Mondelez Q1: Strong Growth, Innovations, & Supply Chain Tweaks

Mondelez starts fiscal 2026 strong with Q1 earnings beating expectations across markets. North America sees slight revenue growth, while crackers like Ritz gain share. Candy and ventures like Perfect Bar and Hu perform well. Europe chocolate volume share grows post-Easter, and emerging markets post 6.3% growth. Consumer confidence holds steady, with snacking categories resilient. China improves, and volume mix rises nearly 1% excluding Argentina. No major trade-down noted, but inflation hits monitored. Supply chains rerouted, adding costs but hedged on oil. Earnings per share guidance flat, with increased ad and consumer trend investments. Cocoa prices stabilize, with surplus supply expected next year. Innovations include protein bars, gluten-free Oreo, premium lines, and Biscoff expansions. Supply chain tweaks aim to bring lines in-house, add flexible packaging, and automate distribution for faster service and lower costs. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/e595ee9b1f8057bb