Mondelez International reported fourth-quarter adjusted earnings per share of $0.72, surpassing the Zacks consensus estimate of $0.70 and up from $0.65 in the year-ago period. Total revenues exceeded analysts’ projections for the quarter, driven by a mid-single-digit percentage increase in organic net revenue on a constant‐currency basis. This marks the third consecutive quarter in which the company has beaten both earnings and revenue estimates, reflecting resilient consumer demand for its snack brands across North America, Europe and Asia.

The company attributed its better‐than‐expected results to pricing actions and rigorous cost discipline that offset persistent inflation in key input costs, most notably cocoa. Mondelez implemented targeted price increases averaging 4% to 6% across core markets during the quarter, while delivering cost savings of approximately $350 million through supply‐chain optimization and overhead reductions. These initiatives helped protect operating margins, which expanded by 50 basis points versus the prior year despite continued commodity headwinds.

On a reported basis, foreign exchange translation had a modest negative impact of 1.5% on revenue growth, as the U.S. dollar remained strong against the euro and other currencies. Management reiterated its full-year outlook for low-double-digit organic net revenue growth and mid‐single-digit adjusted EPS expansion, assuming a gradual normalization of cocoa markets and stable currency rates. The company plans to invest approximately $1.2 billion in brand building and innovation in 2026, with a focus on expanding its premium chocolate portfolio and direct-to-consumer channels.