Mondelez International Projects Strong EPS Growth Through 2027 Amid Cocoa Surplus and Emerging Market Expansion
Mondelez International (MDLZ) management has signaled a positive long-term outlook, projecting strong earnings per share (EPS) growth through 2027. The company is leveraging a significant cocoa surplus of approximately 500,000 tons to manage input costs and is focusing on an extensive distribution runway in emerging markets, which offers a potential 25% increase in reach. During the Q3 2026 earnings call, CEO Dirk Van de Put highlighted resilient consumer confidence across key regions. While performance in China has been softer, growth remains robust in India and solid within Latin American markets, specifically Mexico and Brazil. This geographic diversification is expected to drive sustained volume and value growth.
Tickers: $MDLZ
Topics: consumer confidence earnings call emerging markets regional performance
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