Compared to Estimates, Mondelez (MDLZ) Q4 Earnings: A Look at Key Metrics

Core Insights - Mondelez (MDLZ) reported $10.5 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $10.3 billion by 1.86% [1] - The company's EPS for the same period was $0.72, up from $0.65 a year ago, representing a surprise of 3.14% compared to the consensus estimate of $0.70 [1] Financial Performance - Mondelez's shares have returned +9.2% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Geographic Revenue Breakdown - North America: $2.76 billion, slightly below the estimated $2.78 billion, reflecting a -0.7% change year-over-year [4] - Europe: $4.39 billion, exceeding the average estimate of $4.22 billion, with a year-over-year increase of +17.3% [4] - AMEA: $2.08 billion, surpassing the estimated $2.04 billion, showing a year-over-year change of +8.9% [4] - Latin America: $1.26 billion, slightly above the estimated $1.25 billion, representing a +7.9% change compared to the previous year [4]