Mondelez International (MDLZ) Q1 2026 (USD): Adj. EPS 0.67 (exp. 0.61), Revenue 10.08bln (exp. 9.75bln)
Commentary/Guidance:
- Estimates FX would increase 2026 net revenue growth by about 2% and increase adj. EPS by 0.06.
- Reaffirms 2026 organic net revenue growth flat to 2%, adj EPS growth flat to 5%.
Context
Mondelez International's Q1 results beat expectations on both adjusted EPS and revenue, suggesting strong operational performance that may boost investor sentiment. However, while they anticipate a modest impact from foreign exchange on revenue growth, their flat organic growth outlook indicates potential challenges in sustaining momentum moving forward. This mixed guidance could influence investor appetite for the stock, especially within the packaged foods sector.
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