| MDLZ |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.68 vs. cons $0.67 |
MEDIUM |
| MDLZ |
Report |
Organic net revenue growth (Q2 2026) |
BEAT |
pred ~1.2% vs. cons 1.0% |
MEDIUM |
| MDLZ |
Report |
Europe organic net revenue growth (Q2 2026) |
BEAT |
pred ~-1.3% vs. cons -1.6% |
LOW |
| MDLZ |
Guide |
Organic net revenue growth guidance |
UNCHANGED |
guide ~0%-2% vs. cons 1.5% (FY2026) |
HIGH |
| MDLZ |
Guide |
Adjusted EPS growth, constant currency guidance |
UNCHANGED |
guide ~0%-5% vs. cons 4.0% (FY2026) |
HIGH |
| MDLZ |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$3.0B vs. cons $3.0B (FY2026) |
MEDIUM |
| MDLZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| MDLZ |
Return |
5-day cumulative residual |
+0.9% (FADE) |
A modest Q2 beat and improving developed-market volumes support the initial reaction, but unchanged FY2026 guidance of 0%-5% adjusted constant-currency EPS growth versus ~4.0% consensus limits upgrades; reinvestment and lingering cocoa-cost pressure leave out-period estimates broadly unchanged after the beat. |
MEDIUM |