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01/10 05:55
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Mondelez International Inc (MDLZ) is set to release its FY2025Q2 earnings performance on 07/29 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 8.84B and an earnings per share (EPS) of 0.68 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Mondelez is projected to deliver a Beat in Q2 2025 earnings due to effective pricing strategies, resilient European volumes, and emerging market growth.
Fact Data Analysis
Analysts (Jefferies, Wells Fargo, Barclays) highlight Mondelez’s successful pricing strategies in key markets with minimal volume disruption, suggesting effective cost-pass-through despite cocoa inflation.
Cocoa prices are easing (Jefferies), reducing future input cost pressure. However, Q2 2025 likely still reflects elevated cocoa costs, mitigated by pricing execution.
U.S. retail data indicates a "pressured consumer" (Jefferies), but Europe channel data shows volume resilience and share gains (strong Easter sales).
Voluntary RITZ cracker recall (July 2025) poses temporary volume risks but is localized and unlikely to materially impact overall quarterly revenue.
Rationale: Fact data supports pricing execution and margin resilience, but elevated expectations (multiple upgrades) leave limited room for a "Strong Beat." A moderate Beat is the base case.
The earnings call summary presents a mixed picture. The financial performance shows challenges with price increases and higher elasticity in Europe, but emerging markets are performing well. The Q&A highlights concerns about cocoa costs and unclear guidance for 2026, offset by optimism for EPS growth. The U.S. market shows potential with channel expansion and pricing adjustments. Overall, the sentiment is balanced, indicating a neutral stock price movement.
The earnings call indicates strong financial performance with 12% revenue growth and improved margins. The company announced a 10% dividend increase and a $2 billion share repurchase plan, reflecting confidence in financial health and shareholder returns. Despite challenges in North America and Europe, management remains proactive with pricing strategies and market expansion. The Q&A section reveals cautious optimism, with no major negative impacts anticipated from GLP-1 drugs. Overall, the financial results and strategic initiatives suggest a positive market reaction over the next two weeks.
Mondelez International Inc (MDLZ) is scheduled to release its FY2025Q2 earnings report onJul 29, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 8.84B in revenue and an EPS of 0.68 for Mondelez International Inc's FY2025Q2.
Intellectia's exclusive AI algorithms forecast a Beat forMondelez International Inc's FY2025Q2 earnings, with a prediction date of Jul 29, 2025. Mondelez International Inc Mondelez is projected to deliver a Beat in Q2 2025 earnings due to effective pricing strategies, resilient European volumes, and emerging market growth.
Leverage Intellectia's AI forecast to position trades ahead of theJul 29, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
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