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, 2025 Earnings Call, Feb 3, 2026 Earnings Call, Apr 28, 2026 Earnings Call, Feb 3, 2026 Earnings Release, Apr 28, 2026 Earnings 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, 2025 Earnings Call, Feb 6, 2026 Earnings Call, Apr 23, 2026 Earnings 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, 2025 Earnings Release, Oct 29, 2025 Earnings Release, Feb 10, 2026 Earnings Call, Feb 11, 2026 Earnings Release, May 5, 2026 Earnings Call, May 6, 2026 Earnings Call, May 6, 2026 Earnings Release | Consumer Defensive |
