Mondelez International, Inc.

Reported 2026-07-28

IN-LINE

37EarnIQ signal

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Confidence falling

Mild quarter-over-quarter shift

Solid top-line momentum in emerging and North American markets offset by persistent commodity cost pressures.

✓Guidance was maintained, with high specificity.
✓Management tone registered as confident (75/100).
✓EarnIQ detected 0 potential management deflections.

Headline–confidence gap

Mixed evidence

The headline and management signals do not point in one direction (confidence falling).

EPS: reported vs expected+5.2%$0.73 vs $0.69

Revenue: reported vs expected-0.3%$9.4B vs $9.4B

Guidance specificityHighMaintained

Market expectations supplied by Finnhub · Reported vs consensus estimate

Our second quarter results were marked by robust top-line expansion, coupled with volume growth and share improvement, along with improved profitability.

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Guidance specificityPressure pointNarrative breakSource evidence

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