MDLZ

With a market cap of $75.6 billion, Mondelez International, Inc. (MDLZ) is one of the world's largest snack food companies, specializing in the manufacturing, marketing, and distribution of biscuits, chocolates, gum, candy, and baked snacks. Headquartered in Chicago, Illinois, the company operates in more than 150 countries and owns a portfolio of iconic global and regional brands. The snack titan is ready to announce its fiscal 2026 Q2 earnings shortly. As the event approaches, Wall Street expects the company to report a profit of $0.67 per share, down 8.2% from $0.73 per share in the year-ago quarter. On the bright side, the company has topped Wall Street’s bottom-line estimates in each of the last four quarters. Dear Google Stock Fans, Mark Your Calendars for July 13 Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Netflix Stock is at New Lows, But Its FCF Is Strong - Is NFLX Too Cheap? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the current fiscal year, ending in December, analysts expect MDLZ to report a profit of $3.05 per share, representing a 4.5% increase from $2.92 per share in fiscal 2025. Furthermore, its EPS is expected to grow 11.5% year over year to $3.40 in fiscal 2027. MDLZ has declined 10.9% over the past 52 weeks, trailing both the S&P 500 Index's ($SPX) 20.1% return and the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 4.7% uptick over the same time period. On June 17, Mondelez shares fell 3% after the Federal Reserve kept interest rates unchanged but signaled the possibility of a future rate hike, driving Treasury yields higher. The move reduced the appeal of defensive, dividend-paying consumer staples stocks like Mondelez, as higher bond yields offered more attractive alternatives and raised concerns over borrowing costs. Wall Street analysts are fairly optimistic about MDLZ’s stock, with a "Moderate Buy" rating overall. Among 24 analysts covering the stock, 13 recommend "Strong Buy," two indicate "Moderate Buy,” and nine suggest "Hold." The mean price target for MDLZ is $67.27, indicating a 12.4% potential upside from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is so...

CHICAGO, July 14, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its second quarter 2026 financial results on Tuesday, July 28, 2026, at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day. Investors and analysts may participate via phone by calling (800) 347-6865 from the United States and (203) 518-9757 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be provided at www.mondelezinternational.com. A replay of the conference call will be available until August 04, 2026, by calling 800-839-5130 from the United States and 402-220-2693 from other locations. The access code for both the conference call and its rebroadcast is MDLZQ226. An archive of the webcast will be available on the company's website.About Mondelēz International Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.

PepsiCo management spent its latest earnings call defending its big bet on North American growth, and the answers revealed exactly where the strategy is under pressure. After significantly underperforming the market over the last year, PepsiCo (PEP) stock is facing a critical test. The company has spent heavily on an “affordability” strategy to reignite volume growth in its core North American market, but the latest results were softer than hoped. On its latest call, analysts repeatedly circled one central question: is the expensive playbook failing, and is a painful “earnings reset” required to fix it? The most pointed challenge was the simplest: if the affordability push is working, why was volume in the key North America Foods (PFNA) division flat this quarter? This gets to the heart of the investment case, questioning the return on a very deliberate strategic shift. Management’s response was to immediately zoom out from North America to the global picture. The CEO highlighted that global volumes grew 3% in foods and 2% in beverages, calling it the “fastest growth in volume since 2022.” In the U.S., the defense was that the strategy successfully got the entire salty snacks category back to volume growth, and that PepsiCo is now gaining volume share. That is a meaningful achievement, but it reframes the goal. The answer was less specific on why PepsiCo’s own volumes didn’t pop, attributing the softness to an American consumer who is in worse shape “than what we had anticipated,” largely due to high gas prices. With the payback on spending looking weak, the next logical fear is that the company might need to spend even more, forcing an “earnings reset.” One analyst put that question to management directly, voicing the market’s biggest concern. A reset would imply the current plan is not only underperforming but is also underfunded, threatening future profits. The CEO’s answer was an unambiguous rejection of the idea. “We don't think we need any sort of reset,” he stated, anchoring the denial in a single claim: “record productivity in the first half of the year.” The company believes it can fund its growth initiatives by taking costs out of the business, not by lowering its earnings guidance. Management reaffirmed its full-year guidance, signaling confidence that it can navigate the consumer weakness without sacrificing the bottom line. Management’s story is...

After a year spent cutting prices, General Mills says it's time for an innovation push, but analysts on its latest call pressed on whether a squeezed consumer is ready to follow. With its stock down 29% in the past year, General Mills (GIS) has a lot to prove. After spending the past fiscal year cutting prices to stabilize volumes, management is now pivoting to innovation and premiumization to drive growth. The central question hanging over its latest earnings call was whether that pivot can actually work: after teaching shoppers to hunt for value, can the company now convince them to pay up, especially when key brands are still struggling and the consumer remains under pressure? From Price Cuts to a Prayer for Premium? The first challenge put to management was about this strategic shift itself. If last year was all about price investments to fix the fundamentals, what gives them confidence that a pivot to innovation and renovation will deliver results now? The concern is that after a year of deep value messaging, the consumer is now trained to expect it, making a push for higher-priced new products a tough sell. Management’s answer framed this as a deliberate “2-step process.” The first step, they argued, is complete and successful. A year ago, the company’s most profitable base volume was down about 10%; today, in the areas where it invested in price, that same volume is up about 1%. With that foundation secured and household penetration growing, they believe the conditions are now right for the second step: letting innovation, new packaging, and brand messaging drive growth. The response was strategically sound, but it rests entirely on the idea that step one truly bought them the permission to execute step two. Who Is Paying For This Growth? If the strategy is a pivot to innovation, the next question is where the growth will come from in a tough environment. Analysts pointed to a consumer who is still “pressured,” ongoing pressures in brands like Totino's and Wilderness, and a persistent inventory drag in the pet segment. Given that backdrop, is the company’s growth plan dependent on its own execution, or is it hoping for a better economy? The answer here was direct: the plan does not assume a better macro environment. Management stated they are “not anticipating an improved consumer environment or improved category environment.” When asked whether hitti...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Mondelez (MDLZ). This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat. This maker of Oreo cookies, Cadbury chocolate and Trident gum has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 6.35%. For the last reported quarter, Mondelez came out with earnings of $0.67 per share versus the Zacks Consensus Estimate of $0.61 per share, representing a surprise of 9.84%. For the previous quarter, the company was expected to post earnings of $0.7 per share and it actually produced earnings of $0.72 per share, delivering a surprise of 2.86%. Thanks in part to this history, there has been a favorable change in earnings estimates for Mondelez lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Mondelez currently has an Earnings ESP of +1.53%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's ea...

It has been about a month since the last earnings report for Hain Celestial (HAIN). Shares have lost about 18.6% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Hain Celestial due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for The Hain Celestial Group, Inc. before we dive into how investors and analysts have reacted as of late. Hain Celestial delivered third-quarter fiscal 2026 results that beat the Zacks Consensus Estimate for an adjusted loss but missed the same for revenues. The company’s performance reflected ongoing volume and mix pressure and portfolio effects from the recent North American snacks divestiture.HAIN reported an adjusted loss of 1 cent per share, surpassing the Zacks Consensus Estimate for an adjusted loss of 2 cents and declining from adjusted earnings of 7 cents reported in the prior-year quarter. Net sales were $338.4 million, lagging the consensus of $353 million and falling 13% year over year as volume/mix weakness and divestiture impacts outweighed pricing.Organic net sales decreased 6% from the prior-year period, driven by an 11-point decline in volume and mix that more than offset a 5-point benefit from pricing. The mix shift underscored continued demand pressure across key categories even as the company leaned on price actions to protect dollars.Management emphasized operational execution and indicated that profitability improved sequentially, helped by portfolio actions and ongoing productivity initiatives. Still, the quarter’s organic contraction shows that volume recovery remains a central swing factor for the near-term story. Adjusted gross profit declined to $71 million from $85.2 million in the prior-year quarter. The adjusted gross margin contracted 90 basis points year over year to 21% due to cost inflation and unfavorable volume mix, partly offset by productivity savings and pricing actions. SG&A expenses declined 6.1% year over year to $59.1 million from $62.9 million in the year-ago quarter, mainly driven by lower employee-related expenses. However, SG&A as a percentage of net sales increased to 17.5% from 16.1% in the prior-year period. Management also noted that stranded cost impacts tied to the snacks divestiture were negligible duri...

It has been about a month since the last earnings report for Mondelez (MDLZ). Shares have added about 2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Mondelez due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Mondelez International posted first-quarter 2026 results. Adjusted earnings were 67 cents per share, which decreased 14.9% on a constant-currency (cc) basis. The decline was caused by weaker operating performance and higher income taxes, partially offset by lower interest and other expenses, as well as a reduced share count. The metric beat the Zacks Consensus Estimate of 61 cents per share.Net revenues rose 8.2% year over year to $10,080 million, outpacing the Zacks Consensus Estimate of $9,790 million. This growth was driven by favorable currency-related factors and underlying organic net revenue gains, partially offset by the absence of prior-year revenues from a divestiture. Organic net revenues rose 3% year over year in the first quarter, primarily driven by pricing, which contributed 3.5 percentage points, while volume/mix declined 0.5 percentage points.Revenues from emerging markets increased 11.4% year over year to $4,149 million, with organic growth of 6.3%. Growth in these markets was supported by strong results in India and Brazil, along with solid growth in China and Southeast Asia. These gains reflect continued focus on expanding distribution and strengthening consumer engagement.Revenues from developed markets increased 6.1% year over year to $5,931 million, with organic growth of 0.8%. Growth was supported by gradual improvement across key regions. In North America, growth was modest, with the U.S. biscuit business showing sequential improvement. Region-wise, revenues jumped 12.1% in Latin America and 14.3% in Asia, the Middle East and Africa, 9% in Europe and 0.5% in North America. On an organic basis, revenues rose 11.3% in AMEA, 5.1% in Latin America, 0.5% in North America and fell 0.6% in Europe. Adjusted gross profit decreased 5.4% on a cc basis, while adjusted gross profit margin declined 270 basis points to 30.7%, mainly due to elevated input cost i...

CHICAGO, May 20, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Mondelēz International, Inc. (Nasdaq: MDLZ) today declared a regular quarterly dividend of $0.50 per share of Class A common stock. This dividend is payable on July 14, 2026, to shareholders of record as of the close of business on June 30, 2026. About Mondelēz International Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Mondelez International (MDLZ) caught investors’ attention after its first quarter 2026 earnings, reporting sales of US$10.08b and net income of US$560m, while management kept full-year guidance unchanged despite ongoing cost and geopolitical pressures. See our latest analysis for Mondelez International. The Q1 earnings beat and reaffirmed guidance have helped improve sentiment, with a 7.5% 30 day share price return and 14.4% year to date share price return. However, the 1 year total shareholder return remains 6.4% lower, suggesting momentum has picked up recently after a weaker stretch. If recent Mondelez moves have you rethinking your watchlist, this could be a good moment to see what else is gaining interest through the 18 top founder-led companies With Mondelez now trading at US$61.37 after a strong Q1 and a solid rebound in recent weeks, the key question for you is simple: is there still value left in the stock, or is the market already pricing in future growth? At $61.37, the latest widely followed narrative pegs Mondelez International’s fair value at $66.36, implying some upside once its earnings story fully plays out. Read the complete narrative. Want to see what sits behind that confidence in future earnings and margins? The narrative leans heavily on steady top line growth and a richer profit profile. Curious which assumptions on pricing power, cost trends and valuation multiples are doing the heavy lifting? Result: Fair Value of $66.36 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to factor in the risk that cocoa costs stay elevated for longer and that softer volumes in markets like North America persist. Find out about the key risks to this Mondelez International narrative. The DCF based fair value of $109.08 paints Mondelez as significantly undervalued, yet the current P/E of 30.2x is higher than both the US Food industry at 20.9x and the fair ratio of 25.6x. Is this a margin of safety, or is it a premium that could compress? See what the numbers say about this price — find out in our valuation breakdown. With mixed signals on value and sentiment, this is the kind of setup where acting quickly to check the underlying data yourself really matters, so weigh bo...

Mondelez International, Inc. MDLZ posted first-quarter 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. Adjusted earnings were 67 cents per share, which decreased 14.9% on a constant-currency (cc) basis. The decline was caused by weaker operating performance and higher income taxes, partially offset by lower interest and other expenses, as well as a reduced share count. The metric beat the Zacks Consensus Estimate of 61 cents per share. Mondelez International, Inc. price-consensus-eps-surprise-chart | Mondelez International, Inc. Quote Net revenues rose 8.2% year over year to $10,080 million, outpacing the Zacks Consensus Estimate of $9,790 million. This growth was driven by favorable currency-related factors and underlying organic net revenue gains, partially offset by the absence of prior-year revenues from a divestiture. Organic net revenues rose 3% year over year in the first quarter, primarily driven by pricing, which contributed 3.5 percentage points, while volume/mix declined 0.5 percentage points. Revenues from emerging markets increased 11.4% year over year to $4,149 million, with organic growth of 6.3%. Growth in these markets was supported by strong results in India and Brazil, along with solid growth in China and Southeast Asia. These gains reflect continued focus on expanding distribution and strengthening consumer engagement. Revenues from developed markets increased 6.1% year over year to $5,931 million, with organic growth of 0.8%. Growth was supported by gradual improvement across key regions. In North America, growth was modest, with the U.S. biscuit business showing sequential improvement. Region-wise, revenues jumped 12.1% in Latin America and 14.3% in Asia, the Middle East and Africa, 9% in Europe and 0.5% in North America. On an organic basis, revenues rose 11.3% in AMEA, 5.1% in Latin America, 0.5% in North America and fell 0.6% in Europe. Adjusted gross profit decreased 5.4% on a cc basis, while adjusted gross profit margin declined 270 basis points to 30.7%, mainly due to elevated input cost inflation and unfavorable volume/mix. These pressures were partly mitigated by higher pricing and lower manufacturing costs driven by productivity gains. Adjusted operating income decreased 19% on a cc basis, with adjusted operating...

Mondelez (MDLZ) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.62%. A quarter ago, it was expected that this maker of Oreo cookies, Cadbury chocolate and Trident gum would post earnings of $0.7 per share when it actually produced earnings of $0.72, delivering a surprise of +2.86%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Mondelez, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $10.08 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.96%. This compares to year-ago revenues of $9.31 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Mondelez shares have added about 6.7% since the beginning of the year versus the S&P 500's gain of 4.8%. While Mondelez has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Mondelez was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's...

Mondelez International (MDLZ) is showing good visibility to continued sequential improvement after d