Mondelez (MDLZ) official guidance
Mondelez (MDLZ) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteMDLZMondelez International, Inc.FY2026 · ends 2026-12-31
1 metricearnings call · 11d
2026-10-29 22:07:08 UTCmaintaining our outlook
From an EPS standpoint for this year, we're maintaining our outlook.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
2025-10-29 04:01:26 UTChigh single-digit EPS growthnew7% – 9% vs FY2025
Cocoa will be deflationary in 2026, and we wanted you to hear that our goal is clear in terms of EPS growth for next year. We are really targeting a high single-digit EPS growth for 2026, even after the material investments that we're going to put into the business to really protect the long-term growth of our categories.
MDLZ · transcript · Q3 FY2025
2025-10-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.FY2027 · ends 2027-12-31
1 metricearnings call · 11d
2026-10-29 22:07:08 UTCstrong EPS growth in 2027
From a 2027 standpoint, I think despite increased volatility in the macros as well as headwinds from an inflation standpoint, I think we remain confident that we are going to drive a strong EPS growth in 2027.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
2026-04-29 04:01:00 UTCstrong 2027 EPS growthnew
At this point in time, to be able to swallow it, we had to confirm guidance on the bottom line. Clearly, we are confident, but as I said also quite a few times, given there is a bit of momentum, particularly in emerging markets and in some brands both in Europe and in the U.S., if EPS upside materializes, we would like most likely to invest it back in the business and really continue momentum ahead of clearly what we committed to, which is a strong 2027 EPS growth.
MDLZ · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.Q4 FY2026 · ends 2026-12-31
1 metricearnings call · 11d
2026-10-29 22:07:08 UTCstrong gross profit
I think you'll see strong gross profit and OI dollar growth in the quarter.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
2026-07-29 04:01:20 UTCan acceleration of the gross profit dollar numbernew
You are going to see an acceleration of the gross profit dollar number, particularly in Q3, also in Q4.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.FY2027 · ends 2027-12-31
1 metric1 newearnings call · 11d
2026-10-29 22:07:08 UTCpositive income in North Americanew
We believe that we have what it takes to keep on investing in the business and delivering positive income in North America for next year.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
MDLZMondelez International, Inc.Q4 FY2026 · ends 2026-12-31
1 metricearnings call · 11d
2026-10-29 22:07:08 UTCOI dollar growth
I think you'll see strong gross profit and OI dollar growth in the quarter.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
2026-07-29 04:01:20 UTCup, more in Q4new
The EBIT in absolute dollar terms is going to be up in both Q3 and Q4, more in Q4, quite frankly, for a series of reasons.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.FY2027 · ends 2027-12-31
1 metric1 newearnings call · 11d
2026-10-29 22:07:08 UTCsavings that we expect into next yearnew
Then, of course, we feel very good about our productivity program, and the savings that we expect into next year.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
MDLZMondelez International, Inc.FY2026 · ends 2026-12-31
1 metricearnings call · 11d
2026-10-29 22:07:08 UTCmaintaining our top-line outlook
I'll start from a 2026 standpoint, Andrew, I think we're maintaining our top-line outlook.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
2026-07-29 04:01:20 UTCat least 2%new2% vs FY2025
We feel good about the top line. I think you've seen us take the top line to at least +2%.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.Q4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 11d
2026-10-29 22:07:08 UTCpositive volume growthnew
We think that the positive volume growth is going to continue for the rest of the year.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
MDLZMondelez International, Inc.FY2027 · ends 2027-12-31
1 metric1 newearnings call · 11d
2026-10-29 22:07:08 UTCvolume-led growth into the yearnew
From a 2027 standpoint, I think despite increased volatility in the macros as well as headwinds from an inflation standpoint, I think we remain confident that we are going to drive a strong EPS growth in 2027. I think that's going to be on the back of volume-led growth into the year.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
MDLZMondelez International, Inc.Q4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 11d
2026-10-29 22:07:08 UTCcontinue to grow volume mix into the quarternew
I think in the quarter, without getting into specific quarterly guidance, I think you can expect to see us continue to grow volume mix into the quarter.
MDLZ · transcript · Q3 FY2026
2026-10-29 22:06:00 UTCOpen source
MDLZMondelez International, Inc.FY2026 · ends 2026-12-31
5 metrics2 lowered2 maintainedearnings release · 11d
2026-10-29 20:11:16 UTC$0.04lowered -18.9%
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 1.5 percent3 and increase Adjusted EPS by $0.043.
MDLZ · EX-99.1 · Q3 FY2026
2026-10-29 20:09:58 UTCOpen source
2026-07-28 20:10:03 UTC$0.05lowered -15.9%
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0 percent3 and increase Adjusted EPS by $0.053.
MDLZ · EX-99.1 · Q2 FY2026
2026-07-28 20:09:14 UTCOpen source
2026-04-28 20:08:31 UTC$0.06new
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0 percent3 and increase Adjusted EPS by $0.063.
MDLZ · EX-99.1 · Q1 FY2026
2026-04-28 20:07:35 UTCOpen source
2026-10-29 20:11:16 UTC1.5%lowered -25.0%
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 1.5 percent3 and increase Adjusted EPS by $0.043.
MDLZ · EX-99.1 · Q3 FY2026
2026-10-29 20:09:58 UTCOpen source
2026-07-28 20:10:03 UTC2%maintained
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0 percent3 and increase Adjusted EPS by $0.053.
MDLZ · EX-99.1 · Q2 FY2026
2026-07-28 20:09:14 UTCOpen source
2026-04-28 20:08:31 UTC2%new
The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0 percent3 and increase Adjusted EPS by $0.063.
MDLZ · EX-99.1 · Q1 FY2026
2026-04-28 20:07:35 UTCOpen source
2026-10-29 20:11:16 UTC0% – 5%maintained0% – 5% vs FY2025
For 2026, the company reaffirms Organic Net Revenue growth of at least 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q3 FY2026
2026-10-29 20:09:58 UTCOpen source
2026-07-28 20:10:03 UTC0% – 5%maintained0% – 5% vs FY2025
The company maintains its Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q2 FY2026
2026-07-28 20:09:14 UTCOpen source
2026-04-28 20:08:31 UTC0% – 5%maintained0% – 5% vs FY2025
For 2026, the company reaffirms Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q1 FY2026
2026-04-28 20:07:35 UTCOpen source
2026-02-03 21:17:48 UTC0% – 5%new0% – 5% vs FY2025
For 2026, the company expects Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q4 FY2025
2026-02-03 21:17:10 UTCOpen source
2026-10-29 20:11:16 UTC$3Bmaintained
The company also expects 2026 Free Cash Flow of approximately $3 billion.
MDLZ · EX-99.1 · Q3 FY2026
2026-10-29 20:09:58 UTCOpen source
2026-07-28 20:10:03 UTC$3Bmaintained
The company also expects 2026 Free Cash Flow of approximately $3 billion.
MDLZ · EX-99.1 · Q2 FY2026
2026-07-28 20:09:14 UTCOpen source
2026-04-28 20:08:31 UTC$3Bmaintained
The company also expects 2026 Free Cash Flow of approximately $3 billion.
MDLZ · EX-99.1 · Q1 FY2026
2026-04-28 20:07:35 UTCOpen source
2026-02-03 21:17:48 UTC$3Bnew
The company also expects 2026 Free Cash Flow of approximately $3 billion.
MDLZ · EX-99.1 · Q4 FY2025
2026-02-03 21:17:10 UTCOpen source
2026-10-29 20:11:16 UTCat least 2%2% vs FY2025
For 2026, the company reaffirms Organic Net Revenue growth of at least 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q3 FY2026
2026-10-29 20:09:58 UTCOpen source
2026-07-28 20:10:03 UTCat least 2%2% vs FY2025
For 2026, the company now expects at least 2 percent Organic Net Revenue growth, which reflects the strength of its year-to-date performance.
MDLZ · EX-99.1 · Q2 FY2026
2026-07-28 20:09:14 UTCOpen source
2026-04-28 20:08:31 UTC0% – 2%maintained0% – 2% vs FY2025
For 2026, the company reaffirms Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q1 FY2026
2026-04-28 20:07:35 UTCOpen source
2026-02-04 05:01:34 UTC0% – 2%maintained0% – 2% vs FY2025
Megan ClappAnalyst at Morgan Stanley (00:19:54): Okay. That's super helpful. Thank you. And then just to come back to the organic sales outlook, 0%-2%, you've got some nice momentum in emerging markets, I think, finished the year around high single digits.
MDLZ · transcript · Q4 FY2025
2026-02-04 05:00:00 UTCOpen source
2026-02-03 21:17:48 UTC0% – 2%new0% – 2% vs FY2025
For 2026, the company expects Organic Net Revenue growth in the range of flat to 2 percent and Adjusted EPS growth in the range of flat to 5 percent on a constant currency basis.
MDLZ · EX-99.1 · Q4 FY2025
2026-02-03 21:17:10 UTCOpen source
MDLZMondelez International, Inc.FY2027 · ends 2027-12-31
1 metric1 newearnings call · 2026-07-29 04:01:20 UTC
2026-07-29 04:01:20 UTCearnings are expected to be strongnew
Reality is that, as we mentioned a few times, 2027 earnings are expected to be strong and quite frankly, earnings are insulated from commodity volatility for us at least.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.Q3 FY2026 · ends 2026-09-30
2 metrics2 newearnings call · 2026-07-29 04:01:20 UTC
2026-07-29 04:01:20 UTCan acceleration of the gross profit dollar numbernew
You are going to see an acceleration of the gross profit dollar number, particularly in Q3, also in Q4.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-07-29 04:01:20 UTCupnew
The EBIT in absolute dollar terms is going to be up in both Q3 and Q4, more in Q4, quite frankly, for a series of reasons.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.H4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-07-29 04:01:20 UTC
2026-07-29 04:01:20 UTCpositivenew
Europe, I think, was pressured, but you're going to see a sequential improvement. I wouldn't guide you necessarily to volume mix for the second part of the year, but it will be positive.
MDLZ · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
MDLZMondelez International, Inc.FY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-04-29 04:01:00 UTC
2026-04-29 04:01:00 UTCgrow double-digitnew10% – 19% vs FY2025
It is a brand that most likely for the year is gonna grow double-digit, and we have still plenty of opportunities, and Chews has been an amazing innovation that is incremental.
MDLZ · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source