Will Mondelez Continue Its Strong Organic Sales Performance Into 2026?

Mondelez International Faces Shifting Market Dynamics

After a period marked by significant cost fluctuations, Mondelez International, Inc. is working to maintain a careful balance between strategic pricing and safeguarding sales volumes. The key question is whether the company’s organic sales growth—which remained resilient in 2025 despite consumer headwinds—can persist as price increases slow and overall category demand remains subdued.

For the full year, Mondelez’s organic net revenue climbed 4.3%, with growth accelerating to 5.1% in the fourth quarter. This performance was largely fueled by higher pricing, which helped offset unprecedented cocoa cost inflation. However, the company saw a 3.7% drop in volume and mix for the year, and a 4.8% decline in the fourth quarter. Factors such as chocolate price sensitivity, revenue management strategies, and weaker U.S. biscuit demand contributed to these volume declines, even as core brands continued to attract loyal customers.

Looking ahead to 2026, Mondelez anticipates organic net revenue to be flat or up to 2% higher. This forecast reflects ongoing sluggishness in category growth and targeted price adjustments to maintain market share in critical regions. The company’s strategy also involves significant reinvestment to boost volume trends, broaden distribution, and enhance brand visibility across multiple channels and consumption occasions. Despite these efforts, the broader environment remains challenging, with cautious consumer sentiment and volatile commodity prices influencing purchasing patterns.

Mondelez’s ability to sustain organic sales growth in 2026 will hinge on how well it manages the interplay between pricing, reinvestment, and volume recovery. After a year driven by price increases, the focus now shifts to stabilizing demand amid a more cautious consumer landscape.

Organic Sales Trends at Hershey, Kraft Heinz, and Conagra

The Hershey Company reported a 5.7% increase in organic constant-currency net sales for the fourth quarter of 2025, primarily due to a roughly 9% rise in net pricing. However, volume and mix slipped by 3%. For 2026, Hershey projects net sales growth between 4% and 5%, supported by ongoing pricing actions, innovation, and increased advertising. The company continues to navigate challenges related to price sensitivity and cocoa costs, aiming to balance growth with margin improvement.

The Kraft Heinz Company experienced a 4.2% decrease in organic net sales during the fourth quarter of 2025, with volume and mix down 4.7%. For 2026, Kraft Heinz expects organic net sales to decline by 1.5% to 3.5%, reflecting additional pressures from SNAP benefits.

Conagra Brands saw organic net sales fall 3% in the second quarter of fiscal 2026, driven by a 3% volume decrease. The company reaffirmed its guidance for fiscal 2026, anticipating organic net sales to range from a 1% decline to a 1% increase. Conagra’s focus remains on stabilizing volumes in a market where consumers are increasingly cautious.

Mondelez’s Outlook for 2026

Organic sales performance will continue to depend on how much pricing can support growth as consumers remain wary, and whether volumes can recover from recent declines. For Mondelez, 2026 represents a pivotal year, with greater emphasis on reinvestment and operational execution amid a cautious consumer backdrop. The main challenge will be to improve demand trends and ease volume pressures as pricing normalizes.

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