Zacks Investment Research·1d ago
Can Mondelez Sustain Growth Momentum Across Gum and Candy?Mondelez's gum and candy growth is fueled by volume, pricing, wider distribution and innovation, though its momentum beyond the first half remains unclear.
Mondelez is navigating a volatile cocoa cost environment, with gross margin rebounding to 42.6% in Q2 2026 from a 2025 average of 28.5%, suggesting pricing power and cost discipline. However, the recovery is fragile given cocoa prices at historic highs, and th...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 4.1% in Q2 2026 from 8.2% in Q1, while gross margin recovered to 42.6% from a 2025 average of 28.5%, but operating margin volatility (7.3% to 20.8%) suggests inconsistent operating leverage.
Mondelez boasts a diverse and heritage-rich portfolio of globally recognized snack and confectionery brands, supporting long-term stability.
The company has demonstrated consistent volume growth, even amidst challenges like cocoa inflation, highlighting its operational resilience.
Mondelez's trailing and forward P/E ratios suggest the stock is attractively valued, presenting a potential investment opportunity.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $0.73+7.4% vs $0.68 | $9.4B+1.6% vs $9.2B |
Q2 2026 Apr 28, 2026 | $0.67+10.2% vs $0.61 | $10.1B+3.4% vs $9.7B |
Q1 2026 Feb 3, 2026 | $0.72+3.4% vs $0.70 | $10.5B+1.8% vs $10.3B |
Q4 2025 Oct 28, 2025 | $0.73+0.8% vs $0.72 | $9.7B+0.0% vs $9.7B |
Mondelez's gum and candy growth is fueled by volume, pricing, wider distribution and innovation, though its momentum beyond the first half remains unclear.
CHICAGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced the global launch of Toblerone Diamond Truffles with Biscoff®, a new collaboration that brings together two of the world's most iconic snacking brands. The partnership with Lotus Bakeries, the maker of Biscoff®, marks a new chapter in Toblerone's premium chocolate evolution and its commitment to delivering innovative, indulgent experiences.
Not every dividend survives a rough macro quarter, but some payouts are structured to keep growing no matter what the economy does.
Mondelez has opened a new $22 million chocolate ingredient facility in Malaysia. The investment brings a key part of the Cadbury maker's chocolate supply chain closer to its Southeast Asian operations.
Benchmark MDLZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Mondelez International, Inc. (MDLZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $61.44 | $78.42B | 32.51 | 5.75% | 6.36% | 9.28% | 3.12% | |
| $168.45 | $34.17B | 38.81 | 4.38% | 12.24% | 32.2% | — | |
| $20.34 | $6.07B | 10.12 | 6.4% | 4.14% | 9.98% | — | |
| $35.82 | $19.12B | -223.88 | -5.45% | -0.48% | -0.98% | — | |
| $83.44 | $29.03B | 21.51 | -2.84% | 10.56% | 31.71% | — | |
| $122.41 | $13.05B | -94.16 | 3.72% | 2.51% | 4.06% | — |
Mondelez International, Inc. (MDLZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Mondelez International, Inc. (MDLZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 18, 2026·SEC
May 26, 2026·SEC
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Mondelez International, Inc. (MDLZ) stock FAQ — growth, dividends, profitability & financials explained
Mondelez International, Inc. (MDLZ) reported $39.67B in revenue for fiscal year 2025. This represents a 64% increase from $24.14B in 1998.
Mondelez International, Inc. (MDLZ) grew revenue by 5.8% over the past year. This is steady growth.
Yes, Mondelez International, Inc. (MDLZ) is profitable, generating $3.52B in net income for fiscal year 2025 (6.4% net margin).
Yes, Mondelez International, Inc. (MDLZ) pays a dividend with a yield of 3.12%. This makes it attractive for income-focused investors.
Mondelez International, Inc. (MDLZ) has a return on equity (ROE) of 9.3%. This is below average, suggesting room for improvement.
Mondelez International, Inc. (MDLZ) generated $3.08B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
