CLAIM #39921 · Mondelez International Inc (MDLZ) · 2025Q3 earnings call · Oct 28, 2025 · due Dec 31, 2026
“So those -- all those activities combined at this stage, make us believe that we can get to positive growth next year in U.S.”
Dirk Van De Put · CEO
How to check this claim
Look at: U.S. segment net revenue growth rate (organic or reported, as disclosed), full year 2026
It came true if: Full-year 2026 U.S. net revenue growth > 0% versus full-year 2025
Where: Company quarterly/annual earnings release and 10-K segment disclosures (U.S. region net revenue)
In context
“us growth there in Perfect bar and in Builders. So that is something that we will continue to double down on. And then as it relates to premium, particularly brands like Tate's, belVita and Hu are the other ones that we are going to double down on. As it relates to health and wellness, we also see a little bit of movement in overall health and wellness. We are working on expanding the Zero Oreo range and also the gluten-free Oreo and Tate's range. So maybe the last thing I would mention there on how we are trying to get back to growth is that we are studying very carefully how our promotions are working, and we've seen that we have to shift the way we do certain promotions. We need a lot more activation, not just a price decrease, but activation featuring special events, things like that. So those -- all those activities combined at this stage, make us believe that we can get to positive growth next year in U.S. Peter Galbo: Great. And Luca, maybe just on the prior question, maybe a bit more directly, you seem to have the visibility on, on-algorithm EPS growth for next year. I mean, should we be expecting that on top line, you'd have some visibility to algorithm top line, even if it's at the low end, just I know it's a bit more of a direct question, but would be helpful just from a modeling standpoint. Luca Zaramella: As I said, Peter, we need to put together our thinking at this point in time on what type of cocoa levels we are going to have into 2026. As I mentioned, we are well protected, but should cocoa go even lower, we will take advantage of that. I think the way you have to think about the top line is in three key components. One, it is Europe, where clearly, chocolate pricing might be de”
Verify independently
SEC filings for MDLZ ↗ · Claim quote is verbatim from the 2025Q3 earnings call.