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Mondelez: snack brands have pricing power, but margins show the cost test
Mondelez reported FY2025 revenue of $38.5 billion and 2026 Q1 revenue of $10.1 billion. The thesis depends on global snack demand, brand pricing power, input costs, emerging-market exposure and cash conversion.
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Mondelez: snack brands have pricing power, but margins show the cost testMondelez reported FY2025 revenue of $38.5 billion and 2026 Q1 revenue of $10.1 billion. The thesis depends on global snack demand, brand pricing power, input costs, emerging-market exposure and cash conversion.NASDAQMay 20, 2026Research reportReadSlides