Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also expanded with industry leaders including Cisco, Mondelez, Sutter Health, and Toyota.”
Mondelez expanded its Workday footprint in Q4, cited alongside Cisco and Toyota as a large-account expansion.
“The recent innovation that we put out with REESE'S Oreo has been really the top driver of growth from an innovation standpoint in the category.”
Hershey cited its REESE'S Oreo co-branded product (using Mondelez's Oreo brand) as the top innovation driver of category growth, a positive read-through on the Oreo brand's collaboration reach.
“it's one of the reasons that as we launched Oreo, we're really focusing on take-home because we believe innovation is what's really needed to capture shelf space and to capture the consumers' mind share of the take-home set.”
Hershey's licensed Oreo (Mondelez brand) product launch is positioned as a key innovation to regain share in the pressured take-home chocolate segment.
“Our AI developer platform, Vertex AI, saw a 5x increase in customers year-over-year, with brands like Mondelez International and WPP building new applications and benefitting from our 200+ foundation models.”
Mondelez International is building new applications on Google's Vertex AI developer platform.
“We have the collaboration with Biscoff, which was very successful in 2025, but it really is going to go to the next level in 2026.”
Mondelez's co-branded collaboration with Lotus Biscoff was a successful 2025 innovation and is being scaled further in 2026 as a lead innovation platform in Europe. Positive read-through for the Biscoff brand.
“I think in the prepared remarks, for instance, we mentioned Oreo with Reese's.”
Mondelez cites its Oreo x Reese's co-branded launch as a 2026 growth initiative, a licensing partnership leveraging Hershey's Reese's trademark.
“we rolled out our first of many chocolate collaborations, resulting from the partnership with Lotus Bakeries. The Cadbury Dairy Milk Biscoff bar featuring the signature Biscoff taste and crunch is only the beginning of our innovation platform”
Mondelez frames its multi-market Biscoff co-branding tie-up with Lotus Bakeries as the start of a broader innovation platform across its chocolate brands, implying continued licensing/collaboration revenue for Lotus Bakeries.
“We are starting and launching products in our Biscoff partnership.”
Mondelez is launching a new co-branded product partnership with Biscoff (Lotus Bakeries) as part of its 2025 chocolate/biscuit activation agenda.
“We also liquidated our investment in JDE Peet's, providing another important source of funding for reinvestment that can be used to buy our stock as well as further advancing our brands, talent and capabilities.”
Mondelez fully exited its equity stake in coffee company JDE Peet's, freeing up cash for share buybacks and brand reinvestment.
“In 2024, we purchased a majority stake in Evirth, the leader in China's fast growing frozen-to-chilled baked snacks category. We have worked with Evirth for several years to develop, manufacture, market and sell cakes and pastries, featuring some of our iconic brands, including Oreo and Philadelphia.”
Mondelez took majority ownership of Evirth, the leading player in China's frozen-to-chilled baked snacks category, expanding a multi-year manufacturing and R&D partnership that already produces Oreo- and Philadelphia-branded cakes and pastries.
“Oreo's Space Dunk campaign and our innovative global collaboration with Coca Cola helped strengthen partnerships with key retailers around the world.”
Mondelez cites its Oreo x Coca-Cola global marketing collaboration as one of the brand activations that drove incremental sales lift and strengthened retailer relationships in 2024.
Full-year results showed sequential improvement in developed markets but GAAP profitability was severely impacted by cocoa and acquisition costs, with revenue growing while margins compressed. The U.S. biscuit category remained subdued near historic lows, though emerging markets continued strong momentum. Management introduced FY2026 guidance of 0-2% organic revenue growth with high single-digit EPS growth, positioning for significant brand reinvestment in 2026-2027.
Demand | Pricing | Cost Pressure | Margin | Competitive Dynamics | Guidance Reliability | Geographic Expansion | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 5 | 5 | 5 | 1 | 2 | ||
| 2025Q1 | 6 | 4 | 3 | 2 | 2 | 2 | ||
| 2025Q2 | 6 | 2 | 2 | 1 | 1 | 2 | 1 | 1 |
| 2025Q3 | 5 | 5 | 1 | 4 | 2 | 2 | 1 | 2 |
| 2025Q4 | 4 | 6 | 3 | 3 | 3 | 1 | 2 | 2 |
| 2026Q1 | 3 | 3 | 2 | 1 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 6 | 6 | 5 | 4 | 3 |
| Pricing | 5 | 4 | 2 | 5 | 6 | 3 |
| Cost Pressure | 5 | 3 | 2 | 1 | 3 | 2 |
| Margin | 5 | 2 | 1 | 4 | 3 | 1 |
| Competitive Dynamics | 1 | 2 | 1 | 2 | 3 | 2 |
| Guidance Reliability | 2 | 2 | 2 | 1 | 1 | |
| Geographic Expansion | 2 | 1 | 1 | 2 | 1 | |
| Capex Investment | 1 | 2 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Galbo | Bank of America | 11 (18%) |
| Dave Palmer | Evercore ISI | 10 (0%) |
| Andy Lazar | Barclays | 10 (0%) |
| Megan Alexander | Morgan Stanley | 9 (0%) |
| Chris Carey | Wells Fargo | 6 (0%) |
| Tom Palmer | JPMorgan | 4 (0%) |
| Ken Goldman | JPMorgan | 3 (0%) |
| Rob Moskow | TD Cowen | 3 (67%) |
| Mike Lavery | Piper Sandler | 3 (0%) |
| Max Gumport | BNP Paribas | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 11 (18%) |
| Barclays | 1 | 10 (0%) |
| Evercore ISI | 1 | 10 (0%) |
| Morgan Stanley | 1 |
| 9 (0%) |
| JPMorgan | 2 | 7 (0%) |
| Wells Fargo | 1 | 6 (0%) |
| BNP Paribas | 1 | 3 (0%) |
| Piper Sandler | 1 | 3 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MDLZ Mondelez International | 8 | +8.2% | |
| HSY Hershey Company (The) | 8 | +10.7% |