Mondelēz International (NASDAQ: MDLZ) will report its third quarter 2026 financial results on Thursday, October 29, 2026, at 4:05 pm ET. The company will host a conference call to discuss the performance at 5:00 pm ET on the same day.

Conference call details

Investors and analysts can participate in the live conference call via phone. Participants in the United States should dial (800) 347-6865, while those from other locations should use (203) 518-9757. The company advises dialing in approximately 10 minutes before the start time to ensure timely access. A listen-only webcast will be available on the company's website.

Replay and access information

A replay of the conference call will remain available until November 05, 2026. Callers from the United States can access the replay by dialing 800-839-1246, and international callers can use 402-220-0464. The access code for both the live conference call and the rebroadcast is MDLZQ326. An archive of the webcast will also be hosted on the company's website.

Company profile

Mondelēz International empowers people to snack right in over 150 countries. With 2025 net revenues of approximately $38.5 billion, the company leads the future of snacking with iconic global and local brands. Its portfolio includes biscuits and baked snacks such as Oreo, Ritz, LU, Clif Bar, and Tate's Bake Shop, as well as chocolate brands like Cadbury Dairy Milk, Milka, and Toblerone. Mondelēz International is a member of the Dow Jones Best-in-Class North America and World Indices.

Mondelēz International, Inc. reported its second quarter 2026 financial results on July 28, 2026, delivering net revenue growth and a sharp increase in reported earnings per share, while also announcing a quarterly dividend increase for shareholders.

Q2 2026 Key Financial Highlights

The following table summarizes the company's headline Q2 2026 performance metrics versus the prior year:

Revenue Performance by Segment

Organic Net Revenue growth was driven by a combination of pricing and volume/mix improvements across most regions, with Emerging Markets outperforming Developed Markets. The table below details Q2 2026 reported net revenues and organic growth by segment:

Emerging Markets delivered reported net revenue growth of 7.4% and Organic Net Revenue growth of 4.4%, with the Asia, Middle East & Africa segment posting particularly strong volume/mix of 5.2 percentage points. Europe was the only segment to record a decline, with Organic Net Revenue contracting 3.5%, reflecting negative volume/mix of (2.1) percentage points and negative pricing of (1.4) percentage points. North America delivered Organic Net Revenue growth of 3.4%, supported by both pricing and volume/mix.

Earnings and Profitability Commentary

The significant increase in reported gross profit margin—up 9.9 percentage points to 42.6%—was primarily driven by a favorable year-over-year change in mark-to-market impacts from commodity and foreign currency derivatives, as well as an increase in Adjusted Gross Profit margin. This was partially offset by incremental costs due to geopolitical conflicts, higher costs incurred for the ERP System Implementation program, and an unfavorable year-over-year change in acquisition-related items. On an adjusted basis, Adjusted Gross Profit increased $92 million at constant currency and Adjusted Gross Profit margin increased 20 basis points to 34.0%, driven primarily by higher net pricing and lower manufacturing costs from productivity, partially offset by higher raw material costs.

Reported operating income increased $774 million, with operating income margin rising 780 basis points to 20.8%, primarily due to the favorable mark-to-market derivative impact. Adjusted Operating Income decreased $78 million at constant currency and Adjusted Operating Income margin decreased 120 basis points to 13.1%, driven by higher raw material costs, higher other selling, general and administrative expenses, and higher advertising and consumer promotion costs, partially offset by higher net pricing and lower manufacturing costs from productivity.

Reported Diluted EPS was $1.20, up 144.9%, primarily driven by the favorable year-over-year change in mark-to-market impacts, lower pension participation charges, and initial impacts from enacted tax law changes. Adjusted EPS was $0.73, down 2.7% on a constant currency basis, driven by operating declines and higher interest and other expense, partially offset by lower income tax and favorable currency-related items.

Year-to-Date and Cash Flow Performance

For the six months ended June 30, 2026, Mondelēz International reported net revenues of $19,435 million, up 6.2% versus the prior year period, with year-to-date Organic Net Revenue growth of 2.6%. Year-to-date reported Diluted EPS was $1.64, up 105.0%, and Adjusted EPS was $1.40, down 4.8% on a reported currency basis and down 8.8% on a constant currency basis.

The company returned $1.5 billion of capital to shareholders in the first half of the year and announced a +4% increase to its quarterly dividend.

2026 Full-Year Outlook

Mondelēz International provides its outlook on a non-GAAP basis. For 2026, the company now expects at least 2% Organic Net Revenue growth, reflecting the strength of its year-to-date performance. The company maintains its Adjusted EPS growth in the range of flat to 5% on a constant currency basis. The company also expects 2026 Free Cash Flow of approximately $3 billion. The company currently estimates currency translation would increase 2026 net revenue growth by approximately 2.0% and increase Adjusted EPS by $0.05. The company noted that its outlook is provided in the context of greater than usual volatility, including geopolitical, trade and regulatory uncertainty and commodity prices, and does not reflect any potential tariff changes to USMCA-compliant trade.