Companies that effected major recent price increases that impacted customers
| ticker | Company Name | Major price increases / magnitude & timing | Passed through to customers? | Volume / demand / elasticity impact | Other salient commentary | Source | Sector |
|---|---|---|---|---|---|---|---|
| MDLZ | Mondelez International | Management said it had to take “quite substantial” chocolate price increases of about 30% amid cocoa inflation. It also used list price, revenue growth management, and price-pack architecture, then later reset some price points in markets like the U.K. and Germany. | Yes. Organic growth was explicitly driven by higher net pricing. | Clear negative elasticity. Management said historical elasticity of ~0.4–0.5 rose to ~0.7–0.8 after the ~30% increase. FY25 volume/mix was -3.7% and Q1’26 volume/mix -0.5%. In North America, pricing/less promo helped P&L but the company lost some market share because volume lagged. | A key issue was competitive mismatch: some private competitors did not raise prices as much. Management highlighted lower-price-point offerings and price-point resets to restore accessibility; those resets improved volume/share in some European markets. | Oct 28, 2025Earnings CallFeb 3, 2026Earnings CallApr 28, 2026Earnings CallFeb 3, 2026Earnings ReleaseApr 28, 2026Earnings Release | Consumer Defensive |
| MOH | Molina Healthcare | ACA pricing increased about 30% on average, with a range of 15% to 45%; the company also reduced footprint by 20%. | Effectively yes via filed premiums / market pricing. | Very large membership impact. Management expected membership to fall sharply, forecast year-end membership around 220,000, and said retention through grace periods was less certain. It also deliberately reduced its #1/#2 price position from 50% of counties to 15%. | This was a strategic repricing response to unstable risk pools and higher costs; management explicitly said it would not allocate capital to an unstable risk pool. | Oct 23, 2025Earnings CallFeb 6, 2026Earnings CallApr 23, 2026Earnings Call | Healthcare |
| KHC | Kraft Heinz | Pricing was taken to address double-digit inflation, especially in coffee; management said the industry had “busted through 4 or 5 levels of price points in a very accelerated fashion.” Reported price contribution was modest at +0.7 pts Q2’25, +1.0 pt Q3’25, +0.7 pt FY25. | Yes, but insufficient versus inflation. Management said pricing mitigated higher input costs, but inflation more than offset pricing in several periods. | Clear negative volume effect. Volume/mix was -2.7 pts in Q2’25, -3.5 pts in Q3’25, -4.1 pts FY25. Management said consumers were disappointed because price hikes were not accompanied by incremental benefits and that “the consumer can only absorb so much price.” | By 2026, strategy shifted toward affordability, opening price points, promotions, and price investments, including cases where pricing had “gone a little too far.” | Jul 30, 2025Earnings ReleaseOct 29, 2025Earnings ReleaseFeb 10, 2026Earnings CallFeb 11, 2026Earnings ReleaseMay 5, 2026Earnings CallMay 6, 2026Earnings CallMay 6, 2026Earnings Release | Consumer Defensive |
