Mondelez International, Inc. · MDLZ · Next earnings

Mondelez International, Inc. reports Tuesday, Feb 2, 2027

MDLZ reports after market close with consensus EPS at $0.91 and revenue at $10.58B. Last quarter: Mondelez cites volume growth, innovation and productivity as key levers

Reports After market close90 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $0.91 Calendar consensus
Consensus revenue $10.58B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session After market close 90 days away

Where MDLZ left off: FY2026 Q3

Full report

Mondelez cites volume growth, innovation and productivity as key levers

EPS surprise +10.2% Reported $0.78 vs $0.71
Revenue surprise -0.2% Reported $9.97B vs $9.98B
Stock move +3.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained: management reaffirmed its EPS outlook for 2027, supported by volume-led growth, productivity and cost-management initiatives.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Inflation and soft consumer confidence could weigh on spending in North America and Europe.
  • Commodity costs, including freight, fuel, dairy, oil and packaging, may pressure margins.
  • Cocoa prices remain a margin variable despite the favorable 2026 surplus outlook.
  • Price sensitivity and volume pressure remain concerns in Argentina and parts of Latin America.
  • The Undercover Snacks transaction requires regulatory approval.

Questions analysts left open

  • Future pricing strategy in North America and Europe.
  • Cocoa price trajectory and its impact on margins.
  • Volume pressure in Latin America, particularly Argentina.
  • Q4 profit margin outlook and guidance range.
  • Potential appetite for larger bolt-on acquisitions.

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Recent MDLZ quarters

All MDLZ earnings
+3.9%FY2026 Q3+4.0%FY2026 Q2+4.3%FY2026 Q1-0.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.