MDLZ boosts sales with strong pricing moves, but soaring cocoa costs keep squeezing its profit margins.
Evaluate Mondelez's (MDLZ) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Mondelez's Q2 2025 results show revenue growth driven by aggressive pricing, but volumes are declining across most segments due to high cocoa costs. Management remains confident in brand strength and plans further price hikes, but I am skeptical about volume recovery, especially in North America. Despite solid fundamentals, sustainable dividends, and opportunistic buybacks, Mondelez now trades at a fair valuation with limited upside potential.
Mondelez International, Inc. (NASDAQ:MDLZ ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Dirk Van de Put - Chairman & CEO Luca Zaramella - Executive VP & CFO Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Peter Galbo - BofA Securities, Research Division Megan Christine Alexander - Morgan Stanley, Research Division Robert Moskow - TD Cowen, Research Division Alexia Howard - Sanford C. Bernstein & Co., LLC.
Although the revenue and EPS for Mondelez (MDLZ) give a sense of how its business performed in the quarter ended June 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 $0.73 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.86 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Mondelez (MDLZ), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
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.
Cadbury chocolate maker Mondelez is urging a one-year delay in the implementation of the European Union's deforestation law, a senior company executive said.
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Here is how Mondelez (MDLZ) and Carlsberg AS (CABGY) have performed compared to their sector so far this year.
MDLZ's pricing power and brand loyalty are tested as cocoa inflation dents margins despite solid first-quarter revenue growth.