Mondelez International (NASDAQ:MDLZ) Issues Quarterly Earnings Results

Key Points

• Mondelez beat earnings expectations: Quarterly EPS was $0.78 versus the $0.71 consensus estimate, while revenue of $9.97 billion was roughly in line with expectations.
• Management maintained its 2026 outlook and cited strong execution in North America and Europe, productivity savings, emerging-market growth, and new-product momentum as supports for future EPS growth.
• Cost pressures remain a risk: Inflation in dairy, oil, packaging, freight, and fuel is expected, while European pricing may stay negative for the next several quarters. Analysts maintain a “Moderate Buy” consensus with a $68.91 price target.

Mondelez International (NASDAQ:MDLZ - Get Free Report) announced its earnings results on Thursday. The company reported $0.78 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $9.98 billion.

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 traded up $0.66 during trading hours on Thursday, hitting $62.53. The stock had a trading volume of 7,792,455 shares, compared to its average volume of 9,134,296. The business's 50 day moving average is $61.81 and its 200-day moving average is $60.25. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.40 and a current ratio of 0.60. The company has a market cap of $79.81 billion, a price-to-earnings ratio of 22.99, a P/E/G ratio of 2.47 and a beta of 0.38. Mondelez International has a one year low of $51.20 and a one year high of $66.65.

Insider Buying and Selling at Mondelez International

In other news, CEO Dirk Van de Put sold 133,580 shares of the business's stock in a transaction on 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 completion of the transaction, the chief executive officer owned 1,326,488 shares of the company's stock, valued at $85,001,351.04. The trade was a 9.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.45% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

MDLZ has been the subject of several research reports. Wells Fargo & Company lowered their target price on Mondelez International from $70.00 to $65.00 and set an "overweight" rating for the company in a research note on Monday, October 5th. The Goldman Sachs Group lifted their price target on shares of Mondelez International from $65.00 to $72.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. dropped their price target on shares of Mondelez International from $72.00 to $71.00 and set an "overweight" rating for the company in a research note on Friday, October 16th. BNP Paribas Exane increased their price objective on shares of Mondelez International from $68.00 to $70.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. Finally, Jefferies Financial Group reissued a "buy" rating and issued a $73.00 price target (up from $70.00) on shares of Mondelez International in a research note on Wednesday, July 29th. Seventeen equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Mondelez International has a consensus rating of "Moderate Buy" and a consensus price target of $68.91.

Mondelez International Company Profile

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.

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