Observed Signal · Jul 28, 2026 · earnings · Source: SEC API · Impact: 3.8/5
10-Q Financial Filing Analysis for Mondelēz International (2026-07-28)
For the second quarter ended June 30, 2026, Mondelēz International reported net revenues of $9.36 billion, an increase of 4.1% year-over-year (with Organic Net Revenue growing 2.2%), driven by carryover pricing and volume/mix gains across emerging markets. Operating income rose 66.0% to $1.95 billion, and net earnings attributable to Mondelēz reached $1.55 billion ($1.20 diluted EPS), substantially elevated by mark-to-market derivative gains of $827 million and lower pension settlement costs compared to the prior-year period. However, Adjusted Operating Income decreased 4.8% to $1.22 billion (and down 6.1% on constant currency) due to higher raw material input costs, pricing elasticity headwinds in Europe, and ERP transformation expenditures.
The report shows resilient top-line growth across emerging snack markets despite consumer elasticity pressures in Europe and lingering elevated commodity costs (specifically cocoa), while demonstrating substantial derivative mark-to-market impacts on GAAP profitability.
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Key Takeaways & Evidence Grounding
- Net revenues for Q2 2026 increased 4.1% to $9,355 million, with Organic Net Revenue rising 2.2% driven by 1.5 pp of pricing and 0.7 pp of volume/mix.
- Reported operating income reached $1,946 million (20.8% margin) up from $1,172 million, boosted by $827 million in mark-to-market derivative gains, while Adjusted Operating Income declined 4.8% to $1,222 million.
- Quarterly cash dividend was raised by 4% to $0.52 per share of Class A Common Stock, payable on October 14, 2026, with $6.5 billion remaining under the share repurchase program.
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