Mondelez International, Inc. (MDLZ)
Mondelez International, Inc. (MDLZ) Q4 2025 Earnings Call Transcript
Mondelez International, Inc. (MDLZ) Q4 2025 Earnings Call Transcript
Compared to Estimates, Mondelez (MDLZ) Q4 Earnings: A Look at Key Metrics
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) Q4 Earnings and Revenues Beat Estimates
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.
Mondelez International Fourth-Quarter Profit Falls, Hurt by High Cocoa Costs
The owner of Oreo and Cadbury posted a quarterly profit of $665 million, down from $1.75 billion a year earlier.
Insights Into Mondelez (MDLZ) Q4: Wall Street Projections for Key Metrics
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.
Mondelez's Q4 Earnings on Deck: What to Expect From MDLZ Stock?
MDLZ heads into Q4 earnings with expected revenue and EPS growth, as pricing, mix optimization and easing cost pressures support results.
Mondelez (MDLZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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: Solid Dividend, But Don't Get Your Hopes Up (Yet)
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: Sweet Bargain For Dividend Investors
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.
Mondelez: A Rare Opportunity To Buy This Snack Powerhouse Below Fair Value
Mondelēz International is rated a Buy, trading below intrinsic value with strong brands and recovery potential. MDLZ expects over $3 billion in 2025 free cash flow, despite recent declines from cocoa disruptions and weak consumer demand. Dividend yield is elevated at ~3.64%, with aggressive buybacks signaling management confidence but raising sustainability questions.
Mondelez: A Wide-Moat Giant Mispriced By A Cocoa Panic
Mondelez holds a durable global moat built on dominant brands, retailer dependence and decentralised execution that adapts quickly to local demand. Despite severe cocoa inflation, the company protected margins for years which shows real pricing power. The balance sheet is strong with safe dividends and room for a future credit upgrade.
Mondelez Delivers a Solid Q3: Does the Guidance Cut Signal Trouble?
MDLZ posts a strong Q3 but trims its outlook as retailer destocking, soft Europe demand and tariff uncertainty cloud near-term momentum.
