Wall Street expects a year-over-year decline in earnings on higher revenues when Mondelez (MDLZ - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of Oreo cookies, Cadbury chocolate and Trident gum is expected to post quarterly earnings of $0.72 per share in its upcoming report, which represents a year-over-year change of -1.4%.
Revenues are expected to be $9.98 billion, up 2.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.77% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mondelez?For Mondelez, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.71%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Mondelez will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mondelez would post earnings of $0.67 per share when it actually produced earnings of $0.73, delivering a surprise of +8.96%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mondelez doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Food - Miscellaneous industry, Chefs' Warehouse (CHEF - Free Report) , is soon expected to post earnings of $0.59 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +18%. This quarter's revenue is expected to be $1.13 billion, up 10.4% from the year-ago quarter.
The consensus EPS estimate for Chefs' Warehouse has been revised 0.6% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -1.70%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that Chefs' Warehouse will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
The CHIPS AHOY!® brand adds Minis Caramel Drizzled and Minis Fudge Drizzled to its cookie lineup, available now at limited retailers
| Source:
Mondelez International, Inc.
EAST HANOVER, N.J., Oct. 21, 2026 (GLOBE NEWSWIRE) -- CHIPS AHOY!® — one of America's most loved cookie brands — is launching CHIPS AHOY!® Minis Caramel Drizzled and CHIPS AHOY!® Minis Fudge Drizzled, two new varieties of its fan-favorite mini cookies available now at limited retailers in 6 oz Resealable pouches and 2.5 oz Tear Bags.
Both CHIPS AHOY!® Minis Drizzled varieties feature bite-size fudgy chocolate chip cookies baked with a delectable amount of crunch, then topped with a delicious drizzle of rich caramel or velvety fudge.
The Sweet Treat for Every Downtime Moment
CHIPS AHOY!® Minis Drizzled are built for the moments when you need a little something sweet — sneaking a treat on your lunch break, munching on a road trip, or winding down after a long day. The mini format delivers just the right amount of indulgence in a bite-sized cookie.
Each CHIPS AHOY!® Minis Drizzled cookie takes the chocolate-and-crunch combo fans trust and love, and hits it with a drizzle that is the best of both worlds:
CHIPS AHOY!® Minis Fudge Drizzled — Bite-size fudgy chocolate chip cookies crowned with a rich fudge drizzle for a double experience. For fans who are all about chocolatey goodness.CHIPS AHOY!® Minis Caramel Drizzled — Bite-size fudgy chocolate chip cookies topped with a sweet caramel drizzle. Sweet meets delicious. Built for Life on the Go
Whether it's an afternoon treat, a road trip co-pilot, or a shareable snack that makes you the snack hero of the room — CHIPS AHOY!® Minis Drizzled are ready for wherever life takes you.
6 oz Resealable pouches — designed to keep your cookies fresh no matter where you enjoy them2.5 oz Tear Bags — Sold at convenience stores, great for long car rides, lunch breaks, or when you need to sneak a sweet treat for yourself "CHIPS AHOY!® is the chocolate chip cookie you grew up reaching for — that chocolate-and-crunch combo that just feels like home," said Mili Laddha, Senior Director, CHIPS AHOY!® brand. "With Minis Drizzled, we've taken everything fans love about that classic cookie and made it smaller, more indulgent, and perfect for any moment. It's the same brand you've always trusted, now reimagined as a bite-size treat with just the right drizzle of indulgence — a sweet treat you can reach for whenever and wherever you need it.
Key Facts: CHIPS AHOY!® Minis Drizzled
Product: CHIPS AHOY!® Minis Fudge Drizzled and CHIPS AHOY!® Minis Caramel Drizzled CookiesFlavors: Fudge Drizzled, Caramel DrizzledCookie base: Bite-size fudgy chocolate chip cookies baked with just the right amount of crunchSizes: 6 oz (resealable), 2.5 oz Tear BagsAvailability: Now at limited retailers; 2.5 oz Tear Bags available at convenience storesDietary: Kosher CertifiedBrand: CHIPS AHOY!®, a Mondelēz International brandParent company: Mondelēz International, Inc. (Nasdaq: MDLZ) Frequently Asked Questions
Where can I buy CHIPS AHOY!® Minis Drizzled? CHIPS AHOY!® Minis Drizzled are available now at limited retailers. The 2.5 oz Tear Bags are also sold at convenience stores.
What flavors do CHIPS AHOY!® Minis Drizzled come in? CHIPS AHOY!® Minis Drizzled are available in two flavors: Caramel Drizzled and Fudge Drizzled.
What sizes do CHIPS AHOY!® Minis Drizzled come in? CHIPS AHOY!® Minis Drizzled come in 6 oz resealable pouch and 2.5 oz Tear Bags.
Are CHIPS AHOY!® Minis Drizzled Kosher? Yes. Both CHIPS AHOY!® Minis Caramel Drizzled and CHIPS AHOY!® Minis Fudge Drizzled are certified Kosher dairy.
What is the base cookie in CHIPS AHOY!® Minis Drizzled? Both varieties are made with bite-size fudgy chocolate chip cookies baked with just the right amount of crunch, then topped with a caramel or fudge drizzle.
Get Your Drizzle On
Follow CHIPS AHOY!® on Instagram @CHIPSAHOY, TikTok @TheOfficialChipsAhoy or on Facebook @ChipsAhoy. Both varieties are Kosher Certified.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, CLIF Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
Contacts: Sylvie Russo (Mondelēz Media) 1-847-943-5678 [email protected] A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cc8127f9-93c8-4e21-bdb8-52ee7960f258
EAST HANOVER, N.J., Oct. 19, 2026 (GLOBE NEWSWIRE) -- For over 90 years, RITZ® Crackers have been at the center of the table. Today, the RITZ® brand is launching RITZ® Gluten Free Crackers in Original Flavor delivering the iconic, flaky, golden-baked, buttery flavored RITZ® Cracker experience that you know and love, now in the certified gluten free version that fans have been asking for.
Whether topped with cucumber and hummus for an afternoon snack, layered with brie and fig jam for a holiday gathering, or crumbled into a casserole, RITZ® Gluten Free crackers welcome all toppings, all occasions and even more snackers. This versatile cracker is baked for everyday snacking, elevated entertaining, and everything in between.
"RITZ® is a modern brand built for today's shared moments, and our fans have been asking for a gluten free version for years," said Olympia Portale, Senior Director, Core Crackers and Head of Savory Portfolio Strategy at Mondelēz International. "RITZ® Gluten Free Original crackers deliver the same great taste consumers love in our RITZ® Original crackers and contain no artificial colors or flavors. Everyone deserves a seat at the RITZ® brand table."
RITZ® Gluten Free Crackers will be available starting October 2026 at Walmart and Albertsons, expanding to retailers nationwide in February 2027. The new 8 oz package will be available for a suggested retail price of $4.49.
About RITZ® Crackers
RITZ® Crackers, a brand of Mondelēz International, has been America's go-to cracker for snacking and entertaining since 1934. Known for their signature buttery flavor and golden-baked, flaky texture, RITZ® Crackers are a versatile staple for any occasion.
For more information, visit RITZ® Crackers at www.RITZCrackers.com and follow the brand on Facebook @RITZCrackers, Twitter/X @RITZCrackers, TikTok @theritzcrackerofficial or on Instagram @RITZcrackers to be among the first to know about future brand news.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, CLIF Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
CHICAGO, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its third quarter 2026 financial results on Thursday, October 29, 2026, at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day.
Investors and analysts may participate via phone by calling (800) 347-6865 from the United States and (203) 518-9757 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be provided at www.mondelezinternational.com.
A replay of the conference call will be available until November 05, 2026, by calling 800-839-1246 from the United States and 402-220-0464 from other locations. The access code for both the conference call and its rebroadcast is MDLZQ326. An archive of the webcast will be available on the company's website.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
A $300 investment, split evenly across the following three stocks, isn't going to change anyone's retirement. The point of this exercise is different: finding businesses stable enough that an investor genuinely wouldn't need to check in on them for years. These three consumer goods companies make that case through what they actually do, not through a hot quarter or a trending ticker.
1. Mondelez owns snacks that don't need marketing to sell themselves
Mondelez International (MDLZ +0.60%) owns Oreo, Cadbury, Ritz, Chips Ahoy!, Toblerone, and Trident, selling them in more than 150 countries through a portfolio built mostly on brands that have existed for generations. That's the entire investment case here in one sentence: people buy Oreos out of habit, not because an ad convinced them to do so that week. I don't need to see a commercial to go and buy some Oreos; the taste and habit are ingrained in me.
Image source: Getty Images.
Mondelez has raised its dividend for 13 consecutive years, growing the payout by roughly 10% annually over the past five years. Snacking is also one of the stickier categories in food; unlike a cereal brand competing for breakfast table space, a candy bar or cracker brand mostly just needs to stay in the checkout aisle and the vending machine, locations that don't change much from decade to decade.
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2. Tyson is the company standing behind most of the meat aisle
Tyson Foods (TSN -0.19%), founded in 1935, processes roughly one-fifth of the beef, pork, and chicken sold in the United States, selling under its own name as well as Jimmy Dean, Hillshire Farm, and Ball Park. That scale is the whole point. Meat is a category nobody expects to disappear, and few companies have the slaughterhouses, processing plants, and distribution networks to compete with Tyson's footprint, making it difficult for a new entrant to challenge the business, regardless of what else is happening in the broader economy.
Tyson has raised its dividend for 14 consecutive years, a shorter streak than some packaged food peers, but one built on a business that benefits from population growth alone; more people simply means more meat sold, year after year, independent of any single product trend.
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3. Kraft Heinz: a brand cabinet full of staples people already trust
Kraft Heinz (KHC +0.20%) owns Heinz ketchup, Kraft Mac & Cheese, Oscar Mayer, Philadelphia cream cheese, and Jell-O, brands that sit in most American kitchens without anyone thinking twice about where they came from -- an impressive feat.
It hasn't all been smooth sailing. The company did reset its dividend lower back in 2019, and in 2021 it agreed to pay $62 million to settle SEC charges that it improperly inflated earnings.
Since then, Kraft Heinz has held its quarterly payout steady for more than 27 consecutive quarters, backed by $3.7 billion in free cash flow last fiscal year, cash the company has used to pay down well over $2 billion in debt.
The company is struggling with declining sales, profitability, and a $7.4 billion impairment charge, but a brand cabinet this deep doesn't need to win new customers so much as it needs to avoid losing the ones it already has, and a stabilized balance sheet gives it room to keep doing exactly that.
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These three companies sell everyday essentials that people buy on autopilot, making them strong candidates for long-term dividend investing. Kraft has spent years addressing past missteps and strengthening its balance sheet, while Tyson benefits from the enduring demand for meat. Mondelez, meanwhile, owns brands that command valuable shelf space and consumer loyalty.
These may not be exciting stocks, but their durable businesses and familiar products could reward patient investors who buy, reinvest dividends, and hold for the long term. So, when I say "forget the password," I mean these tickers are a solid buy regardless of the time of year or the state of the economy. They are safe buys to carry you for years down the road.
SOUR PATCH KIDS to Launch New Halloween Candy and Inspire Mischief-Making on Social Media, Featuring a Partnership with Wingstop
, /PRNewswire/ -- According to SOUR PATCH KIDS, Halloween is mischief season. Starting Monday, October 19, the iconic sour candy brand will be the mischief ringleader and inspire playful chaos through new products, social media, sour and mischievous challenges, and a collaboration with Wingstop.
SOUR PATCH KIDS and Wingstop team up to bring the 13 Days of Mischief to the menu with SOUR PATCH KIDS Wicked Punch, a limited-time SOUR THEN SWEET REDBERRY-flavored glaze topped with SOUR PATCH KIDS Bitz.
SOUR PATCH KIDS is dialing up the Halloween mischief with Glow Ups Ghosts, Monster Parts and Tricksters candies.
Throughout the 13 Days of Mischief, SOUR PATCH KIDS will instigate unexpected mischief on its social accounts, inspiring fans to make merry mischief leading up to Halloween, including sour-fying – the act of disrupting, or otherwise unleashing a burst of mischief upon someone in the name of SOUR PATCH KIDS 13 Days of Mischief.
"Halloween is about stepping outside the ordinary, and SOUR PATCH KIDS has always brought that spirit to the candy category with unexpected SOUR THEN SWEET twists," said Lauryn McDonough, senior director, candy at Mondelēz International. "With 13 Days of Mischief, we're evolving our mischievous spirit into action by encouraging fans to embrace this most mischievous season of the year."
MORE MISCHIEF IN EVERY BITE
Mischief season isn't complete without SOUR PATCH KIDS, a candy that provides both trick and treat. This year, SOUR PATCH KIDS is dialing up the mischief in the candy itself with the launch of Monster Parts and Tricksters. The full lineup of new candy includes:
SOUR PATCH KIDS Monster Parts: Monster-inspired shapes in Black Raspberry, Orange and Watermelon flavors. Available in an 8.88 oz. laydown bag for an SRP of $4.29*.
SOUR PATCH KIDS Tricksters: Each candy might look like a familiar flavor, but it might taste like another, bringing an unexpected trick to the classic treat. Available in a 3.52 oz. theater box for an SRP of $1.50*.
SOUR PATCH KIDS Glow Ups Ghosts feature Sour Patch Kid-shaped candies in Orange and Peach flavors with edible confetti that glows under blacklight due to the use of turmeric extract. Available in an 8.37 oz. pack for an SRP of $4.29*.
Treat Size Packs make it easy to stock the candy bowl. Available in 22-, 40-, 80-, 160- and 250-count packs, with a starting SRP of $4.29*.
*SRP means Suggested Retail Price which is a recommendation only
SOUR-FYING IRL AND ONLINE
Starting October 19 and leading up to Halloween, SOUR PATCH KIDS will inspire its Sour Army, its 1+ million Instagram followers on @sourpatchkids, to sour-fy friends, family and everyone in between. Each of the 13 Days of Mischief will include new ways to sour-fy, including plotting a giggle-generating jump scare.
SOUR PATCH KIDS is bringing sour-fying to Wingstop, with the new limited-time flavor, SOUR PATCH KIDS Wicked Punch. The brands teamed up to bring the mischievously SOUR THEN SWEET REDBERRY-flavored glaze to fans, created by Wingstop's Flavor Experts and topped with SOUR PATCH KIDS Bitz, available to order across all proteins at participating Wingstop restaurants. Club Wingstop loyalty members can get first taste beginning October 23, before the flavor hits Wingstop menus nationwide October 27 through November 5.
For more information about SOUR PATCH KIDS, please visit https://sourpatchkids.com/ and follow along with the 13 Days of Mischief on Instagram at @SourPatchKids and TikTok at @TheRealSourPatchKids.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2024 net revenues of approximately $36.4 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Standard and Poor's 500, Nasdaq 100 and Dow Jones Sustainability Index. Visit www.mondelezinternational.com or follow the company on X at www.x.com/MDLZ.
Key Takeaways Mondelez is expanding Biscoff across biscuits and chocolate, driven by innovation in Europe and India. Marabou Biscoff captured nearly 7% of Sweden's chocolate tablet market within weeks of its launch. Biscoff's India launch is exceeding projections, while Mondelez boosts investments to drive consumer trials. Mondelez International, Inc. (MDLZ - Free Report) is expanding Biscoff's international presence through product innovation, new launches and brand investments. The company's efforts to develop Biscoff offerings across biscuits and chocolate are showing encouraging progress, particularly in Europe and India. Recent launches highlight Mondelez's focus on broadening the brand's reach across product categories and geographic markets.
In Europe, the Biscoff chocolate platform continues to deliver strong year-over-year growth, supported by new product introductions. Marabou Biscoff has emerged as a notable launch, capturing approximately 7% market share in Sweden's chocolate tablet segment within weeks of introduction. This early performance reflects encouraging consumer acceptance of Biscoff-related chocolate innovation in the region.
India represents another important market for Biscoff's expansion. The Biscoff biscuit launch, alongside Cadbury Milkinis, is contributing significantly to Mondelez's growth, with both performing ahead of internal projections. The encouraging initial performance highlights the progress of new product introductions in India, where Biscoff forms part of the company's broader innovation efforts.
Mondelez is also stepping up brand investments to support Biscoff's development. In Europe, the company is increasing its focus on demand-creation activities aimed at encouraging consumers to try Biscoff products. These initiatives complement ongoing innovation efforts and support the company's focus on strengthening consumer engagement with the brand.
Overall, Biscoff's expansion across biscuits and chocolate is gaining traction in international markets. Strong growth in Europe's chocolate platform, early market share gains in Sweden and encouraging launches in India demonstrate progress. Sustaining this momentum through continued innovation and consumer trials remains central to Mondelez's efforts to establish Biscoff as a broader global growth platform.
MDLZ Stock Price Performance, Valuation & EstimatesShares of the Zacks Rank #2 (Buy) company have rallied 12.7% year to date against the industry’s decline of 6.1%.
MDLZ Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, MDLZ trades at a forward price-to-earnings ratio of 18.35, above the industry’s average of 13.54.
MDLZ Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MDLZ’s current and next fiscal-year earnings per share implies year-over-year growth of 4.5% and 10.8%, respectively.
Other Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) , a premier distributor of specialty food products currently carries a Zacks Rank #1 (Strong Buy). CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and earnings per share (EPS) implies growth of 10.8% and 33.7%, respectively, from the year-ago figures.
Mama's Creations, Inc. (MAMA - Free Report) , a prepared-foods company focused on fresh, ready-to-eat and deli products, currently carries a Zacks Rank of 2. MAMA delivered a trailing four-quarter surprise of 121.7%, on average.
The Zacks Consensus Estimate for Mama's Creations’ current fiscal-year sales and EPS indicates respective increases of 30.3% and 66.7% from the year-ago period.
Laird Superfood, Inc. (LSF - Free Report) , a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products, currently carries a Zacks Rank #2. LSF delivered an earnings surprise of 100% in the last reported quarter.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS implies growth of 188.2% and 104%, respectively, from the year-ago figures.
The market is pricing in a scenario where Mondelez business fundamentals remain at historical levels and margins stay flat. Recent developments, however, point out to a scenario of gradually improving margins over the coming years. The likelihood of MDLZ stock trading at higher multiples over the coming years has increased significantly.
Mondelez International, Inc. (NASDAQ:MDLZ – Get Free Report) announced a quarterly dividend on Tuesday, July 28th. Shareholders of record on Wednesday, September 30th will be given a dividend of $0.52 per share on Wednesday, October 14th. This represents a $2.08 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date is Wednesday, September 30th. This is a 4.0% increase from Mondelez International’s previous quarterly dividend of $0.50.
Mondelez International has raised its dividend by an average of 0.1%annually over the last three years and has raised its dividend every year for the last 13 years. Mondelez International has a payout ratio of 62.7% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect Mondelez International to earn $3.38 per share next year, which means the company should continue to be able to cover its $2.08 annual dividend with an expected future payout ratio of 61.5%.
Mondelez International Stock Performance Mondelez International stock opened at $60.25 on Monday. 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 business’s 50-day simple moving average is $62.10 and its 200-day simple moving average is $60.44. The firm has a market capitalization of $76.90 billion, a PE ratio of 22.15, a PEG ratio of 2.35 and a beta of 0.39. Mondelez International has a 52 week low of $51.20 and a 52 week high of $66.65.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.05. The firm had revenue of $9.36 billion during the quarter, compared to the consensus estimate of $9.21 billion. Mondelez International had a return on equity of 14.07% and a net margin of 8.86%.The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.73 EPS. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. Equities research analysts forecast that Mondelez International will post 3.05 earnings per share for the current year. Insider Activity at Mondelez International In other news, CEO Dirk Van de Put sold 133,580 shares of Mondelez International stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $64.08, for a total transaction of $8,559,806.40. Following the sale, the chief executive officer directly owned 1,326,488 shares in the company, valued at approximately $85,001,351.04. The trade was a 9.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.45% of the company’s stock.
Hedge Funds Weigh In On Mondelez International Hedge funds have recently modified their holdings of the stock. Whipplewood Advisors LLC boosted its stake in shares of Mondelez International by 35.5% in the 1st quarter. Whipplewood Advisors LLC now owns 645 shares of the company’s stock valued at $37,000 after purchasing an additional 169 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Mondelez International by 3.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,073 shares of the company’s stock valued at $292,000 after acquiring an additional 173 shares during the last quarter. Granite Investment Partners LLC grew its holdings in Mondelez International by 0.6% during the 1st quarter. Granite Investment Partners LLC now owns 29,284 shares of the company’s stock worth $1,688,000 after acquiring an additional 177 shares during the period. Pine Valley Investments Ltd Liability Co grew its holdings in Mondelez International by 2.1% during the 1st quarter. Pine Valley Investments Ltd Liability Co now owns 8,900 shares of the company’s stock worth $515,000 after acquiring an additional 179 shares during the period. Finally, Commonwealth Retirement Investments LLC raised its position in shares of Mondelez International by 0.9% during the 4th quarter. Commonwealth Retirement Investments LLC now owns 20,589 shares of the company’s stock valued at $1,108,000 after acquiring an additional 180 shares during the last quarter. 78.32% of the stock is owned by institutional investors and hedge funds.
Mondelez International Company Profile (Get Free Report)
Mondelez International, Inc is a global snack-food company headquartered in Chicago, Illinois. The company develops, manufactures, markets and distributes branded snacks, including biscuits, cookies, crackers, chocolate, candy, baked snacks and powdered beverages.
Its portfolio includes well-known brands such as Oreo, Ritz, Chips Ahoy!, belVita, Cadbury, Milka, Toblerone, Sour Patch Kids, Trident and Clif Bar. Mondelez sells its products through grocery stores, convenience stores, mass merchandisers, e-commerce platforms and other retail channels.
Mondelez was established in 2012 following the separation of Kraft Foods’ global snacks business from its North American grocery operations.
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When I think about a forever kind of portfolio, I want businesses that keep showing up in everyday life, treat shareholders well, and still have room to grow even if the market is distracted by flashier names.
These four consumer‑facing stocks fit that mold for me and, to my eye, look priced more modestly than the hot AI stories that dominate headlines right now.
Image source: Getty Images.
1. Mondelēz International You might look at Mondelēz International (MDLZ -1.00%) and see a snack company that already won its war for shelf space. Mondelēz owns many of the world's most famous snack, chocolate, and biscuit brands, operating as a snacking tycoon. When I read what this company is up to, I read a business that keeps tuning its portfolio toward categories that age well.
Management wants chocolate, biscuits, and baked snacks to move from roughly 80% of net revenue to closer to 90% over time, and is reaffirming a long‑term algorithm of 3% to 5% organic growth, high‑single‑digit adjusted earnings growth, and more than $3 billion in free cash flow.
For a forever hold, that mix matters: durable habits, steady cash, and a clear plan to keep the numbers up even when snack demand is not climbing.
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2. Kimberly‑Clark At first glance, Kimberly‑Clark (KMB +1.25%) looks like a pure income play: a company selling tissues, diapers, and personal‑care products that you buy without thinking. Underneath that, there is a history and discipline I want in a long‑term core holding.
The board has raised the regular dividend for 54 consecutive years, with the quarterly payout now at $1.28 per share, and 2026 results show operating cash flow comfortably covering both dividends and a heavier investment in productivity and new products. These dividend habits make Kimberly Clark a Dividend King, a company that has raised its dividends for at least 50 consecutive years.
If you plan to hold for decades, there is something reassuring about a business that responds to cost pressure with innovation and efficiency while still sending out a growing check.
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3. Target Target (TGT +0.83%) is the kind of stock people label as just a retailer. I think its current strategy makes it more interesting as a forever name. For 2026, Target laid out a multi‑year plan to invest an incremental $2 billion in operating improvements and more than $1 billion in extra capital spending, with a focus on refreshing store layouts, elevating in‑store service, and using technology and AI to make shopping more personalized and easier.
Management has made clear it's leaning into busy families who care about style and value, and that it will deepen same‑day and next‑day fulfillment, which already account for a large share of digital sales. Over a long horizon, I see that habit competing with the online habits of the likes of Amazon and Walmart. That combination of physical refresh, digital convenience, and loyalty programs is what can turn a "big box" chain into a brand people stick with a long time.
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4. PepsiCo With PepsiCo (PEP +0.38%), it is tempting to focus only on soda and chips and conclude the growth story is done. I see a company that keeps treating its brands, supply chain, and balance sheet like permanent assets, and I see a company pushing to stay ahead of changing customer trends.
PepsiCo has paid consecutive quarterly dividends since 1965, and 2026 marked its 54th straight annual increase, with the board raising the annualized dividend by 4% and planning nearly $9 billion of cash returns to shareholders this year.
Behind that, it is pushing into healthier snacks and drinks. The company has been open about how they are working to make their food and drinks healthier by cutting added sugar, sodium, and saturated fat while developing more nutritious options without sacrificing taste.
If you want something you can hold through different interest‑rate cycles and consumer trends, a company that keeps refreshing what people eat and drink while sending back rising cash over decades is what I would choose.
All 4 are undervalued To me, these four companies all look undervalued in the same way: their share prices do not fully reflect how much long‑term cash they can pull from everyday habits like snacking, shopping, and drinking. Buying them today means leaning into businesses that are still investing in brands, logistics, and store experiences while the market is busy bidding up more speculative stories, which gives you a chance to let time and compounding do the work rather than chasing price spikes.
Key Takeaways Mondelez's gum and candy organic net revenues rose 7.6% in Q2 2026, led by volume and pricing gains. First-half organic net revenues rose 5.3%, with volume and mix adding 2.4 points and pricing 2.9 points.Stride expanded in China, while Sour Patch Kids drove U.S. innovation and growth-channel expansion. Mondelez International, Inc. (MDLZ - Free Report) is seeing solid momentum in its gum and candy business, supported by a mix of volume and pricing gains, wider distribution and product innovation. The category has also benefited from strength across several key markets, including Brazil, Mexico, China and the United States.
In the second quarter of 2026, gum and candy organic net revenues increased 7.6%. Volume and mix contributed 4.3 percentage points to growth, while pricing added 3.3 percentage points. Gum and candy represented 10% of total Mondelez revenues in fiscal 2025.
The category also maintained growth through the first half of 2026. Organic net revenues increased 5.3% year to date, with volume and mix contributing 2.4 percentage points and pricing adding 2.9 percentage points. The presentation showed 4.2% year-to-date category value growth for gum and candy based on available scanner data across measured channels in key markets.
Within the category, Stride in China continued to deepen its relevance with Gen Z consumers while expanding distribution. In the United States, Sour Patch Kids continued to deliver innovation and increase its presence across growth channels. Sour Patch Kids Chews also supported expansion in channels such as convenience.
Gum and candy remains a solid growth contributor for Mondelez, supported by volume, pricing, innovation and distribution gains. Sustained momentum could improve portfolio diversification, though tougher comparisons may test the category’s growth durability in the second half.
MDLZ Stock Price Performance, Valuation & EstimatesThe Zacks Rank #3 (Hold) stock has dipped 5.7% over the past year compared with the industry’s decline of 20.2%.
MDLZ Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, MDLZ trades at a forward price-to-earnings ratio of 18.29, above the industry’s average of 14.22.
MDLZ Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Mondelez’s current and next fiscal year earnings per share implies year-over-year growth of 3.7% and 4.5%, respectively.
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) is a distributor of specialty food and center-of-the-plate products across the United States, Canada and the Middle East. CHEF currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and earnings per share (EPS) implies growth of 10.6% and 33.7%, respectively, from the year-ago figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Utz Brands, Inc. (UTZ - Free Report) , a leading U.S. manufacturer of branded salty and savory snacks, currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for Utz Brands’ current fiscal-year sales suggests a 3.7% jump from the prior-year levels. However, the consensus estimate for current fiscal-year EPS indicates a 2.4% decline from the year-ago period. UTZ delivered a trailing four-quarter surprise of 1.8%, on average.
Laird Superfood, Inc. (LSF - Free Report) is a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products. LSF currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS suggests growth of 188.2% and 104%, respectively, from the year-ago figures. LSF delivered an earnings surprise of 100% in the last reported quarter.
Toblerone Diamond Truffles with Biscoff® combine smooth Toblerone milk chocolate, rich Biscoff® spread filling, and crunchy honey-almond nougat pieces in a distinctive diamond shapeAvailable in two formats: a 495g premium box exclusive to Costco across ten markets, and a 180g sharing box in select countriesMarks the first global retail partnership between Mondelēz International and CostcoCollaboration deepens Toblerone's premium positioning and reinforces Mondelēz International's strategy to lead in premium chocolate innovation CHICAGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced the global launch of Toblerone Diamond Truffles with Biscoff®, a new collaboration that brings together two of the world's most iconic snacking brands. The partnership with Lotus Bakeries, the maker of Biscoff®, marks a new chapter in Toblerone's premium chocolate evolution and its commitment to delivering innovative, indulgent experiences.
As premium chocolate continues to outpace growth across the broader confectionery category, Toblerone Diamond Truffles with Biscoff® meet rising consumer demand for unexpected, elevated flavor combinations. It is a natural next step for a brand that has never been square.
Each diamond-shaped truffle is individually crafted from smooth Toblerone milk chocolate, filled with rich Biscoff® spread, and finished with crunchy honey-almond nougat pieces. The result is the unmistakable caramelized taste and texture of Biscoff®, elevated by Toblerone's signature chocolate craftsmanship.
In 2024, Toblerone introduced its distinctive diamond-shaped truffles to the market, marking a bold step beyond the brand's legendary triangular bar. The launch proved a resounding category success, redefining what consumers expect from premium boxed chocolates. Now, the addition of Biscoff® takes this innovation further with a partnership set to captivate chocolate lovers worldwide.
"Toblerone has always stood for being never square and celebrating unapologetic indulgence. With our diamond-shaped truffles already proving a category success, combining them with globally loved Biscoff® was a natural next step," said Iain Livingston, President, Toblerone & World Travel Retail, Mondelēz International. "People look for surprising combinations of familiar tastes, and this is a collaboration that only two icons could bring to life. We couldn't be more excited to share it with the world."
The exclusive Costco partnership represents a landmark moment for Mondelēz International and its Toblerone brand, marking the first time the company has partnered with Costco to launch a product range on a global scale. It is a further testament to the strength of both the Toblerone brand and the universal appeal of Biscoff®.
"Biscoff®'s unique caramelised taste and crunchy texture have become a global phenomenon, loved across cultures and age groups," said Isabelle Maes, Chief Marketing Officer, Lotus Bakeries. "Partnering with Toblerone, a brand synonymous with quality and indulgence, allows us to bring our iconic Biscoff® biscuit and spread experience to consumers in an entirely new and exciting format."
Toblerone Diamond Truffles with Biscoff® are available in two formats designed for gifting, sharing, or personal indulgence. They can be found in some Costco stores as of now, with more to follow as shelves are filled.
495g premium box: An exclusive format launching with Costco across the United States, Canada, Taiwan, Australia, United Kingdom, Spain, France, Sweden, Iceland, and New Zealand.180g sharing box: Available in the United Kingdom, Ireland, Switzerland, and Australia, with additional markets to follow.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, CLIF Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
About Toblerone
In 1908, Theodor Tobler and Emil Baumann invented a unique chocolate: Toblerone. "Toblerone" is a portmanteau of "Tobler" and "Torrone," the Italian term for honey-almond nougat. Its distinctive triangular shape has been recognised around the world ever since. Today, production remains based in Bern Brünnen, where employees work with great passion every day, producing up to 4 million Toblerone products daily, with around 90 percent of all Toblerone sold worldwide manufactured right there in Bern.
Toblerone has never been square. Not in shape. Not in spirit. And not in ambition. Never Square is the belief that the best things in life refuse to conform, and that the most interesting gifts are rarely the obvious ones.
About Biscoff®
Since 1932, Biscoff® has been delighting consumers' taste buds with its delicious caramelised taste and crunchy texture. Originally from Belgium but now loved all over the world, Lotus Biscoff® cookies were first brought to market by Jan Boone Sr., who created a caramelised cookie using only natural ingredients. This unique recipe and cookie remain the basis of three hero products: the original Lotus® Biscoff® cookie, the Lotus® Biscoff® sandwich cookie, and the Lotus® Biscoff® spread. Whether enjoyed at home, on the go, at the office, or on a flight, Biscoff® provides everyone around the world with a unique moment to truly enjoy.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are “forward-looking statements” for purposes of federal and state securities laws, including, but not limited to, any statements of the plans, strategies, and objectives of management; any statements regarding our sustainability strategies, goals, and initiatives; any statements regarding future economic conditions or performance; any statements of belief or expectation; and any statements of assumptions underlying any of the foregoing or other future events. Forward-looking statements may include, among others, the words, and variations of words, “will,” “may,” “expect,” “would,” “could,” “might,” “intend,” “plan,” “believe,” “likely,” “estimate,” “anticipate,” “objective,” “predict,” “project,” “drive,” “seek,” “aim,” “target,” “potential,” “commitment,” “outlook,” “continue,” or any other similar words. These forward-looking statements are subject to change and to inherent risks and uncertainties, many of which are beyond Mondelēz International’s control, which could cause Mondelēz International’s actual results or outcomes to differ materially from those projected or assumed in these forward-looking statements. Please also see Mondelēz International’s risk factors, as they may be amended from time to time, set forth in its filings with the U.S. Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. There may be other factors not presently known to Mondelēz International or which it currently considers to be immaterial that could cause Mondelēz International’s actual results to differ materially from those projected in any forward-looking statements it makes. Mondelēz International disclaims and does not undertake any obligation to update or revise any forward-looking statement in this press release, except as required by applicable law or regulation.
Contacts:Desiree BattagliaVicky KummerShep Dunlap (Mondelēz Media)(Toblerone Media)(Investors) 1-847-943-4772+41 79 563 36 631-847-943-5454 [email protected]@[email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/704600a3-88ae-46ec-94bc-a9bfe8bb8a84
Toblerone Diamond Truffles with Biscoff® Each diamond-shaped truffle is individually crafted from smooth Toblerone milk chocolate, filled wit...
American snack giant Mondelez International is cutting at least two months from its supply-chain lead time for a key ingredient used in Cadbury chocolate.
The company opened a $22 million facility in Shah Alam, Malaysia, on Friday to produce chocolate crumb, an ingredient that contributes to the taste and texture of Cadbury's chocolate products, locally rather than importing it from Australia and South Africa.
"Producing it directly in Shah Alam removes at least two months from our supply-chain lead time," Nitin Binnani, vice president of customer service and logistics for AMEA at Mondelez International, told CNBC. The new facility will reduce import and transportation costs as it looks to support volume growth across Southeast Asia in the coming years, he said.
A bigger role for Southeast Asia Shah Alam is Mondelez's sole Cadbury manufacturing hub for Southeast Asia, producing more than 130 varieties of chocolate and around 100 million bars annually, Binnani said.
Cocoa prices have eased after a record-breaking rally over the past two years, which was fueled by adverse weather and poor harvests that drove up costs for chocolate makers, CNBC previously reported.
Southeast Asia already plays a broader role in Mondelez's global manufacturing network, with individual sites serving both domestic and international markets, and the company sees further room for growth in snacking across the region, Binnani said.
"Our Cikarang plant in Indonesia, for example, supplies products to nearly 40 countries including Australia and Japan, while Thailand operates as an export-oriented hub for gum and candy," Binnani said.
Mondelez is also currently exporting crumb to Pakistan to help address supply disruptions caused by interrupted shipping channels, he said.
Based in Chicago, Illinois, Mondelez owns snack brands including Oreo, Ritz, Cadbury and Sour Patch Kids.
Mondelez is not the only U.S. company expanding chocolate-related production in Malaysia. U.S. agribusiness giant Cargill expanded its specialty fats production facility in Port Klang earlier this year, including capacity for ingredients used in chocolate manufacturing.
Formerly known as Kraft Foods, the company was renamed Mondelez International in 2012 after spinning off its North American grocery business.
NewEdge Advisors LLC boosted its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 58.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 141,366 shares of the company’s stock after acquiring an additional 52,244 shares during the quarter. NewEdge Advisors LLC’s holdings in Mondelez International were worth $8,177,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in the business. J.Safra Asset Management Corp acquired a new position in Mondelez International during the fourth quarter worth $25,000. Advocate Investing Services LLC bought a new stake in shares of Mondelez International in the 4th quarter worth about $25,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Mondelez International during the 4th quarter worth about $28,000. MV Capital Management Inc. acquired a new stake in shares of Mondelez International during the 4th quarter worth about $31,000. Finally, Prosperity Bancshares Inc bought a new position in Mondelez International during the 4th quarter valued at about $31,000. Institutional investors and hedge funds own 78.32% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities analysts have commented on MDLZ shares. JPMorgan Chase & Co. boosted their price target on shares of Mondelez International from $70.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. BNP Paribas Exane lifted their target price on shares of Mondelez International from $68.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating on shares of Mondelez International in a report on Friday, May 29th. Jefferies Financial Group restated a “buy” rating and set a $73.00 price target on shares of Mondelez International in a research report on Wednesday, July 29th. Finally, Freedom Capital downgraded Mondelez International from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $67.30.
Get Our Latest Stock Report on Mondelez International Insider Transactions at Mondelez International In other news, CEO Dirk Van de Put sold 133,580 shares of the firm’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 transaction, the chief executive officer owned 1,326,488 shares of the company’s stock, valued at approximately $85,001,351.04. This trade represents a 9.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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.
Mondelez International Stock Performance MDLZ stock opened at $62.44 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.60 and a quick ratio of 0.40. The company has a 50 day moving average price of $61.75 and a 200 day moving average price of $60.32. Mondelez International, Inc. has a fifty-two week low of $51.20 and a fifty-two week high of $66.65. The stock has a market capitalization of $79.69 billion, a PE ratio of 22.96, a price-to-earnings-growth ratio of 2.44 and a beta of 0.39.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.05. Mondelez International had a return on equity of 14.07% and a net margin of 8.86%.The firm had revenue of $9.36 billion for the quarter, compared to analyst estimates of $9.21 billion. During the same period last year, the company earned $0.73 EPS. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. Analysts forecast that Mondelez International, Inc. will post 3.05 EPS for the current year.
Mondelez International Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 14th. Shareholders of record on Wednesday, September 30th will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $2.08 annualized dividend and a yield of 3.3%. This is an increase from Mondelez International’s previous quarterly dividend of $0.50. Mondelez International’s dividend payout ratio (DPR) is presently 73.53%.
(Free Report)
Mondelez International, Inc is a global snack-food company headquartered in Chicago, Illinois. The company develops, manufactures, markets and distributes branded snacks, including biscuits, cookies, crackers, chocolate, candy, baked snacks and powdered beverages.
Its portfolio includes well-known brands such as Oreo, Ritz, Chips Ahoy!, belVita, Cadbury, Milka, Toblerone, Sour Patch Kids, Trident and Clif Bar. Mondelez sells its products through grocery stores, convenience stores, mass merchandisers, e-commerce platforms and other retail channels.
Mondelez was established in 2012 following the separation of Kraft Foods’ global snacks business from its North American grocery operations.
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Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Danone (DANOY) and Mondelez (MDLZ). But which of these two stocks offers value investors a better bang for their buck right now?
Key Takeaways Mondelez's Q2 adjusted gross margin rose 20 bps to 34%, aided by pricing and productivity. Higher raw material, SG&A and promotion costs drove a 120-bps drop in adjusted operating margin. Cocoa cost phasing weighed on YTD results, with adjusted operating income down 12.8% and EPS down 8.8%. Mondelez International, Inc. [(MDLZ - Free Report) ] continues to emphasize productivity and cost discipline as important tools to manage inflationary pressures across its operations. Supply-chain modernization is also supporting manufacturing efficiencies, with the company continuing to pursue productivity and cost savings as raw material costs remain a headwind.
The benefits were evident in the second quarter of 2026. Adjusted gross profit increased $92 million at constant currency, representing growth of 3%, while adjusted gross margin expanded 20 basis points to 34%. The improvement was driven primarily by higher net pricing and lower manufacturing costs from productivity, partially offset by higher raw material costs.
Still, cost pressure remained visible further down the income statement. Adjusted operating income declined 6.1% at constant currency, while adjusted operating margin contracted 120 basis points to 13.1%. Higher raw material costs, increased selling, general and administrative expenses, and higher advertising and consumer promotion spending were only partly offset by pricing and lower manufacturing costs from productivity.
Cocoa-related pressure was more pronounced on a year-to-date basis. Adjusted gross profit declined 1.2% at constant currency, while adjusted operating income fell 12.8%, and adjusted EPS decreased 8.8%. The company specifically identified cocoa cost phasing as a primary factor affecting year-to-date profit and EPS.
Productivity gains and cost discipline are helping Mondelez absorb a portion of the pressure from elevated input costs. However, with cocoa cost phasing continuing to weigh on year-to-date profitability, the benefits from these efficiencies have so far provided only a partial offset rather than fully neutralizing the impact.
MDLZ Stock Price Performance, Valuation & EstimatesThe Zacks Rank #3 (Hold) stock has risen 0.8% over the past year against the industry’s decline of 18.6%.
MDLZ Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, MDLZ trades at a forward price-to-earnings ratio of 19.04, above the industry’s average of 14.66.
MDLZ Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Mondelez’s current and next fiscal year earnings per share implies year-over-year growth of 4.5% and 10.8%, respectively.
Stocks to ConsiderThe Vita Coco Company, Inc. (COCO - Free Report) , a leading beverage company that develops, markets and distributes coconut water and other plant-based beverages, currently sports a Zacks Rank #1 (Strong Buy). COCO delivered a trailing four-quarter earnings surprise of 21.9%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for The Vita Coco Company’s current fiscal-year sales and earnings per share (EPS) calls for growth of 31.6% and 64.7%, respectively, from the year-ago figures.
Darling Ingredients Inc. (DAR - Free Report) , a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for Darling’s current fiscal-year sales suggests an 11.5% jump from the prior-year levels. The consensus estimate for current fiscal-year EPS stands at $6.98, which implies a substantial improvement from the year-ago period. DAR delivered a trailing four-quarter earnings surprise of 38.9%, on average.
Laird Superfood, Inc. (LSF - Free Report) is a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products. LSF currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS suggests growth of 188.2% and 104%, respectively, from the year-ago figures. LSF delivered an earnings surprise of 100% in the last reported quarter.
Andrew Lazar - Barclays Bank PLC, Research Division
Presentation
Andrew Lazar
Barclays Bank PLC, Research Division
Good morning. Welcome back, day 2. I hope everybody is properly hydrated and ready for another long day. But we're really excited to have with us Mondelez International back at our conference. So thanks so much for being here. And with us this morning, we have COO, Luca Zaramella; CFO, Amit Banati. Welcome to you both.
Amit Banati
Executive VP & CFO
Thank you.
Luca Zaramella
Executive VP & COO
Thank you, Andrew.
Question-and-Answer Session
Andrew Lazar
Barclays Bank PLC, Research Division
Maybe we kick it off, Luca, with you. Mondelez has come through a pretty anomalous several years, extreme volatility in cocoa, which also necessitated a few years of sizable consecutive pricing, not to mention a broadly challenging consumer environment, all wrapped up in impacts from Middle East conflicts. While still a very dynamic macro theater, it seems as though perhaps we're getting closer to a more -- now I won't say normal, but maybe more stable operating environment. As you think out towards 2027 and beyond, you've continued to express confidence in the 3% to 5% organic sales algorithm and high single-digit constant currency EPS over time. I guess what gives you the most confidence today that, that algorithm is still intact? And what has changed in the business maybe the past few dynamic years that you think makes the algorithm more durable?
Luca Zaramella
Executive VP & COO
So yes, it has been a few years that have been quite eventful, I would say, but we learned a lot of
The Nasdaq-100 is many things. Widely followed index? Check. A roster of famed large- and mega-cap growth companies? Definitely. A history of long-term outperformance over other domestic equity indexes? You bet.
A dividend destination? Not so much. While marquee components such as Apple and Microsoft, among others, have evolved into legitimate dividend growth stories, the largest exchange-traded fund (ETF) tracking the Nasdaq-100 yields a paltry 0.4%. That's not even half of the roughly 1% that investors find in an S&P 500 index fund, and that's saying something, because the S&P 500's current dividend yield is near all-time lows.
Mondelez is the winner among the Nasdaq-100 stocks with dividend yields of at least 3%. Image source: Getty Images.
The quest to find high-dividend stocks in the Nasdaq-100 isn't hard. The pool comprises just eight names, one of which is Mondelez (MDLZ -0.28%). Yes, the tech-heavy Nasdaq-100 has some exposure to consumer staples. A mere 2.1% to be exact, but three of the index's components from that sector, including Mondelez, yield 3% or more.
The Oreo maker isn't just the safest bet of that trio. For long-term investors, it could easily be the best (or one of the top) performers of that group of eight. Multiple reasons support my bullish view of this snack giant, particularly when comparing it with its "peers" in the Nasdaq-100.
Better by comparison and some diversification, too As noted above, Mondelez is one of three consumer staples stocks in the Nasdaq-100 yielding at least 3%. The other two are Kraft Heinz (KHC -0.68%) and PepsiCo (PEP -0.66%). Those are big names, to be sure, and, to its credit, PepsiCo is a Dividend King, or one of the companies with a payout increase streak of at least 50 years.
In the case of Kraft Heinz, that's a stock that flummoxed some of the biggest names in investing, and waiting on its redemption story is turning into a Waiting for Godot moment. Bottom line: Mondelez has beaten Kraft and Pepsi over the past 10 years, and that feat can be repeated.
MDLZ Total Return Level data by YCharts
Owing to the utility sector's status as a high-yield hangout, it's not surprising that three such stocks are among the eight Nasdaq-100 stocks yielding 3% or more. That trio consists of American Electric Power, Exelon, and Xcel Energy. These utility stocks have clear ties to the artificial intelligence (AI) trade, but that may not be all it's cracked up to be.
Investors have avenues for potentially superior AI returns in other sectors, and those AI ties could reduce some of the safety associated with utilities equities. Plus, with the Federal Reserve unlikely to lower interest rates anytime soon, debt-laden utilities may lack catalysts.
With $21 billion in liabilities, Mondelez is no "debt angel," but given that most of that debt doesn't mature over the next five years, a case can be made that the Ritz maker is less rate-sensitive than utilities stocks.
As for the other two Nasdaq-100 names in the 3%-plus yield club, that's Comcast and Paychex. Comcast yields close to 5%, the result of a five-year decline of nearly 54%. Some might argue the stock is inexpensive, but it's challenged by declines in the old-guard broadband business, and its cash-flow and earnings growth outlooks appear light relative to longer-running averages.
Paychex was one of the software names caught up in the "SaaSpocalypse" earlier this year. While the company has done an admirable job of allaying those concerns, as highlighted by a 25.7% gain over the past 90 days, it's still a purveyor of human resources (HR) software in a lethargic job market. I'll take Mondelez's reduced macroeconomic sensitivity.
Sort of a discount One of the rubs with the consumer staples sector is that investors pay up on valuation for the privilege of accessing the group's defensive traits. However, it's mainly Costco Wholesale and Walmart that skew the sector's valuation higher. Yes, Costco has a stellar long-term growth track record, but it trades at 46.7 times earnings. At 28.4 times earnings, Nvidia looks cheap by comparison.
Valuation isn't a concern with Mondelez. In fact, some experts view the stock as deeply discounted, particularly when measured against Costco and Walmart, which are the largest staples names in the Nasdaq-100.
That discount doesn't mean investors are sacrificing upside potential or solid fundamentals. Mondelez is considered one of the best-run food companies, revenue grew at a decent 3.3% compound annual growth rate over the past five years, and earnings could grow at more 9% per year from 2028 through 2030. Sign me up for this star of the Nasdaq-100 3% yield club.
Cocoa has taken one of the wildest round trips in the commodity market over the past two years. The bean that flavors most of the candy in a trick-or-treat bag climbed to a record above $10,000 a metric ton in late 2024, collapsed to a cycle low near $2,850 by April 2026, then rallied back toward $5,700 by the middle of August. Through all of it, the price of a bag of fun-size chocolate on the shelf has done one thing. It went up, and it stayed up.
That disconnect is the story heading into Halloween. Shoppers were told for two years that record cocoa was the reason chocolate kept getting more expensive. The record is long gone, yet the prices are not.
Cocoa’s Round TripCocoa’s spike was real and severe. Poor weather, aging trees, and disease in West Africa, which grows about 70% of the world’s supply, gutted production and sent futures to historic highs. Prices more than quadrupled from their long-run range in under two years.
The correction was just as dramatic. Better harvests flipped the market from years of shortage into surplus, and futures fell by more than half from the peak, bottoming near $2,850 a ton in the spring. The relief did not last. A summer rally driven by El Niño worries and crop-quality concerns pushed cocoa back to roughly $5,700 a ton by mid-August, its fourth straight monthly gain.
Trending
Even after the crash, cocoa sits more than double the roughly $2,400 a ton it averaged as recently as 2022. The bean is cheaper than its record, not cheap.
Why Shelf Prices Don’t Fall Like Commodity PricesRetail prices and commodity prices move on different clocks. When cocoa spiked, manufacturers raised list prices and shrank package sizes to protect margins, and those changes tend to be sticky. Prices climb quickly when costs rise and drift down slowly, if at all, when costs ease.
The numbers show the ratchet at work. The average US chocolate bar ran about $2.43 in the summer of 2021 and about $3.45 by 2025, a 41% jump. Hershey variety packs were up around 22% and Mars raised prices roughly 12% heading into last Halloween. Chocolate candy averaged about $8.02 a pound against $5.77 for non-chocolate options.
Manufacturers are also not sitting on cheap beans. Both major chocolate makers hedged most of their 2026 cocoa months ago, at prices above where the market briefly fell, so the spring dip barely reached their income statements. Shoppers were never going to see an overnight discount, because the companies buying the cocoa did not get one either.
How to Shop the Halloween Basket for LessThe pricing pressure is real, but a Halloween run does not have to sting.
Non-chocolate candy is the clearest saving. Gummies, sour candy, and hard candy cost less per pound than chocolate and have been gaining ground for years, with chocolate’s share of Halloween candy volume slipping from 52% to 44%. Kids reaching for the fruity stuff are doing your budget a favor.
A few other moves add up.
Buy early and spread the cost. Nearly half of Halloween shoppers start in September or earlier, which avoids the late-October scramble and the thin discount racks that come with it. Watch the unit price, not the bag price. Shrinkflation hides increases inside smaller bags, so compare the price per ounce rather than the sticker on the front. Lean on store brands and warehouse clubs for the bulk handout candy, and save the name brands for the bowl by the door. What It Means for Hershey and MondelezThe same volatility that shapes the candy aisle runs straight through the two stocks that dominate it.
The Hershey Company (NYSE:HSY) spent 2025 with its margins squeezed by record cocoa, and adjusted earnings fell hard as a result. The rebound is now underway. After raising guidance alongside its second-quarter report, Hershey expects full-year 2026 adjusted earnings of roughly $8.36 to $8.52 a share, well above the depressed level of a year earlier, with net sales growth of about 4.5% to 5%.
Cocoa makes up close to 20% of the company’s cost of goods, so pricing discipline and productivity, rather than any cocoa windfall, are doing most of the work. Management is leaning into the season with its largest-ever Halloween lineup, betting that loyal shoppers keep reaching for chocolate.
Mondelez International (NASDAQ:MDLZ) tells a more cautious story. The maker of Cadbury and Toblerone carries a wider, less chocolate-heavy portfolio, with cocoa closer to 10% of its cost of goods, yet its price hikes have cost it volume.
For 2026 the company guided to adjusted earnings growth of flat to 5% and organic revenue growth of flat to 2%, which it later nudged up modestly, softer than Hershey and softer than analysts had hoped, as shoppers pushed back on higher shelf prices. Its hedges, like Hershey’s, were locked in above current spot, which capped the benefit from cheaper beans.
The Volatility Isn’t OverNeither the shopper nor the investor should count on clean relief from here. Cocoa remains fickle, in the words of one analyst who covers Hershey, and a market caught between a fresh supply surplus and ongoing weather risk can swing hard in either direction.
The US consumer is stretched and value-focused too, which means every fresh price increase risks pushing more buyers toward cheaper candy or smaller bags. That elasticity is exactly what dented Mondelez’s volumes.
For the shopper, the pricey candy reflects sticky retail pricing and a cocoa market that is off its highs but far from cheap. Shopping the basket smart matters more than waiting for a discount that may never come.
For the investor, the setup is a story about pricing power and hedging rather than a simple bet on falling beans, and it carries the real risk that tired consumers finally stop absorbing the increases.
image credit: Author
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.
Jim Cramer called Campbell's snack quarter a nightmare and warned the whole category is broken, but two other packaged food giants reported something very different this week and raised their dividends to prove it.
Campbell’s (NASDAQ:CPB | CPB Price Prediction) declared a new quarterly dividend of $0.25 per share on September 3, 2026, down from the prior rate of $0.39 per share that had been paid across the preceding quarters. For income-focused shareholders, that is the headline. A dividend cut from a shelf-stable food company signals that management would rather retain cash to pay down debt than defend a payout it has grown comfortable with. Campbell’s said the reset is designed to accelerate debt reduction and strengthen the balance sheet.
Jim Cramer put it in less measured terms on his CNBC Mad Dash segment. His verdict on the quarter: “This is a nightmare. … This is a nightmare situation.” That framing is fair for Campbell’s but should not be taken as a verdict on packaged food in general.
Campbell’s: The Numbers Behind Cramer’s Verdict Campbell’s reported fiscal Q4 2026 with adjusted EPS of $0.39 on net sales of $2.14 billion, down 7.9% year over year. The GAAP line was a loss of $0.23 per share after $117 million in trademark impairment charges on Cape Cod and Kettle Brand and $75 million in restructuring. The 8-K filing shows the Snacks segment carried the pain: revenue of $950 million, organic sales down 6%, and segment operating earnings down 34%.
Cramer flagged the breadth of the damage: “The snack business is bad. The soup business is bad. I don’t even know what to say.” He added, “This is a brand that should have just gone away. And yet we all know it. We all know Campbell’s.” On the payout, Cramer confirmed the mechanical read: “Okay, it was a bad quarter and they’re slashing the dividend.” Cramer’s concern extended beyond one name. In the same segment he noted, “Tyson down six. They do cut the guide on this. Collapse in beef keeps coming back to beef.”
The price action confirms it. Campbell’s stock is down 20.6% year to date and 34.4% over one year, closing at $22.13. The Wall Street Journal reported the company is cutting 13% of its salaried workforce as part of the turnaround. Management has also outlined a $500 million enterprise cost savings program through FY2030 and guided FY2027 adjusted EPS to $1.65 to $1.80.
Mondelez: The Snack Story Cramer Did Not Tell Mondelez (NASDAQ:MDLZ) is the global pure-play snack company behind Oreo, Ritz, Milka, Cadbury, and Toblerone. Q2 2026 delivered adjusted EPS of $0.73 vs. $0.68 consensus on revenue of $9.36 billion, up 4.1%. Management raised FY2026 organic revenue growth guidance to at least 2% and hiked the dividend 4%. CEO Dirk Van de Put told investors emerging-market snacking is “a very structural situation. It’s not cyclical.”
Shares are up 14.2% year to date, ahead of the 13.2% gain in the S&P 500 ETF. One caveat: the one-year figure is just 0.2% higher. Cocoa costs remain a swing factor.
J.M. Smucker: The Strongest Legacy Food Name J.M. Smucker (NYSE:SJM) sells into the same American grocery aisles as Campbell’s, with Folgers, Dunkin’, Café Bustelo, Jif, Uncrustables, Smucker’s, Milk-Bone, and Hostess. Q1 FY2027 adjusted EPS was $3.24, compared with a $2.22 consensus, on revenue of $2.22 billion, aided by roughly $115 million in tariff refunds. Management raised FY2027 adjusted EPS guidance to $10.50 to $11.00 and lifted the quarterly dividend to $1.12.
The stock is up 31.4% year to date and 14.7% over one year, and it advanced 9.4% in the past month. The soft spot inside the portfolio is Sweet Baked Snacks (Hostess), where revenue fell 7% to $236.5 million, so the snack-weakness thesis has a landing spot even at a winning name.
Packaged Food Is Splitting, Not Sinking Organic sales strip out the effects of acquisitions, divestitures and currency, so the number reflects volume and price on the products a company actually still sells. On that basis, Campbell’s Snacks fell 6% while Mondelez raised its full-year organic revenue outlook. The category is being repriced downward for companies losing shelf momentum, and rewarded for those with pricing power, innovation, and coffee or global exposure. Uncrustables at Smucker and Oreo internationally do not care what happened to Kettle Brand.
For an income-focused investor who already owns a legacy shelf-brand name, the Campbell’s dividend reset is the signal that matters. Management confidence is now aimed at the balance sheet, not the payout. Campbell’s telegraphed most of the warning signs before the cut arrived (the same red flags we walked through in a free dividend trap guide). The category still has payers doing the opposite: Mondelez and Smucker each raised its dividend. The lesson from this week is to examine which company you hold, not to write off the entire category.
Contact [email protected] for any questions or corrections.
New CLIF High Protein Bar offers 20 grams of protein and quality ingredients including rolled oats, creamy nut butters and nuts in two delicious flavors
, /PRNewswire/ -- The CLIF brand today introduced its first-ever CLIF High Protein Bar, combining trusted CLIF energy with 20 grams of protein for a delicious new bar innovation. Crafted with quality ingredients like rolled oats, creamy nut butters, almonds, soy and whey protein, CLIF High Protein Bars help fuel your every day and raise your bar.
Crafted with quality ingredients like rolled oats, creamy nut butters, almonds, soy and whey protein, CLIF High Protein Bars help fuel your every day and raise your bar. Developed in response to consumer demand for high protein bar options, CLIF High Protein Bars contain 20 grams of protein along with carbohydrates from ingredients like rolled oats to help provide everyday energy for activities throughout the day, delivering two important benefits people want in one delicious bar.
"Consumers are looking for protein-rich snacks to help fuel their busy lifestyles, and the CLIF brand saw the opportunity to build on our energy bar portfolio with an innovation that offers a unique duality: 20 grams of protein with everyday energy," said Joe Pellingra, Senior Director, CLIF and LUNA brands at Mondelēz International. "Not only is this new bar innovation created from consumer research insights, but it was tested with consumers to ensure we achieved delicious flavor profiles."
Available in two indulgent flavors, Peanut Butter Chocolate Chip and Cinnamon French Toast, CLIF High Protein Bars are crafted in flavor profiles that include real food ingredients like rolled oats, nut butters, nuts and chocolate. The Peanut Butter Chocolate Chip flavor is a delicious sweet and savory high protein bar to enjoy any time of day. The Cinnamon French Toast flavor is inspired by a classic breakfast dish and features almonds and almond butter for anytime snacking. In addition to 20 grams of protein, each bar contains 5 grams of fiber and has no artificial sweeteners for a great-tasting bar option to help you take on whatever the day brings.
CLIF High Protein Bars in Peanut Butter Chocolate Chip and Cinnamon French Toast flavors will be available at retailers nationwide beginning in August 2026 with a suggested retail price of $7.49 per 4-count box.
For more information and product availability, visit clifbar.com/clif or follow the CLIF brand on Instagram, TikTok, and Facebook.
About the CLIF brand:
For more than 30 years, the CLIF brand has crafted delicious food with organic ingredients under its CLIF BAR, Zbar, and LUNA brands. In 2022, the CLIF brand became part of the Mondelēz International, Inc. (Nasdaq: MDLZ), portfolio of brands empowering people to snack right in over 150 countries around the world. With 2024 net revenue of approximately $36.4 billion, Mondelēz is leading the future of snacking with other iconic global and local brands such as OREO, RITZ, belVita, LU, and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA, and TOBLERONE chocolate. Mondelēz International is a proud member of the Standard and Poor's 500, Nasdaq 100, and Dow Jones Sustainability Index. For more information about the CLIF brand, please visit CLIF | Mondelēz International, Inc. (mondelezinternational.com).
CHICAGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced that Luca Zaramella, Chief Operating Officer and Amit Banati, Chief Financial Officer, will participate in a fireside chat session at the Barclays Global Consumer Staples Conference on Wednesday, September 9, 2026, at 8:15 am ET. A live audio webcast of the presentation will be available at www.mondelezinternational.com/investors. An archive of the webcast will be available on the company's website.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
Mondelez International remains a Buy, supported by resilient performance, global scale, and an attractive valuation with a solid margin of safety. MDLZ continues to outperform in core snacks, maintains strong emerging market momentum, and is on track to become the #1 global chocolate manufacturer. Guidance was raised to at least 2% organic net revenue growth, with long-term targets of 3–5% organic growth and high single-digit Adj. EPS growth.
It has been about a month since the last earnings report for Mondelez (MDLZ - Free Report) . Shares have lost about 3.1% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Mondelez due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Mondelez International, Inc. before we dive into how investors and analysts have reacted as of late.
Mondelez Q2 Earnings Beat Estimates, 2026 Organic Sales Outlook UpMondelez International posted second-quarter 2026 results. Adjusted earnings were 73 cents per share, which decreased 2.7% on a constant-currency (cc) basis. The decline was caused by weaker operating performance and higher interest and other expenses, partially offset by lower income taxes and favorable currency movements. The metric beat the Zacks Consensus Estimate of 67 cents per share.
Net revenues rose 4.1% year over year to $9,355 million, outpacing the Zacks Consensus Estimate of $9,227 million. This growth was driven by 2.2% organic net revenue growth and favorable currency movements, partly offset by the impact of a prior-year divestiture. Organic net revenues rose 2.2% year over year in the second quarter, primarily driven by pricing and volume/mix, which contributed growth of 1.5% and 0.7%, respectively.
Revenues from emerging markets increased 7.4% year over year to $3,909 million, with organic growth of 4.4%. Growth was broad-based across all snacking categories except chocolate, where gains were primarily pricing-led and partially affected by purchase price accounting. Key growth markets included India, continued strength in Brazil and robust performances in Mexico and Southeast Asia.
Revenues from developed markets increased 1.9% year over year to $5,446 million, with organic growth of 0.7%. This increase reflected gradual improvement across key regions, with North America driving revenue, volume, profit and market share growth, while the European business continued to show signs of recovery.
Region-wise, revenues jumped 15.1% in Latin America, 8.2% in Asia, the Middle East and Africa (“AMEA”), 3% in North America and fell 1% in Europe. On an organic basis, revenues rose 8.4% in Latin America, 7.1% in AMEA, 3.4% in North America and fell 3.5% in Europe.
Adjusted gross profit increased $92 million at constant currency, while the adjusted gross profit margin improved 20 basis points to 34%, benefiting from higher net pricing and lower manufacturing costs driven by productivity, partially offset by elevated raw material costs.
Adjusted operating income declined $78 million at constant currency, while the adjusted operating margin contracted 120 basis points to 13.1%, reflecting higher raw material, selling, general and administrative, and advertising and consumer promotion costs, partly offset by higher net pricing and reduced manufacturing costs driven by productivity.
What to Expect From MDLZ in 2026?For 2026, the company now expects at least 2% organic net revenue growth, up from its previous guidance of flat to 2% growth. It continues to project adjusted EPS growth ranging from flat to 5% on a constant-currency basis and expects approximately $3 billion in free cash flow.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -8.47% due to these changes.
VGM ScoresCurrently, Mondelez has a average Growth Score of C, a score with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Mondelez has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerMondelez is part of the Zacks Food - Miscellaneous industry. Over the past month, Lamb Weston (LW - Free Report) , a stock from the same industry, has gained 2.4%. The company reported its results for the quarter ended May 2026 more than a month ago.
Lamb Weston reported revenues of $1.77 billion in the last reported quarter, representing a year-over-year change of +5.6%. EPS of $0.87 for the same period compares with $0.87 a year ago.
Lamb Weston is expected to post earnings of $0.58 per share for the current quarter, representing a year-over-year change of -21.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.4%.
Lamb Weston has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.
Mondelēz International Continues to Expand Sports Footprint with Sponsorships Across Five Powerhouse College Athletics Programs PR Newswire
EAST HANOVER, N.J., Aug. 27, 2026
Partnerships to Celebrate Campus Communities alongside Marquee Student-Athletes
, /PRNewswire/ -- Today, Mondelēz International announced its sponsorship across five premier collegiate athletic programs. The maker of beloved snacks like RITZ Crackers, OREO Cookies and CHIPS AHOY! Cookies will serve as a Proud Partner of University of Florida, University of Michigan and University of Southern California, and as a Proud Sponsor of the University of Arkansas and University of Texas at Austin Athletics.
This collegiate expansion connects the snacking giant's iconic brands with millions of passionate fans, student populations and multicultural households nationwide. The partnerships will also feature star student athletes including:
University of Southern California: JuJu WatkinsUniversity of Michigan: Trey McKenney and Olivia OlsonUniversity of Texas at Austin: Madison BookerUniversity of Arkansas: Jordan Smith Jr."We are thrilled to kick off this massive collegiate campaign by partnering with these powerhouse programs," said Nick Rogers, Director of Portfolio Marketing & Sponsorships at Mondelēz International. "Mondelēz products have been at the heart of gameday traditions for decades. By bringing our broader portfolio, including fan favorites like OREO cookies, SOUR PATCH KIDS candies, CHIPS AHOY! cookies, CLIF BAR and bringing back RITZ football-shaped crackers to premier athletic programs, we continue to cement Mondelēz as the ultimate snack roster for college sports fans nationwide."
Mondelēz has continued to bolster its presence in the world of sports. Today's announcement follows its recent designation as the "Official Snacking Sponsor" of the Kansas City Chiefs, along with previous work supporting professional football's Big Game, Inter Miami CF, and March Madness initiatives to authentically connect with sports fandoms.
"The best college athletics partnerships fit naturally into how fans already experience game day," said Shawn Hegan, Executive Vice President of Global Partnerships at Learfield. "Bringing together world-class global brands like Mondelēz International's beloved snacks with schools and student-athletes creates opportunities that make sense for everyone involved and gives fans another way to connect with the teams they support."
Extending the celebration from the stadium to local communities, Mondelēz is bringing high-impact game-day displays to key regional retailers, including H-E-B, Publix, Walmart, Meijer, Hy-Vee and Albertsons. Every display pairs a core snack lineup of OREO Cookies, RITZ Crackers, CHIPS AHOY Cookies! and RITZ Bits.
The agreement was facilitated by Learfield, the leading media and technology company powering college athletics, and incorporates year-round fan activations and in-venue branding elements across multiple sports, including football, men's and women's basketball, baseball, softball, hockey and more.
For more information, visit Mondelēz International at MondelēzInternational.com and follow the brand on X @MDLZ, Instagram @Mondelēz_International, TikTok @Mondelēz_International or on Facebook @MondelēzInternational.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBERLONE chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.Mondelēzinternational.com or follow the company on X atx.com/MDLZ.
About Learfield
Learfield is the leading media and technology company powering college athletics. Through its digital and physical platforms, Learfield owns and leverages a deep data set and relationships in the industry to drive revenue, growth, brand awareness, and fan engagement for brands, sports, and entertainment properties. With ties to over 1,200 collegiate institutions and over 12,000 local and national brand partners, Learfield's presence in college sports and live events delivers influence and maximizes reach to target audiences. With solutions for a 365-day, 24/7 fan experience, Learfield enables schools and brands to connect with fans through licensed merchandise, game ticketing, donor identification for athletic programs, exclusive custom content, innovative marketing initiatives, NIL solutions, and advanced digital platforms. Since 2008, it has served as title sponsor for the acclaimed Learfield Directors' Cup, supporting athletic departments across all divisions.
Media Contacts
Mondelez News Team
[email protected]
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Key Takeaways Mondelez's biscuits and baked snacks posted 2.5% organic growth in Q2, with volume/mix up 1.3 points. Oreo, Ritz and other brands grew, while U.S. biscuit share gains improved Mondelez's overall share trend. Europe stayed solid, and Emerging Markets accelerated, while North America was flat with soft frequency. Mondelez International, Inc. (MDLZ - Free Report) is seeing solid momentum in biscuits and baked snacks, with broad-based brand growth, positive volume/mix and improving share trends providing a favorable backdrop. The category remains an important part of the company’s snacking portfolio, while innovation, pack formats, distribution and new consumption occasions offer additional avenues to sustain growth.
Biscuits and baked snacks delivered 2.5% organic net revenue growth in the second quarter of 2026, with volume/mix increasing 1.3 percentage points. Oreo, Ritz, Chips Ahoy!, Give & Go, LU, Grenade, Perfect, Zbar and Builders all posted growth. U.S. biscuit share gains were also a key contributor to the sequential improvement in Mondelez’s overall share performance from the first quarter.
Regional trends were encouraging. In North America, the biscuit category remained flat, while Mondelez gained share and maintained stable penetration. Frequency, however, remained soft. Europe delivered solid biscuit growth, with Mondelez holding share. Emerging Markets also showed signs of accelerating biscuit growth as snacking spending continued to expand.
Image Source: Zacks Investment Research
Mondelez is also working to broaden consumption occasions and product formats. Ritz Minis and Ritz Drizzled supported on-the-go occasions and helped Ritz deliver a 0.2 percentage-point year-to-date value share gain. In India, the Biscoff biscuit launch contributed significantly to growth and was ahead of internal projections. The company is also expanding single-serve, variety and club packs, particularly in North America.
Mondelez has several levers to build on the 2.5% growth in biscuits and baked snacks, including broad brand gains, positive volume/mix, improving share trends and continued innovation. Growth in Europe and signs of acceleration in Emerging Markets add support, while the flat North American biscuit category and soft purchase frequency remain key watchpoints.
Shares of this Zacks Rank #3 (Hold) company have rallied 19.7% year to date compared with the industry’s growth of 6.5%.
Better-Ranked Stocks to ConsiderDarling Ingredients Inc. (DAR - Free Report) , a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here
The Zacks Consensus Estimate for Darling’s current fiscal-year sales calls for 12.8% growth from the prior-year levels. The consensus estimate for current fiscal-year earnings per share (EPS) stands at $6.98, which implies substantial growth from the year-ago period. DAR delivered a trailing four-quarter earnings surprise of 38.9%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) , a leading beverage company that develops, markets and distributes coconut water and other plant-based beverages, currently sports a Zacks Rank #1. COCO delivered a trailing four-quarter earnings surprise of 21.9%, on average.
The Zacks Consensus Estimate for The Vita Coco Company’s current fiscal-year sales and earnings calls for growth of 31.6% and 64.7%, respectively, from the year-ago figures.
The Chefs' Warehouse, Inc. (CHEF - Free Report) is a distributor of specialty food and center-of-the-plate products across the United States, Canada and the Middle East. CHEF currently sports a Zacks Rank #1.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 10.6% and 33.7%, respectively, from the year-ago figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Dirk Van De Put, Chief Executive Officer of Mondelez International (MDLZ +1.52%), sold 133,580 shares of Class A Common Stock on Aug. 19, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$8.55 millionShares sold (directly held)133,580Post-transaction shares (directly held)1.326 millionPost-transaction value~$85 millionTransaction value based on SEC Form 4 weighted average sale price ($64.08); post-transaction value based on Aug. 19, 2026 market close ($64.16).
Key questionsWhat was the structural nature of this transaction?
The disposal was executed as an exercise-and-sell transaction in which Dirk Van De Put exercised 133,580 options with an exercise price of $42.11 and sold the resulting shares on the same day.How does this impact the total direct equity position of the CEO?
Following the sale, the executive retains direct ownership of 1,326,488 shares of Class A Common Stock, maintaining a long-term interest with a market value exceeding approximately $85 million as of the Aug. 19, 2026, close.Under what conditions was the sale executed?
This sale was conducted under a Rule 10b5-1 trading plan. This mechanism allows corporate insiders to establish a predetermined schedule for selling stock to satisfy liquidity needs while complying with insider trading regulations.What is the stock performance context relative to the transaction?
The sale occurred at a weighted-average price of $64.08 per share, while the stock returned 6% over the 12 months (including dividends) ending on the transaction date of Aug. 19, 2026.Company OverviewMetricValueShare Price (as of market close 2026-08-20)$64.14Market Capitalization$82.2 billionRevenue (TTM)$39.7 billionNet Income (TTM)$3.5 billionCompany SnapshotMondelez International operates a diversified global snacking portfolio encompassing biscuits, cookies, crackers, savory snacks, chocolates, chewing gums, and candies, generating substantial revenue across multiple geographic markets, including North America, Latin America, Asia, the Middle East, Africa, and Europe.The company generates revenue by producing, promoting, and distributing branded snack and confectionery products to retailers, foodservice operators, and consumers, leveraging its extensive manufacturing and distribution infrastructure across continents.Mondelez serves a broad consumer base spanning retail channels, foodservice establishments, and direct-to-consumer segments, with particular strength in emerging markets and developed economies where snacking consumption remains resilient.
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Mondelez International is a leading multinational snacking company with a market capitalization of $82 billion and TTM revenues of $39.7 billion, reflecting its scale as a dominant player in the global confectionery and snacking sector.
The company's competitive positioning is reinforced by its diversified product portfolio, established brand recognition, and extensive distribution network spanning six continents. With 91,000 employees and a net profit margin of approximately 8.9% (TTM), Mondelez demonstrates operational efficiency and consistent profitability in the consumer defensive sector.
What this transaction means for investorsThis sale shouldn't concern investors. It represented about 10% of the CEO's holdings in the company's stock. Moreover, it was completed under a Rule 10b5-1 plan, which is widely used to complete transactions without appearing to act on material non-public information.
Mondelez continues to perform in line with its historical pattern. TTM revenue grew 6.9% year over year -- a slight improvement over the 5.8% revenue growth in 2025 and 1.2% increased in 2024.
Importantly, the company's operating margin improved to 21% in the most recent quarter, after falling into the single digits in previous quarters. The previous dip largely reflects higher input costs driven by elevated cocoa prices, making candy more expensive to manufacture.
If cocoa prices continue to decline and normalize at a lower level, this could sustain higher margins and drive strong earnings performance in the coming years, potentially sending the stock up.
John Ballard has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Key Takeaways Mondelez posted 2.2% organic growth in Q2 as pricing and volume/mix both contributed. North America grew 3.4% organically, while Emerging Markets delivered 4.4% growth. Europe, chocolate weakness and a 19.25X forward earnings multiple keep execution risks elevated. Mondelez International, Inc. (MDLZ - Free Report) is showing better operating momentum as Emerging Markets remain firm and North America regains traction. That broadening growth base strengthens the case for improved sales performance through the rest of 2026.
The investment case is less clear at the current valuation. Europe and chocolate remain weak, costs are still pressuring profitability and earnings growth is modest, leaving investors to weigh better top-line momentum against limited room for execution misses.
MDLZ Growth Improves Across Key MarketsSecond-quarter 2026 organic net revenues increased 2.2%, supported by 1.5 percentage points of pricing and 0.7 points of volume/mix. Positive contributions from both components suggest the quarter was not dependent on pricing alone.
Emerging Markets delivered 4.4% organic growth, with volume/mix adding 1.6 points. North America improved to 3.4% organic growth, including 1.2 points of volume/mix, giving MDLZ broader geographic support beyond its faster-growing emerging-market businesses. Management raised its 2026 organic net revenue growth outlook to at least 2%.
Image Source: Zacks Investment Research
Mondelez Still Faces Europe and Chocolate WeaknessEurope remains the clearest regional pressure point. Organic revenues declined 3.5% in the second quarter, while volume/mix fell 2.1 points. Management expects volumes to improve in the second half, but that recovery has yet to establish a consistent track record.
Chocolate also remains soft. Second-quarter chocolate volume/mix declined 1.6 points and organic revenue slipped 0.1%. Because chocolate represented 33% of Mondelez’s 2025 revenues, continued weakness in the category could remain a meaningful drag on the broader demand recovery.
MDLZ Margin Recovery Remains the Missing PieceImproving sales have not yet translated into stronger operating earnings. Adjusted operating margin fell 120 basis points to 13.1% in the second quarter, while adjusted operating income declined 6.1% at constant currency even as adjusted gross profit increased 3%.
Adjusted earnings of 73 cents per share declined 2.7% at constant currency. Higher raw material costs, advertising and consumer promotion spending, other selling, general and administrative expenses, cocoa cost phasing and higher input costs tied to the Middle East conflict absorbed much of the benefit from pricing and productivity. Full-year adjusted EPS growth guidance remains flat to 5% at constant currency.
Mondelez Valuation Leaves Less Room for ErrorMDLZ trades at 19.25X forward 12-month earnings, above 15.04X for its Zacks sub-industry and 16.98X for the Zacks Consumer Staples sector. The multiple is below its five-year median of 20.11X, but the premium to key benchmarks raises the execution bar.
The Hershey Company (HSY - Free Report) , which describes itself as No. 1 in U.S. confection and No. 2 in U.S. snacking, is a relevant comparison for investors assessing chocolate and snacking exposure. General Mills, Inc. (GIS - Free Report) , with more than 100 consumer brands and a portfolio that includes snacks, offers a broader packaged-food reference point.
Image Source: Zacks Investment Research
MDLZ Signals Favor Patience Over Chasing GrowthThe bottom line is that MDLZ’s growth picture is improving, but the mix of European and chocolate weakness, margin pressure and a premium valuation makes patience more reasonable than chasing the recovery before earnings conversion becomes clearer.
The stock currently carries a Zacks Rank #3 (Hold). It also has a VGM Score of D, a Value Score of D, a Momentum Score of F and a Growth Score of C. Zacks Style Scores use A and B as the stronger grades, so the current mix points to weaker value and momentum characteristics, while growth sits closer to the middle of the scale. That combination supports a measured stance rather than an aggressive entry. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Key Takeaways Mondelez Q2 revenues rose 4.1% to $9.36B, while organic sales increased 2.2%. MDLZ raised its 2026 organic net revenue growth outlook to at least 2% from flat to 2%. Mondelez's adjusted operating margin fell 120 basis points to 13.1% as costs pressured profits. Mondelez International, Inc. (MDLZ - Free Report) topped second-quarter sales and earnings expectations and raised its 2026 organic net revenue growth outlook. The event strengthens the revenue-growth case as the company enters the second half of the year.
The key question is how much of that better top-line momentum can reach earnings. Operating profit remained under pressure as commodity costs and brand investment absorbed gains from pricing, volume/mix and productivity.
MDLZ Q2 Results Show Better Top-Line MomentumSecond-quarter net revenues increased 4.1% year over year to $9,355 million, above the Zacks Consensus Estimate of $9,227 million. Adjusted earnings of 73 cents per share also beat the consensus estimate of 67 cents, even though the metric declined 2.7% at constant currency.
Organic net revenues rose 2.2%, with pricing contributing 1.5 percentage points and volume/mix adding 0.7 points. Positive contributions from both show that the quarter was not dependent on pricing alone.
Image Source: Zacks Investment Research
Mondelez Raises the 2026 Organic Growth BarManagement now expects at least 2% organic net revenue growth in 2026, up from its previous range of flat to 2%. The revision followed 2.2% organic growth in the second quarter and reflects the strength of year-to-date performance.
The higher floor reinforces confidence in the second-half sales trajectory. Mondel??z continues to emphasize consumer propositions, new occasions, distribution and innovation while pursuing productivity and cost savings.
MDLZ Emerging Markets and North America LeadRegional results show the breadth behind the improved outlook. Asia, Middle East and Africa delivered 7.1% organic growth, Latin America posted 8.4% and North America increased 3.4%. North American volume/mix rose 1.2 percentage points, while Asia, Middle East and Africa posted a 5.2-point gain.
Distribution and innovation are adding support. Mondel??z added more than 100,000 direct outlets in India during the first half of 2026, while its Brazilian portfolio reached about 1 million stores. North America also benefited from disciplined promotions and expansion across online, convenience and value channels.
Image Source: Zacks Investment Research
Mondelez Margins Keep the Earnings Debate OpenAdjusted operating income declined 6.1% at constant currency in the second quarter, while adjusted operating margin contracted 120 basis points to 13.1%. Higher raw-material costs, selling, general and administrative expenses and advertising and consumer promotion spending absorbed part of the gains from pricing and productivity.
Management kept 2026 adjusted EPS growth guidance at flat to 5% on a constant-currency basis. Cocoa cost phasing, other input costs tied to the Middle East conflict and continued reinvestment remain constraints on near-term earnings conversion.
The Hershey Company (HSY - Free Report) , the No. 1 U.S. confection company and No. 2 in U.S. snacking, is a relevant comparison for the chocolate and snacking landscape. General Mills, Inc. (GIS - Free Report) offers another packaged-food reference point, balancing brand investment with efficiency programs as it manages higher input costs.
MDLZ Signals Support a Measured Read on the Q2 BeatThe bottom line is that the Q2 beat and higher organic growth outlook improve the sales narrative, but margins remain the more demanding test. Revenue growth will matter more if a larger share begins to translate into operating profit.
The stock currently carries a Zacks Rank #3 (Hold). Its Growth Score of C reflects a middling growth profile, while the VGM Score of D, Value Score of D and Momentum Score of F are less favorable across combined style, valuation and price-trend characteristics. That mix supports a measured read rather than treating one quarter as decisive. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Key Takeaways Mondelez raises its 2026 organic net revenue growth outlook to at least 2% from flat to 2%. Q2 organic revenues rose 2.2%, with volume/mix adding 0.7 points and pricing contributing 1.5 points. Emerging Markets and North America stayed strong, while Europe is expected to improve in the second half. Mondelez International, Inc. (MDLZ - Free Report) closed the first half of 2026 with organic revenue growth supported by improving volume/mix and continued pricing. Growth in the second quarter was broad across three of its four regions, while Europe showed signs of improvement. This momentum prompted the company to raise its full-year organic net revenue growth outlook.
Organic net revenues increased 2.2% in the second quarter, with volume/mix contributing 0.7 percentage points and pricing adding 1.5 points. Excluding the impact of package downsizing, underlying volume/mix was about 1.2 points. For the first six months of 2026, organic net revenues rose 2.6%, including 0.1 point from volume/mix and 2.5 points from pricing.
Emerging Markets grew 4.4% organically in the second quarter, supported by 1.6 points of volume/mix. North America advanced 3.4%, with volume/mix up 1.2 points. AMEA delivered 7.1% growth, including a 5.2-point volume/mix contribution, while Latin America increased 8.4%. The Latin America result included an approximately 1.5-point benefit from higher trade inventory ahead of the SAP S4 implementation in the mid-third quarter.
Europe remained softer, with organic revenues down 3.5% and volume/mix declining 2.1 points, largely reflecting lower chocolate volumes tied to unusually hot weather. The Zacks Rank #3 (Hold) company expects European volumes to improve through the second half.
Image Source: Zacks Investment Research
Mondelez now expects at least 2% organic net revenue growth for 2026 compared with its previous outlook of flat to a 2% increase. Continued positive volume/mix, strength across Emerging Markets and North America and further improvement in Europe are the key elements supporting that higher full-year growth expectation.
Shares of MDLZ have rallied 15.5% year to date, outpacing the industry’s growth of 5%.
Better-Ranked Stocks to ConsiderDarling Ingredients Inc. (DAR - Free Report) , a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here
The Zacks Consensus Estimate for Darling’s current fiscal-year sales calls for 12.8% growth from the prior-year levels. The consensus estimate for current fiscal-year earnings per share (EPS) stands at $6.98, which implies substantial growth from the year-ago period. DAR delivered a trailing four-quarter earnings surprise of 38.9%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) , a leading beverage company that develops, markets and distributes coconut water and other plant-based beverages, currently sports a Zacks Rank #1. COCO delivered a trailing four-quarter earnings surprise of 21.9%, on average.
The Zacks Consensus Estimate for The Vita Coco Company’s current fiscal-year sales and earnings calls for growth of 31.6% and 64.7%, respectively, from the year-ago figures.
US Foods Holding Corp. (USFD - Free Report) engages in the marketing, sale and distribution of fresh, frozen and dry food and non-food products to foodservice customers in the United States. USFD currently carries a Zacks Rank #2 (Buy). US Foods Holding delivered a trailing four-quarter earnings surprise of 1.5%, on average.
The Zacks Consensus Estimate for US Foods Holding’s current fiscal-year sales and earnings implies growth of 5.3% and 16.3%, respectively, from the year-ago figures.
Associated Banc Corp cut its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 24.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 316,811 shares of the company’s stock after selling 105,180 shares during the quarter. Associated Banc Corp’s holdings in Mondelez International were worth $18,324,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in MDLZ. Whipplewood Advisors LLC raised its holdings in shares of Mondelez International by 35.5% during the 1st quarter. Whipplewood Advisors LLC now owns 645 shares of the company’s stock worth $37,000 after buying an additional 169 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Mondelez International by 3.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,073 shares of the company’s stock valued at $292,000 after buying an additional 173 shares in the last quarter. Granite Investment Partners LLC boosted its stake in Mondelez International by 0.6% in the first quarter. Granite Investment Partners LLC now owns 29,284 shares of the company’s stock valued at $1,688,000 after buying an additional 177 shares in the last quarter. Pine Valley Investments Ltd Liability Co grew its position in Mondelez International by 2.1% in the first quarter. Pine Valley Investments Ltd Liability Co now owns 8,900 shares of the company’s stock valued at $515,000 after acquiring an additional 179 shares during the last quarter. Finally, Columbia Asset Management grew its position in Mondelez International by 1.3% in the fourth quarter. Columbia Asset Management now owns 13,854 shares of the company’s stock valued at $746,000 after acquiring an additional 180 shares during the last quarter. Institutional investors own 78.32% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities analysts recently issued reports on MDLZ shares. Weiss Ratings upgraded shares of Mondelez International from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, August 3rd. BNP Paribas Exane raised their target price on shares of Mondelez International from $68.00 to $70.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. TD Cowen boosted their target price on shares of Mondelez International from $67.00 to $70.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. upped their price target on shares of Mondelez International from $70.00 to $72.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, Barclays increased their price target on Mondelez International from $68.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Mondelez International currently has a consensus rating of “Moderate Buy” and an average price target of $67.30.
Get Our Latest Analysis on Mondelez International
Mondelez International Stock Up 0.1% Shares of NASDAQ MDLZ opened at $63.61 on Friday. The company has a 50 day simple moving average of $61.17 and a 200 day simple moving average of $59.92. The firm has a market cap of $81.19 billion, a PE ratio of 23.39, a price-to-earnings-growth ratio of 2.59 and a beta of 0.38. Mondelez International, Inc. has a 1 year low of $51.20 and a 1 year high of $66.65. 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 (NASDAQ:MDLZ – Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.73 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.05. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. The company had revenue of $9.36 billion for the quarter, compared to analysts’ expectations of $9.21 billion. During the same quarter in the previous year, the firm posted $0.73 earnings per share. Mondelez International’s revenue for the quarter was up 4.1% on a year-over-year basis. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. On average, research analysts forecast that Mondelez International, Inc. will post 3.05 EPS for the current year.
Mondelez International Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 30th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date was Tuesday, June 30th. Mondelez International’s dividend payout ratio (DPR) is presently 73.53%.
Mondelez International Profile (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
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Beese Fulmer Investment Management Inc. reduced its position in Mondelez International, Inc. (NASDAQ: MDLZ) by 51.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,463 shares of the company's stock after selling 8,858 shares during the quarter. Beese Fulmer Investment Management
Banco Santander S.A. lowered its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 616,540 shares of the company’s stock after selling 13,798 shares during the period. Banco Santander S.A.’s holdings in Mondelez International were worth $35,661,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. Whipplewood Advisors LLC lifted its stake in shares of Mondelez International by 35.5% in the 1st quarter. Whipplewood Advisors LLC now owns 645 shares of the company’s stock valued at $37,000 after purchasing an additional 169 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in shares of Mondelez International by 3.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,073 shares of the company’s stock worth $292,000 after acquiring an additional 173 shares during the period. Granite Investment Partners LLC grew its holdings in Mondelez International by 0.6% during the first quarter. Granite Investment Partners LLC now owns 29,284 shares of the company’s stock valued at $1,688,000 after purchasing an additional 177 shares during the period. Pine Valley Investments Ltd Liability Co increased its stake in Mondelez International by 2.1% in the 1st quarter. Pine Valley Investments Ltd Liability Co now owns 8,900 shares of the company’s stock worth $515,000 after buying an additional 179 shares in the last quarter. Finally, Columbia Asset Management raised its stake in Mondelez International by 1.3% during the 4th quarter. Columbia Asset Management now owns 13,854 shares of the company’s stock valued at $746,000 after purchasing an additional 180 shares during the period. 78.32% of the stock is owned by hedge funds and other institutional investors.
Mondelez International Stock Up 0.1% MDLZ opened at $63.61 on Friday. The company has a market cap of $81.19 billion, a PE ratio of 23.39, a P/E/G ratio of 2.58 and a beta of 0.38. The business has a 50 day moving average price of $61.17 and a two-hundred day moving average price of $59.92. Mondelez International, Inc. has a 52 week low of $51.20 and a 52 week high of $66.65. The company has a quick ratio of 0.40, a current ratio of 0.60 and a debt-to-equity ratio of 0.62.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.05. The company had revenue of $9.36 billion for the quarter, compared to the consensus estimate of $9.21 billion. Mondelez International had a return on equity of 14.07% and a net margin of 8.86%.Mondelez International’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.73 earnings per share. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. As a group, research analysts anticipate that Mondelez International, Inc. will post 3.05 EPS for the current year.
Mondelez International Announces Dividend The business also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were issued a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.00 annualized dividend and a yield of 3.1%. Mondelez International’s dividend payout ratio is currently 73.53%.
Analysts Set New Price Targets Several research firms have recently issued reports on MDLZ. Weiss Ratings raised Mondelez International from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, August 3rd. Morgan Stanley reiterated an “overweight” rating on shares of Mondelez International in a research note on Friday, May 29th. BNP Paribas Exane lifted their target price on Mondelez International from $68.00 to $70.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Barclays raised their target price on Mondelez International from $68.00 to $70.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Mondelez International from $70.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $67.30.
Read Our Latest Report on Mondelez International
Mondelez International Company Profile (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
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Axxcess Wealth Management LLC purchased a new position in Mondelez International, Inc. (NASDAQ: MDLZ) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 43,332 shares of the company's stock, valued at approximately $2,506,000. Several other institutional investors and hedge funds
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The sweet details:
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Where to Find the New 2026 OREO Cookie Flavors Nationwide
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From sweet to savory, meet the ultimate cookie contenders:
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* NO PURCHASE OR QR CODE SCAN NECESSARY. Std.msg & data rates apply to scans. Open to legal residents of the 50 United States & D.C., 18 and older. Ends on 10/12/26 at 11:59 p.m. ET. Void where prohibited. To enter and for Official Rules, visit OREO.com/twist-lick-vote. Your vote will not affect your entry. Limit 1 entry per person. 1 year's supply of OREO cookies awarded as 10 13.29 oz. packages shipped every 3 months over a 12 month period. Sponsor: Mondelēz Global LLC, 100 Deforest Ave., East Hanover, NJ 07936-2813.
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About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBERLONE chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
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Mondelez remains a compelling core holding-type stock, combining strong brands, global scale, and robust emerging market momentum. MDLZ delivered net revenue growth and positive volume/mix, with emerging markets driving 8%+ organic growth. With a BBB credit rating, a 3.2% well-covered dividend yield, and 12 years of dividend growth, MDLZ offers defensive income.
Community Financial Services Group LLC trimmed its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 93.1% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 662 shares of the company’s stock after selling 8,925 shares during the quarter. Community Financial Services Group LLC’s holdings in Mondelez International were worth $39,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in the business. J.Safra Asset Management Corp purchased a new position in Mondelez International in the 4th quarter worth $25,000. Advocate Investing Services LLC bought a new stake in Mondelez International in the fourth quarter worth $25,000. JPL Wealth Management LLC purchased a new stake in Mondelez International during the third quarter valued at about $32,000. Kemnay Advisory Services Inc. purchased a new stake in Mondelez International during the fourth quarter valued at about $28,000. Finally, McIlrath & Eck LLC purchased a new position in shares of Mondelez International in the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 78.32% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities research analysts have recently weighed in on MDLZ shares. TD Cowen boosted their target price on Mondelez International from $67.00 to $70.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Freedom Capital downgraded Mondelez International from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. BNP Paribas Exane increased their price objective on Mondelez International from $68.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Barclays increased their price objective on Mondelez International from $68.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. raised their target price on shares of Mondelez International from $70.00 to $72.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $67.30.
Get Our Latest Analysis on Mondelez International
Mondelez International Trading Up 0.4% Shares of NASDAQ MDLZ opened at $61.78 on Wednesday. Mondelez International, Inc. has a 1 year low of $51.20 and a 1 year high of $66.65. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.60 and a quick ratio of 0.40. The firm has a 50-day moving average of $61.07 and a 200 day moving average of $59.83. The stock has a market cap of $78.85 billion, a P/E ratio of 22.71, a price-to-earnings-growth ratio of 2.50 and a beta of 0.38.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.73 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.05. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. The business had revenue of $9.36 billion for the quarter, compared to analysts’ expectations of $9.21 billion. During the same quarter in the prior year, the company earned $0.73 earnings per share. The business’s revenue was up 4.1% compared to the same quarter last year. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. As a group, sell-side analysts expect that Mondelez International, Inc. will post 3.05 EPS for the current fiscal year.
Mondelez International Announces Dividend The business also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were paid a $0.50 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.00 annualized dividend and a dividend yield of 3.2%. Mondelez International’s dividend payout ratio is presently 73.53%.
Mondelez International Company Profile (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
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E. Ohman J or Asset Management AB increased its stake in shares of Mondelez International, Inc. (NASDAQ: MDLZ) by 43.1% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 34,835 shares of the company's stock after buying an additional 10,500 shares during the period. E.
First Bank & Trust increased its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 131.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,084 shares of the company’s stock after buying an additional 12,524 shares during the period. First Bank & Trust’s holdings in Mondelez International were worth $1,277,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds also recently bought and sold shares of MDLZ. Brighton Jones LLC grew its stake in Mondelez International by 92.4% in the fourth quarter. Brighton Jones LLC now owns 14,631 shares of the company’s stock valued at $874,000 after purchasing an additional 7,025 shares during the last quarter. United Bank raised its holdings in Mondelez International by 13.2% in the second quarter. United Bank now owns 26,263 shares of the company’s stock worth $1,771,000 after purchasing an additional 3,070 shares in the last quarter. Sei Investments Co. lifted its position in shares of Mondelez International by 15.1% during the second quarter. Sei Investments Co. now owns 547,519 shares of the company’s stock valued at $36,924,000 after buying an additional 71,667 shares during the last quarter. Osterweis Capital Management Inc. lifted its position in shares of Mondelez International by 4,470.0% during the second quarter. Osterweis Capital Management Inc. now owns 1,371 shares of the company’s stock valued at $92,000 after buying an additional 1,341 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in shares of Mondelez International by 144.9% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,890 shares of the company’s stock valued at $532,000 after buying an additional 4,668 shares in the last quarter. Hedge funds and other institutional investors own 78.32% of the company’s stock.
Mondelez International Stock Performance Shares of MDLZ opened at $61.53 on Tuesday. The stock has a 50-day moving average of $61.06 and a two-hundred day moving average of $59.80. Mondelez International, Inc. has a one year low of $51.20 and a one year high of $66.65. 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 stock has a market cap of $78.53 billion, a P/E ratio of 22.62, a P/E/G ratio of 2.55 and a beta of 0.38.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.05. The business had revenue of $9.36 billion for the quarter, compared to the consensus estimate of $9.21 billion. Mondelez International had a return on equity of 14.07% and a net margin of 8.86%.The company’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.73 EPS. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. As a group, research analysts predict that Mondelez International, Inc. will post 3.05 EPS for the current year.
Mondelez International Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were given a $0.50 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.00 dividend on an annualized basis and a yield of 3.3%. Mondelez International’s dividend payout ratio is currently 73.53%.
Analyst Upgrades and Downgrades A number of research analysts have recently issued reports on MDLZ shares. BNP Paribas Exane lifted their price objective on shares of Mondelez International from $68.00 to $70.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. TD Cowen increased their target price on shares of Mondelez International from $67.00 to $70.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. raised their target price on shares of Mondelez International from $70.00 to $72.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. BTIG Research started coverage on shares of Mondelez International in a report on Tuesday, April 14th. They issued a “buy” rating and a $70.00 price target on the stock. Finally, Barclays upped their price target on Mondelez International from $68.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $67.30.
Read Our Latest Report on Mondelez International
About Mondelez International (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
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Did you analyze how Mondelez (MDLZ - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this maker of Oreo cookies, Cadbury chocolate and Trident gum, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.
Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.
While delving into MDLZ's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.
The recent quarter saw the company's total revenue reaching $9.36 billion, marking an improvement of 4.1% from the prior-year quarter. Next, we'll examine the breakdown of MDLZ's revenue from abroad to comprehend the significance of its international presence.
A Dive into MDLZ's International Revenue TrendsDuring the quarter, AMEA contributed $1.97 billion in revenue, making up 21.1% of the total revenue. When compared to the consensus estimate of $1.91 billion, this meant a surprise of +3.18%. Looking back, AMEA contributed $2.3 billion, or 22.9%, in the previous quarter, and $1.82 billion, or 20.3%, in the same quarter of the previous year.
Europe generated $3.38 billion in revenues for the company in the last quarter, constituting 36.1% of the total. This represented a surprise of -3.59% compared to the $3.5 billion projected by Wall Street analysts. Comparatively, in the previous quarter, Europe accounted for $3.87 billion (38.4%), and in the year-ago quarter, it contributed $3.41 billion (38%) to the total revenue.
Latin America accounted for 14.7% of the company's total revenue during the quarter, translating to $1.37 billion. Revenues from this region represented a surprise of +5.48%, with Wall Street analysts collectively expecting $1.3 billion. When compared to the preceding quarter and the same quarter in the previous year, Latin America contributed $1.35 billion (13.4%) and $1.19 billion (13.3%) to the total revenue, respectively.
Projected Revenues in Foreign MarketsFor the current fiscal quarter, it is anticipated by Wall Street analysts that Mondelez will post revenues of $9.95 billion, which reflects an increase of 2.2% the same quarter in the previous year. The revenue contributions are expected to be 21.7% from AMEA ($2.16 billion), 36.6% from Europe ($3.64 billion) and 13.4% from Latin America ($1.34 billion).
For the full year, the company is expected to generate $39.9 billion in total revenue, up 3.5% from the previous year. Revenues from AMEA, Europe and Latin America are expected to constitute 21.6% ($8.63 billion), 38.3% ($15.27 billion) and 13.6% ($5.43 billion) of the total, respectively.
Key TakeawaysRelying on global markets for revenues presents both prospects and challenges for Mondelez. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.
In an era of growing international interdependencies and escalating geopolitical disputes, Wall Street analysts are vigilant in tracking these trends for businesses with a global reach, in order to refine their predictions of earnings. It should be noted, however, that a multitude of other elements, such as a company's domestic position, also play a significant role in shaping the earnings forecasts.
At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.
Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.
At present, Mondelez holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
A Look at Mondelez's Recent Stock Price PerformanceOver the past month, the stock has gained 2.3% versus the Zacks S&P 500 composite's 0.2% increase. The Zacks Consumer Staples sector, of which Mondelez is a part, has risen 2.6% over the same period. The company's shares have increased 1.2% over the past three months compared to the S&P 500's 4.2% increase. Over the same period, the sector has risen 4.4%
Bank of America Corp DE lessened its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 11.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 20,353,060 shares of the company’s stock after selling 2,528,950 shares during the quarter. Bank of America Corp DE owned 1.59% of Mondelez International worth $1,173,150,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank purchased a new stake in shares of Mondelez International during the 4th quarter worth $1,010,020,000. Capital International Investors increased its holdings in Mondelez International by 10.7% in the fourth quarter. Capital International Investors now owns 86,943,586 shares of the company’s stock valued at $4,681,024,000 after buying an additional 8,382,270 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in Mondelez International by 12.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 37,366,588 shares of the company’s stock valued at $2,011,444,000 after buying an additional 3,993,811 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Mondelez International by 72.0% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 9,089,712 shares of the company’s stock valued at $489,299,000 after buying an additional 3,803,776 shares in the last quarter. Finally, Bank of Montreal Can lifted its holdings in Mondelez International by 190.3% during the 4th quarter. Bank of Montreal Can now owns 4,273,865 shares of the company’s stock worth $230,062,000 after buying an additional 2,801,689 shares during the last quarter. 78.32% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In Several research firms have recently issued reports on MDLZ. Freedom Capital cut Mondelez International from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. JPMorgan Chase & Co. boosted their target price on Mondelez International from $70.00 to $72.00 and gave the stock an “overweight” rating in a research note on Wednesday. Bank of America boosted their target price on Mondelez International from $62.00 to $65.00 and gave the stock a “buy” rating in a research note on Friday, April 10th. UBS Group upped their price target on Mondelez International from $62.00 to $64.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. Finally, Barclays raised their price objective on shares of Mondelez International from $68.00 to $70.00 and gave the stock an “overweight” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $67.30.
Check Out Our Latest Stock Report on Mondelez International
Mondelez International News Summary Here are the key news stories impacting Mondelez International this week:
Positive Sentiment: Strong second-quarter results and improved outlook: Mondelez beat earnings and revenue expectations, supported by pricing and volume growth. Management also raised its 2026 organic-sales outlook, while emerging markets and European sales were highlighted as growth areas. Mondelez Q2 Earnings Beat Estimates, 2026 Organic Sales Outlook Up Positive Sentiment: Analysts raised price targets: Barclays increased its target to $70 and maintained an “overweight” rating. BNP Paribas Exane and TD Cowen also raised targets to $70, while JPMorgan lifted its target to $72 and kept an “overweight” rating. The revisions indicate continued confidence in Mondelez’s earnings growth and pricing power. Analyst price-target updates Positive Sentiment: Brand innovation could support demand: CHIPS AHOY! launched a limited-edition mystery flavor campaign designed to increase consumer engagement and generate promotional interest, although the direct financial impact is likely modest. CHIPS AHOY! mystery flavor launch Neutral Sentiment: Wall Street views are not uniform: Coverage shows both bullish and bearish opinions on Mondelez and other consumer-goods stocks. Investors remain focused on whether pricing can be sustained without weakening volumes or consumer demand. Wall Street sentiment on Mondelez Negative Sentiment: Macro pressure weighed on the stock: A sharp market sell-off tied to surging oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision likely pressured defensive consumer stocks, including MDLZ, despite its solid earnings report. Market sell-off and oil surge Mondelez International Stock Performance Shares of MDLZ opened at $63.08 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.37 and a current ratio of 0.60. The stock has a market capitalization of $80.97 billion, a P/E ratio of 23.19, a P/E/G ratio of 2.70 and a beta of 0.39. The company’s fifty day moving average is $60.98 and its two-hundred day moving average is $59.53. Mondelez International, Inc. has a 1 year low of $51.20 and a 1 year high of $66.65.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, topping the consensus estimate of $0.68 by $0.05. The company had revenue of $9.36 billion during the quarter, compared to analysts’ expectations of $9.21 billion. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. The business’s revenue was up 4.1% on a year-over-year basis. During the same quarter last year, the business earned $0.73 EPS. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. On average, sell-side analysts predict that Mondelez International, Inc. will post 3.04 earnings per share for the current year.
Mondelez International Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were given a $0.50 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.00 dividend on an annualized basis and a yield of 3.2%. Mondelez International’s dividend payout ratio (DPR) is presently 99.50%.
Mondelez International Profile (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
Read More Five stocks we like better than Mondelez International Microsoft Just Flipped the AI Spending Narrative Overnight Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling? Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending Can Starbucks Keep This Turnaround Going? The Latest Results Say Yes Want to see what other hedge funds are holding MDLZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mondelez International, Inc. (NASDAQ:MDLZ – Free Report).
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Amundi raised its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 18.0% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,243,030 shares of the company’s stock after purchasing an additional 494,996 shares during the quarter. Amundi owned 0.25% of Mondelez International worth $186,928,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. OLD Republic International Corp lifted its holdings in shares of Mondelez International by 156.6% in the 4th quarter. OLD Republic International Corp now owns 414,100 shares of the company’s stock worth $22,291,000 after purchasing an additional 252,700 shares during the last quarter. Allstate Corp grew its stake in Mondelez International by 107.7% during the 4th quarter. Allstate Corp now owns 97,522 shares of the company’s stock worth $5,250,000 after buying an additional 50,562 shares during the last quarter. VCI Wealth Management LLC acquired a new stake in Mondelez International in the fourth quarter worth $970,000. BNP Paribas Financial Markets increased its position in Mondelez International by 41.0% in the fourth quarter. BNP Paribas Financial Markets now owns 4,006,627 shares of the company’s stock worth $215,677,000 after buying an additional 1,166,036 shares during the period. Finally, PKO Investment Management Joint Stock Co increased its position in Mondelez International by 115.0% in the fourth quarter. PKO Investment Management Joint Stock Co now owns 101,066 shares of the company’s stock worth $5,440,000 after buying an additional 54,066 shares during the period. Institutional investors and hedge funds own 78.32% of the company’s stock.
Analyst Upgrades and Downgrades Several equities analysts have recently issued reports on the stock. Morgan Stanley reissued an “overweight” rating on shares of Mondelez International in a report on Friday, May 29th. BTIG Research assumed coverage on shares of Mondelez International in a research report on Tuesday, April 14th. They issued a “buy” rating and a $70.00 price objective on the stock. Bank of America boosted their target price on shares of Mondelez International from $62.00 to $65.00 and gave the company a “buy” rating in a research note on Friday, April 10th. Jefferies Financial Group restated a “buy” rating and issued a $73.00 target price on shares of Mondelez International in a research report on Wednesday. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Mondelez International in a research note on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $67.30.
Check Out Our Latest Analysis on Mondelez International
Key Headlines Impacting Mondelez International Here are the key news stories impacting Mondelez International this week:
Positive Sentiment: Strong second-quarter results and improved outlook: Mondelez beat earnings and revenue expectations, supported by pricing and volume growth. Management also raised its 2026 organic-sales outlook, while emerging markets and European sales were highlighted as growth areas. Mondelez Q2 Earnings Beat Estimates, 2026 Organic Sales Outlook Up Positive Sentiment: Analysts raised price targets: Barclays increased its target to $70 and maintained an “overweight” rating. BNP Paribas Exane and TD Cowen also raised targets to $70, while JPMorgan lifted its target to $72 and kept an “overweight” rating. The revisions indicate continued confidence in Mondelez’s earnings growth and pricing power. Analyst price-target updates Positive Sentiment: Brand innovation could support demand: CHIPS AHOY! launched a limited-edition mystery flavor campaign designed to increase consumer engagement and generate promotional interest, although the direct financial impact is likely modest. CHIPS AHOY! mystery flavor launch Neutral Sentiment: Wall Street views are not uniform: Coverage shows both bullish and bearish opinions on Mondelez and other consumer-goods stocks. Investors remain focused on whether pricing can be sustained without weakening volumes or consumer demand. Wall Street sentiment on Mondelez Negative Sentiment: Macro pressure weighed on the stock: A sharp market sell-off tied to surging oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision likely pressured defensive consumer stocks, including MDLZ, despite its solid earnings report. Market sell-off and oil surge Mondelez International Stock Down 2.9% Mondelez International stock opened at $63.08 on Friday. The stock has a market cap of $80.97 billion, a price-to-earnings ratio of 23.19, a PEG ratio of 2.70 and a beta of 0.39. The company has a current ratio of 0.60, a quick ratio of 0.37 and a debt-to-equity ratio of 0.62. The company’s 50-day moving average price is $60.98 and its two-hundred day moving average price is $59.53. Mondelez International, Inc. has a 52 week low of $51.20 and a 52 week high of $66.65.
Mondelez International (NASDAQ:MDLZ – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.05. The company had revenue of $9.36 billion for the quarter, compared to the consensus estimate of $9.21 billion. Mondelez International had a net margin of 8.86% and a return on equity of 14.07%. Mondelez International’s revenue was up 4.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.73 EPS. Mondelez International has set its FY 2026 guidance at 2.970-3.120 EPS. On average, analysts expect that Mondelez International, Inc. will post 3.04 EPS for the current fiscal year.
Mondelez International Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 30th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.00 annualized dividend and a yield of 3.2%. Mondelez International’s payout ratio is presently 99.50%.
About Mondelez International (Free Report)
Mondelez International is a global snacks company headquartered in Chicago, Illinois, formed in 2012 when Kraft Foods split to create a business focused on snack foods and a separate North American grocery company. Mondelez develops, manufactures, markets and distributes a broad portfolio of snack products intended for retail, foodservice and e‑commerce channels around the world.
The company’s product mix centers on biscuits and cookies, chocolate and confectionery, gum and candy, and savory crackers and baked snacks.
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The iconic cookie brand is hacking the snack routine and inviting fans to guess the limited-edition flavor.
The cookie brand announced the CHIPS AHOY! Mystery Cookies are available on TikTok Shop starting today, with national retailer rollout on August 10 Fans are tasked to submit their flavor guesses and help solve the mystery for a chance to win a $25,000 grand prize*, see details below The brand plans to confirm the limited-edition cookie flavor on Halloween , /PRNewswire/ -- The CHIPS AHOY! brand is turning snack time on its head for cookie lovers across the country with its latest, top-secret product offering: the limited-edition CHIPS AHOY! Mystery Cookie. Designed to be decoded and ultimately devoured, the CHIPS AHOY! Mystery Cookie challenges everything fans think they know about the cookie and tasks them with solving the case.
The CHIPS AHOY! brand announces a mystery cookie and is asking fans to solve the case. The packaging was overhauled to feature an unidentifiable cookie wrapped in spooky caution tape, cueing a top-secret flavor. The cookie broke through from another flavor dimension after a glitch occurred and only fans can decode it. The brand's cookie mascot, Chip, will serve as the ultimate sidekick to help fans crack the case and fix the glitch for good.
"For Gen Z, snacking and gaming aren't just pastimes, but how they connect, recharge and build community," said Mili Laddha, Senior Director Marketing, Mondelēz International. "With the CHIPS AHOY! Mystery Cookie, we're leveling up the snacking experience to match their energy. We've turned a simple treat into an interactive side quest, blending IRL flavor with the digital culture they live and breathe."
CHIPS AHOY! Mystery Cookies Drop First on TikTok Shop
The CHIPS AHOY! Mystery Cookies will drop today, July 30, on SnackWorks' TikTok Shop storefront in limited quantities while supplies last, marking a first for the brand. For shoppers looking to secure their pack in person, the limited-edition cookies will begin rolling out to retailers nationwide starting on August 10.
Help Solve the Flavor Mystery for a Chance to Win $25,000
Starting today, the brand is officially putting its highly engaged fans on the case, giving sweet-toothed sleuths across the nation the opportunity to collaborate and crack the code for a chance to win a $25,000 grand prize*.
Think you've solved the mystery? Simply scan the QR code printed on the pack or head directly to CHIPSAHOYMystery.com to submit your official flavor guess. In addition to the grand prize, active participants will have the opportunity to win other sweet prizes.
Time is of the essence for our snack sleuths, however, as the mystery won't last forever—keep your eyes on the CHIPS AHOY! brand social media channels for the highly anticipated flavor reveal, which is set to drop on Halloween, making it the ultimate playful trick-or-treat surprise.
More information on the sweepstakes, how to enter, prizes and Official Rules can be found at CHIPSAHOYMystery.com.
For more information on the CHIPS AHOY! Mystery Cookie, visit Mondelēz International at MondelēzInternational.com or follow CHIPS AHOY! on Instagram @CHIPSAHOY, TikTok @TheOfficialChipsAhoy or on Facebook @ChipsAhoy.
*NO PURCHASE OR QR CODE SCAN NECESSARY. Std.msg & data rates apply to scans. Open to legal residents of the 50 United States D.C. & Puerto Rico, 18 and older (19 and older in AL and NE, 21+ in PR). Ends at 11:59 a.m. ET on 10/31/26. Your guess does not have to be correct to earn an entry. Void where prohibited. Visit www.chipsahoymystery.com for Official Rules, including free method of entry. Sponsor: Mondelēz Global LLC, 100 Deforest Ave., East Hanover, NJ 07936-2813.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBERLONE chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.Mondelēzinternational.com or follow the company on X at x.com/MDLZ.
Media Contact
Weber Shandwick CHIPS AHOY! team
[email protected]
Mondelēz International CEO and Chairman Dirk Van de Put joins 'Squawk on the Street' to discuss the company's Q2 results, European sales, state of the consumer, and more.
Key Takeaways Mondelez posted adjusted EPS of 73 cents as net revenues increased 4.1% to $9.36 billion.Organic revenue rose 2.2%, driven by 1.5% pricing growth and a 0.7% gain from volume and mix.Mondelez raised its 2026 organic sales outlook to at least 2% while maintaining its EPS forecast. Mondelez International, Inc. (MDLZ - Free Report) posted second-quarter 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. Net sales increased year over year. Management raised fiscal 2026 guidance for organic net revenues.
Adjusted earnings were 73 cents per share, which decreased 2.7% on a constant-currency (cc) basis. The decline was caused by weaker operating performance and higher interest and other expenses, partially offset by lower income taxes and favorable currency movements. The metric beat the Zacks Consensus Estimate of 67 cents per share.
Net revenues rose 4.1% year over year to $9,355 million, outpacing the Zacks Consensus Estimate of $9,227 million. This growth was driven by 2.2% organic net revenue growth and favorable currency movements, partly offset by the impact of a prior-year divestiture.
Organic net revenues rose 2.2% year over year in the second quarter, primarily driven by pricing and volume/mix, which contributed growth of 1.5% and 0.7%, respectively.
MDLZ’s Revenue & Margin Breakdown: Key InsightsRevenues from emerging markets increased 7.4% year over year to $3,909 million, with organic growth of 4.4%. Growth was broad-based across all snacking categories except chocolate, where gains were primarily pricing-led and partially affected by purchase price accounting. Key growth markets included India, continued strength in Brazil and robust performances in Mexico and Southeast Asia.
Revenues from developed markets increased 1.9% year over year to $5,446 million, with organic growth of 0.7%. This increase reflected gradual improvement across key regions, with North America driving revenue, volume, profit and market share growth, while the European business continued to show signs of recovery.
Region-wise, revenues jumped 15.1% in Latin America, 8.2% in Asia, the Middle East and Africa (“AMEA”), 3% in North America and fell 1% in Europe. On an organic basis, revenues rose 8.4% in Latin America, 7.1% in AMEA, 3.4% in North America and fell 3.5% in Europe.
Adjusted gross profit increased $92 million at constant currency, while the adjusted gross profit margin improved 20 basis points to 34%, benefiting from higher net pricing and lower manufacturing costs driven by productivity, partially offset by elevated raw material costs.
Adjusted operating income declined $78 million at constant currency, while the adjusted operating margin contracted 120 basis points to 13.1%, reflecting higher raw material, selling, general and administrative, and advertising and consumer promotion costs, partly offset by higher net pricing and reduced manufacturing costs driven by productivity.
Mondelez’s Financial Health SnapshotMDLZ ended the quarter with cash and cash equivalents of $1,716 million and long-term debt of $16,460 million. For the six months ended June 30, 2026, the company generated $1,322 million in net cash from operating activities and delivered free cash flow of $668 million.
Year to date, the company has returned $1.5 billion in capital to shareholders through dividends and share repurchases.
MDLZ increased its quarterly cash dividend by 4% to 52 cents per share.
What to Expect From MDLZ in 2026?For 2026, the company now expects at least 2% organic net revenue growth, up from its previous guidance of flat to 2% growth. It continues to project adjusted EPS growth ranging from flat to 5% on a constant-currency basis and expects approximately $3 billion in free cash flow.
This Zacks Rank #3 (Hold) company has risen 1.7% in the past three months compared with the industry’s 3.3% growth.
Image Source: Zacks Investment Research
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce and conventional grocery and non-food products in the United States and Canada. At present, United Natural sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for United Natural’s current fiscal-year earnings implies growth of 254.9% from the year-ago figures. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
US Foods Holding Corp. (USFD - Free Report) engages in the marketing, sale and distribution of fresh, frozen and dry food and non-food products to foodservice customers in the United States. USFD currently carries a Zacks Rank #2 (Buy). US Foods Holding delivered a trailing four-quarter earnings surprise of 1.4%, on average.
The Zacks Consensus Estimate for US Foods Holding’s current fiscal-year sales and earnings implies growth of 5.1% and 16.3%, respectively, from the year-ago figures.
The J. M. Smucker Company (SJM - Free Report) manufactures and markets branded food and beverage products worldwide. It currently has a Zacks Rank #2. SJM delivered a trailing four-quarter earnings surprise of 1.5%, on average.
The Zacks Consensus Estimate for The J. M. Smucker’s current fiscal-year earnings indicates growth of 8.7%, from the prior-year reported levels.
Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration
, /PRNewswire/ -- One year after introducing the REESE'S OREO® Cup, which brought together America's #1 Candy and #1 Cookie, the Reese's brand is celebrating with a new campaign featuring Lindsay Lohan, Amy Sedaris and Director Patricia Arquette. The treat exceeded expectations from launch and quickly became one of the most successful innovations in the candy category in the last decade.
Celebrating One Year of REESE'S OREO®
Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration
Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration
Anniversary Campaign Starring Lindsay Lohan and Amy Sedaris, Directed by Patricia Arquette, Marks a Milestone for the Fan-Inspired Snack Collaboration
To mark the occasion, the Reese's brand partnered with Lindsay Lohan, Amy Sedaris and Patricia Arquette on a new creative campaign inspired by the idea that some combinations are simply meant to be. The campaign serves as a playful tribute to the snack pairing that spent decades living in fans' imaginations before finally making its way to shelves.
"I love that I'm able to be a part of such a moment with REESE'S OREO®," said Lindsay Lohan. "Working on this campaign has been such a fun experience, and it's been amazing to see fans embrace this collaboration. Getting to share this moment and work with Amy and Patricia makes it even more special."
"I've had some wonderfully strange jobs in my life, but helping bring a decades-old snack legend to life with Lindsay and Patricia is definitely up there," said Amy Sedaris. "Somehow REESE'S OREO® managed to turn nostalgia, friendship and peanut butter into a real job, and for that I'm grateful."
The story of REESE'S OREO® started long before the product appeared on shelves. For years, fans of the brands imagined, discussed and created their own versions of a cookie-and-peanut-butter mashup online. When the Reese's and OREO® brands officially teamed up, they answered one of the most persistent requests in snacking and delivered a collaboration many consumers believed was destined to happen.
Directed by Patricia Arquette with Creative Production led by Juxtapose Studio, the anniversary campaign celebrates the product's remarkable first year while recognizing the fans who spent years championing the pairing before it officially existed. The creative reinforces a simple truth at the heart of the REESE'S OREO® story: some pairings feel destined from the start. You can view the spot on Instagram HERE and YouTube HERE.
A Fan Dream That Became a Business Success Story
What began as years of fan requests, online conversations and wish lists became a reality when The Hershey Company and Mondelēz officially launched REESE'S OREO® Cup bringing together milk chocolate and white creme peanut butter cups with OREO® cookie crumbs. One year later, Reese's is celebrating the consumers who helped turn a dream pairing into a sought-after snacking moment.
Since launching, REESE'S OREO® has delivered over $188M in retail sales to date, transforming years of consumer demand into Reese's #1 innovation for 2025 that captured culture, energized retail partners and delivered exceptional business results.
Consumer response validated the power of the concept, with strong engagement, repeat purchase behavior, and product satisfaction demonstrating the long-term appeal of the pairing. Beyond delivering incremental sales, REESE'S OREO® expanded the brand's reach by attracting new and younger consumers, helping introduce the next generation of fans to the Reese's brand.
"The best innovations become part of culture because they tap into something consumers already care about," said Melissa Blette, Senior Brand Manager at The Hershey Company. "REESE'S OREO® was inspired by a conversation consumers had been having for years. Watching that enthusiasm continue one year later has reinforced the value of building products with consumers, not just for them."
FAQs
What is REESE'S OREO®?
REESE'S OREO® combines milk chocolate and white creme peanut butter cups with OREO® cookie crumbs, bringing together the iconic flavors of America's No. 1 candy and No. 1 cookie.
How did the collaboration between The Hershey Company and Mondelēz International come together?
REESE'S OREO® was born from a shared vision between The Hershey Company and Mondelēz International to bring together two iconic brands in a way consumers had been requesting for years. By combining the flavors fans already loved, the companies created a product that has resonated with consumers and exceeded expectations since launch.
Why is the brand launching this campaign now?
The campaign celebrates the one-year anniversary of REESE'S OREO® and the continued enthusiasm consumers have shown for the product. Fans asked for this mashup for years and, as Reese's #1 innovation for 2025, the campaign is a chance to celebrate the magic that comes from iconic combinations.
Who appears in the campaign?
The campaign stars Lindsay Lohan and Amy Sedaris and is directed by Patricia Arquette. Developed to celebrate the one-year anniversary of REESE'S OREO® the creative pays tribute to a snack pairing that consumers spent years dreaming about before it became reality, while celebrating the product's first year of success
How successful has REESE'S OREO® been?
Since launch, REESE'S OREO® has exceeded expectations, delivered exceptional business results, generated strong consumer engagement and attracted new and younger consumers to the brand.
Is REESE'S OREO® a permanent product?
Yes. The REESE'S OREO® Cup is a permanent addition to the Reese's portfolio.
Pricing is at the sole discretion of the retailer.
About The Hershey Company
The Hershey Company (NYSE: HSY) is an industry-leading snacks company with a purpose to make more moments of goodness and a vision to lead next generation snacking. Hershey brings together more than 20,000 employees worldwide to deliver delicious, high-quality products across more than 85 brands in approximately 65 countries, generating more than $11.7 billion in annual revenues.
Hershey brings its full portfolio to market as ONE Hershey, spanning confection, salty and functional snacking categories with beloved brands like Hershey's, Reese's, Kisses, KIT KAT®, Jolly Rancher, Twizzlers and Ice Breakers; salty snacks including SkinnyPop, LesserEvil, Pirate's Booty and Dot's Homestyle Pretzels; and a protein portfolio including ONE Brands and Fulfil.
For more than 130 years, Hershey has operated fairly, ethically and sustainably. Founder Milton Hershey established Milton Hershey School in 1909, and that legacy of purpose endures today through the company's commitment to helping children succeed through equitable access to education.
About OREO® Cookie
OREO® is AMERICA'S FAVORITE COOKIE®, available in more than 100 countries around the globe. Over 60 billion OREO® cookies are sold each year with more than 20 billion of those cookies sold in the U.S. annually. An estimated 500 billion OREO® cookies have been sold since the first OREO® biscuit was developed in 1912. For more information, follow OREO® on Facebook @OREOUnitedStates, Twitter/X @OREO, TikTok @OREO, or on Instagram @OREO.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as OREO, RITZ, LU, CLIF BAR and TATE'S BAKE SHOP biscuits and baked snacks, as well as CADBURY DAIRY MILK, MILKA and TOBERLONE chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices.
Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
Mondelez International Inc (MDLZ) Q2 2026 Earnings Call Highlights: Strong Growth in Emerging Markets Amid Global Challenges Mondelez International Inc (MDLZ) reports robust top-line growth and market share gains, while navigating economic headwinds and regional challenges. + GuruFocus.com on
Release Date: July 28, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points Mondelez International Inc MDLZ reported strong top-line growth of 4.4% in Q2, driven by robust performance in emerging markets.The company expanded its distribution network significantly, adding 100,000 stores in India and reaching 1 million stores in Brazil.Mondelez International Inc (MDLZ) gained market share in all categories in North America, with strong growth in the value channel and away-from-home segments.The company has a strong innovation pipeline, with successful products like Ritz Drizzled, Sour Patch Kids Chews, and Oreo contributing to growth.Mondelez International Inc (MDLZ) is investing heavily in brand reinvestment and innovation, with plans to accelerate these efforts in the second half of the year. Negative Points Consumer confidence in North America remains subdued due to inflation and economic concerns, impacting purchasing behavior.The company faces challenges in China, where consumer confidence is softer, although gradual improvement is expected.Mondelez International Inc (MDLZ) is experiencing incremental costs from the Middle East conflict, affecting financial performance.The European market has been impacted by a heat wave, affecting chocolate consumption and leading to lower-than-expected Q2 results.Cocoa price volatility poses a risk, although the company is taking steps to mitigate its impact on future earnings. Q & A Highlights Q: Emerging markets have shown strong performance for the second quarter. What gives you confidence in the outlook for the second half in these markets?
A: Dirk Van De Put, CEO, highlighted that the strong top line growth of 4.4% and solid volume in Q2 are driven by a stable consumer confidence in emerging markets. India, Mexico, and Brazil are performing well, while China is expected to improve. The expansion of distribution, with significant store additions in India and Brazil, and a mix of global brands and local products are key factors. This growth is seen as structural rather than cyclical, suggesting continued strong performance.
Q: Can you elaborate on the improvement in North America and its sustainability for the rest of the year?
A: Dirk Van De Put, CEO, noted that while consumer confidence in North America has rebounded, it remains subdued due to inflation and energy prices. Despite this, Mondelez saw strong net revenue growth and positive volume mix, gaining share in all categories. The success is attributed to disciplined promotional execution, effective innovation, and strong growth in value channels. The company plans to continue reinvesting and expects a strong second half.
Q: As the new CFO, what are your initial observations about Mondelez?
A: Amit Banati, CFO, expressed confidence in Mondelez's iconic brand portfolio and strong innovation pipeline. He sees significant growth opportunities in emerging markets and under-indexed channels. Banati also highlighted opportunities for productivity improvements, particularly through AI-enabled efficiencies, which will support reinvestment in growth.
Q: Can you provide insights into the outlook for the remainder of the year, especially regarding top line and EPS guidance?
A: Amit Banati, CFO, stated that the company feels good about the top line, expecting at least 2% growth driven by strong performance in emerging markets and improving execution in North America. EPS guidance remains unchanged, with any upside reinvested into areas showing momentum. The company anticipates a back-weighted earnings distribution due to phasing on cocoa and other factors.
Q: What are the expectations for volume improvement in Europe, considering recent challenges like the heat wave?
A: Luca Zaramella, COO, explained that European chocolate business is on a positive volume mix trajectory, expected to continue in the second half as they lap prior year pricing. Despite a heat wave impacting Q2, the company is confident about improved execution and activation, particularly around brands like Biscoff and Milka Croissant, leading to better performance in the second half.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
