Mondelez International, Inc. (MDLZ) Earnings Call Transcripts
Mondelez International, Inc.'s Latest Earnings Call - September 9, 2026
In the Q3 2026 earnings call for Mondelez International, Inc. (MDLZ), the company reported revenue of $8.5 billion, which was in line with expectations, and maintained its EPS guidance of $2.80 for the fiscal year. Management expressed confidence in achieving a 3% to 5% organic sales growth algorithm and high single-digit EPS growth over time, citing strong performance in emerging markets and a successful promotional strategy in North America. The decision to reinvest profits into growth initiatives rather than maximizing near-term earnings was highlighted as a key strategy moving forward.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $8.5B (inline) |
| EPS | $2.80 (inline) |
| Emerging Markets Growth | 4.4% (positive) |
| Biscoff Revenue Contribution | $300M (positive) |
| North America Segment Growth | null (positive) |
| Organic Sales Growth Guidance | 3% to 5% (positive) |
Guidance from management
Management maintained its EPS guidance of $2.80 for FY 2026 and reiterated confidence in achieving a 3% to 5% organic sales growth algorithm over the long term.
What analysts pressed on
Analysts expressed concerns about the sustainability of growth in a sluggish snacking category and whether Mondelez can continue to gain market share without broader category improvements. There were also questions regarding the impact of ongoing geopolitical tensions on supply chains and costs.
Main topics on the call
- Reinvestment Strategy — Management emphasized a commitment to reinvesting profits into high-growth areas rather than maximizing short-term earnings. CFO Amit Banati stated, "we are going to invest the upside back into the business into areas th...
- North America Performance — The North America segment showed significant improvement due to a revamped promotional strategy and increased investment in innovation. COO Luca Zaramella noted, "the sales team in the U.S. has done an amazing job in mak...
- Emerging Markets Growth — Emerging markets continued to be a strong growth engine, with a reported 4.4% growth in the quarter, led by volume. Banati highlighted, "we have plenty of runway for growth, both in the big 4 markets, China, India, Brazi...
- Biscoff Partnership Success — The partnership with Biscoff has exceeded expectations, generating over $300 million in revenue this year. Zaramella remarked, "we see still plenty of opportunities because we are treating our chocolate propositions with...
Read the full Mondelez International, Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Mondelez International, Inc.
Mondelez International, Inc. (MDLZ) is a publicly listed company in the Food Products industry, within the Consumer Staples sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 57 calls on record spanning January 29, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 57 Mondelez International, Inc. earnings call transcripts on record, spanning January 29, 2020 to September 9, 2026. Based on this history, Mondelez International, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MDLZ
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Staples
- Industry
- Food Products
- Calls on record
- 57
- First call
- January 29, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly