Mondelez (MDLZ) Q2 FY26 earnings call

Mondelez delivered a strong Q2 FY26, driven by robust volume-led growth in emerging markets and an improving performance in North America, where the company gained share across categories. Europe showed signs of recovery despite heatwave impacts. The company is reinvesting upside into the business, particularly in A&C and innovation, to sustain momentum, while navigating commodity volatility and geopolitical headwinds.