Mondelez International, Inc. (MDLZ) Presents at Consumer Analyst Group of New York Conference 2026 Transcript
Evaluate Mondelez's (MDLZ) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
MDLZ beats Q4 earnings and revenue estimates as pricing strength and cost discipline offset persistent cocoa inflation pressures.
Mondelez International, Inc. (MDLZ) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Mondelez (MDLZ) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Mondelez (MDLZ) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.65 per share a year ago.
The owner of Oreo and Cadbury posted a quarterly profit of $665 million, down from $1.75 billion a year earlier.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Mondelez (MDLZ), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
MDLZ heads into Q4 earnings with expected revenue and EPS growth, as pricing, mix optimization and easing cost pressures support results.
Mondelez (MDLZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mondelez International stock has suffered a massive decline in recent months and this should not come as a surprise. Investors would have to get used to the lower margins, as it will take longer-than-expected for them to recover. Although there are some positives when it comes to the stock's valuation, I do not expect MDLZ to outperform the sector in 2026.
Mondelez International is trading near multi-year lows, offering a 3.6% dividend yield and a compelling entry point for long-term investors. MDLZ faced recent earnings pressure from elevated cocoa prices but maintains robust free cash flow and a solid BBB credit rating. Emerging markets and product innovation drive MDLZ's organic revenue growth, with potential for an earnings rebound as cocoa prices ease.