Mondelez Earnings Preview: MDLZ Stock Finding Support At $60 Leading In

Mondelez International Inc. (NASDAQ: MDLZ), the global snacking giant, is set to release its third-quarter 2025 financial results after market close today, with a conference call scheduled for 5:00 p.m. ET. Analysts are keenly awaiting the earnings report, scrutinizing whether the company can maintain its growth trajectory amidst evolving consumer preferences and ongoing economic uncertainties. The stock is currently up at $61.66, signaling a degree of market confidence, particularly with the stock finding support around the $60 level.

The consensus among analysts is that Mondelez will report earnings per share (EPS) of $0.71 on revenues of approximately $9.68 billion for the third quarter. This revenue projection represents a healthy 5.21% increase compared to the same period last year.

Mondelez's performance in the second quarter of 2025 presented a mixed bag. While the company's adjusted EPS of $0.73 exceeded expectations, it missed revenue estimates, reporting $8.984 billion against an expected $9.021 billion. This resulted in a 3.27% drop in the stock price in after-hours trading, highlighting the market's sensitivity to revenue misses, even when profitability is strong.

While the consensus anticipates a solid quarter with revenue growth and stable earnings, it's worth considering a contrarian perspective. What if Mondelez is facing deeper challenges than currently perceived? The slight revenue miss in Q2, coupled with DA Davidson's downward revision of Q3 EPS estimates, could be early indicators of underlying issues. Perhaps the company's cost optimization efforts are reaching their limits, and further margin expansion will be difficult to achieve.

Furthermore, the snacking industry is becoming increasingly competitive, with smaller, more agile companies disrupting the market with innovative products and healthier alternatives. Mondelez, with its vast scale and established brands, may be struggling to adapt quickly enough to these changing consumer preferences.

Could it be that the company's reliance on legacy brands is hindering its ability to capture new growth opportunities? If this is the case, the earnings report might reveal disappointing results, leading to a more significant correction in the stock price.

The increased dividend could be interpreted in two ways. Optimists see it as a sign of financial strength and confidence in future cash flows. However, a more cynical view might suggest that the dividend increase is an attempt to appease markets and compensate for potentially lackluster growth prospects.

Beyond the headline numbers, analysts will be closely watching Mondelez's management's guidance for the fourth quarter and beyond. Any indications of slowing growth, margin pressure, or increased competition could dampen market sentiment and lead to a sell-off. Conversely, positive guidance and a clear strategy for navigating the evolving snacking landscape could provide a boost to the stock price.

The Q3 2025 earnings call, scheduled for today at 5:00 p.m. ET, will be a crucial event to gain deeper insights into Mondelez's financial performance and future outlook. Backers and analysts can participate by calling 800-225-9448 (U.S.) or 203-518-9708 (international). A listen-only webcast will also be available on the company's website. The answers to key questions about short-term performance and longer term strategy will move the stock price in after-hours trading.