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

1,000+ filings

On EDGAR

CIK 1103982

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 2 positive, 7 notable, and 3 negative flags.

• Financial Statements (Item 1) Core financials with major earnings swing and key risk disclosures.
  Notable

  • Supply chain financing obligations dropped to $2.9B at June 30, 2026 from $3.6B at December 31, 2025.
  • Contingent consideration for Clif Bar earn-out has maximum possible payment of $2.4 billion.
  • Restructuring charges of $59 million recorded in H1 2026, primarily in Europe, for cost reduction.
  Negative

  • Five brand intangibles at risk of impairment with aggregate carrying value of $1.5 billion as of June 30, 2026.
• Management's Discussion (Item 2) Detailed segment results, tariff updates, dividend hike, and ERP costs; all company-specific.
  Positive

  • Quarterly dividend raised 4% to $0.52/share, payable October 14, 2026.
  Notable

  • Received $6M refund of $20M IEEPA tariffs paid; future refunds uncertain, no additional recorded.
  • Russia contributed 3.8% of Q2 2026 net revenue (up from 3.1% in Q1); company continues operations there.
  • ERP System Implementation costs: $59M in Q2, $108M in H1 2026; $1.2B total approved, completion by 2028.
  Negative

  • Adjusted EPS constant currency down 2.7% in Q2 and 8.8% in H1; H1 operations down $0.19 per share.
  • Europe segment operating income down 25.7% in Q2 2026 (to $382M) and 30.7% in H1 2026 ($676M) on volume declines.
• Unregistered Sales and Repurchases (Item 2) Buyback program resumed; quantitative activity and remaining authorization disclosed.
  Positive

  • Resumed program share repurchases after none in prior quarter, buying 3.5 million shares at $60.68 average.
  Notable

  • Remaining buyback authorization of $6.5 billion as of June 30, 2026, out of a $9.0 billion program through 2027.

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