Mondelez demonstrated strong growth in emerging markets and resilience in Europe, but faced significant challenges in North America with consumer anxiety and retailer destocking. Additionally, unforeseen events such as a European heat wave impacted performance. While there are positive developments in the cocoa market, the overall outlook remains cautious.

Company Guidance

During the Mondelez International 2025 Second Quarter Earnings Call, the company maintained its full-year outlook despite facing challenges in North America, where consumer anxiety and inflation have led to a soft biscuits category with declining volumes. However, Mondelez experienced strong performance in emerging markets with double-digit growth and sustained volume and value growth, particularly in Brazil, India, and Mexico. In Europe, the company reported a resilient business with strong share gains, despite fragile consumer confidence and significant price increases in chocolate. Mondelez plans to implement incremental pricing in North America, focusing on boosting productivity and cost control, with an expected rebound in North American profitability by Q4. The company also noted a favorable direction in cocoa market fundamentals, which could lead to potential cost benefits in 2026. Despite these actions, Mondelez remains cautious, emphasizing a realistic outlook for the second half, particularly given the uncertainties in chocolate elasticity and U.S. consumer sentiment.

Strong Performance in Emerging Markets

Mondelez reported double-digit growth in emerging markets with sustained volume and value growth, particularly in Brazil, India, and Mexico, despite softer consumer confidence.

Robust European Market Performance

The company experienced a strong quarter in Europe with good numbers, strong share gains, and resilient business despite fragile consumer confidence and significant price increases in chocolate.

Positive Outlook on Cocoa Market

Cocoa market fundamentals are improving, with a promising pod count in West Africa and a decrease in cocoa butter prices, potentially leading to favorable conditions for Mondelez in 2026.

Mondelez International (MDLZ) Earnings, Revenues Date & History

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MDLZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.75 / -	0.99	―	―	―
Jul 29, 2025	2025 (Q2)	0.68 / 0.73	0.86	-15.12% (-0.13)
Apr 29, 2025	2025 (Q1)	0.65 / 0.74	0.95	-22.11% (-0.21)
Feb 04, 2025	2024 (Q4)	0.66 / 0.65	0.84	-22.62% (-0.19)
Oct 29, 2024	2024 (Q3)	0.85 / 0.99	0.84	17.86% (+0.15)
Jul 30, 2024	2024 (Q2)	0.79 / 0.86	0.76	13.16% (+0.10)
Apr 30, 2024	2024 (Q1)	0.89 / 0.95	0.89	6.74% (+0.06)
Jan 30, 2024	2023 (Q4)	0.78 / 0.84	0.73	15.07% (+0.11)
Nov 01, 2023	2023 (Q3)	0.79 / 0.84	0.74	13.51% (+0.10)
Jul 27, 2023	2023 (Q2)	0.69 / 0.76	0.67	13.43% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

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Missed

MDLZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$69.71	$65.10	-6.61%
Apr 29, 2025	$65.19	$67.66	+3.79%
Feb 04, 2025	$55.34	$56.64	+2.35%
Oct 29, 2024	$67.66	$68.28	+0.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.