Will Mondelez's Organic Sales Growth Keep Momentum Going in 2026?

After navigating an unusually volatile cost environment, Mondelez International, Inc. MDLZ is balancing pricing discipline with the need to protect volumes. The question is whether organic sales growth, which held up in 2025 despite consumer pressure, can maintain its momentum as pricing moderates and category conditions remain soft.Organic net revenues rose 4.3% for the full year and accelerated to 5.1% in the fourth quarter. Growth was primarily driven by higher net pricing, implemented to offset record levels of cocoa inflation. However, volume and mix declined 3.7% for the year and 4.8% in the fourth quarter. Elasticity in chocolate, revenue growth management actions and soft U.S. biscuit consumption weighed on volumes even as consumers continued to show loyalty to core brands.For 2026, organic net revenues are expected to range from flat to an increase of 2%. The outlook reflects ongoing softness in category growth and select price investments to protect scale in key markets. The plan also includes substantial reinvestment aimed at improving volume trends, expanding distribution and strengthening brand presence across channels and occasions. At the same time, the broader backdrop remains challenging, with soft consumer sentiment and commodity volatility shaping purchasing behavior.Whether Mondelez can sustain organic sales momentum in 2026 will depend on how effectively it balances pricing, reinvestment and volume recovery. After a year led by pricing strength, the coming period shifts the focus toward stabilizing demand while navigating a cautious consumer environment.Organic Sales Momentum at HSY, KHC and CAGFor The Hershey Company HSY, organic constant-currency net sales increased 5.7% in the fourth quarter of 2025, driven primarily by net price realization of about 9%. Volume/mix declined 3%. For 2026, HSY expects reported net sales growth of 4% to 5%, supported by pricing, innovation and advertising investments. With elasticity and cocoa costs still in focus, The Hershey Company is balancing growth with margin recovery.The Kraft Heinz Company KHC saw its organic net sales drop 4.2% in the fourth quarter of 2025. During the quarter, KHC’s volume/mix fell 4.7%. For 2026, The Kraft Heinz Company expects organic net sales to decline in the range of 1.5%-3.5%, implying incremental SNAP headwinds. Conagra Brands CAG reported a 3% decline in organic net sales in second-quarter fiscal 2026 due to a 3% volume drop. CAG reaffirmed fiscal 2026 organic net sales guidance of a decline of 1% to an increase of 1%. Conagra Brands is aiming to stabilize volumes against a cautious consumer backdrop.The Final Take on MDLZOrganic sales continue to be shaped by how much pricing can contribute as shoppers stay cautious and whether volumes can stabilize after recent declines. For Mondelez, 2026 looks like a transition year as the company leans more on reinvestment and sharper execution, while the consumer backdrop remains cautious. The real test is whether these actions can improve demand trends and reduce volume pressure as pricing normalizes.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.See Our Newest 5 Stocks Set to Double Picks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hershey Company (The) (HSY): Free Stock Analysis Report Conagra Brands (CAG): Free Stock Analysis Report Mondelez International, Inc. (MDLZ): Free Stock Analysis Report Kraft Heinz Company (KHC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks