Mondelez reaffirms growth targets at CAGNY conference

Mondelez International Inc. (NASDAQ: MDLZ) presented its strategic priorities and growth plans at the 2026 Consumer Analyst Group of New York Conference on February 17. The company reaffirmed its long-term growth algorithm targeting 3% to 5% organic net revenue growth, high-single-digit adjusted earnings per share growth, and more than $3 billion in free cash flow.

CEO Dirk Van De Put and COO/CFO Luca Zaramella outlined action plans to accelerate growth in developed markets while maintaining momentum in emerging markets. The company reported 2025 net revenues of approximately $38.5 billion, with performance impacted by cocoa input cost inflation.

The presentation focused on four strategic areas: portfolio reshaping to increase exposure to chocolate, biscuits and baked snacks to 90% of net revenues over time from the current 80%; improving performance in developed markets with emphasis on U.S. biscuits and Europe chocolate; expanding growth in emerging markets including China, India, Brazil and Mexico; and maintaining disciplined capital allocation.

"Year after year, consumer research demonstrates that snacking remains the most dynamic and resilient space in food," Van De Put stated during the presentation.

The company operates in over 150 countries with brands including Oreo, Ritz, Cadbury Dairy Milk, and Toblerone. Zaramella noted that critical investments made in the past year positioned the company to generate value while maintaining strong fundamentals across categories and geographies.

The presentation materials were made available on the company's investor website simultaneous with the conference webcast.

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