Mondelez International (NASDAQ:MDLZ) Announces Earnings Results

Mondelez International (NASDAQ:MDLZ) announced its quarterly earnings results on Thursday. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.07, FiscalAI reports. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. The company had revenue of $9.97 billion for the quarter, compared to analyst estimates of $9.98 billion. During the same quarter last year, the business earned $0.73 EPS. Mondelez International’s revenue for the quarter was up 2.3% on a year-over-year basis.

Here are the key takeaways from Mondelez International’s conference call:

• Positive Sentiment: Mondelēz maintained its 2026 sales and EPS outlook and expressed confidence in delivering strong EPS growth in 2027, supported by volume-led growth, productivity savings, emerging-market strength, stabilizing Europe, and continued North American momentum.
• Positive Sentiment: The company reported solid execution in North America and Europe, including share gains, positive volume mix in Europe, improved promotional effectiveness, and successful innovations such as Biscoff, Sour Patch Kids, Oreo Zero, Ritz Minis, and Clif High Protein.
• Positive Sentiment: Third-quarter gross profit benefited from operating leverage, supply-chain and procurement productivity, and favorable cacao timing, allowing the company to reinvest in advertising and brand support while still delivering an EPS beat.
• Neutral Sentiment: Emerging markets remain a major growth opportunity, with continued distribution expansion in India, Brazil, and China and roughly 25% additional numeric-distribution runway cited in key markets; however, China is softer and inflation remains a consumer concern in some regions.
• Negative Sentiment: Management expects inflation in dairy, oil, packaging, freight, and fuel, while European pricing is likely to remain negative for the next couple of quarters as the company laps prior chocolate price increases. The company plans to use selective pricing and productivity measures to protect volume and share.

Mondelez International Trading Up 1.1%

NASDAQ MDLZ opened at $62.53 on Friday. The company has a market capitalization of $79.81 billion, a price-to-earnings ratio of 22.99, a price-to-earnings-growth ratio of 2.40 and a beta of 0.38. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.60 and a quick ratio of 0.40. Mondelez International has a 12 month low of $51.20 and a 12 month high of $66.65. The company’s fifty day moving average price is $61.78 and its two-hundred day moving average price is $60.29.

Insider Buying and Selling at Mondelez International

In other news, CEO Dirk Van de Put sold 133,580 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $64.08, for a total value of $8,559,806.40. Following the sale, the chief executive officer owned 1,326,488 shares in the company, valued at approximately $85,001,351.04. This represents a 9.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.45% of the company’s stock.

Key Stories Impacting Mondelez International

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Adjusted earnings were $0.78 per share, above the approximately $0.71–$0.72 analyst consensus and up 5.5% on a constant-currency basis from the prior year. Cost-cutting efforts helped expand profitability and supported the favorable market reaction. Reuters report on Mondelez third-quarter earnings
• Positive Sentiment: Reported diluted EPS increased 78.9% to $1.02, while net revenue rose 2.3% year over year to $9.97 billion. Organic revenue increased 2.1%, supported by 1.8% volume/mix growth. Mondelez Q3 2026 results
• Positive Sentiment: Strong European sales, improved margins and growth in emerging markets—outside the company’s core North American and European businesses—provided evidence that geographic diversification is supporting results. Mondelez gains after strong European sales and improved margins
• Positive Sentiment: Cash generation remained substantial: year-to-date operating cash flow was $2.6 billion, free cash flow was $1.7 billion, and the company returned $2.8 billion to shareholders through the third quarter. Mondelez cash flow and shareholder returns
• Neutral Sentiment: Revenue of $9.97 billion was virtually in line with the $9.98 billion consensus, meaning the earnings beat was driven more by profitability and efficiency than by stronger-than-expected sales. Mondelez Q3 sales results
• Negative Sentiment: Despite the quarterly improvement, adjusted profit remains down on a year-to-date basis, and the modest revenue growth indicates that Mondelez still faces a challenging demand environment. Mondelez adjusted EPS and year-to-date profit

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Weiss Ratings raised Mondelez International from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, August 3rd. BTIG Research raised their target price on shares of Mondelez International from $70.00 to $73.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. UBS Group lifted their price objective on shares of Mondelez International from $64.00 to $68.00 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $66.00 price objective on shares of Mondelez International in a report on Monday. Finally, HSBC boosted their price target on Mondelez International from $71.00 to $72.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Sixteen analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, Mondelez International has a consensus rating of “Moderate Buy” and a consensus price target of $69.05.

About Mondelez International

Mondelez International, Inc (NASDAQ: MDLZ) is a global snack-food company that develops, manufactures, markets and sells branded products in categories including biscuits, chocolate, baked snacks, cheese and grocery items. Its portfolio includes well-known brands such as Oreo, Ritz, Chips Ahoy!, belVita, CLIF, Cadbury, Milka, Toblerone and Trident.

The company sells its products through retailers, wholesalers, e-commerce channels and other distribution networks. Mondelez serves consumers in more than 150 countries, with operations and brands tailored to markets across North America, Latin America, Europe, Asia, the Middle East and Africa.

Mondelez was formed in 2012 when Kraft Foods separated its global snack-food business from its North American grocery operations.