The overall 2025 revenue growth target remains around 5%, showing the underlying strength of the brands despite cost pressures.

High brand loyalty, particularly in core markets like North America for brands like Oreo

Consumer loyalty is a bedrock for Mondelez International, especially in North America, which helps offset volume softness seen elsewhere. The CEO specifically noted strong brand loyalty in North America for brands like Oreo, Chips Ahoy, and Ritz during the Q1 2025 earnings call. Data from late 2024 showed that 84% of North American consumers reported being loyal to a particular snack or brand for quite a while, and 88% of consumers overall snack daily and maintain purchases despite price increases. This resilience is critical, as volume mix declined by 3.5% in Q1 2025 and 1.5% in Q2 2025. The company is also strategically expanding into adjacent categories; it currently holds the No. 3 position globally in the cakes and pastries segment, a market estimated at $97 billion.

Here's a quick look at how brand strength and recent performance metrics intersect:

Metric	Value/Period	Context
2024 Net Revenues	$36.4 billion	Base for 2025 strategy.
North America Brand Loyalty (Long-term)	84%	Percentage of consumers loyal to a snack/brand.
Q2 2025 Organic Net Revenue Growth	5.6%	Reflects pricing power offsetting volume decline.
2025 Volume/Mix Decline (Q2)	1.5%	Indicates consumer elasticity impact.
Projected 2025 Revenue Growth Target	5%	Reaffirmed company outlook.

Targeted digital engagement and social media marketing for cultural relevance

Mondelez International is aggressively pursuing digital channels to personalize interactions. The company is investing more than $1 billion to become a digital commerce leader in snacks, with a goal to generate 20% of its sales through digital commerce by 2030. Direct-to-consumer (DTC) currently makes up about 15% of its digital sales. The use of AI, like the AIDA tool, allows for personalized material for specific consumer groups, such as tailoring content for Chips Ahoy! in the U.S. or Milka in Germany. This focus on digital engagement is part of a broader strategy to accelerate leadership in what they term digital snacking.

Strategic customer negotiations with large retailers on pricing and promotions

Managing relationships with large retailers involves navigating pricing and elasticity trade-offs globally. Pricing and revenue growth management strategies have impacted about 50% of chocolate revenue. In Europe, management noted improved execution in pricing negotiations in Q1 2025 compared to Q4 2024, with minimal disruptions. However, in Europe, previous complexities related to pricing negotiations resulted in temporary retailer delistings and volume declines, though analysts expected improvement in the latter half of 2025. In the U.S., the company is adapting to consumer budget constraints by adjusting its approach, specifically by offering smaller pack sizes and reducing heavy price promotions. These revenue management efforts are expected to contribute to approximately $250 million in SG&A overhead savings in 2025 before inflation.

The core of the relationship management is balancing pricing power with volume preservation.

• Pricing execution drove 3.1% organic net revenue growth in Q1 2025.
• Elasticity levels in Europe and emerging markets are reported as within expectations.
• The company is focusing on pack-size optimizations to drive growth.
• The company is actively expanding its distribution network, adding hundreds of thousands of stores annually across various markets.

Finance: draft 13-week cash view by Friday.

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Channels

You're looking at how Mondelez International, Inc. gets its snacks into the hands of consumers globally as of late 2025. The distribution network is massive, touching nearly every corner of the globe, but the focus is shifting to meet current consumer realities.

Traditional retail: supermarkets, hypermarkets, and convenience stores globally.

The core of Mondelez International, Inc.'s distribution remains the traditional brick-and-mortar store base, which accounts for the vast majority of its sales volume. The company operates in over 150 countries, meaning this channel is highly fragmented and localized.

Looking at the regional revenue base that feeds these channels, you can see the scale of the traditional footprint. For fiscal year 2023, the revenue split across major geographic segments was:

Region	FY 2023 Reported Net Revenue (Millions USD)	FY 2023 Revenue Share (%)
Europe	$12,857	36%
North America	$11,244 (Calculated: 31% of $36.016B)	31%
Asia, Middle East & Africa (AMEA)	$6,843 (Calculated: 19% of $36.016B)	19%
Latin America	$5,042 (Calculated: 14% of $36.016B)	14%

For the twelve months ending September 30, 2025, Mondelez International, Inc.'s total revenue reached $37.645B. The company continues to expand this network, adding hundreds of thousands of stores annually across various markets. In North America, specifically, the company is adjusting to consumer budget constraints by offering smaller pack sizes and reducing heavy price promotions within these traditional outlets.

E-commerce platforms and direct-to-consumer (DTC) channels, a key growth focus.

While specific late-2025 e-commerce revenue percentages aren't public, the strategic emphasis on this area is clear, positioning it as a key growth vector. Mondelez International, Inc. is actively working on its e-commerce future. The company is focused on driving growth through digital shelf presence and optimizing online fulfillment.

The strategic focus areas for digital channel enhancement include:

• Prioritizing larger, impactful innovations for online visibility.
• Expanding presence in adjacent categories like cakes and pastries online.
• Leveraging data to refine targeted digital activation with retail partners.

The overall company outlook for 2025 includes an expected Organic Net Revenue growth of 4%+, which relies partly on success in channels like e-commerce.

Value channels: club stores and discount retailers with specific pack sizes.

Mondelez International, Inc. is leaning into value and club channels as a direct response to consumer price sensitivity, especially in markets like the US. This is a tactical move to maintain volume growth amidst pricing pressures from commodity inflation, like cocoa costs.

Actions taken to activate this channel include:

• Increasing distribution in value-oriented club and convenience stores.
• Introducing lower-priced pack sizes, with some products in the $3-4 range in North America.
• Implementing new targeted promotions specifically for these value outlets.

The company is using these channels to counter volume declines seen in some segments. The 2025 Free Cash Flow expectation of $3+ billion is partly supported by successful execution against these targeted pricing and channel strategies.

Travel retail and duty-free for premium and new product launches.

Travel retail and duty-free serve as important, albeit smaller, channels for Mondelez International, Inc., often used for premium positioning and introducing new or limited-edition products to an international audience. While specific revenue figures for this segment are not broken out in the latest reports, this channel is critical for brand visibility in high-traffic international hubs.

The channel supports the overall global strategy by:

• Showcasing premium or high-margin offerings.
• Testing market reception for new product concepts before wider rollout.
• Maintaining brand presence in international transit points.

The company's ability to navigate volatility, as evidenced by its 2025 outlook, depends on the performance across all its diverse routes to market.

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Customer Segments

You're looking at the core audience for Mondelez International, Inc. as of late 2025. The company's strategy hinges on serving a massive, varied global base, but the growth engine is clearly shifting toward specific international pockets and evolving consumer needs.

The overall scale is huge; for fiscal year 2024, Mondelez International, Inc. posted net revenues of approximately \$36.44 billion, with 74% generated outside the United States.

The customer base is segmented geographically and by purchasing power, which directly influences product focus. Here's a look at the recent revenue performance across these major customer groupings, based on third-quarter 2025 results:

Market Type	Region/Grouping	Q3 2025 Revenue (Millions USD)	Year-over-Year Revenue Change	Organic Revenue Growth
Emerging Markets	Total	\$3,880	9.9% increase	7.1%
Developed Markets	Total	\$5,860	3.3% increase	1.2%
Developed Markets	Europe	Not specified (Q3)	10.6% increase	5.1%
Developed Markets	North America	Not specified (Q3)	0.4% decline	0.3% decline
Emerging Markets	Latin America	Growth (Q3 2025)	2.8% increase	4.7%
Emerging Markets	Asia, Middle East & Africa (AMEA)	Growth (Q3 2025)	9.0% increase	5.3%

Global mass-market consumers seeking affordable, convenient snacks form the bedrock of the business, especially in categories like biscuits, which represented 48.85% of total revenue in 2024, amounting to \$17.80 billion. Still, the focus on affordability is most acute in high-growth regions.

Emerging market consumers are a primary focus for growth, where affordability drives volume. For instance, China delivered another strong quarter in Q1 2025 with mid-single-digit volume-led growth, centered on brands like Oreo. In contrast, India saw a high single-digit decline in consumption during Q1 2025 due to inflationary pressures.

Developed market consumers in North America and Europe represent the largest revenue base, though performance varies. In Q2 2025, Europe showed strong net revenue growth of 18.7%, while North America saw a 3.5% decline in net revenues. For the full year 2024, Europe accounted for 37.3% of net revenues, or \$13.31 billion.

Health-conscious consumers are being addressed through portfolio evolution, though the core remains indulgence. Mondelez International, Inc. is aggressively expanding into the cakes and pastries segment in 2025, a market estimated to be valued at \$97 billion. The company currently holds the No. 3 position globally in this segment.

Younger consumers, including Gen Z, are targeted through specific brand positioning and digital reach. The company uses customer data to tailor marketing messages, emphasizing the emotional connection of snacking. Iconic brands like Oreo and Cadbury are specifically positioned to resonate with younger demographics and families.

• The chocolate category, which appeals broadly, grew 7.4% in fiscal year 2024.
• The company returned \$2.9 billion to shareholders through dividends and share repurchases in the first half of 2025.
• In Q3 2025, the company's cash provided by operating activities was \$2.12 billion for the three months ended September 30, 2025.
• The 2025 outlook projects an expected 4%+ Organic Net Revenue growth.

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Cost Structure

You're looking at the cost side of the ledger for Mondelez International, Inc. as of late 2025, and frankly, the story is dominated by one major input: cocoa. It's a tough environment for a company with so many chocolate brands.

High raw material costs, especially unprecedented cocoa input costs, a major 2025 headwind.

The price of cocoa has been brutal, experiencing a near threefold increase between late 2023 and early 2025. This surge, driven by supply deficits and weather, meant raw material costs were up approximately 91% year-over-year as of Q1 2025. This pressure directly hit the bottom line. For instance, the Adjusted Gross Profit margin in the third quarter of 2025 fell by 1,010 basis points to land at 30.4%. This was primarily due to higher raw material and transportation costs. The company projected that its full-year 2025 Adjusted Earnings Per Share (EPS) would decline by about 15% on a constant currency basis, largely because of this inflation. To manage this, Mondelez International implemented average price increases of 6.6% across key categories earlier in the year, and by Q3 2025, pricing increases of 8% were driving organic net revenue growth.

Significant manufacturing, logistics, and distribution expenses.

Beyond the raw materials, the costs to make and move the product remain substantial. The Cost of Goods Sold (COGS) for the twelve months ending September 30, 2025, hit $25.955 billion, which was a 17.26% increase year-over-year. This reflects the combined impact of input costs and the scale of operations. The logistics side, specifically transportation costs, was explicitly cited alongside raw materials as a primary driver for the margin compression seen in Q3 2025.

Here's a quick look at how key cost-related metrics stacked up through the third quarter of 2025:

Metric	Q3 2025 Value	Change/Context
Net Revenues (Q3 2025)	$9.7 billion	Up 5.9% year-over-year
Adjusted Gross Profit Margin	30.4%	Down 1,010 basis points from prior year
Adjusted Operating Income Margin	12.0%	Down 690 basis points at constant currency
Gross Profit (Q3 2025)	Decreased by $387 million	Reflects input cost pressure
Adjusted Operating Income (Q3 2025)	Decreased by $582 million	At constant currency

Advertising and consumer promotion (A&CP) spending to support brand equity.

Mondelez International is still spending to keep its brands top-of-mind, though they showed some flexibility in Q3 2025. The decline in Adjusted Operating Income was partially offset by lower advertising and consumer promotion costs during that quarter. Still, management is focused on increasing growth investments overall. The company noted that pricing and revenue growth management strategies impacted about 50% of its chocolate revenue as of June 2025. This suggests a strategic shift in how they are allocating promotional dollars, perhaps favoring price stability over deep discounts, as consumers have been spending the same amount of money for over two years despite rising prices.

Productivity and cost-saving initiatives to reduce overhead and supply chain costs.

To fight the inflation, the company is pushing hard on internal efficiencies. Mondelez International expects approximately $250 million in SG&A (Selling, General, and Administrative) overhead savings for 2025 before accounting for inflation. These productivity efforts are definitely helping; lower manufacturing costs from these initiatives partially offset the margin compression in Q3 2025. Furthermore, the decline in Adjusted Operating Income was also partially offset by reported lower overhead costs. The teams are focused on executing clear plans for these cost efficiencies.

Acquisition and integration costs related to portfolio expansion.

Portfolio expansion is another cost factor, though it can also contribute to revenue. The Q3 2025 Adjusted EPS decline was partially offset by the impact from an acquisition. For example, net revenues in Q3 2025 included incremental revenue from the acquisition of Evirth. The company is also expanding into adjacent categories like cakes and pastries following the acquisition of Evert. These integration costs, while present, are being managed alongside the ongoing commodity crisis.

Mondelez International, Inc. (MDLZ) - Canvas Business Model: Revenue Streams

You're looking at how Mondelez International, Inc. brings in its money as of late 2025. The top-line performance in the third quarter of 2025 showed net revenues hitting $9.74 billion, which was a 5.9% jump year-over-year. For the trailing twelve months ending September 30, 2025, the total revenue for Mondelez International, Inc. was $37.645 billion, reflecting a 4.13% increase over the prior twelve-month period.

The revenue base is clearly segmented across its global snacking portfolio, with biscuits and baked snacks still making up the largest piece, though chocolate is proving to be the stronger growth engine right now. Honestly, the mix of revenue sources is key to navigating input cost volatility, especially with cocoa prices being so high earlier in the year. Here's a quick look at the segment contribution based on Q3 2025 figures.

Revenue Stream Category	Approximate % of Total Revenue (Q3 2025)	Q3 2025 Organic Net Revenue Growth
Sales of Biscuits and Baked Snacks (e.g., Oreo, Ritz)	49%	2.1%
Sales of Chocolate (e.g., Cadbury, Milka)	31%	11.3%
Gum & Candy	11%	1.9%

The growth in the chocolate category, which includes brands like Cadbury and Milka, is definitely a strong growth driver, posting an organic net revenue increase of 11.3% in the third quarter. Sales of Biscuits and Baked Snacks, which features iconic brands like Oreo and Ritz, saw more modest growth at 2.1% organically, partly due to soft consumption in the US market. The overall organic net revenue growth for Mondelez International, Inc. in Q3 2025 was 3.4%, which was achieved despite a volume/mix decline of 4.6 percentage points.

This means revenue generated from strategic pricing actions and Revenue Growth Management was critical to hitting that top-line number. In Q3 2025, pricing actions contributed 8.0 percentage points to the organic growth, effectively offsetting the volume softness. Management is focused on continuing these Revenue Growth Management initiatives, alongside pack-size optimizations, to support the full-year outlook. Mondelez International, Inc. expects 2025 Organic Net Revenue growth to be 4%+. For context, analyst estimates for the full-year 2025 revenue were around $39.24 billion, up from 2024 net revenues of approximately $36.441B.

You can see the primary revenue drivers broken down by category performance for the third quarter of 2025:

• Sales of Chocolate: Organic Net Revenue Growth of 11.3%.
• Sales of Biscuits and Baked Snacks: Organic Net Revenue Growth of 2.1%.
• Gum & Candy: Organic Net Revenue Growth of 1.9%.
• Overall Organic Net Revenue Growth (Q3 2025): 3.4%.