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Mondelez International, Inc. (NASDAQ:MDLZ) Earnings Preview: Key Insights

  • Projected Revenue Growth: Mondelez is expected to report a 5.9% increase in revenue, driven by its core chocolate and biscuit brands.
  • EPS Decline: Analysts anticipate a 26.3% decline in EPS due to rising input costs and challenges related to product mix.
  • Strategic Use of Generative AI: Mondelez aims to cut marketing content production costs by 30% to 50%, leveraging advanced technology to enhance operational efficiency.

Mondelez International, Inc. (NASDAQ:MDLZ) is a global leader in the snack industry, known for its iconic brands like Oreo, Cadbury, and Trident. The company operates in over 150 countries, focusing on chocolate, biscuits, gum, and candy. Mondelez faces competition from other major players like Nestlé and Mars. The company is set to release its quarterly earnings on October 28, 2025.

Analysts expect Mondelez to report earnings per share (EPS) of $0.724, with projected revenue of $9.74 billion. This represents a 5.9% increase in revenue, driven by strong performance in its core chocolate and biscuit brands. Effective pricing strategies have also contributed to this growth, as highlighted by the company's focus on maintaining a competitive edge.

Despite the revenue growth, Mondelez's profits may face pressure due to rising input costs, particularly higher cocoa prices. The consensus estimate for EPS reflects a 26.3% decline compared to the same quarter last year. This decline is attributed to challenges related to product mix and increased costs, which could impact the company's profitability.

Mondelez is implementing a new generative AI tool to reduce marketing content production costs by 30% to 50%. This strategic move underscores the company's commitment to leveraging advanced technology to enhance operational efficiency. By cutting costs, Mondelez aims to maintain its competitive position in the market and improve its financial performance.

The upcoming earnings report could significantly influence Mondelez's stock price. If the actual earnings surpass expectations, the stock might experience an upward movement. Conversely, if earnings fall short, the stock could decline. The sustainability of any immediate price changes will depend on management's discussion of business conditions during the earnings call.