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

Five-factor rating: Hold (sector percentile 53.9%)

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
@chitrader (CHItrader) — 7 mentions · 7.9K followers
@aistocksavvy (Hardik Shah) — 6 mentions · 43.3K 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 · $84.0B

$66.39

-0.2%

Event thread

Key events, in time order

13 items

2026-11-02Insider selling
Insider selling $17.1M (1)
D1 +2.2% · +5d +0.1%
2026-10-27 → 11-02Earnings
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% · +5d +4.4%
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

11 earlier events

2026-10-308-K filing
8-K: Item 2.02, Item 9.01
D1 +3.9% · +5d +1.7%
2026-10-30Analyst
Freedom Broker upgrades to Buy
D1 +3.9% · +5d +1.7%
2026-10-29Earnings
Earnings report
Q3 有机销售增长稳健，量/组合增长为正，欧洲量/组合增长 1.6 个百分点。
D1 +1.1% · +5d +6.9%
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%
2026-07-31CapitalBear
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%
2026-07-31CapitalBull
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%
2026-07-14 → 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

⑩

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

Event thread

Key events, in time order

13 items

2026-11-02Insider selling
Insider selling $17.1M (1)
D1 +2.2% · +5d +0.1%
2026-10-27 → 11-02Earnings
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% · +5d +4.4%
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% · +5d +1.7%
2026-10-30Analyst
Freedom Broker upgrades to Buy
D1 +3.9% · +5d +1.7%
2026-10-29Earnings
Earnings report
Q3 有机销售增长稳健，量/组合增长为正，欧洲量/组合增长 1.6 个百分点。
D1 +1.1% · +5d +6.9%

8 earlier events

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%
2026-07-31CapitalBear
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%
2026-07-31CapitalBull
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%
2026-07-14 → 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 53.9%)

Most active credible voices on $MDLZ

Recent headlines featuring $MDLZ

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

Five-factor rating: Hold (sector percentile 53.9%)

Most active credible voices on $MDLZ

Recent headlines featuring $MDLZ

Insider selling $17.1M (1)

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

8-K: Item 2.02, Item 9.01

Freedom Broker upgrades to Buy

Earnings report

MDLZ Beats Q2, Raises 2026 Growth Outlook

Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time

Bank of America Cuts MDLZ Stake by 11.1%

东方汇理增持亿滋国际18%

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

Insider selling $17.1M (1)

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

8-K: Item 2.02, Item 9.01

Freedom Broker upgrades to Buy

Earnings report

MDLZ Beats Q2, Raises 2026 Growth Outlook

Mondelez Lets Fans Vote on OREO Flavor Comeback for First Time

Bank of America Cuts MDLZ Stake by 11.1%

东方汇理增持亿滋国际18%

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