Mondelez International, Inc.

Company facts

Industry

Food and Kindred Products

Headquarters

Chicago, Illinois

Most recent report

10-Q, filed Jul 28, 2026

Incorporated

Illinois

Filings on record

1,001+ filings

On EDGAR

CIK 1103982

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 1 positive, 2 notable, and 5 negative flags.

• Financial Statements (Item 1)

  Critical earnings drivers: derivative gains, segment declines, and brand risk in a single section.
  Notable

  • Supply chain financing obligations fell to $2.9B from $3.6B at Dec 2025, reducing off-balance-sheet leverage.
  • Clif Bar earn-out could pay up to $2.4B if performance targets are exceeded, creating contingent liability.
  Negative

  • Five brand intangibles with $1.5B carrying value had fair value less than 10% above book; risk of impairment.

• Management's Discussion (Item 2)

  Core results and risks: declining adjusted EPS, Europe weakness, tariff exposure, elevated costs.
  Positive

  • Quarterly dividend raised 4% to $0.52 per share, declared July 28, 2026.
  Negative

  • Of $20M in IEEPA tariffs paid, only $6M refunded; new tariffs under other laws could hit revenue and COGS.
  • Russia generated 3.8% of Q2 2026 net revenue; subject to expropriation and impairment risks from the war.
  • Cocoa costs moderated from prior peaks but hedges kept costs high; elevated costs expected to persist.
  • Europe operating income fell 25.7% in Q2 2026 to $382M, driven by lower pricing and volume declines.

What changed: Jun 2026 vs. Mar 2026

About 13% of MDLZ's Jun 2026 10-Q is new information. 47 paragraphs were added, 137 changed, and 38 removed. Below are the most important lines SECSift identified.

• Item 2 81
• Item 1 49
• Item 4 2
• Item 5 1