Mondelez vs Coca-Cola Europacific Partners
Mondelez and Coca-Cola Europacific Partners are the focus of this comparative page. It sets out how each company approaches its business model, examines financial performance where data is publicly shared, and situates both in their market context. The aim is to present clear, neutral information that helps readers understand similarities and differences without opinion. Educational content, not financial advice.
Mondelez and Coca-Cola Europacific Partners are the focus of this comparative page. It sets out how each company approaches its business model, examines financial performance where data is publicly sh...
Why It's Moving
Cocoa Price Plunge Sparks Relief Rally for Mondelez as Snack Giant Battles Input Cost Squeeze
- Cocoa futures tumbled over 5% this week to 1.75-year lows, offering hope for Mondelez's battered gross margins that plunged 1,010 basis points in Q3 2025 amid extreme cost inflation.
- Q3 results showed organic net revenue up 3.4% despite volume headwinds, with updated 2025 guidance holding organic growth at 4%+ and free cash flow over $3B.
- Year-to-date, Mondelez generated $2.1B in operating cash flow and returned $3.7B to shareholders, underscoring financial strength as input costs finally ease.
CCEP insiders signal confidence with fresh director share purchases.
- Director/PDMR notified RNS of updated shareholding on December 12, reflecting personal investment in CCEP's growth trajectory[1].
- Such insider buys often boost investor sentiment, hinting at expectations for strong holiday sales and operational momentum.
- Beverage stocks broadly stable this week, with CCEP's activity standing out in a quiet sector landscape.
Cocoa Price Plunge Sparks Relief Rally for Mondelez as Snack Giant Battles Input Cost Squeeze
- Cocoa futures tumbled over 5% this week to 1.75-year lows, offering hope for Mondelez's battered gross margins that plunged 1,010 basis points in Q3 2025 amid extreme cost inflation.
- Q3 results showed organic net revenue up 3.4% despite volume headwinds, with updated 2025 guidance holding organic growth at 4%+ and free cash flow over $3B.
- Year-to-date, Mondelez generated $2.1B in operating cash flow and returned $3.7B to shareholders, underscoring financial strength as input costs finally ease.
CCEP insiders signal confidence with fresh director share purchases.
- Director/PDMR notified RNS of updated shareholding on December 12, reflecting personal investment in CCEP's growth trajectory[1].
- Such insider buys often boost investor sentiment, hinting at expectations for strong holiday sales and operational momentum.
- Beverage stocks broadly stable this week, with CCEP's activity standing out in a quiet sector landscape.
Which Baskets Do They Appear In?
The Coffee Shake-Up: A Consolidation Play
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Published: August 25, 2025
Explore BasketBeyond Beer: The Premium Consumer Playbook
Heineken's recent earnings show that strong brand power and growth in emerging markets can drive profits even when sales volumes dip in key regions. This suggests an investment opportunity in other global consumer companies using a similar strategy to navigate economic challenges.
Published: July 28, 2025
Explore BasketFood & Drink
Hungry for an investment? These carefully selected food and beverage stocks offer a menu of growth opportunities. Our analysts have handpicked industry leaders that feed and refresh millions of customers every day.
Published: May 1, 2025
Explore BasketWhich Baskets Do They Appear In?
The Coffee Shake-Up: A Consolidation Play
Coca-Cola is exploring a sale of its Costa Coffee chain, a move that could spark a wave of mergers and acquisitions. This theme focuses on companies poised to benefit from the strategic reshuffling in the global coffee industry.
Published: August 25, 2025
Explore BasketBeyond Beer: The Premium Consumer Playbook
Heineken's recent earnings show that strong brand power and growth in emerging markets can drive profits even when sales volumes dip in key regions. This suggests an investment opportunity in other global consumer companies using a similar strategy to navigate economic challenges.
Published: July 28, 2025
Explore BasketFood & Drink
Hungry for an investment? These carefully selected food and beverage stocks offer a menu of growth opportunities. Our analysts have handpicked industry leaders that feed and refresh millions of customers every day.
Published: May 1, 2025
Explore BasketInvestment Analysis
Mondelez
MDLZ
Pros
- Mondelez benefits from a globally recognised portfolio of snack brands, including Oreo and Cadbury, supporting strong consumer demand.
- The company maintains solid profitability, with a return on equity above 13% and a dividend yield of around 3.5%.
- Mondelez is expanding into healthier product categories and emerging markets, positioning itself for long-term growth.
Considerations
- Recent quarterly results missed revenue expectations, raising concerns about top-line growth amid economic headwinds.
- High commodity costs, particularly for cocoa, have pressured margins and could remain volatile in the near term.
- The stock has underperformed over the past year, with notable price declines reflecting investor caution on near-term outlook.
Pros
- Coca-Cola Europacific Partners holds a dominant position in the European and Pacific beverage markets, benefiting from strong distribution networks.
- The company has a resilient business model, supported by recurring demand for non-alcoholic beverages and a focus on operational efficiency.
- CCEP maintains a solid balance sheet and generates consistent cash flow, supporting its ability to invest and return capital to shareholders.
Considerations
- CCEP's growth is closely tied to the performance of the Coca-Cola brand, making it vulnerable to shifts in consumer preferences.
- The company faces margin pressure from inflation and rising input costs, which could affect profitability in the short term.
- CCEP operates in a highly competitive sector, with ongoing challenges from private label and alternative beverage products.
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