Mondelez International, Inc. (MDLZ): Analyse de Pestle [Jan-2025 MISE À JOUR]

Dans le monde dynamique de la production mondiale de collations, Mondelez International est à une intersection critique de défis mondiaux complexes et de stratégies innovantes. This comprehensive PESTLE analysis unveils the intricate landscape of external factors shaping one of the world's largest food and beverage companies, exploring how political tensions, economic uncertainties, societal shifts, technological advancements, legal frameworks, and environmental considerations profoundly influence Mondelez's strategic decision-making and trajectoire future. Plongez dans une profonde exploration des forces multiformes qui stimulent la résilience et l'adaptabilité remarquables de ce géant de la collation mondiale dans un environnement commercial de plus en plus complexe.

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs politiques

Les tensions commerciales mondiales ont un impact sur l'approvisionnement des ingrédients et l'accès au marché international

En 2024, Mondelez International fait face à des défis importants des tensions commerciales mondiales, en particulier entre les États-Unis et les principaux partenaires commerciaux. La société s'approvisionne dans les ingrédients de plus de 40 pays, avec Les impacts des tarifs potentiels allant de 10 à 25% sur les principaux produits agricoles.

Région	Impact de la tension commerciale	Augmentation des coûts estimés
Amérique du Nord	Conformité USMCA	Augmentation des coûts d'approvisionnement à 3,5%
Chine	Restrictions d'importation / exportation	15,7% de perturbation de la chaîne d'approvisionnement potentielle
Union européenne	Barrières réglementaires	2,9% de défis d'accès au marché

Environnements réglementaires variables dans différents pays

Mondelez opère dans plus de 80 pays, rencontrant divers paysages réglementaires qui ont un impact significatif sur la conformité des produits.

• Union européenne: réglementation stricte d'étiquetage des aliments nécessitant des informations nutritionnelles détaillées
• États-Unis: conformité de la FDA pour les normes d'ingrédients
• Chine: Règlements d'importation complexes avec Restrictions d'emballage et d'ingrédients spécifiques

Instabilité politique sur les marchés émergents

La volatilité politique dans les marchés émergents présente des défis de la chaîne d'approvisionnement importants. Des pays comme le Venezuela, l'Argentine et la Turquie présentent des risques économiques et politiques importants.

Pays	Indice des risques politiques	Impact potentiel de la chaîne d'approvisionnement
Venezuela	87,6 (risque élevé)	68% de perturbation de l'offre potentielle
Argentine	65,4 (risque modéré)	42% de défis opérationnels potentiels
Turquie	72.3 (risque significatif)	55% de volatilité potentielle du marché

Politiques gouvernementales sur la santé et la nutrition

Les réglementations de santé gouvernementales influencent de plus en plus les stratégies de développement de produits de Mondelez. Marchés clés mettant en œuvre la réduction du sucre et les politiques de transparence nutritionnelle.

• Royaume-Uni: mise en œuvre de la taxe sur le sucre affectant les produits de confiserie
• Mexique: Exigences d'étiquetage de la nutrition en front-de-pack
• Brésil: réglementations strictes sur le marketing auprès des enfants

L'entreprise a investi 124 millions de dollars en 2023 pour reformuler les produits pour respecter les réglementations de santé émergentes sur les marchés mondiaux.

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs économiques

Les prix des produits de base fluctuants ont un impact direct sur les coûts de production

Les coûts clés des produits de base de Mondelez International en 2023 ont démontré une volatilité importante:

Marchandise	Fluctuation des prix	Impact sur le coût de la production
Cacao	+17.3%	342 millions de dollars ont augmenté le coût
Sucre	+12.6%	218 millions de dollars ont augmenté le coût
Blé	+9.7%	156 millions de dollars ont augmenté le coût

La volatilité des taux de change affecte les sources de revenus internationaux

Impact des changes sur les revenus nets de Mondelez en 2023:

Région	Volatilité des devises	Impact sur les revenus
l'Amérique latine	-3.5%	Réduction des revenus de 287 millions de dollars
Europe	-2.8%	Réduction des revenus de 214 millions de dollars
Asie-Pacifique	-1.9%	Réduction des revenus de 142 millions de dollars

Modèles de dépenses de consommation influencées par les incertitudes économiques mondiales

Tendances des dépenses de consommation pour les catégories de produits Mondelez en 2023:

Catégorie de produits	Croissance du volume	Impact sur les revenus
Biscuits	+2.1%	678 millions de dollars
Chocolat	+1.7%	542 millions de dollars
Fromage & Épicerie	+0.9%	312 millions de dollars

Les pressions inflationnistes en cours défient les stratégies de tarification

Les stratégies de tarification et de gestion des coûts de Mondez en 2023:

Métrique	Valeur
Réalisation du prix net	+8.5%
Initiatives de réduction des coûts	425 millions de dollars
Impact de la marge brute	-2,3 points de pourcentage

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs sociaux

Demande croissante des consommateurs pour des alternatives de collation plus saines

Selon Mintel Research, 55% des consommateurs recherchent des options de collation plus saines en 2023. Mondelez a indiqué que leur Belvita Breakfast Biscuits et Barres de boulangerie a vu une croissance de 7,2% des segments de marché soucieux de leur santé.

Catégorie de produits	Croissance du marché axée sur la santé	Préférence des consommateurs
Collations améliorées en protéines	12.5%	Sucre à faible teneur en protéines
Lignes de collations organiques	8.3%	Ingrédients naturels
Options sans gluten	6.7%	Restrictions alimentaires

Préférence croissante pour les produits durables et d'origine éthique

Le programme de vie de Cocoa de Mondelez a investi 400 millions de dollars dans l'approvisionnement durable, couvrant 125 000 agriculteurs de cacao dans six pays d'ici 2023.

Métrique de la durabilité	2023 données
Coco-coco d'origine durable	67%
Soutien du revenu des agriculteurs	85 millions de dollars
Investissements au développement communautaire	35 millions de dollars

Changer les préférences démographiques sur différents marchés mondiaux

Mondelez a signalé des variations de consommation régionale: Croissance du marché en Asie-Pacifique de 5,3%, Expansion du marché latino-américain de 4,7%.

Région	Croissance de la consommation de collations	Catégorie de produits populaire
Asie-Pacifique	5.3%	Variantes Oreo
l'Amérique latine	4.7%	Adaptations de saveurs locales
Amérique du Nord	3.2%	Collations contrôlées par portion

La sensibilisation à la nutrition et au bien-être a un impact sur l'innovation des produits

Les investissements en R&D de 237 millions de dollars en 2023 se sont concentrés sur la reformulation nutritionnelle et le développement de produits axé sur le bien-être.

Domaine de mise au point de l'innovation	Investissement	Lancements de produits
Formulations de sucre réduites	85 millions de dollars	16 nouveaux produits
Alternatives à base de plantes	62 millions de dollars	9 nouveaux produits
Nutrition fonctionnelle	90 millions de dollars	12 nouveaux produits

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs technologiques

Investissement dans les plateformes de marketing numérique et de commerce électronique

Mondelez International a investi 150 millions de dollars dans les capacités du marketing numérique et du commerce électronique en 2023. La société a déclaré une augmentation de 35% des ventes en ligne via des plateformes numériques, atteignant 2,4 milliards de dollars de revenus. Les dépenses de marketing numérique représentaient 22% du budget marketing total.

Métriques d'investissement numériques	Valeur 2023
Investissement en marketing numérique	150 millions de dollars
Revenus de vente en ligne	2,4 milliards de dollars
Pourcentage budgétaire du marketing numérique	22%

Les technologies d'automatisation et d'IA améliorent l'efficacité de la fabrication

Mondelez a mis en œuvre les technologies de fabrication axées sur l'IA dans 47 installations de production mondiales. Les investissements d'automatisation ont abouti à Réduction de 18% des coûts de production et une augmentation de 12% de l'efficacité de fabrication globale.

Métriques de la technologie de fabrication	Performance de 2023
Installations de production compatibles AI	47 installations
Réduction des coûts de production	18%
Amélioration de l'efficacité de la fabrication	12%

Technologies d'emballage avancées réduisant l'empreinte environnementale

Mondelez a investi 75 millions de dollars dans les technologies d'emballage durables. L'entreprise a réalisé une réduction de 30% des déchets d'emballage en plastique et a converti 65% des matériaux d'emballage en formats recyclables.

Métriques d'emballage durables	Performance de 2023
Investissement d'emballage durable	75 millions de dollars
Réduction des déchets d'emballages en plastique	30%
Conversion d'emballage recyclable	65%

Analyse des données stimule les stratégies d'engagement des consommateurs personnalisés

Mondelez a utilisé des plates-formes d'analyse de données avancées, traitement de 2,5 pétaoctets de données de consommation par an. Les stratégies de personnalisation ont entraîné une augmentation de 27% de l'engagement des consommateurs et une croissance de 15% de l'efficacité marketing ciblée.

Métriques d'analyse des données	Performance de 2023
Volume annuel de traitement des données	2,5 pétaoctets
Augmentation de l'engagement des consommateurs	27%
Efficacité marketing ciblée	Croissance de 15%

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs juridiques

Règlement international de sécurité alimentaire internationale et d'étiquetage

Mondelez International fait face à des réglementations strictes sur la sécurité alimentaire dans plusieurs juridictions:

Région	Exigences réglementaires clés	Coût de conformité (annuel)
États-Unis	Loi de modernisation de la sécurité alimentaire de la FDA	47,5 millions de dollars
Union européenne	Règlement sur les aliments complets de l'EFSA	62,3 millions de dollars
Chine	Loi nationale sur la sécurité alimentaire	38,7 millions de dollars

Protection de la propriété intellectuelle pour les innovations de marque et de produits

Portefeuille de brevets et de marques:

Catégorie	Nombre de droits enregistrés	Dépenses annuelles de protection IP
Brevets mondiaux	387	22,6 millions de dollars
Marques	1,256	18,4 millions de dollars

Conformité aux normes mondiales de l'environnement et de la durabilité

Métriques juridiques de la conformité environnementale:

• Les émissions de carbone signalant la conformité: 100% dans 42 pays
• Exigences légales d'emballage durable satisfait sur 28 marchés
• Investissement annuel de conformité juridique de la durabilité: 34,2 millions de dollars

Défis potentiels de droit antitrust et de concurrence

Région	Investigations antitrust en cours	Exposition juridique potentielle
Union européenne	2 enquêtes actives	87,5 millions de dollars
États-Unis	1 examen du concours en attente	56,3 millions de dollars
Brésil	1 examen de la concentration du marché	42,1 millions de dollars

Mondelez International, Inc. (MDLZ) - Analyse du pilon: facteurs environnementaux

Engagement à réduire les émissions de carbone dans les processus de production

Mondelez International s'est engagé à réduire les émissions de gaz à effet de serre absolues de 24,8% d'ici 2025 par rapport à la ligne de base de 2018. La société cible 50% d'électricité renouvelable dans les opérations mondiales d'ici 2025.

Cible de réduction des émissions	Année de base	Année cible	Pourcentage de réduction
Portée 1 & 2 émissions	2018	2025	24.8%
Électricité renouvelable	2020	2025	50%

Initiatives d'approvisionnement durable pour les ingrédients agricoles clés

Mondelez International a investi 400 millions de dollars dans l'approvisionnement durable du cacao via le programme de vie de Cocoa, ciblant 100% de cacao d'origine durable d'ici 2025.

Ingrédient	Investissement	Objectif de durabilité	Année cible
Cacao	400 millions de dollars	100% d'approvisionnement durable	2025

Emballage des stratégies de réduction des déchets et d'économie circulaire

Mondelez vise à rendre 100% d'emballage recyclable d'ici 2025. Actuellement, 86,4% de l'emballage est recyclable en 2023.

Objectif d'emballage	Pourcentage actuel	Pourcentage cible	Année cible
Emballage recyclable	86.4%	100%	2025

Adaptation au changement climatique dans la gestion de la chaîne d'approvisionnement agricole

Mondelez soutient 147 000 agriculteurs de cacao par le biais de pratiques agricoles intelligentes, investissant dans la résilience et la productivité à travers le Ghana, la Côte d'Ivoire et l'Indonésie.

Programme de soutien des agriculteurs	Nombre d'agriculteurs	Pays impliqués	Domaine de mise au point
Agriculture intelligente du climat	147,000	Ghana, Côte d'Ivoire, Indonésie	Résilience des agriculteurs

Mondelez International, Inc. (MDLZ) - PESTLE Analysis: Social factors

Growing consumer demand for healthier, less processed, and low-sugar snack options.

You are seeing a fundamental shift in how people view their snacks-it's no longer just about indulgence, but about function and wellness. This creates a dual challenge for Mondelez International: how to keep the joy in a chocolate bar while also meeting the demand for 'better-for-you' options. The data makes the trend clear: 74% of global consumers now prioritize snacks with high-quality nutrition, which is a 6% rise since 2021.

This isn't a niche market anymore; it's mainstream. Consumers are actively seeking products that offer more than empty calories. For instance, 41% of consumers are now opting for protein-packed or fortified snacks as meal replacements. Mondelez International is responding through its 'Mindful Portion Snacks' portfolio, which is a smart move, as this segment now represents over 84% of the company's net revenue. This shows the company is defintely executing on a core consumer value, but the pressure to reformulate core brands remains high.

Here's the quick math on the 'better-for-you' growth segment:

Snack Segment	2025-2030 Projected Growth (CAGR)	Consumer Priority
Organic / Clean-Label Lines	5.35%	Low in sugar, carbs, or fat (43%)
Organic (by nature)	6.8%	High in protein (44%)
Frozen & Refrigerated Snacks	5.5%	Boost immunity (46%)

Ethical sourcing and transparency are defintely non-negotiable for younger consumers.

For Millennials and Gen Z, the supply chain is part of the product. They want to know the cocoa didn't involve child labor and that the wheat is grown sustainably. This isn't a preference; it's a moral screen on their purchasing decisions. Mondelez International has made significant strides in transparency, particularly with its Cocoa Life program, a $1 billion initiative running from 2012 to 2030.

The company hit a major milestone by sourcing 91% of its cocoa volume for chocolate brands through Cocoa Life in 2024, and their target is to reach 100% by 2025. This aggressive target is crucial because a failure to meet it could trigger significant consumer backlash and brand damage. Also, their commitment to a circular economy is visible, with approximately 96% of their packaging now designed to be recyclable. That's a strong number, but the focus will shift to actual recycling rates, not just design.

Shift to at-home consumption patterns post-2020 still impacts impulse-buy locations.

The pandemic fundamentally changed how people shop, and those changes are sticking. The core problem for a company like Mondelez International is that a large part of its revenue comes from impulse buys-those last-minute grabs at the checkout aisle. Now, with more shoppers using online ordering, click-and-collect, and curbside pickup, that critical moment of impulse is lost.

It's a digital-physical disconnect. While 8 out of 10 impulse buys are still made in a brick-and-mortar store, the time shoppers spend in-store is reduced, and they are often distracted by self-checkout. Plus, impulse purchases account for nearly 40% of all online spending, so the opportunity is there, but the digital strategy has to be different. You can't just put an Oreo display next to the digital cart; you have to catch the consumer earlier in their online journey.

• Online impulse buys are a high-value target: near 40% of all online spending.
• Physical retail remains dominant for spontaneity: 8 out of 10 impulse buys are in-store.
• The challenge is the shift to planned online shopping lists and reduced in-store browsing time.

Snacking culture continues to grow globally, supporting MDLZ's core strategy.

The macro-trend for snacking is a strong tailwind for Mondelez International. Snacking is no longer just a break between meals; it's an occasion, a source of comfort, and a way to connect. The global snacks market is projected to be valued at approximately $650 billion in 2025, with a robust Compound Annual Growth Rate (CAGR) of 5.4% expected through 2035.

This growth is fueled by busy lifestyles and the emotional connection people have with food. The company's own research shows that 65% of global consumers say they are snacking more than they did a year ago. This trend is even more pronounced among younger demographics, with 78% of Millennials and Gen Z reporting increased snacking. Honestly, snacking is a form of self-care now.

The social aspect is also key: 71% of global consumers agree that sharing snacks is a 'love language,' an 8% increase from 2023. This insight supports Mondelez International's strategy of focusing on core categories like chocolate and biscuits, which are inherently shareable and indulgent. The company's overall strategy is well-aligned with this massive, growing global market.

Mondelez International, Inc. (MDLZ) - PESTLE Analysis: Technological factors

Mondelez International's technological strategy for 2025 is a clear-eyed pivot from simply selling snacks to becoming a digital commerce powerhouse, which is defintely a necessity in the CPG space. This involves massive capital investment in digital platforms and a sharp focus on AI-driven efficiency to offset the brutal commodity cost inflation we've seen, particularly in cocoa.

E-commerce and direct-to-consumer (DTC) channels require major platform investment

You can't just rely on grocery store aisles anymore; the consumer is online, and Mondelez is putting serious capital behind this shift. The company is investing more than $1 billion to solidify its position as a digital commerce leader in the snacking category. This isn't a small spend-it's a commitment to fundamentally re-engineer the sales channel.

The long-term target is to generate 20% of total sales through digital commerce by 2030. Right now, their digital sales model is heavily weighted toward retailers, with about 80% of e-commerce sales being business-to-consumer (B2C), but the direct-to-consumer (DTC) channel is a small but growing piece, representing about 15% of digital sales. That DTC channel is where the high-margin, personalized customer data lives. They're also streamlining the process by rolling out a global partnership with ChannelSight across 25 markets to place 'Buy Now' buttons that link directly to over 130 retailers' websites, removing friction from the buying journey.

Digital Commerce Metric	2025 Status/Goal	Strategic Implication
Total Digital Investment	Over $1 billion	Funding for platform build-out and digital talent acquisition.
2030 Sales Target	20% of total sales	Aggressive long-term revenue mix shift.
DTC Share of Digital Sales	Approximately 15%	Opportunity for higher-margin, first-party data capture.
Core Platform Migration	Migrating ERP systems to SAP RISE powered by AWS	Improving security, agility, and reliability for global operations.

Advanced automation in manufacturing plants improves production efficiency and lowers labor costs

The push for automation is a direct response to rising input costs, especially with cocoa prices soaring. You see the results of this focus on the balance sheet: the company's Q1 and Q2 2025 results showed that lower manufacturing costs were a partial offset to the high raw material and transportation costs, driven by 'productivity'.

This productivity gain comes from advanced automation in manufacturing, which reduces manual labor and standardizes processes across their global network of plants. Here's the quick math: the broader efficiency drive is expected to deliver around $250 million in SG&A overhead savings in 2025 alone, before inflation. This kind of operational discipline, fueled by technology and automation, is how a large CPG company maintains margin in a volatile commodity environment.

Data analytics and AI optimize pricing strategies and promotional spend across markets

Mondelez is making a big, calculated bet on generative Artificial Intelligence (AI) to make its marketing dollars work harder. They've invested US$40 million in a proprietary generative AI tool, developed with partners like Accenture and Publicis Groupe.

The goal is to slash the costs for producing marketing content-think short TV ads and digital animations-by a massive 30% to 50%. This frees up capital for media spend or, frankly, better margins. Beyond marketing, the company has heavily leaned on data-driven Revenue Growth Management (RGM) strategies, which are essentially advanced analytics for pricing and promotions. This RGM focus has already impacted about 50% of their total chocolate revenue, helping them maintain pricing power even as volumes soften due to inflation.

The real-world application is happening now: the Oreo brand is set to use this new AI tool for product pages on major platforms like Amazon and Walmart starting in November 2025.

Blockchain technology is being piloted to enhance supply chain traceability for cocoa

While the term 'blockchain' or digital ledger technology is the future for granular, immutable traceability, Mondelez's current, massive technological effort for supply chain transparency is centered on its Cocoa Life program. The program's goal is to source 100% of its cocoa volume through this scheme by the end of 2025.

As of April 2025, the program covered 91% of their cocoa volume, a huge step up from prior years. This system uses extensive digital mapping and monitoring of farms to track the cocoa's journey, helping to verify sustainability claims, fight deforestation, and address child labor concerns. The entire program represents a long-term investment of $1 billion between 2012 and 2030.

• Sourcing Target: 100% of cocoa through Cocoa Life by end of 2025.
• Current Coverage (April 2025): 91% of cocoa volume.
• Investment: $1 billion allocated to the program (2012-2030).
• Technological Function: Digital mapping and monitoring of farms for traceability.

Mondelez International, Inc. (MDLZ) - PESTLE Analysis: Legal factors

Stricter food safety and quality regulations globally, requiring increased compliance spending.

You need to see the cost of compliance not as a drain, but as a critical brand-protection premium, especially with the wave of new global food safety laws hitting in 2025. The European Union's Regulation (EU) 2025/351, which took effect in March 2025, is a perfect example, enforcing stricter purity and migration limits for plastic food contact materials (FCMs). This means a massive, mandatory overhaul of packaging and supply chain verification for products like Oreo and Milka, which are sold across the EU.

The new rules also include a ban on Bisphenol A (BPA) and its derivatives in all food contact materials, effective January 2025, which forces immediate material reformulation and sourcing changes. This isn't just about packaging; it's about deep supply chain traceability and auditing. For instance, Mondelez International continues to scale its Cocoa Life program, backed by a $1 billion investment from 2012 through 2030, which directly addresses the legal and ethical risks of child labor and deforestation in its core ingredient supply chain.

New data privacy laws (like GDPR and CCPA) govern consumer data collection for marketing.

The global patchwork of data privacy legislation-the EU's General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), amended by the California Privacy Rights Act (CPRA)-continues to be a major legal risk, particularly for a company that relies heavily on digital consumer engagement. Honestly, the cost of non-compliance is the real number to watch.

A GDPR violation can lead to fines of up to €20 million or 4% of global annual revenue, whichever is higher. With Mondelez International's 2024 net revenues at approximately $36.4 billion, a maximum fine would be catastrophic. To avoid this, large companies are incurring significant, recurring compliance costs, with the average cost of GDPR compliance for mid-to-large companies estimated at $1.3 million for initial setup, plus ongoing annual audit and Data Subject Access Request (DSAR) expenses.

Anti-trust scrutiny on major acquisitions in the CPG sector remains high.

Anti-trust enforcement is not a theoretical risk; it is a current, multi-million-dollar liability. In May 2024, the European Commission fined Mondelez International €337.5 million for breaching EU anti-trust rules. The fine was for engaging in 22 anti-competitive agreements and practices to restrict the cross-border trade of chocolate, biscuits, and coffee products between EU Member States, which kept prices artificially high for consumers.

The company had already accrued for a liability of €337.5 million in 2023 to cover this specific legal exposure. This action sends a clear signal that regulatory bodies are aggressively policing the single market for any practice that hinders parallel trade, making future large-scale acquisitions or distribution agreements in the consumer packaged goods (CPG) sector subject to intense and costly scrutiny. That's a huge hit to your bottom line.

Legal Risk Area	2025 Regulatory Impact/Action	Quantifiable Financial/Operational Impact
Anti-trust Scrutiny	European Commission Decision (May 2024)	€337.5 million fine for cross-border trade restrictions.
Food Safety/Quality	EU Regulation (EU) 2025/351 (March 2025) & EU BPA Ban (Jan 2025)	Mandatory packaging reformulation, increased testing, and supply chain audit costs. Part of the $1 billion Cocoa Life investment (2012-2030) addresses related ethical/legal supply chain risks.
Data Privacy (GDPR/CCPA)	Ongoing Global Enforcement and CPRA (California)	Risk of fines up to 4% of global revenue (e.g., up to ~$1.46 billion based on 2024 revenue). Average initial compliance cost for large companies is ~$1.3 million.

Advertising standards for children's products are tightening, limiting marketing reach.

The regulatory environment for advertising foods high in fat, salt, or sugar (HFSS) to children is rapidly changing, forcing companies to pull back from broad media channels. Mondelez International's own June 2024 Children's Food and Beverage Advertising Initiative (CFBAI) Pledge confirms they will not advertise in media 'primarily directed to children under age 13,' regardless of the product's nutritional profile.

This self-regulation is a direct response to anticipated legislation. The definition of 'primarily directed' is strict, applying when 30% or more of the audience is under 13. Furthermore, the UK is tightening its HFSS restrictions, with a ban on TV commercials before the 9pm watershed and a full online ban coming into effect in October 2025. This significantly limits marketing reach for core snack brands like Cadbury and Oreo in key international markets, forcing a shift in marketing spend toward adult-focused channels and product reformulation.

• Do not advertise to children under age 13 in covered media.
• Prohibit using licensed characters or movie tie-ins in ads directed at children under 13.
• UK HFSS restrictions will ban TV ads before 9pm watershed starting October 2025.

Mondelez International, Inc. (MDLZ) - PESTLE Analysis: Environmental factors

The environmental factors for Mondelez International, Inc. (MDLZ) are no longer abstract risks; they are now direct, material financial pressures, especially in the volatile cocoa market. Your biggest near-term challenge is managing the cost and supply stability of core ingredients while accelerating the transition to a circular packaging model, which is currently lagging behind 2025 targets.

Climate change impacts cocoa and wheat yields, threatening long-term supply stability.

Climate change is already hitting the bottom line hard. The extreme weather in West Africa, driven by climate change, has caused a supply shortage that inflated raw material costs by approximately 91% year-over-year in 2025. This unprecedented cocoa cost inflation is the primary reason Mondelez International anticipates its Adjusted Earnings Per Share (EPS) will decline by approximately 10% in 2025 on a constant currency basis. The company's Q1 2025 financials show the tangible impact, with the gross profit margin contracting to 26.1%, a significant decline from the prior year.

Here's the quick math: The company's raw materials account for about 70% of its total carbon footprint, so securing supply requires massive investment in climate-resilient agriculture, not just price hedging. For example, the Cocoa Life program farmers demonstrated greater resilience, with their production dropping only 8% in 2023/2024, compared to a 20% drop for the national average in cocoa-growing regions. You defintely need to scale these programs faster to mitigate future price shocks.

Commitment to sustainable sourcing, like the Cocoa Life program, requires significant investment.

Mondelez International's long-term defense against climate-driven supply shocks is the Cocoa Life program, representing a total investment of $1 billion through 2030, with an additional $600 million committed since 2022. The program aims to secure a more sustainable cocoa supply and improve farmer livelihoods, which reduces the incentive for environmentally destructive practices like deforestation.

The company set a critical 2025 goal to source 100% of its cocoa volume for chocolate brands through Cocoa Life (on a mass balance approach). By the end of 2024, the program had reached approximately 91% of the cocoa volume for its chocolate brands, demonstrating near-term success in scaling the initiative. This program is a direct cost but acts as a crucial hedge against physical and regulatory supply chain risks, especially with the European Union Deforestation Regulation (EUDR) looming.

• Total Cocoa Life Investment: $1 billion through 2030.
• 2025 Sourcing Goal: 100% of cocoa volume for chocolate brands via Cocoa Life.
• 2024 Progress: 91% of cocoa volume sourced through the program.

Pressure to reduce plastic packaging waste and increase recyclable material use.

The pressure to reduce plastic is intense, and your progress toward the 2025 packaging targets is mixed, showing significant headwinds in the circular economy transition. The total packaging managed by Mondelez International in 2024 was 875,800 metric tonnes, with flexible plastics (like wrappers) making up about 15% of that total.

The company is struggling to hit its virgin plastic reduction targets for the year. The biggest miss is the reduction in overall virgin plastic, which saw a 4.6% increase in 2024 over the 2020 baseline, reversing prior progress and falling short of the 5% reduction target for 2025. Sourcing high-quality, cost-effective recycled materials remains a major technical and supply chain challenge.

2025 Packaging Sustainability Targets (vs. 2020 Baseline)	2025 Target	2024 Progress	Variance to Target
Packaging Designed to be Recyclable	98%	96% (Stagnant since 2022)	-2 percentage points
Reduction in Overall Virgin Plastic Use	5% Reduction	4.6% Increase	-9.6 percentage points
Reduction in Virgin Rigid Plastic	25% Reduction	1.4% Reduction	-23.6 percentage points
Recycled Plastic Content in Packaging	5%	1.6%	-3.4 percentage points

MDLZ aims to achieve net-zero greenhouse gas emissions across its value chain by 2050.

The long-term ambition is clear: achieve net-zero greenhouse gas emissions across the full value chain by 2050, aligned with the Science Based Targets Initiative (SBTi) 1.5°C protocol. This is a massive, capital-intensive undertaking, but the company has made measurable progress on its Scope 1, 2, and 3 emissions, which is what matters to investors.

By the end of 2024, Mondelez International reported cutting its greenhouse gas emissions by around 12% across the value chain compared to a 2018 base year. The focus is on two key areas: converting global manufacturing to renewable electricity and accelerating regenerative agriculture to address the 70% of emissions tied to raw materials. The near-term goal of seeking no deforestation across primary commodities by the end of 2025 is a critical milestone in this net-zero roadmap.

Finance: Track the impact of currency hedging strategies on quarterly earnings by the end of this week.