Mondelez International, Inc. (MDLZ): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la innovación global de bocadillos, Mondelez International se erige como una potencia que transforma los momentos cotidianos en experiencias encantadoras. Con un modelo de negocio estratégico que abarca los continentes y las preferencias de los consumidores, este gigante multinacional de alimentos aprovecha su impresionante cartera de marcas queridas como Oreo, Cadbury y Triscuit para ofrecer soluciones de bocadillos convenientes y de alta calidad. Desde mercados juveniles hasta consumidores conscientes de la salud, Mondelez ha creado meticulosamente un enfoque integral que combina el desarrollo de productos de vanguardia, la destreza de fabricación global y las estrategias de marketing innovadoras para capturar los corazones (y las papilas gustativas) de millones en todo el mundo.

Mondelez International, Inc. (MDLZ) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con proveedores agrícolas globales

Mondelez International mantiene asociaciones estratégicas con proveedores agrícolas clave a nivel mundial:

Categoría de proveedor	Volumen anual	Región geográfica
Proveedores de cacao	600,000 toneladas métricas	África occidental
Proveedores de trigo	450,000 toneladas métricas	América del norte
Proveedores de azúcar	350,000 toneladas métricas	Brasil, India

Acuerdos de colaboración con redes de distribución minorista

Las asociaciones clave de distribución minorista incluyen:

• Walmart: 12% de la red global de distribución
• Kroger: 8% de la distribución de América del Norte
• Carrefour: 6% de la distribución europea

Empresas conjuntas con fabricantes de alimentos locales

País	Socio local	Valor de inversión
India	Grupo tata	$ 250 millones
Porcelana	Grupo de alimentos brillantes	$ 180 millones
Brasil	Pandurata Alimentos	$ 120 millones

Asociaciones tecnológicas para envases y sostenibilidad

Asociaciones de tecnología de sostenibilidad:

• AMCOR: Desarrollo de envasado sostenible
• Terracycle: programa de innovación de reciclaje
• Fondo Mundial de Vida Silvestre: Iniciativas de abastecimiento sostenible

Colaboraciones de marketing con marcas de entretenimiento global

Compañero de entretenimiento	Valor de campaña	Línea de productos
Disney	$ 45 millones	Diseños de personajes de Oreo
Marvel Studios	$ 35 millones	Embalaje de edición limitada
FIFA	$ 28 millones	Campañas promocionales de la Copa Mundial

Mondelez International, Inc. (MDLZ) - Modelo de negocios: actividades clave

Desarrollo de productos e innovación en categorías de alimentos de bocadillos

Mondelez International invirtió $ 243 millones en investigación y desarrollo en 2022. La compañía opera 18 centros de innovación globales centrados en desarrollar nuevos productos de bocadillos.

Categoría de innovación	Inversión anual	Número de nuevos productos
Innovación de chocolate	$ 87 millones	42 lanzamientos de nuevos productos
Tecnología de galletas	$ 65 millones	36 variantes de productos nuevos
Desarrollo de refrigerios saludables	$ 51 millones	28 nuevos productos centrados en la salud

Operaciones globales de fabricación y producción

Mondelez opera 83 instalaciones de fabricación en 36 países. La capacidad de producción alcanza aproximadamente 1,5 millones de toneladas métricas de productos de refrigerio anualmente.

• Ubicaciones de fabricación total: 83
• Países con instalaciones de producción: 36
• Volumen de producción anual: 1.5 millones de toneladas métricas
• Empleados de fabricación: 52,000

Marketing de marca y compromiso del consumidor

El gasto de marketing en 2022 fue de $ 2.1 mil millones, lo que representa el 9.2% de los ingresos totales de la compañía.

Canal de marketing	Inversión	Alcanzar
Marketing digital	$ 680 millones	1.200 millones de impresiones digitales
Medios tradicionales	$ 1.2 mil millones	Segmentos globales de consumo
Campañas de redes sociales	$ 220 millones	350 millones de interacciones en las redes sociales

Gestión y optimización de la cadena de suministro

Mondelez administra una compleja cadena de suministro global con 283 centros de distribución y redes logísticas en todos los continentes.

• Centros de distribución: 283
• Socios de logística: 126
• Inversión en tecnología de la cadena de suministro: $ 412 millones
• Iniciativas de sostenibilidad en la cadena de suministro: 65% de las materias primas de origen sostenible

Investigación y desarrollo de nuevas tecnologías alimentarias

La compañía se centra en la tecnología alimentaria avanzada con centros de innovación dedicados.

Enfoque tecnológico	Inversión de I + D	Resultados clave
Innovaciones a base de plantas	$ 38 millones	7 nuevos productos de bocadillos a base de plantas
Embalaje sostenible	$ 26 millones	Desarrollo de envasado reciclable 40%
Mejora nutricional	$ 45 millones	12 líneas de productos nutricionalmente optimizadas

Mondelez International, Inc. (MDLZ) - Modelo de negocios: recursos clave

Portafolio de marca global fuerte

Mondelez International posee Más de 20 marcas de energía global En múltiples categorías:

Marcas de chocolate	Marcas de galletas	Marcas de queso/comestibles
Cadbury	Oreo	Filadelfia
Toblerone	Triscuario	Espiga

Infraestructura de fabricación global

Presencia de fabricación en 67 países Con la siguiente infraestructura:

• 173 instalaciones de fabricación en todo el mundo
• Capacidad de producción de 1,5 millones de toneladas métricas anualmente
• Redes que abarcan las regiones de América del Norte, Europa, América Latina y Asia Pacífico

Propiedad intelectual e innovaciones

Inversiones de investigación y desarrollo:

I + D Métrica	Valor 2023
Gastos anuales de I + D	$ 414 millones
Número de patentes activas	1,237

Grupo de talentos y recursos humanos

Composición de la fuerza laboral a partir de 2023:

• Total de empleados: 91,000
• Empleados de 67 países
• Representación de la diversidad: 52% de mujeres en puestos de gestión

Capacidades de investigación avanzadas

Centro de investigación	Ubicación	Área de enfoque
Centro de innovación global	East Hanover, Nueva Jersey	Desarrollo de productos y tecnología
Centro de I + D de chocolate	Bournville, Reino Unido	Innovación de confitería

Mondelez International, Inc. (MDLZ) - Modelo de negocio: propuestas de valor

Opciones de comida de bocadillo convenientes y agradables

Mondelez International ofrece más de 1,200 productos de bocadillos en 80 países. Los ingresos netos en 2022 fueron de $ 31.5 mil millones. Las opciones de bocadillos convenientes incluyen:

• Cookies Oreo: 550 mil millones de galletas vendidas a nivel mundial anualmente
• Cadbury Chocolate: disponible en más de 50 países
• Galletas de desayuno de Belvita: ingresos anuales de productos anuales de $ 1.2 mil millones

Marcas de alta calidad y reconocidas a nivel mundial

Marca	Cuota de mercado global	Ingresos anuales
Oreo	Mercado global de cookies 40%	$ 3.7 mil millones
Cadbury	Mercado mundial de chocolate del 25%	$ 2.9 mil millones
Tridente	Mercado global de goma de 15%	$ 1.5 mil millones

Diversa gama de productos que atiende a múltiples preferencias del consumidor

Las categorías de productos incluyen:

• Chocolate: 45% de la cartera de productos
• Biscuits: 35% de la cartera de productos
• Candy: 12% de la cartera de productos
• Queso & Grocery: 8% de la cartera de productos

Innovación constante de sabor e productos

Inversión de I + D: $ 268 millones en 2022. Se lanzan nuevos productos en 2022:

• 25 nuevas variantes de sabor
• 12 alternativas de bocadillos más saludables
• 8 Introducciones de productos a base de plantas

Soluciones de refrigerios asequibles y accesibles

Punto de precio promedio del producto:

Categoría de productos	Precio medio	Accesibilidad global
Galletas	$ 2.50 por paquete	Distribución minorista del 95%
Chocolate	$ 3.25 por barra	Distribución minorista del 90%
Goma	$ 1.75 por paquete	Distribución minorista del 98%

Mondelez International, Inc. (MDLZ) - Modelo de negocios: relaciones con los clientes

Compromiso digital a través de plataformas de redes sociales

Mondelez International mantiene la presencia activa de las redes sociales en las plataformas con las siguientes métricas:

Plataforma	Recuento de seguidores	Tasa de compromiso
Instagram	3.2 millones	2.7%
Facebook	5.8 millones	1.9%
Gorjeo	1.5 millones	1.4%

Programas de fidelización y mecanismos de retroalimentación del consumidor

Mondelez implementa estrategias de lealtad específicas:

• Programa de recompensas de Oreo: 750,000 miembros activos
• Recopilación anual de comentarios del consumidor: 2.3 millones de respuestas
• Tasa de satisfacción del cliente: 86.5%

Estrategias de marketing personalizadas

Detalles de la inversión de personalización:

Enfoque de marketing	Presupuesto anual	Tasa de conversión
Campañas digitales dirigidas	$ 42 millones	4.6%
Marketing por correo electrónico personalizado	$ 18.5 millones	3.2%

Interacciones digitales directas a consumidores

Métricas de interacción digital:

• Descargas de aplicaciones móviles: 2.1 millones
• Usuarios activos mensuales: 1.4 millones
• Duración promedio de la sesión: 4.2 minutos

Construcción de la comunidad a través de experiencias de marca

Estadísticas de participación de la comunidad de marca:

Iniciativa de experiencia de marca	Recuento de participantes	Alcance de las redes sociales
Desafíos de chocolate de Cadbury	350,000	5,6 millones de impresiones
Desafío creativo de Oreo	275,000	4.2 millones de impresiones

Mondelez International, Inc. (MDLZ) - Modelo de negocios: canales

Tiendas de comestibles minoristas globales

Mondelez International distribuye productos a través de 2.5 millones de tiendas de comestibles minoristas a nivel mundial. Los canales de distribución clave incluyen:

Región	Número de tiendas	Penetración del mercado
América del norte	750,000	85%
Europa	650,000	90%
Asia Pacífico	600,000	75%
América Latina	350,000	70%
Medio Oriente/África	150,000	60%

Plataformas de comercio electrónico en línea

Mondelez genera $ 1.2 mil millones en ventas en línea en múltiples plataformas digitales:

• Amazon: $ 450 millones de ventas anuales
• Walmart en línea: $ 320 millones de ventas anuales
• Alibaba: $ 250 millones de ventas anuales
• Otras plataformas regionales de comercio electrónico: $ 180 millones en ventas anuales

Tiendas de conveniencia

Mondelez alcanza 750,000 tiendas de conveniencia en todo el mundo con estrategias de distribución especializadas:

Tipo de tienda	Número de tiendas	Ingresos anuales
Tiendas de la estación de servicio	350,000	$ 380 millones
Cadenas de conveniencia	250,000	$ 420 millones
Tiendas de conveniencia independientes	150,000	$ 200 millones

Minoristas de alimentos especializados

Mondelez se asocia con 125,000 minoristas de alimentos especializados que generan $ 680 millones en ventas anuales.

Canales de ventas digitales directos

Los canales de ventas digitales directos generan $ 220 millones anuales a través de:

• Sitio web de la empresa: $ 90 millones
• Servicios de suscripción directa: $ 65 millones
• Ventas de aplicaciones móviles: $ 45 millones
• Comercio de redes sociales: $ 20 millones

Mondelez International, Inc. (MDLZ) - Modelo de negocios: segmentos de clientes

Consumidores jóvenes y adultos jóvenes globales

Mondelez International se dirige a los consumidores de entre 18 y 35 años, que representa aproximadamente el 27% de su participación en el mercado mundial de bocadillos. En 2023, este segmento generó $ 6.3 mil millones en ingresos.

Grupo de edad	Cuota de mercado	Contribución de ingresos
18-24 años	12%	$ 2.8 mil millones
25-35 años	15%	$ 3.5 mil millones

Hogares familiares

Los hogares familiares representan el 42% de la base de clientes de Mondelez, con un volumen de compras anual de $ 9.7 mil millones en 2023.

• Hogares con niños menores de 18 años: 32% del segmento
• Hogares con múltiples generaciones: 10% del segmento

Consumidores conscientes de la salud

Los consumidores conscientes de la salud representan el 18% del mercado global de Mondelez, generando $ 4.2 mil millones en ingresos en 2023.

Categoría de productos	Volumen de ventas	Penetración del mercado
Bocadillos orgánicos	$ 1.3 mil millones	7%
Productos de bajo azúcar	$ 2.9 mil millones	11%

Individuos que buscan conveniencia

Los consumidores centrados en la conveniencia generan $ 5.6 mil millones en ingresos anuales, lo que representa el 24% de los segmentos de clientes de Mondelez.

• Profesionales urbanos: 14% del segmento
• Consumidores sobre la marcha: 10% del segmento

Grupos de consumidores específicos del mercado regional

Los grupos de consumidores regionales contribuyen con $ 7.8 mil millones en ingresos en diferentes mercados geográficos en 2023.

Región	Cuota de mercado	Ganancia
América del norte	35%	$ 2.7 mil millones
Europa	28%	$ 2.2 mil millones
Asia-Pacífico	22%	$ 1.7 mil millones
América Latina	15%	$ 1.2 mil millones

Mondelez International, Inc. (MDLZ) - Modelo de negocio: Estructura de costos

Gastos de adquisición de materia prima

En el año fiscal 2022, Mondelez International informó costos de adquisición de materias primas de $ 10.4 mil millones. Los gastos clave de la materia prima incluyen:

Materia prima	Costo anual
Cacao	$ 2.1 mil millones
Azúcar	$ 1.3 mil millones
Trigo	$ 1.7 mil millones
Productos lácteos	$ 1.5 mil millones

Costos globales de fabricación y logística

Los gastos de fabricación y logística totales para 2022 fueron de $ 4.6 mil millones, con el siguiente desglose:

• Sobrecoss de fabricación: $ 2.8 mil millones
• Transporte y distribución: $ 1.2 mil millones
• Almacenamiento y almacenamiento: $ 600 millones

Inversiones de marketing y publicidad

Los gastos de marketing para 2022 totalizaron $ 2.3 mil millones, distribuidos en todo:

Canal de marketing	Gasto
Marketing digital	$ 650 millones
Publicidad de medios tradicional	$ 1.1 mil millones
Actividades promocionales	$ 550 millones

Gastos de investigación y desarrollo

Las inversiones de I + D en 2022 ascendieron a $ 382 millones, centradas en:

• Innovación de productos: $ 215 millones
• Tecnología de envasado: $ 87 millones
• Investigación de nutrición y salud: $ 80 millones

Mantenimiento de tecnología e infraestructura

La tecnología y los costos de mantenimiento de la infraestructura para 2022 fueron de $ 512 millones, que incluyen:

Categoría de tecnología	Costo anual
Infraestructura	$ 248 millones
Plataformas digitales	$ 164 millones
Ciberseguridad	$ 100 millones

Mondelez International, Inc. (MDLZ) - Modelo de negocios: flujos de ingresos

Venta de productos en múltiples categorías de refrigerios

Mondelez International reportó ingresos netos de $ 31.5 mil millones en 2022, con categorías clave de productos que incluyen:

Categoría de productos	Contribución de ingresos
Galletas	$ 13.8 mil millones
Chocolate	$ 9.6 mil millones
Queso & Tienda de comestibles	$ 4.2 mil millones
Goma & Dulce	$ 3.9 mil millones

Diversificación del mercado global

Desglose de ingresos por región geográfica en 2022:

Región	Ganancia	Porcentaje
América del norte	$ 11.4 mil millones	36.2%
Europa	$ 9.7 mil millones	30.8%
Desarrollo de mercados	$ 10.4 mil millones	33%

Líneas de productos premium y estándar

Distribución de ingresos en niveles de precios de productos:

• Segmento premium: $ 8.7 mil millones (27.6%)
• Segmento estándar: $ 22.8 mil millones (72.4%)

Ingresos minoristas en línea y fuera de línea

Desglose del canal de ventas para 2022:

Canal de ventas	Ganancia	Porcentaje
Minorista tradicional	$ 26.3 mil millones	83.5%
Comercio electrónico	$ 5.2 mil millones	16.5%

Oportunidades de licencia y extensión de marca

Ingresos de licencia de marca en 2022:

• Ingresos totales de licencia: $ 312 millones
• Marcas con licencia clave: 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%.