Every material Form 8-K Mondelez International filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mondelez International reported third-quarter 2026 net revenues of $9.967 billion, an increase of 2.3 percent compared to the prior year. Diluted EPS rose 78.9 percent to $1.02, while adjusted EPS reached $0.78, representing a 5.5 percent increase on a constant currency basis. The company also reaffirmed its full-year 2026 guidance, expecting organic net revenue growth of at least 2 percent.
Net revenues for Q3 2026 reached $9.967 billion, up 2.3 percent year-over-year.
Diluted EPS increased 78.9 percent to $1.02 for the third quarter ended September 30, 2026.
Year-to-date cash provided by operating activities was $2.6 billion and Free Cash Flow was $1.7 billion.
The company returned $2.8 billion to shareholders through the first nine months of 2026.
Mondelēz reported second-quarter 2026 net revenues of $9.4 billion, up 4.1%, and diluted EPS of $1.20, up from $0.49. Adjusted EPS was $0.73, down 2.7% on a constant currency basis, as the company cited operating declines and higher interest and other expense. The company raised its 2026 organic net revenue growth outlook to at least 2%, kept its Adjusted EPS growth outlook of flat to 5%, and announced a 4% increase to its quarterly dividend.
Q2 net revenues of $9,355 million, up 4.1%; organic net revenue up 2.2%
Diluted EPS $1.20 versus $0.49 a year earlier; Adjusted EPS $0.73, down 2.7% at constant currency
2026 outlook: at least 2% organic net revenue growth (raised); Adjusted EPS growth flat to 5% (maintained); Free Cash Flow about $3 billion
Quarterly dividend increased 4%; $1.5 billion returned to shareholders in the first half of 2026
Mondelēz International said Amit Banati will become Executive Vice President and Chief Financial Officer on July 1, 2026, reporting to Chair and CEO Dirk Van de Put. Banati most recently served as CFO of Kenvue, Inc. from May 2025 to May 2026, and earlier as CFO of Kellanova and Kellogg. Luca Zaramella, who the company said served as CFO for eight years, will continue as Executive Vice President and Chief Operating Officer.
Start date: July 1, 2026; Banati will be a member of the Mondelēz International Leadership Team
Base salary of $1,050,000 with a 125% target annual incentive and a $5,000,000 target annual long-term equity grant for 2026
Make-whole cash award of up to $7,000,000 for compensation Banati must forfeit at his former employer, subject to repayment on certain termination events before the second anniversary of the start date
Luca Zaramella remains Executive Vice President and Chief Operating Officer
Mondelez reported first-quarter 2026 net revenues of $10.08 billion, up 8.2%, and diluted EPS of $0.44, up 41.9%. The EPS gain was driven mainly by a favorable year-over-year swing in mark-to-market derivative impacts, while Adjusted EPS fell 14.9% on a constant currency basis to $0.67. The company reaffirmed its 2026 outlook, which matters to shareholders because the core earnings measure declined and the full-year targets were not changed.
Net revenues were $10.08 billion, up 8.2%. Organic Net Revenue grew 3.0%, with volume/mix down 0.5 points.
Diluted EPS was $0.44, up 41.9%, mainly from mark-to-market derivative impacts. Adjusted EPS was $0.67, down 14.9% at constant currency.
Adjusted Operating Income decreased $261 million at constant currency, and Adjusted Operating Income margin fell 310 basis points to 11.7%.
For 2026, the company reaffirmed Organic Net Revenue growth of flat to 2% and Adjusted EPS growth of flat to 5% on a constant currency basis, and expects Free Cash Flow of about $3 billion.
Mondelez International entered into a new $1.5 billion 364-day senior unsecured revolving credit agreement on February 18, 2026, with JPMorgan Chase Bank, N.A. as administrative agent, and terminated its prior $1.5 billion 364-day facility dated February 19, 2025. The filing describes the facility as available for general corporate purposes, working capital and support of its commercial paper program, and it requires minimum shareholders' equity of at least $25.0 billion.
New facility: $1.5 billion, 364-day senior unsecured revolver, terminating February 17, 2027
Prior $1.5 billion 364-day revolving credit agreement, dated February 19, 2025, was terminated
Company may request up to $500 million in additional commitments and extend loan maturity to February 17, 2028
Covenant requires minimum shareholders' equity of not less than $25.0 billion
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
Mondelez International said CFO Luca Zaramella will also serve as Chief Operating Officer starting February 1, 2026, overseeing commercial operations in its four geographical regions and the corporate sales, marketing and supply chain functions. The company is searching for a successor for the CFO role and expects to announce one at a later date, so the leadership change is not yet complete for shareholders.
Zaramella, 56, has been CFO since August 2018 and joined the company in 1996.
Zaramella's COO role takes effect February 1, 2026, in addition to his CFO duties.
Approved 2026 pay: base salary of $1,250,000, target annual incentive of 150% of base salary, and long-term incentive target value of $7,225,000.
The company is conducting a search for a CFO successor and expects to announce one at a later date.
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