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MDMDLZ

Mondelez International, Inc.

$MDLZ·$77B·Food Confectioners·Consumer Defensive
$63.91+1.4%YTD+14.0%1Y+3.8%
Price updated 6h ago·X counts updated 5d ago
MDMDLZ
$MDLZMondelez International, Inc.
$63.91+1.40%145 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MDLZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

145X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MDLZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-05

Mondelez is bullish after Q2 — revenue $9.36B beat $9.20B, adjusted EPS $0.73 topped $0.68, and the company raised its full-year organic revenue growth forecast to at least 2%. Posters flag the CPG cohort crushing broader indices, TD updated multiples showing MDLZ and KHC among historically cheap winners, and the Oreo x KFC 11-herbs-and-spices launch in China as brand momentum. The minor grumble is that the dividend hike was the smallest since separation.

Read what X is saying about $MDLZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MDLZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Mondelez is accelerating with revenue +8% YoY and a dividend hike — defensive staples compounding against low consumer sentiment.

Mondelez International is the global snacks giant — Oreo, Milka, Cadbury, Toblerone, Trident, and a growing emerging-markets footprint. The stock is up 8% YTD, with revenue accelerating and the FY organic revenue guide raised.

  • Growth is accelerating: Q1 2026 revenue of $10.1B at +8.2% YoY after +9.3%, +5.9%, and +7.7% in prior quarters — the pricing-plus-volume mix is working, with Q2 beating revenue of $9.36B vs $9.20B estimated and FY organic revenue guide raised to at least 2%.
  • Earnings beats are consistent: last four prints at +7%, +10%, +3.4%, +0.8% — the operating-margin trajectory is intact, with 2026 consensus EPS of $3.33 against the $58 stock giving a 17x forward P/E.
  • The dividend hike to $0.52 is the quiet signal: smallest dividend bump since the separation but still a signal of confidence, with the Oreo x KFC 11-herbs-and-spices China launch adding a brand-mindshare lever.

An Oct 27 Q3 print with organic sales growth above 5% plus FY27 guide clean extends the move; a consumer-sentiment pullback or an EM FX shock and the stock stays rangebound in the mid-$50s.

Agrees with X sentimentX correctly flags the Q2 beat ($9.36B revenue vs $9.20B estimated, EPS $0.73 topped $0.68), the raised FY organic revenue guide to at least 2%, and the Oreo x KFC 11-herbs-and-spices China launch as momentum signals. The dividend-hike framing (smallest bump since separation) is honest but doesn't fade the thesis.

What to watch: Oct 27 Q3 earnings — organic sales growth above 5%, EM organic growth, operating-margin trend, and FY27 EPS guide. A clean beat with raised FY guide extends the move; an EM FX shock or a consumer-sentiment pullback is the macro downside.

On the calendar: 2026-10-27 — Q3 2026 earnings

Read the AI verdict on $MDLZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes and distributes Oreo, Cadbury, and Triscuit snack brands globally through retail distribution channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Food Confectioners sits in its cycle right now — and what that implies for $MDLZ.

Food Confectioners · Consumer Defensive

Cocoa prices at 40-year highs (Ghana/Cote d'Ivoire supply disruptions, El Niño weather impact) are a direct raw material cost headwind that cannot be fully passed through to consumers without volume destruction. Premium and gifting chocolate commands stronger pricing than everyday confections; volume pressure from GLP-1 appetite reduction is an emerging long-cycle risk.

What this means for $MDLZ

Partial — Makes and distributes Oreo, Cadbury, and Triscuit snack brands globally through retail distribution channels.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+6.1%YTD
+11.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.73$0.68+7.4%
Q1 2026Apr 28, 2026$0.67$0.61+10.2%
Q4 2025Feb 3, 2026$0.72$0.70+3.4%
Q3 2025Oct 28, 2025$0.73$0.72+0.8%
Next earningsThu, Oct 29·consensus EPS $0.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$10.1B+8.2%27.8%8.5%$0.43$155.0M
Q4 FY25$10.5B+9.3%28.2%9.3%$0.52$2.0B
Q3 FY25$9.7B+5.9%26.8%7.6%$0.57$418.0M
Q2 FY25$9.0B+7.7%32.7%13.0%$0.50$3.0M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$40.2B$39.1B – $40.5B$3.05$3.01 – $3.1016
FY27$41.4B$40.7B – $41.8B$3.36$3.30 – $3.3916
FY28$42.8B$42.0B – $44.9B$3.61$3.45 – $3.8613
FY29$43.5B$42.5B – $44.6B$3.85$3.73 – $3.9711
FY30$44.8B$43.7B – $45.9B$4.22$4.09 – $4.366

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 19Van De Put DirkCEO133.6K sh$8.6MSellMay 1Brian StevensSVP, CTR & Chief Accoun Off1 sh$62SellApr 30Brian StevensSVP, CTR & Chief Accoun Off63 sh$4K
+ 14 other (10 awards · 2 exempts · 1 inkind · 1 gift) in window

See when $MDLZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 23
AI summary

Amit Banati, EVP and CFO of Mondelez International, filed a Form 3 initial beneficial ownership statement as of July 1, 2026. Administrative disclosure.

8-KOfficer or director changeJun 188-K — Item 5.02: Officer or director change
AI summary

Mondelez International (MDLZ) filed an 8-K on June 15, 2026 under Item 5.02, reporting an officer or director change. The body excerpt was truncated before the substantive disclosure; specific names and roles were not available in the excerpt.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

MDLZ (MDLZ) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on multiple proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 7 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mondelēz International to Report Q3 2026 Financial Results on October 29, 2026globenewswire.com·2d agoI'd Put $100 Into Each of These 3 Dividend Stocks and Lose the Passwordfool.com·3d agoSOUR PATCH KIDS Declares Halloween is Mischief Season with 13 Days of Mischiefprnewswire.com·4d agoJim Cramer Likes This Tech Stock, Recommends Sticking With Applied Aerospacebenzinga.com·4d agoWingstop and SOUR PATCH KIDS Brand Dare Fans to Try Halloween's Most Unhinged Flavor: SOUR PATCH KIDS Wicked Punchprnewswire.com·4d ago
Voices on X · last 7 days

No standout posts about $MDLZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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