earnings
confidence high
sentiment negative
materiality 0.75
Mondelēz Q1 adj EPS $0.67, -14.9% constant currency; organic revenue +3.0%
Mondelez International, Inc.
2026-Q1 EPS reported
$0.44
revenue$10,080,000,000
- Q1 net revenue $10.08B, +8.2% reported; organic +3.0% on pricing (+3.5pp) partly offset by volume/mix (-0.5pp).
- Reported diluted EPS $0.44 (+41.9%), but adjusted EPS $0.67 (-14.9% constant currency) on higher input costs and ad spend.
- Adjusted operating income margin fell 310bp to 11.7%; adjusted gross margin down 270bp to 30.7%.
- Emerging markets organic revenue +6.3% led by AMEA (+11.3%); North America flat (+0.5%), Europe declined (-0.6%) organic.
- Cash from ops $0.5B, free cash flow $0.2B; returned $0.6B to shareholders in Q1.