| MDLZ |
Report |
Adjusted EPS |
BEAT |
pred ~$0.69 vs. cons $0.68 |
MEDIUM |
| MDLZ |
Report |
Organic net revenue growth |
IN-LINE |
pred ~1.0% vs. cons 1.0% |
MEDIUM |
| MDLZ |
Report |
Adjusted operating margin |
MISS |
pred ~14.3% vs. cons 14.7% |
MEDIUM |
| MDLZ |
Guide |
FY2026 organic net revenue growth |
UNCHANGED |
guide ~0% to +2% vs. cons +1.0% (FY2026) |
HIGH |
| MDLZ |
Guide |
FY2026 constant-currency adjusted EPS growth |
UNCHANGED |
guide ~0% to +5% vs. cons +2.5% (FY2026) |
HIGH |
| MDLZ |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$3.0B vs. cons ~$3.0B (FY2026) |
MEDIUM |
| MDLZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| MDLZ |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A small EPS beat is likely to be outweighed by a margin shortfall and unchanged FY2026 framework: implied second-half earnings recovery remains dependent on delayed cocoa-cost relief, while incremental brand investment and freight/other-cost pressure limit upside. That leaves out-period margin and EPS expectations vulnerable to downward revisions. |
MEDIUM |