Mondelez International, Inc. (MDLZ): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da inovação global de lanches, a Mondelez International fica como uma potência que transforma momentos cotidianos em experiências deliciosas. Com um modelo de negócios estratégico que abrange os continentes e as preferências do consumidor, essa gigante multinacional de alimentos alavanca seu impressionante portfólio de marcas amadas como Oreo, Cadbury e Triscuit para fornecer soluções de lanches convenientes e de alta qualidade. De mercados juvenis aos consumidores preocupados com a saúde, a Mondelez criou meticulosamente uma abordagem abrangente que combina o desenvolvimento de produtos de ponta, proezas globais de fabricação e estratégias de marketing inovadoras para capturar os corações (e paladar) de milhões em todo o mundo.

Mondelez International, Inc. (MDLZ) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com fornecedores agrícolas globais

A Mondelez International mantém parcerias estratégicas com os principais fornecedores agrícolas em todo o mundo:

Categoria de fornecedores	Volume anual	Região geográfica
Fornecedores de cacau	600.000 toneladas métricas	África Ocidental
Fornecedores de trigo	450.000 toneladas métricas	América do Norte
Fornecedores de açúcar	350.000 toneladas métricas	Brasil, Índia

Acordos colaborativos com redes de distribuição de varejo

As principais parcerias de distribuição de varejo incluem:

• Walmart: 12% da rede de distribuição global
• Kroger: 8% da distribuição norte -americana
• Carrefour: 6% da distribuição européia

Joint ventures com fabricantes de alimentos locais

País	Parceiro local	Valor de investimento
Índia	Grupo Tata	US $ 250 milhões
China	Grupo de alimentos brilhantes	US $ 180 milhões
Brasil	Pandurata alimentos	US $ 120 milhões

Parcerias de tecnologia para embalagem e sustentabilidade

Parcerias de tecnologia de sustentabilidade:

• AMCOR: Desenvolvimento de embalagens sustentáveis
• Teracycle: Programa de Inovação de Reciclagem
• Fundo Mundial da Vida Selvagem: Iniciativas de Suprimento Sustentável

Colaborações de marketing com marcas globais de entretenimento

Parceiro de entretenimento	Valor da campanha	Linha de produtos
Disney	US $ 45 milhões	Designs de personagens de Oreo
Marvel Studios	US $ 35 milhões	Embalagem de edição limitada
FIFA	US $ 28 milhões	Campanhas promocionais da Copa do Mundo

Mondelez International, Inc. (MDLZ) - Modelo de negócios: Atividades -chave

Desenvolvimento de produtos e inovação em categorias de alimentos para lanches

A Mondelez International investiu US $ 243 milhões em pesquisa e desenvolvimento em 2022. A Companhia opera 18 centros de inovação global focados no desenvolvimento de novos produtos para lanches.

Categoria de inovação	Investimento anual	Número de novos produtos
Inovação de chocolate	US $ 87 milhões	42 lançamentos de novos produtos
Tecnologia de biscoitos	US $ 65 milhões	36 variantes de novos produtos
Desenvolvimento saudável de lanches	US $ 51 milhões	28 novos produtos focados na saúde

Operações globais de fabricação e produção

A Mondelez opera 83 instalações de fabricação em 36 países. A capacidade de produção atinge aproximadamente 1,5 milhão de toneladas de produtos para lanches anualmente.

• Locais de fabricação total: 83
• Países com instalações de produção: 36
• Volume anual de produção: 1,5 milhão de toneladas métricas
• Funcionários de manufatura: 52.000

Marketing de marca e engajamento do consumidor

As despesas de marketing em 2022 foram de US $ 2,1 bilhões, representando 9,2% da receita total da empresa.

Canal de marketing	Investimento	Alcançar
Marketing digital	US $ 680 milhões	1,2 bilhão de impressões digitais
Mídia tradicional	US $ 1,2 bilhão	Segmentos de consumidores globais
Campanhas de mídia social	US $ 220 milhões	350 milhões de interações de mídia social

Gerenciamento da cadeia de suprimentos e otimização

Mondelez gerencia uma complexa cadeia de suprimentos global com 283 centros de distribuição e redes de logística nos continentes.

• Centros de distribuição: 283
• Parceiros de logística: 126
• Investimento em tecnologia da cadeia de suprimentos: US $ 412 milhões
• Iniciativas de sustentabilidade na cadeia de suprimentos: 65% das matérias -primas de origem sustentável

Pesquisa e desenvolvimento de novas tecnologias alimentares

A empresa se concentra em tecnologia avançada de alimentos com centros de inovação dedicados.

Foco em tecnologia	Investimento em P&D	Principais resultados
Inovações baseadas em plantas	US $ 38 milhões	7 novos produtos para lanches à base de plantas
Embalagem sustentável	US $ 26 milhões	40% de desenvolvimento de embalagens recicláveis
Aprimoramento nutricional	US $ 45 milhões	12 linhas de produtos nutricionalmente otimizadas

Mondelez International, Inc. (MDLZ) - Modelo de negócios: Recursos -chave

Forte portfólio de marcas globais

A Mondelez International possui Mais de 20 marcas globais de energia em várias categorias:

Marcas de chocolate	Marcas de biscoitos	Marcas de queijo/supermercado
Cadbury	Oreo	Filadélfia
Toblerone	Triscuit	Espiga

Infraestrutura de fabricação global

Presença de fabricação em 67 países Com a seguinte infraestrutura:

• 173 instalações de fabricação em todo o mundo
• Capacidade de produção de 1,5 milhão de toneladas anualmente
• Rede abrangendo as regiões da América do Norte, Europa, América Latina e Ásia -Pacífico

Propriedade intelectual e inovações

Investimentos de pesquisa e desenvolvimento:

Métrica de P&D	2023 valor
Despesas anuais de P&D	US $ 414 milhões
Número de patentes ativas	1,237

Pool de talentos e recursos humanos

Composição da força de trabalho a partir de 2023:

• Total de funcionários: 91.000
• Funcionários em 67 países
• Representação de diversidade: 52% de mulheres em cargos de gestão

Recursos de pesquisa avançados

Centro de Pesquisa	Localização	Área de foco
Centro de Inovação Global	East Hanover, Nova Jersey	Desenvolvimento de produtos e tecnologia
Centro de P&D de chocolate	Bournville, Reino Unido	Inovação de confeitaria

Mondelez International, Inc. (MDLZ) - Modelo de negócios: proposições de valor

Opções de comida conveniente e agradável

A Mondelez International oferece mais de 1.200 produtos para lanches em 80 países. A receita líquida em 2022 foi de US $ 31,5 bilhões. As opções convenientes de lanches incluem:

• Biscoitos Oreo: 550 bilhões de biscoitos vendidos globalmente anualmente
• Chocolate Cadbury: Disponível em mais de 50 países
• Biscoitos de café da manhã Belvita: Receita anual de US $ 1,2 bilhão para o produto

Marcas de alta qualidade e reconhecidas globalmente

Marca	Participação de mercado global	Receita anual
Oreo	40% de mercado global de biscoitos	US $ 3,7 bilhões
Cadbury	25% de mercado global de chocolate	US $ 2,9 bilhões
Tridente	15% de mercado global de gengiva	US $ 1,5 bilhão

Diversas Range de produtos Catering para várias preferências do consumidor

As categorias de produtos incluem:

• Chocolate: 45% do portfólio de produtos
• Biscoitos: 35% do portfólio de produtos
• Candy: 12% do portfólio de produtos
• Queijo & Mercearia: 8% do portfólio de produtos

Sabor consistente e inovação de produtos

Investimento de P&D: US $ 268 milhões em 2022. Novos produtos lançados em 2022:

• 25 novas variantes de sabor
• 12 alternativas de lanches mais saudáveis
• 8 Introduções de produtos à base de plantas

Soluções de lanches acessíveis e acessíveis

Preço médio de preço do produto:

Categoria de produto	Preço médio	Acessibilidade global
Biscoitos	US $ 2,50 por pacote	95% de distribuição de varejo
Chocolate	US $ 3,25 por barra	90% de distribuição de varejo
Goma	US $ 1,75 por pacote	98% de distribuição de varejo

Mondelez International, Inc. (MDLZ) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento digital através de plataformas de mídia social

A Mondelez International mantém a presença ativa das mídias sociais entre as plataformas com as seguintes métricas:

Plataforma	Contagem de seguidores	Taxa de engajamento
Instagram	3,2 milhões	2.7%
Facebook	5,8 milhões	1.9%
Twitter	1,5 milhão	1.4%

Programas de fidelidade e mecanismos de feedback do consumidor

Mondelez implementa estratégias de lealdade direcionadas:

• Programa de recompensas do Oreo: 750.000 membros ativos
• Coleta anual de feedback do consumidor: 2,3 milhões de respostas
• Taxa de satisfação do cliente: 86,5%

Estratégias de marketing personalizadas

Detalhes do investimento de personalização:

Abordagem de marketing	Orçamento anual	Taxa de conversão
Campanhas digitais direcionadas	US $ 42 milhões	4.6%
Marketing por e -mail personalizado	US $ 18,5 milhões	3.2%

Interações digitais diretas ao consumidor

Métricas de interação digital:

• Downloads de aplicativos móveis: 2,1 milhões
• Usuários ativos mensais: 1,4 milhão
• Duração média da sessão: 4,2 minutos

Construção da comunidade através de experiências de marca

Estatísticas de engajamento da comunidade da marca:

Iniciativa de experiência da marca	Contagem de participantes	Alcance da mídia social
Cadbury Chocolate Desafios	350,000	5,6 milhões de impressões
Desafio criativo de Oreo	275,000	4,2 milhões de impressões

Mondelez International, Inc. (MDLZ) - Modelo de Negócios: Canais

Supermercados globais de varejo

A Mondelez International distribui produtos através de 2,5 milhões de supermercados de varejo em todo o mundo. Os principais canais de distribuição incluem:

Região	Número de lojas	Penetração de mercado
América do Norte	750,000	85%
Europa	650,000	90%
Ásia -Pacífico	600,000	75%
América latina	350,000	70%
Oriente Médio/África	150,000	60%

Plataformas online de comércio eletrônico

Mondelez gera US $ 1,2 bilhão em vendas on -line em várias plataformas digitais:

• Amazon: vendas anuais de US $ 450 milhões
• Walmart online: vendas anuais de US $ 320 milhões
• Alibaba: vendas anuais de US $ 250 milhões
• Outras plataformas regionais de comércio eletrônico: vendas anuais de US $ 180 milhões

Lojas de conveniência

Mondelez atinge 750.000 lojas de conveniência em todo o mundo com estratégias de distribuição especializadas:

Tipo de loja	Número de lojas	Receita anual
Lojas de postos de gasolina	350,000	US $ 380 milhões
Lojas de cadeia de conveniência	250,000	US $ 420 milhões
Lojas de conveniência independentes	150,000	US $ 200 milhões

Varejistas especializados de alimentos

A Mondelez faz parceria com 125.000 varejistas especializados de alimentos, gerando US $ 680 milhões em vendas anuais.

Canais de vendas digitais diretas

Os canais de vendas digitais diretos geram US $ 220 milhões anualmente por meio de:

• Site da empresa: US $ 90 milhões
• Serviços de assinatura direta: US $ 65 milhões
• Vendas de aplicativos móveis: US $ 45 milhões
• Comércio de mídia social: US $ 20 milhões

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

Juventude global e consumidores adultos jovens

A Mondelez International tem como alvo os consumidores de 18 a 35 anos, representando aproximadamente 27% de sua participação no mercado global de lanches. Em 2023, esse segmento gerou US $ 6,3 bilhões em receita.

Faixa etária	Quota de mercado	Contribuição da receita
18-24 anos	12%	US $ 2,8 bilhões
25-35 anos	15%	US $ 3,5 bilhões

Famílias da família

As famílias da família representam 42% da base de clientes da Mondelez, com um volume anual de compras de US $ 9,7 bilhões em 2023.

• Famílias com crianças menores de 18: 32% do segmento
• Famílias com várias gerações: 10% do segmento

Consumidores preocupados com a saúde

Os consumidores preocupados com a saúde representam 18% do mercado global de Mondelez, gerando US $ 4,2 bilhões em receita em 2023.

Categoria de produto	Volume de vendas	Penetração de mercado
Lanches orgânicos	US $ 1,3 bilhão	7%
Produtos com baixo teor de açúcar	US $ 2,9 bilhões	11%

Indivíduos que buscam conveniência

Os consumidores focados em conveniência geram US $ 5,6 bilhões em receita anual, representando 24% dos segmentos de clientes da Mondelez.

• Profissionais urbanos: 14% do segmento
• Consumidores em movimento: 10% do segmento

Grupos de consumidores específicos do mercado regional

Os grupos regionais de consumidores contribuem com receita de US $ 7,8 bilhões em diferentes mercados geográficos em 2023.

Região	Quota de mercado	Receita
América do Norte	35%	US $ 2,7 bilhões
Europa	28%	US $ 2,2 bilhões
Ásia-Pacífico	22%	US $ 1,7 bilhão
América latina	15%	US $ 1,2 bilhão

Mondelez International, Inc. (MDLZ) - Modelo de negócios: estrutura de custos

Despesas de aquisição de matéria -prima

No ano fiscal de 2022, a Mondelez International relatou custos de compras de matéria -prima de US $ 10,4 bilhões. Principais despesas de matéria -prima incluídas:

Matéria-prima	Custo anual
Cacau	US $ 2,1 bilhões
Açúcar	US $ 1,3 bilhão
Trigo	US $ 1,7 bilhão
Produtos lácteos	US $ 1,5 bilhão

Custos globais de fabricação e logística

As despesas totais de fabricação e logística para 2022 foram de US $ 4,6 bilhões, com a seguinte quebra:

• Mercancada de fabricação: US $ 2,8 bilhões
• Transporte e distribuição: US $ 1,2 bilhão
• Armazenamento e armazenamento: US $ 600 milhões

Investimentos de marketing e publicidade

As despesas de marketing para 2022 totalizaram US $ 2,3 bilhões, distribuídas:

Canal de marketing	Gastos
Marketing digital	US $ 650 milhões
Publicidade tradicional da mídia	US $ 1,1 bilhão
Atividades promocionais	US $ 550 milhões

Despesas de pesquisa e desenvolvimento

Os investimentos em P&D em 2022 totalizaram US $ 382 milhões, focados em:

• Inovação do produto: US $ 215 milhões
• Tecnologia de embalagem: US $ 87 milhões
• Pesquisa de nutrição e saúde: US $ 80 milhões

Manutenção de tecnologia e infraestrutura

Os custos de manutenção de tecnologia e infraestrutura para 2022 foram de US $ 512 milhões, incluindo:

Categoria de tecnologia	Custo anual
Infraestrutura de TI	US $ 248 milhões
Plataformas digitais	US $ 164 milhões
Segurança cibernética	US $ 100 milhões

Mondelez International, Inc. (MDLZ) - Modelo de negócios: fluxos de receita

Vendas de produtos em várias categorias de lanches

A Mondelez International reportou receita líquida de US $ 31,5 bilhões em 2022, com as principais categorias de produtos, incluindo:

Categoria de produto	Contribuição da receita
Biscoitos	US $ 13,8 bilhões
Chocolate	US $ 9,6 bilhões
Queijo & Mercado	US $ 4,2 bilhões
Goma & Doce	US $ 3,9 bilhões

Diversificação global do mercado

Recuante de receita por região geográfica em 2022:

Região	Receita	Percentagem
América do Norte	US $ 11,4 bilhões	36.2%
Europa	US $ 9,7 bilhões	30.8%
Mercados em desenvolvimento	US $ 10,4 bilhões	33%

Linhas de produtos premium e padrão

Distribuição de receita através de níveis de precificação de produtos:

• Segmento premium: US $ 8,7 bilhões (27,6%)
• Segmento padrão: US $ 22,8 bilhões (72,4%)

Receita de varejo online e offline

Repartição do canal de vendas para 2022:

Canal de vendas	Receita	Percentagem
Varejo tradicional	US $ 26,3 bilhões	83.5%
Comércio eletrônico	US $ 5,2 bilhões	16.5%

Oportunidades de licenciamento e extensão de marca

Receita de licenciamento de marca em 2022:

• Renda total de licenciamento: US $ 312 milhões
• Principais marcas licenciadas: 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%.