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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Mondelez International (MDLZ) is 8/10.
Q1 organic growth reached 6.3%, well ahead of expectations, as European chocolate recovery and Easter strength combined with strong emerging markets performance. Middle East conflict drove approximately $350 million in cost headwinds offsetting the Q1 upside, leading management to confirm rather than raise full-year bottom-line guidance. Innovation pipeline gained traction while North America supply chain modernization continued.
Scored from Mondelez International’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.60B | +3.1% | $1.30 | +85.7% | 38.6% | 16.8% | 18.2% | $1.05B |
| FY2025 Q1 | $9.31B | +0.2% | $0.31 | -70.2% | 26.1% | 7.3% | 4.3% | $815M |
| FY2025 Q2 | $8.98B | +7.7% | $0.49 |
| +8.9% |
| 32.7% |
| 13.0% |
| 7.1% |
| $3M |
| FY2025 Q3 | $9.74B | +5.9% | $0.57 | -9.5% | 26.8% | 7.6% | 7.6% | $418M |
| FY2025 Q4 | $10.50B | +9.3% | $0.51 | -60.8% | 28.2% | 9.3% | 6.3% | $2.00B |
| FY2026 Q1 | $10.08B | +8.2% | $0.43 | +38.7% | 27.8% | 8.5% | 5.6% | $155M |
| FY2026 Q2 | $9.36B | +4.1% | $1.20 | +144.9% | 42.6% | 20.8% | 16.5% | $513M |