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Sentiment · FY2026 Q2
| 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 | 13 (15%) |
| Andrew Lazar | Barclays | 12 (0%) |
| Dave Palmer | Evercore ISI | 12 (0%) |
| Megan Alexander | Morgan Stanley | 9 (0%) |
| Chris Carey | Wells Fargo | 8 (25%) |
| Michael Lavery | Piper Sandler | 5 (0%) |
| Scott Marks | Jefferies | 4 (0%) |
| Tom Palmer | JPMorgan | 4 (0%) |
| Max Gumport | BNP Paribas | 3 (0%) |
| Rob Moskow | TD Cowen | 3 (67%) |
| 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 | 13 (15%) |
| Evercore ISI | 1 | 12 (0%) |
| Barclays | 1 | 12 (0%) |
| Morgan Stanley | 1 |
| 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 |
| 9 (0%) |
| Wells Fargo | 1 | 8 (25%) |
| JPMorgan | 2 | 7 (0%) |
| Piper Sandler | 1 | 5 (0%) |
| Jefferies | 1 | 4 (0%) |
| +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 |
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).
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 and other companies said about each other on FY2026 Q1 earnings calls — 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.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MDLZ Mondelez International | 8 | +8.2% | |
| HSY Hershey Company (The) | 8 | +10.7% |