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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Galbo | Bank of America | 13 questions · 15% challenging |
| Andrew Lazar | Barclays | 12 questions · 0% challenging |
| Dave Palmer | Evercore ISI | 12 questions · 0% challenging |
| Megan Alexander | Morgan Stanley | 9 questions · 0% challenging |
| Chris Carey | Wells Fargo | 8 questions · 25% challenging |
| Michael Lavery | Piper Sandler | 5 questions · 0% challenging |
| Scott Marks | Jefferies | 4 questions · 0% challenging |
| Tom Palmer | JPMorgan | 4 questions · 0% challenging |
| Max Gumport | BNP Paribas | 3 questions · 0% challenging |
| Rob Moskow | TD Cowen | 3 questions · 67% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 13 questions · 15% challenging |
| Evercore ISI | 1 analyst | 12 questions · 0% challenging |
| Barclays | 1 analyst | 12 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 9 questions · 0% challenging |
| Wells Fargo | 1 analyst | 8 questions · 25% challenging |
| JPMorgan | 2 analysts | 7 questions · 0% challenging |
| Piper Sandler | 1 analyst | 5 questions · 0% challenging |
| Jefferies | 1 analyst | 4 questions · 0% challenging |
Reporting soon: earnings call Thursday, Oct 29
A pre-earnings brief is ready for MDLZ: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
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.
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 |
What MDLZ said about other companies on its FY2026 Q1 call, and what other companies said about MDLZ on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“For instance, Walmart, the value channel and Costco saw biscuits grow over 4% versus the total U.S. biscuit market, which was only 0.3% up.”
Biscuit sales at Costco grew over 4%, well ahead of the flat total U.S. biscuit market, reflecting consumer channel shift toward club retailers.
“For instance, Walmart, the value channel and Costco saw biscuits grow over 4% versus the total U.S. biscuit market, which was only 0.3% up.”
Biscuit sales in the Walmart/value channel grew over 4%, well ahead of the flat total U.S. biscuit market, reflecting channel-shift strength at Walmart.
“Our Biscoff partnership continues to do really well.”
Mondelez's collaboration with Biscoff (Lotus Bakeries) continues to perform strongly and is being expanded across biscuits and chocolate lines globally.
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Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
Q1 organic growth reached 6.3%, well ahead of expectations, as European chocolate recovery and Easter strength combined with strong emerging markets performance.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Mondelez International (MDLZ), FY2026 Q1: 8/10. Scores: Mondelez International’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MDLZ daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +8.24% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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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% | 9.1% | 6.3% | $2.00B |
| FY2026 Q1Selected | $10.08B | +8.2% | $0.44 | +41.9% | 27.8% | 8.0% | 5.6% | $155M |
| FY2026 Q2 | $9.36B | +4.1% | $1.20 | +144.9% | 42.6% | 20.8% | 16.5% | $513M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| MDLZMondelez International | 8 | +8.2% | Strong Emerging Markets Growth Across Categories | |
| HSYHershey Company (The) | 8 | +10.7% | Cocoa Cost Normalization Driving Margin Recovery |
Strong Emerging Markets Growth Across Categories
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| MDLZ | 6 | 4 | 7 | 4 | 7 | 8 |
| HSY | 6 | 2 | 7 | 6 | 6 | 8 |