{"symbol":"MDLZ","fiscalQuarter":"Q2-2026","reportDate":"2026-07-28","reportTime":"AMC","status":"upcoming","company":{"name":"Mondelez International, Inc.","sector":"Consumer Staples","industry":"Packaged Foods & Meats"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/MDLZ/earnings/Q2-2026","preBrief":{"companySnapshot":"Mondelez International, Inc. (MDLZ) is a global leader in the consumer staples sector, specializing in packaged foods and snacks. The company is known for its popular brands like Oreo, Cadbury, and Toblerone, which are staples in many households. As consumer spending patterns evolve, Mondelez's ability to innovate and adapt to market trends will be crucial for its growth.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability and will show how well Mondelez is managing costs and generating income.","consensus":"Expected EPS of $0.70"},{"name":"Revenue Growth","why":"Revenue growth indicates how well the company is expanding its market share and responding to consumer demand.","consensus":"Expected revenue growth of 5%"},{"name":"Gross Margin","why":"Gross margin reflects the efficiency of production and pricing strategies, which are vital in the competitive packaged foods industry.","consensus":"Expected gross margin of 36%"}],"lastQuarterRecap":{"summary":"In Q1-2026, Mondelez reported an EPS of $0.67, exceeding expectations by nearly 10%. The stock reacted positively, gaining nearly 2% the following day.","promises":["Focus on innovation in product offerings.","Commitment to improving supply chain efficiency.","Plans to expand into emerging markets."]},"wallStreetExpectations":{"summary":"Overall, analysts are cautiously optimistic about Mondelez's upcoming earnings, expecting continued growth driven by strong brand loyalty and effective cost management.","bullCase":"If Mondelez can deliver strong revenue growth and maintain or improve its gross margin, it could signal robust demand for its products, leading to a positive stock reaction.","bearCase":"However, if the company fails to meet expectations on EPS or revenue growth, it could raise concerns about its ability to navigate rising costs and competition, potentially leading to a stock decline."},"optionsSignal":{"impliedMove":"10.54%","context":"The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+9.66%","reaction":"+1.95%"},{"quarter":"Q4-2025","epsSurprise":"+3.15%","reaction":"+1.33%"},{"quarter":"Q3-2025","epsSurprise":"+1.53%","reaction":"-2.35%"},{"quarter":"Q2-2025","epsSurprise":"+8.15%","reaction":"+0.19%"},{"quarter":"Q1-2025","epsSurprise":"+13.15%","reaction":"+0.84%"}],"pivotalQuestions":[{"question":"What will be the EPS figure for Q2-2026?","whyItMatters":"Given the company's history of beating EPS estimates, this figure will be crucial for investor confidence and stock performance."},{"question":"How is Mondelez managing rising input costs?","whyItMatters":"With inflation impacting food prices, insights into cost management strategies will be critical for understanding future profitability."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $0.75 or higher would confirm strong operational performance and market demand.","bearTrigger":"An EPS below $0.65 would raise concerns about the company's ability to manage costs effectively.","context":"This quarter's performance will hinge on Mondelez's ability to balance growth with rising costs in a competitive environment."},"scenarioPlaybook":{"beatAndRaise":"If Mondelez beats expectations, history suggests the stock could rise by around 0.19%, confirming strong demand and operational efficiency.","inLineCautious":"If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.","miss":"A miss could lead to a decline of about 2.25%, reflecting investor concerns about the company's growth trajectory."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Consumer Staples","sampleSize":30,"fadeRate":"9 of 27 (33%)","insight":"This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 27 (67%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.6% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may underestimate Mondelez's ability to innovate in response to changing consumer preferences, particularly in healthier snack options.","supportingPoints":["Recent product launches have shown strong initial sales, indicating a shift in consumer demand.","Options pricing suggests a larger expected move than historical averages, indicating potential for surprise.","The company's focus on sustainability could resonate well with consumers, driving sales."],"riskToConsensus":"If Mondelez successfully launches new products that resonate with health-conscious consumers, it could significantly outperform current revenue expectations."},"whatToListenFor":["Details on new product launches and their early sales performance.","Insights into cost management strategies in light of inflation.","Updates on market expansion efforts, especially in emerging markets.","Any commentary on consumer trends and preferences in the snack category.","Management's outlook on future earnings and growth strategies."],"metaDescription":"Mondelez (MDLZ) reports Q2 2026 earnings July 28. Analysts expect $0.70 EPS amid rising costs and changing consumer preferences."}}