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Mondelez International

MDLZleader

Mondelez International is the world's largest snacking company, with leading global brands Oreo, Cadbury, and Milka generating revenue in over 150 countries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($36.0B)

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Europe (35%)
North America (30%)
AMEA (Asia, Middle East, Africa) (22%)
Latin America (13%)

Segment Breakdown & Key Customers

Product Details

Oreo & Biscuits40%

World's #1 cookie brand plus belVita, Ritz, Chips Ahoy!

Cadbury & Chocolate30%

Global chocolate portfolio including Cadbury, Milka, Toblerone

Gum & Candy15%

Trident, Halls, Sour Patch Kids

Clif Bar & Other Snacks15%

Energy bars and other health-oriented snacks

Supply Chain Relationships

Key Customers

Walmart Inc.

Biscuits and snacks retail

Impact: High — major US retail channel

Costco Wholesale Corporation

Bulk snack and cookie distribution

Impact: Medium — warehouse channel

Competitors

The Hershey Company

Global confectionery market

Impact: High — top rival in chocolate

PepsiCo, Inc.

Global snacking market

Impact: Medium — overlapping snack categories

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Mondelez International.

Company Info

Headquarters

Chicago, Illinois, USA

Founded

2012

Employees

91,000+

Sector Overview — 필수소비재

Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표