Mondelez International, Inc. (MDLZ): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique de l'innovation mondiale des collations, Mondelez International est une puissance qui transforme les moments quotidiens en expériences délicieuses. Avec un modèle commercial stratégique qui couvre les continents et les préférences des consommateurs, ce géant alimentaire multinational exploite son impressionnant portefeuille de marques bien-aimées comme Oreo, Cadbury et Triscuit pour fournir des solutions de collations pratiques et de haute qualité. Des marchés des jeunes aux consommateurs soucieux de leur santé, Mondelez a méticuleusement conçu une approche globale qui mélange le développement de produits de pointe, les prouesses manufacturières mondiales et les stratégies de marketing innovantes pour capturer le cœur (et les papilles gustatives) de millions dans le monde.

Mondelez International, Inc. (MDLZ) - Modèle commercial: partenariats clés

Alliances stratégiques avec les fournisseurs agricoles mondiaux

Mondelez International maintient des partenariats stratégiques avec les principaux fournisseurs agricoles dans le monde:

Catégorie des fournisseurs	Volume annuel	Région géographique
Fournisseurs de cacao	600 000 tonnes métriques	Afrique de l'Ouest
Fournisseurs de blé	450 000 tonnes métriques	Amérique du Nord
Fournisseurs de sucre	350 000 tonnes métriques	Brésil, Inde

Accords collaboratifs avec les réseaux de distribution de détail

Les principaux partenariats de distribution de détail comprennent:

• Walmart: 12% du réseau de distribution mondial
• Kroger: 8% de la distribution nord-américaine
• Carrefour: 6% de la distribution européenne

Coentreprises avec des fabricants d'aliments locaux

Pays	Partenaire local	Valeur d'investissement
Inde	Groupe Tata	250 millions de dollars
Chine	Groupe alimentaire lumineux	180 millions de dollars
Brésil	Pandurata alimentos	120 millions de dollars

Partenariats technologiques pour l'emballage et la durabilité

Partenariats technologiques sur le développement durable:

• Amcor: développement durable des emballages
• Terracycle: Recycling Innovation Program
• Fonds mondial de la faune: initiatives d'approvisionnement durable

Collaborations marketing avec des marques de divertissement mondiales

Partenaire de divertissement	Valeur de campagne	Gamme de produits
Disney	45 millions de dollars	Conceptions de personnages oreo
Studios Marvel	35 millions de dollars	Emballage en édition limitée
FIFA	28 millions de dollars	Campagnes promotionnelles de la Coupe du monde

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: Activités clés

Développement de produits et innovation dans les catégories de collations

Mondelez International a investi 243 millions de dollars dans la recherche et le développement en 2022. La société exploite 18 centres d'innovation mondiaux axés sur le développement de nouveaux produits de collation.

Catégorie d'innovation	Investissement annuel	Nombre de nouveaux produits
Innovation au chocolat	87 millions de dollars	42 lancements de nouveaux produits
Technologie de biscuit	65 millions de dollars	36 NOUVELLES VARIANTS DE PRODUIT
Développement de collations saines	51 millions de dollars	28 nouveaux produits axés sur la santé

Opérations mondiales de fabrication et de production

Mondelez exploite 83 installations de fabrication dans 36 pays. La capacité de production atteint environ 1,5 million de tonnes métriques de produits de collation par an.

• Emplacements totaux de fabrication: 83
• Pays avec des installations de production: 36
• Volume de production annuel: 1,5 million de tonnes métriques
• Employés de la fabrication: 52 000

Marketing de marque et engagement des consommateurs

Les dépenses de marketing en 2022 étaient de 2,1 milliards de dollars, ce qui représente 9,2% du total des revenus de l'entreprise.

Canal de marketing	Investissement	Atteindre
Marketing numérique	680 millions de dollars	1,2 milliard d'impressions numériques
Médias traditionnels	1,2 milliard de dollars	Segments de consommateurs mondiaux
Campagnes de médias sociaux	220 millions de dollars	350 millions d'interactions sur les réseaux sociaux

Gestion et optimisation de la chaîne d'approvisionnement

Mondelez gère une chaîne d'approvisionnement mondiale complexe avec 283 centres de distribution et des réseaux logistiques à travers les continents.

• Centres de distribution: 283
• Partenaires logistiques: 126
• Investissement technologique de la chaîne d'approvisionnement: 412 millions de dollars
• Initiatives de durabilité dans la chaîne d'approvisionnement: 65% des matières premières d'origine durable

Recherche et développement de nouvelles technologies alimentaires

L'entreprise se concentre sur les technologies alimentaires avancées avec des centres d'innovation dédiés.

Focus technologique	Investissement en R&D	Résultats clés
Innovations à base de plantes	38 millions de dollars	7 nouveaux produits de collation à base de plantes
Emballage durable	26 millions de dollars	Développement d'emballages recyclables à 40%
Amélioration nutritionnelle	45 millions de dollars	12 gammes de produits optimisées nutritionnelles

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: Ressources clés

Portfolio de marques mondiales solides

Mondelez International possède 20+ marques d'électricité mondiales dans plusieurs catégories:

Marques de chocolat	Marques de biscuits	Marques de fromage / épicerie
Cadbury	Oreo	Philadelphie
Toblerone	Triscuit	Soie

Infrastructure de fabrication mondiale

Présence manufacturière dans 67 pays avec l'infrastructure suivante:

• 173 Installations de fabrication dans le monde
• Capacité de production de 1,5 million de tonnes métriques par an
• Réseau couvrant les régions d'Amérique du Nord, d'Europe, d'Amérique latine et d'Asie-Pacifique

Propriété intellectuelle et innovations

Investissements de recherche et développement:

Métrique de R&D	Valeur 2023
Dépenses annuelles de R&D	414 millions de dollars
Nombre de brevets actifs	1,237

Pool de talents et ressources humaines

Composition de la main-d'œuvre en 2023:

• Total des employés: 91 000
• Employés dans 67 pays
• Représentation de la diversité: 52% des femmes dans des postes de gestion

Capacités de recherche avancées

Centre de recherche	Emplacement	Domaine de mise au point
Centre mondial d'innovation	East Hanover, New Jersey	Développement et technologie des produits
Centre de R&D au chocolat	Bournville, Royaume-Uni	Innovation de confiserie

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: propositions de valeur

Options de collations pratiques et agréables

Mondelez International propose plus de 1 200 produits de collation dans 80 pays. Les revenus nets en 2022 étaient de 31,5 milliards de dollars. Les options de collation pratiques comprennent:

• Cookies Oreo: 550 milliards de cookies vendus dans le monde entier par an
• Cadbury Chocolate: Disponible dans plus de 50 pays
• Belvita Breakfast Biscuits: 1,2 milliard de dollars Revenus de produits annuels

Marques de haute qualité et mondialement reconnues

Marque	Part de marché mondial	Revenus annuels
Oreo	40% du marché mondial des cookies	3,7 milliards de dollars
Cadbury	25% sur le marché mondial du chocolat	2,9 milliards de dollars
Trident	15% Global Gum Market	1,5 milliard de dollars

Divers gamme de produits qui répond à plusieurs préférences des consommateurs

Les catégories de produits comprennent:

• Chocolate: 45% du portefeuille de produits
• Biscuits: 35% du portefeuille de produits
• Candy: 12% du portefeuille de produits
• Fromage & Épicerie: 8% du portefeuille de produits

Taste cohérent et innovation de produit

Investissement en R&D: 268 millions de dollars en 2022. Nouveau produit lance en 2022:

• 25 nouvelles variantes de saveur
• 12 alternatives de collation plus saines
• 8 introductions de produits à base de plantes

Solutions de collations abordables et accessibles

Prix ​​moyen du produit:

Catégorie de produits	Prix ​​moyen	Accessibilité mondiale
Cookies	2,50 $ par forfait	Distribution de la vente au détail à 95%
Chocolat	3,25 $ par bar	90% de distribution de détail
Gomme	1,75 $ par pack	98% de distribution de détail

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: relations avec les clients

Engagement numérique via les plateformes de médias sociaux

Mondelez International maintient une présence active sur les réseaux sociaux sur toutes les plateformes avec les mesures suivantes:

Plate-forme	Nombre de suiveurs	Taux d'engagement
Instagram	3,2 millions	2.7%
Facebook	5,8 millions	1.9%
Gazouillement	1,5 million	1.4%

Programmes de fidélité et mécanismes de rétroaction des consommateurs

Mondelez met en œuvre des stratégies de fidélité ciblées:

• Programme de récompenses Oreo: 750 000 membres actifs
• Collection annuelle de rétroaction des consommateurs: 2,3 millions de réponses
• Taux de satisfaction client: 86,5%

Stratégies de marketing personnalisées

Détails de l'investissement de la personnalisation:

Approche marketing	Budget annuel	Taux de conversion
Campagnes numériques ciblées	42 millions de dollars	4.6%
Marketing par e-mail personnalisé	18,5 millions de dollars	3.2%

Interactions numériques directes aux consommateurs

Métriques d'interaction numérique:

• Téléchargements d'applications mobiles: 2,1 millions
• Utilisateurs actifs mensuels: 1,4 million
• Durée moyenne de la session: 4,2 minutes

Buildage communautaire par le biais d'expériences de marque

Statistiques de l'engagement communautaire de marque:

Initiative d'expérience de marque	Comptage des participants	Reach des médias sociaux
Défis de chocolat Cadbury	350,000	5,6 millions d'impressions
Oreo Creative Challenge	275,000	4,2 millions d'impressions

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: canaux

Épiceries mondiales de la vente au détail

Mondelez International distribue des produits à travers 2,5 millions d'épiceries de vente au détail dans le monde. Les canaux de distribution des clés comprennent:

Région	Nombre de magasins	Pénétration du marché
Amérique du Nord	750,000	85%
Europe	650,000	90%
Asie-Pacifique	600,000	75%
l'Amérique latine	350,000	70%
Moyen-Orient / Afrique	150,000	60%

Plateformes de commerce électronique en ligne

Mondelez génère 1,2 milliard de dollars de ventes en ligne sur plusieurs plates-formes numériques:

• Amazon: 450 millions de dollars de ventes annuelles
• Walmart en ligne: 320 millions de dollars de ventes annuelles
• Alibaba: 250 millions de dollars de ventes annuelles
• Autres plateformes régionales de commerce électronique: 180 millions de dollars Ventes annuelles

Dépanneurs

Mondelez atteint 750 000 dépanneurs dans le monde avec des stratégies de distribution spécialisées:

Type de magasin	Nombre de magasins	Revenus annuels
Magasins de station-service	350,000	380 millions de dollars
Chaînes de chaînes de commodité	250,000	420 millions de dollars
Magasins de commodité indépendants	150,000	200 millions de dollars

Détaillants alimentaires spécialisés

Mondelez s'associe à 125 000 détaillants d'aliments spécialisés générant 680 millions de dollars de ventes annuelles.

Canaux de vente numériques directs

Les canaux de vente numériques directs génèrent 220 millions de dollars par an à travers:

• Site Web de l'entreprise: 90 millions de dollars
• Services d'abonnement direct: 65 millions de dollars
• Ventes d'applications mobiles: 45 millions de dollars
• Commerce des médias sociaux: 20 millions de dollars

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: segments de clientèle

Consommateurs mondiaux de jeunes et de jeunes adultes

Mondelez International cible les consommateurs âgés de 18 à 35 ans, ce qui représente environ 27% de leur part de marché mondiale des collations. En 2023, ce segment a généré 6,3 milliards de dollars de revenus.

Groupe d'âge	Part de marché	Contribution des revenus
18-24 ans	12%	2,8 milliards de dollars
25-35 ans	15%	3,5 milliards de dollars

Ménages familiaux

Les ménages familiaux représentent 42% de la clientèle de Mondelez, avec un volume d'achat annuel de 9,7 milliards de dollars en 2023.

• Ménages avec enfants de moins de 18: 32% du segment
• Ménages avec plusieurs générations: 10% du segment

Consommateurs soucieux de leur santé

Les consommateurs soucieux de leur santé représentent 18% du marché mondial de Mondelez, générant 4,2 milliards de dollars de revenus en 2023.

Catégorie de produits	Volume des ventes	Pénétration du marché
Collations biologiques	1,3 milliard de dollars	7%
Produits à faible teneur en sucre	2,9 milliards de dollars	11%

Individus à la recherche de commodité

Les consommateurs axés sur la commodité génèrent 5,6 milliards de dollars de revenus annuels, ce qui représente 24% des segments de clientèle de Mondelez.

• Professionnels urbains: 14% du segment
• Consommateurs à l'emploi: 10% du segment

Groupes de consommateurs spécifiques au marché régional

Les groupes de consommateurs régionaux contribuent à 7,8 milliards de dollars de revenus sur différents marchés géographiques en 2023.

Région	Part de marché	Revenu
Amérique du Nord	35%	2,7 milliards de dollars
Europe	28%	2,2 milliards de dollars
Asie-Pacifique	22%	1,7 milliard de dollars
l'Amérique latine	15%	1,2 milliard de dollars

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: Structure des coûts

Frais d'approvisionnement en matières premières

Au cours de l'exercice 2022, Mondelez International a déclaré des coûts d'approvisionnement en matières premières de 10,4 milliards de dollars. Les dépenses clés des matières premières comprenaient:

Matière première	Coût annuel
Cacao	2,1 milliards de dollars
Sucre	1,3 milliard de dollars
Blé	1,7 milliard de dollars
Produits laitiers	1,5 milliard de dollars

Coûts mondiaux de fabrication et de logistique

Les dépenses totales de fabrication et de logistique pour 2022 étaient de 4,6 milliards de dollars, avec la ventilation suivante:

• Fabrication des frais généraux: 2,8 milliards de dollars
• Transport et distribution: 1,2 milliard de dollars
• Entreposage et stockage: 600 millions de dollars

Investissements marketing et publicitaire

Les dépenses de marketing pour 2022 ont totalisé 2,3 milliards de dollars, réparties::

Canal de marketing	Dépenses
Marketing numérique	650 millions de dollars
Publicité médiatique traditionnelle	1,1 milliard de dollars
Activités promotionnelles	550 millions de dollars

Dépenses de recherche et développement

Les investissements en R&D en 2022 s'élevaient à 382 millions de dollars, axés sur:

• Innovation de produit: 215 millions de dollars
• Technologie d'emballage: 87 millions de dollars
• Nutrition et recherche en santé: 80 millions de dollars

Maintenance de technologie et d'infrastructure

Les coûts de maintenance de la technologie et des infrastructures pour 2022 étaient de 512 millions de dollars, notamment:

Catégorie de technologie	Coût annuel
Infrastructure informatique	248 millions de dollars
Plates-formes numériques	164 millions de dollars
Cybersécurité	100 millions de dollars

Mondelez International, Inc. (MDLZ) - Modèle d'entreprise: Strots de revenus

Ventes de produits dans plusieurs catégories de collations

Mondelez International a déclaré un chiffre d'affaires net de 31,5 milliards de dollars en 2022, avec des catégories de produits clés, notamment:

Catégorie de produits	Contribution des revenus
Biscuits	13,8 milliards de dollars
Chocolat	9,6 milliards de dollars
Fromage & Épicerie	4,2 milliards de dollars
Gomme & Bonbons	3,9 milliards de dollars

Diversification du marché mondial

Répartition des revenus par région géographique en 2022:

Région	Revenu	Pourcentage
Amérique du Nord	11,4 milliards de dollars	36.2%
Europe	9,7 milliards de dollars	30.8%
Développement de marchés	10,4 milliards de dollars	33%

Lignes de produits premium et standard

Distribution des revenus entre les niveaux de tarification des produits:

• Segment premium: 8,7 milliards de dollars (27,6%)
• Segment standard: 22,8 milliards de dollars (72,4%)

Revenus de vente au détail en ligne et hors ligne

Répartition du canal de vente pour 2022:

Canal de vente	Revenu	Pourcentage
Commerce de détail traditionnel	26,3 milliards de dollars	83.5%
Commerce électronique	5,2 milliards de dollars	16.5%

Possibilités de licence et d'extension de marque

Revenus de licence de marque en 2022:

• Revenu total des licences: 312 millions de dollars
• Marques clés sous licence: 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%.