MDLZMondelez International Inc. - Ordinary Shares - Class A
Earnings Recap
• Reported GAAP EPS of $0.44 up 41.94% YoY • Reported revenue of $10.08B up 8.24% YoY • For 2026, Mondelz International reaffirms Organic Net Revenue growth of flat to 2 percent and Adjusted EPS growth of flat to 5 percent on a constant currency basis, expecting $3 billion in Free Cash Flow.
Bullish
Mondelz International achieved solid Q1 revenue growth, with strong top-line performance in Emerging Markets, and saw Diluted EPS increase significantly. This reflects strategic brand investments and strong business fundamentals.
Bearish
Mondelz International's Adjusted EPS and Operating Income margin decreased due to higher input costs and unfavorable volume/mix. The company also faces ongoing macroeconomic, geopolitical, trade, and commodity price volatility.