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What factors drove the changes in Mondelez's revenue and profit?

What guidance did Mondelez's management provide for the next earnings period?

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What does Mondelez do and what are its main business segments?

Did Mondelez beat or miss consensus estimates last quarter?

- **Europe Recovery**: Q4 cocoa deflation to drive 4%+ organic growth, with price point adjustments and seasonal promotions. 
- **U.S. Reset**: 2026 strategy focuses on $3 multipacks, protein snacks, and DSD optimization to reverse 4% volume decline. 
- **EM Growth**: Brazil, Mexico, China offset Argentina/India weakness, with 2026 chocolate volume growth from deflation. 
- **Financial Targets**: 2026 EPS +high single digits via $100-150M cocoa savings, U.S. reinvestment, and SG&A reset.

**【Europe Market Update】**
- Consumer confidence stable, but higher-than-expected price elasticity (0.7-0.8) due to 30% cocoa-driven price increases. 
- Adjusting 300g chocolate price points and innovating formats to regain volume share. 
- Competitors lagging on pricing and retailer margin shifts caused short-term pressure. 
- Q4 rebound expected as cocoa costs stabilize, with seasonal promotions driving 4%+ organic growth.

**【U.S. Market Strategy】**
- Biscuit category volume down 4%Q3, driven by economic uncertainty and channel shifts to value/club. 
- Focusing on $3 price point multipacks, protein snacks (20%+ growth in Perfect Bar), and e-commerce expansion. 
- Q4 pricing adjustments and promotions targeting 2026 U.S. recovery through channel reinvestment. 
- 2026 plans include doubling down on successful brands (Tate's, Hu) and optimizing DSD logistics.

**【Emerging Markets Performance】**
- Volume down 4.7%Q3 due to Argentina (hyperinflation) and India (downsizing), but Brazil (+12%), Mexico (+mid-single), China (low-single) offsetting. 
- China facing short-term pressure but long-term growth potential. 
- 2026 outlook: deflationary cocoa enabling volume growth in chocolate, balanced with price/mix in biscuits.

**【Financial Guidance】**
- Q4 2025: Organic sales step-up driven by Europe (seasonals) and EMs, with EPS benefiting from $0.08 tax tailwind. 
- 2026: Targeting high single-digit EPS growth via cocoa deflation ($100-150M), U.S. reinvestment, and SG&A reset (+$100M A&C). 
- 2026 cocoa hedging strategy allows participation in price declines while protecting margins.

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