Mondelez vs Colgate-Palmolive
Mondelez and Colgate-Palmolive are presented on this page to compare their business models, financial performance, and market context. The analysis focuses on how each company creates value across its product categories, distribution channels, and regional exposure, while avoiding speculation or investment recommendations. Educational content, not financial advice.
Mondelez and Colgate-Palmolive are presented on this page to compare their business models, financial performance, and market context. The analysis focuses on how each company creates value across its...
Why It's Moving
Mondelez Shares React to Mixed Q3 Results Amid Cocoa Cost Pressures and Strategic Growth Plans
- Q3 net revenues rose 5.9%, with organic net revenue up 3.4%, indicating continued consumer demand despite volume/mix pressures.
- Adjusted EPS declined 24.2% on a constant currency basis to $0.73, mainly due to gross margin contraction from soaring cocoa costs, with margins down over 1,000 basis points.
- The company generated $2.1 billion in operational cash year-to-date and returned $3.7 billion to shareholders, underscoring solid cash flow; it also updated its 2025 outlook expecting 4%+ organic revenue growth but a roughly 15% adjusted EPS decline, citing easing cocoa prices and efficiency actions.
Colgate-Palmolive Posts Modest Q3 Sales Growth but Cuts 2025 Forecast Amid Weaker Consumer Demand
- Q3 net sales grew 2.0%, with organic sales up 0.4%, despite a 0.8% negative impact from exited private label pet sales.
- Earnings per share slightly beat estimates at $0.91, but profit margins contracted due to rising costs and weaker demand.
- Full-year guidance was lowered to 1-2% organic sales growth from an earlier 2-4% range, signaling tempered expectations as consumers reduce purchases even in staples.
- CEO Noel Wallace highlighted continued growth despite challenges but acknowledged slowing category growth in key markets.
Mondelez Shares React to Mixed Q3 Results Amid Cocoa Cost Pressures and Strategic Growth Plans
- Q3 net revenues rose 5.9%, with organic net revenue up 3.4%, indicating continued consumer demand despite volume/mix pressures.
- Adjusted EPS declined 24.2% on a constant currency basis to $0.73, mainly due to gross margin contraction from soaring cocoa costs, with margins down over 1,000 basis points.
- The company generated $2.1 billion in operational cash year-to-date and returned $3.7 billion to shareholders, underscoring solid cash flow; it also updated its 2025 outlook expecting 4%+ organic revenue growth but a roughly 15% adjusted EPS decline, citing easing cocoa prices and efficiency actions.
Colgate-Palmolive Posts Modest Q3 Sales Growth but Cuts 2025 Forecast Amid Weaker Consumer Demand
- Q3 net sales grew 2.0%, with organic sales up 0.4%, despite a 0.8% negative impact from exited private label pet sales.
- Earnings per share slightly beat estimates at $0.91, but profit margins contracted due to rising costs and weaker demand.
- Full-year guidance was lowered to 1-2% organic sales growth from an earlier 2-4% range, signaling tempered expectations as consumers reduce purchases even in staples.
- CEO Noel Wallace highlighted continued growth despite challenges but acknowledged slowing category growth in key markets.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
Beyond 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 BasketMarket Indecision
Find refuge from market volatility with these carefully selected companies providing essential goods and services. Our professional analysts have handpicked high-quality, dividend-paying stocks in defensive sectors that offer stability when economic futures look uncertain.
Published: June 18, 2025
Explore BasketBoomer Stocks
Discover a collection of iconic, industry-leading companies with deep market roots and reliable dividend histories. These household names have been carefully selected by our analysts for their strong brands, steady cash flow, and potential for long-term stability.
Published: June 17, 2025
Explore BasketInvestment Analysis
Mondelez
MDLZ
Pros
- Mondelez has strong pricing power and strategic cost controls, including efficient cocoa sourcing adjustments to manage tariff impacts.
- It is positioned for sustained long-term growth by expanding in emerging markets and shifting towards healthier product options.
- The company has scale advantages that support profitability even amid commodity cost volatility and inflation pressures.
Considerations
- Recent Q3 2025 results showed a revenue shortfall and margin pressure from historically high cocoa costs, causing a negative market reaction.
- Its stock price has declined significantly over the past year, reflecting concerns about ongoing cost inflation and macroeconomic risks.
- Sensitivity to commodity and tariff fluctuations poses risks to supply chain stability and profit margins, creating uncertainty.
Pros
- Colgate-Palmolive maintains a broad, well-established global brand presence with a diversified product portfolio in oral care and personal products.
- The company benefits from relatively stable demand and less commodity cost volatility compared to food-focused peers.
- It has demonstrated consistent profitability with efficient cost management and resilient cash flow generation.
Considerations
- Colgate-Palmolive has experienced stock underperformance compared to peers, impacted by modest organic growth challenges.
- Growth prospects may be limited by mature market exposure and competitive intensity in key categories like oral care.
- The company faces execution risks related to innovation pace and evolving consumer preferences in a crowded personal care market.
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