$MDLZ (Mondelez International, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 63.9%)

Graded daily on value C, growth B, profitability B, momentum B-, revisions B+. Sector-relative, identical for every user.

Most active credible voices on $MDLZ

@dividendtalks (Dividend Talks on YouTube) — 12 mentions · 79.7K followers
@aistocksavvy (Hardik Shah) — 6 mentions · 43.3K followers
@ewhispers (Earnings Whispers) — 6 mentions · 572.8K followers

Recent headlines featuring $MDLZ

2026-10-30: Mondelez Q3 revenue $9.97B misses estimates; adjusted EPS $0.78 beats

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$MDLZ — what investors on X are saying · SpikePanel

$MDLZMondelez International, Inc. · Food Confectioners · $82.9B

$65.50

-1.3%

Event thread

Key events, in time order

11 items

2026-10-27 → 11-02Earnings🔥Developing
MDLZ Q3 aftermath: CEO cites strong EM snacking; slowest organic growth in 6 yrs
CEO comments and growth data echo post-earnings focus; no new financial facts
D1 -1.0% · since +6.5%
4 waves of this story
- 2026-10-27 Estimates suggest stronger snacking demand, volume growth, and EM gains, offset by inflation and cost pressures
- 2026-10-30 Organic revenue +2.1%, adj EPS +5.5% cc, but revenue missed estimates
- 2026-10-30 Lower costs boost EPS beat; revenue slightly misses; FY26 outlook reaffirmed
- 2026-11-02 CEO comments and growth data echo post-earnings focus; no new financial facts
2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 +3.9% · since +2.2%

9 earlier events

2026-10-29Earnings
Earnings report
D1 +1.1% · since +6.2%
2026-08-19EarningsBull
MDLZ Beats Q2, Raises 2026 Growth Outlook
Q2 sales and earnings beat; higher organic growth view, but margin pressure in focus
D1 +2.4% · +5d -1.8%
2026-08-13Product
Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time
Three limited-edition flavors launch Aug 24; fan vote determines official 2027 return, boosting engagement
D1 +2.2% · +5d +1.0%
2026-07-31CapitalBull
东方汇理增持亿滋国际18%
Amundi increased its MDLZ holdings in Q1, indicating institutional confidence.
D1 -1.2% · +5d +0.5%
2026-07-31CapitalBear
Bank of America Cuts MDLZ Stake by 11.1%
BofA reduced its MDLZ holdings in the latest quarter, reflecting institutional repositioning.
D1 -1.2% · +5d +0.5%
2026-07-14 → 07-30EarningsBull
Mondelez Q2 Beat, Raises FY Outlook; Dividend Hike Smallest Since Spin-off
Q2 earnings and sales beat, FY organic sales outlook raised; dividend hike of only 4%, smallest since spin-off.
D1 -1.8% · +5d +1.8%
6 waves of this story
- 2026-07-14 Company confirms Q2 earnings date, while market watches if Oreo and Ritz brands can drive sales growth
- 2026-07-21 Zacks sees MDLZ positioned for beat; report due July 28
- 2026-07-22 Ahead of earnings, Zacks highlights pricing, emerging markets, and snack demand offsetting mixed volume trends
- 2026-07-24 Multiple outlets preview Q2 earnings, focusing on pricing power and emerging markets; report due July 28.
- 2026-07-29 Q2 revenue and adjusted EPS beat estimates, Latin America drove growth, FY organic net revenue guidance raised to at least 2%
- 2026-07-30 Q2 earnings and sales beat, FY organic sales outlook raised; dividend hike of only 4%, smallest since spin-off.
2026-07-29EarningsBull
Mondelez Q2 Beats, Raises FY Guide
Q2 revenue and adj EPS beat; FY organic net revenue growth raised to at least 2%
D1 +4.0% · +5d -3.7%
2026-07-28Earnings
Earnings report
D1 +3.0% · +5d -0.6%
2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 +3.0% · +5d -0.6%

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

11 items

2026-10-27 → 11-02Earnings🔥Developing
MDLZ Q3 aftermath: CEO cites strong EM snacking; slowest organic growth in 6 yrs
CEO comments and growth data echo post-earnings focus; no new financial facts
D1 -1.0% · since +6.5%
4 waves of this story
- 2026-10-27 Estimates suggest stronger snacking demand, volume growth, and EM gains, offset by inflation and cost pressures
- 2026-10-30 Organic revenue +2.1%, adj EPS +5.5% cc, but revenue missed estimates
- 2026-10-30 Lower costs boost EPS beat; revenue slightly misses; FY26 outlook reaffirmed
- 2026-11-02 CEO comments and growth data echo post-earnings focus; no new financial facts
2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 +3.9% · since +2.2%
2026-10-29Earnings
Earnings report
D1 +1.1% · since +6.2%
2026-08-19EarningsBull
MDLZ Beats Q2, Raises 2026 Growth Outlook
Q2 sales and earnings beat; higher organic growth view, but margin pressure in focus
D1 +2.4% · +5d -1.8%
2026-08-13Product
Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time
Three limited-edition flavors launch Aug 24; fan vote determines official 2027 return, boosting engagement
D1 +2.2% · +5d +1.0%

6 earlier events

2026-07-31CapitalBull
东方汇理增持亿滋国际18%
Amundi increased its MDLZ holdings in Q1, indicating institutional confidence.
D1 -1.2% · +5d +0.5%
2026-07-31CapitalBear
Bank of America Cuts MDLZ Stake by 11.1%
BofA reduced its MDLZ holdings in the latest quarter, reflecting institutional repositioning.
D1 -1.2% · +5d +0.5%
2026-07-14 → 07-30EarningsBull
Mondelez Q2 Beat, Raises FY Outlook; Dividend Hike Smallest Since Spin-off
Q2 earnings and sales beat, FY organic sales outlook raised; dividend hike of only 4%, smallest since spin-off.
D1 -1.8% · +5d +1.8%
6 waves of this story
- 2026-07-14 Company confirms Q2 earnings date, while market watches if Oreo and Ritz brands can drive sales growth
- 2026-07-21 Zacks sees MDLZ positioned for beat; report due July 28
- 2026-07-22 Ahead of earnings, Zacks highlights pricing, emerging markets, and snack demand offsetting mixed volume trends
- 2026-07-24 Multiple outlets preview Q2 earnings, focusing on pricing power and emerging markets; report due July 28.
- 2026-07-29 Q2 revenue and adjusted EPS beat estimates, Latin America drove growth, FY organic net revenue guidance raised to at least 2%
- 2026-07-30 Q2 earnings and sales beat, FY organic sales outlook raised; dividend hike of only 4%, smallest since spin-off.
2026-07-29EarningsBull
Mondelez Q2 Beats, Raises FY Guide
Q2 revenue and adj EPS beat; FY organic net revenue growth raised to at least 2%
D1 +4.0% · +5d -3.7%
2026-07-28Earnings
Earnings report
D1 +3.0% · +5d -0.6%
2026-07-288-K filing
8-K: Item 2.02, Item 9.01
D1 +3.0% · +5d -0.6%

$MDLZ (Mondelez International, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 63.9%)

Most active credible voices on $MDLZ

Recent headlines featuring $MDLZ

$MDLZ (Mondelez International, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 63.9%)

Most active credible voices on $MDLZ

Recent headlines featuring $MDLZ

MDLZ Q3 aftermath: CEO cites strong EM snacking; slowest organic growth in 6 yrs

8-K: Item 2.02, Item 9.01

Earnings report

MDLZ Beats Q2, Raises 2026 Growth Outlook

Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time

东方汇理增持亿滋国际18%

Bank of America Cuts MDLZ Stake by 11.1%

Mondelez Q2 Beat, Raises FY Outlook; Dividend Hike Smallest Since Spin-off

Mondelez Q2 Beats, Raises FY Guide

Earnings report

8-K: Item 2.02, Item 9.01

Bull vs bear

Discussion

MDLZ Q3 aftermath: CEO cites strong EM snacking; slowest organic growth in 6 yrs

8-K: Item 2.02, Item 9.01

Earnings report

MDLZ Beats Q2, Raises 2026 Growth Outlook

Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time

东方汇理增持亿滋国际18%

Bank of America Cuts MDLZ Stake by 11.1%

Mondelez Q2 Beat, Raises FY Outlook; Dividend Hike Smallest Since Spin-off

Mondelez Q2 Beats, Raises FY Guide

Earnings report

8-K: Item 2.02, Item 9.01