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Mondelez International, Inc. (MDLZ) Presents at Consumer Analyst Group of New York Conference 2026 Transcript


Mondelez International, Inc. (MDLZ) Consumer Analyst Group of New York Conference 2026 February 16, 2026 7:00 PM EST

Company Participants

Dirk Van de Put – Chairman & CEO
Luca Zaramella – Executive VP, CFO & COO

Presentation

Unknown Analyst

If we could just find our seats, we’ll kick off our next presentation. We’re thrilled to welcome Mondelez International back to the CAGNY stage. Please join me in thanking the company for again [indiscernible] following this presentation.

Let’s be careful out there. [indiscernible] special dynamic environment [indiscernible] so we’re excited to have a company to go into more detailed. Its initiatives to improve top line growth in North America [indiscernible] CFO. Thanks for being here. Over to you, Dirk.

Dirk Van de Put
Chairman & CEO

[indiscernible]. These categories remain resilient and durable even during challenging times [indiscernible]. The average consumer snacking more than 3.5x a day. About half of consumers believe that snacking helps their well-being and about 60% constantly wants to try new flavors and taste combinations. We are confident that we are well positioned to take advantage of these growing trends.

Our global position across our core categories provides a great starting point, and we’re well positioned to capture significant headroom. In our categories, we currently hold a clear #1 global position in Biscuits with 17% share in a market that’s valued at $128 billion. We have a very close #2 global position in Chocolate with 12.4% share in a market valued at $147 billion. We have the #3 global position in Cakes and Pastries, with 3.9 share in a market value at $100 billion. And the #3 global position in Snack Bars with 8.6% share in a market of nearly $20 billion.

These core snacking categories are continuing to grow at 1.4x faster than other food categories. Despite



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