Mondelez (MDLZ) Q2 FY25 earnings call

Mondelez delivered a strong Q2 FY25, driven by robust performance in emerging markets and Europe, which helped offset continued softness in North America. The company's chocolate pricing strategies are yielding expected results, and the cocoa market shows signs of improvement for 2026. Management is implementing targeted pricing and productivity measures in North America, while maintaining its full-year outlook despite ongoing consumer anxiety and retailer adjustments.