Mondelez (MDLZ) International Revenue Performance Explored

Have you evaluated the performance of Mondelez's (MDLZ) international operations during the quarter that concluded in December 2025? Considering the extensive worldwide presence of this maker of Oreo cookies, Cadbury chocolate and Trident gum, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.

In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.

International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.

Our review of MDLZ's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.

The company's total revenue for the quarter amounted to $10.5 billion, showing rise of 9.3%. We will now explore the breakdown of MDLZ's overseas revenue to assess the impact of its international operations.

A Closer Look at MDLZ's Revenue Streams Abroad

Europe accounted for 41.8% of the company's total revenue during the quarter, translating to $4.39 billion. Revenues from this region represented a surprise of +4.04%, with Wall Street analysts collectively expecting $4.22 billion. When compared to the preceding quarter and the same quarter in the previous year, Europe contributed $3.67 billion (37.7%) and $3.74 billion (39%) to the total revenue, respectively.

AMEA generated $2.08 billion in revenues for the company in the last quarter, constituting 19.8% of the total. This represented a surprise of +1.69% compared to the $2.04 billion projected by Wall Street analysts. Comparatively, in the previous quarter, AMEA accounted for $2.02 billion (20.7%), and in the year-ago quarter, it contributed $1.91 billion (19.9%) to the total revenue.

During the quarter, Latin America contributed $1.26 billion in revenue, making up 12% of the total revenue. When compared to the consensus estimate of $1.25 billion, this meant a surprise of +0.96%. Looking back, Latin America contributed $1.24 billion, or 12.7%, in the previous quarter, and $1.17 billion, or 12.2%, in the same quarter of the previous year.

Anticipated Revenues in Overseas Markets

The current fiscal quarter's total revenue for Mondelez, as projected by Wall Street analysts, is expected to reach $9.87 billion, reflecting an increase of 6% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Europe is anticipated to contribute 40.3% or $3.98 billion, AMEA 21.7% or $2.15 billion and Latin America 13.2% or $1.3 billion.

For the full year, a total revenue of $39.82 billion is expected for the company, reflecting an increase of 3.3% from the year before. The revenues from Europe, AMEA and Latin America are expected to make up 39.2%, 20.7%, and 13% of this total, corresponding to $15.59 billion, $8.25 billion, and $5.15 billion, respectively.

Closing Remarks

Relying on international markets for revenues, Mondelez faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.

The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.

Currently, Mondelez holds a Zacks Rank #4 (Sell), signifying its potential to underperform the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Reviewing Mondelez's Recent Stock Price Trends

Over the preceding four weeks, the stock's value has appreciated by 9%, against a downturn of 0.2% in the Zacks S&P 500 composite. In parallel, the Zacks Consumer Staples sector, which counts Mondelez among its entities, has appreciated by 14.3%. Over the past three months, the company's shares have seen an increase of 5.6% versus the S&P 500's 3.4% increase. The sector overall has witnessed an increase of 13.8% over the same period.

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Mondelez International, Inc. (MDLZ): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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