{"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 leading global snack company known for its popular brands like Oreo, Cadbury, and Toblerone. Operating in the consumer staples sector, Mondelez plays a crucial role in the packaged foods industry, which is driven by consumer demand for convenient and tasty snacks.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of the company's profitability and financial health, which investors closely watch.","consensus":"N/A"},{"name":"Revenue Growth","why":"Revenue growth reflects the company's ability to increase sales and expand its market presence, crucial for long-term success.","consensus":"N/A"},{"name":"Market Share in Snacks","why":"Understanding Mondelez's market share in the snacks category helps gauge its competitive position against peers.","consensus":"N/A"}],"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":[]},"wallStreetExpectations":{"summary":"Investors are cautiously optimistic about Mondelez's upcoming earnings report, given its strong track record of beating EPS estimates. However, concerns about inflation and consumer spending may weigh on expectations.","bullCase":"If Mondelez continues its trend of beating EPS estimates, it could signal strong operational efficiency and demand for its products, potentially driving the stock higher.","bearCase":"Conversely, if the company fails to meet expectations or provides weak guidance amid economic pressures, it could lead to a significant sell-off."},"optionsSignal":{"impliedMove":"12.66%","context":"The options market is pricing in a notable move around the earnings report, indicating heightened uncertainty or anticipation among traders."},"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 is the expected EPS for Q2-2026?","whyItMatters":"Given Mondelez's history of beating EPS estimates, the market will closely watch this figure to gauge the company's performance."},{"question":"How is Mondelez addressing inflationary pressures on its products?","whyItMatters":"Inflation can impact consumer spending, and how Mondelez navigates this issue could significantly affect its revenue and margins."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $0.70 or higher would confirm the bull case, indicating strong operational performance.","bearTrigger":"An EPS below $0.60 would confirm the bear case, suggesting potential challenges in profitability.","context":"The core thesis this quarter revolves around Mondelez's ability to maintain profitability amid rising costs and changing consumer behavior."},"scenarioPlaybook":{"beatAndRaise":"If Mondelez beats expectations, history suggests the stock could rise by around 0.19% on average, confirming strong demand and operational efficiency.","inLineCautious":"A cautious in-line report may lead to muted stock movement, as investors digest management's commentary on future outlook.","miss":"If the company misses EPS expectations, history suggests a potential decline of about 2.25%, reflecting investor disappointment."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Consumer Staples","sampleSize":30,"fadeRate":"6 of 17 (35%)","insight":"This setup has occurred 30 times across Consumer Staples in the last 2 years. 11 of 17 (65%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.8%, with a raw directional average of +0.5% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating Mondelez's ability to navigate inflationary pressures effectively, leading to stronger-than-expected EPS.","supportingPoints":["Mondelez has consistently beaten EPS estimates in the past, suggesting strong operational management.","Options pricing indicates a significant move, reflecting uncertainty that may not align with the company's historical performance."],"riskToConsensus":"If Mondelez's EPS comes in above $0.70, it could challenge the current cautious sentiment."},"whatToListenFor":["Any updates on pricing strategies to combat inflation.","Insights into consumer demand trends for snacks.","Management's outlook on revenue growth for the upcoming quarters.","Details on any new product launches or marketing initiatives.","Comments on supply chain stability and cost management."],"metaDescription":"Mondelez (MDLZ) reports Q2 2026 earnings July 28. Analysts expect strong EPS performance amid inflation concerns."}}