Have you looked into how Mondelez (MDLZ Quick QuoteMDLZ - Free Report) performed internationally during the quarter ending September 2025? Considering the widespread global presence of this maker of Oreo cookies, Cadbury chocolate and Trident gum, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.

In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.

Participation in global economies acts as a defense against economic difficulties at home and a pathway to more rapidly developing economies. However, it also comes with the complexities of dealing with fluctuating currencies, geopolitical risks and different market dynamics.

While analyzing MDLZ's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.

For the quarter, the company's total revenue amounted to $9.74 billion, experiencing an increase of 5.9% year over year. Next, we'll explore the breakdown of MDLZ's international revenue to understand the importance of its overseas business operations.

A Dive into MDLZ's International Revenue Trends

During the quarter, Europe contributed $3.67 billion in revenue, making up 37.7% of the total revenue. When compared to the consensus estimate of $3.68 billion, this meant a surprise of -0.04%. Looking back, Europe contributed $3.41 billion, or 38%, in the previous quarter, and $3.32 billion, or 36.1%, in the same quarter of the previous year.

AMEA accounted for 20.7% of the company's total revenue during the quarter, translating to $2.02 billion. Revenues from this region represented a surprise of -1.08%, with Wall Street analysts collectively expecting $2.04 billion. When compared to the preceding quarter and the same quarter in the previous year, AMEA contributed $1.82 billion (20.3%) and $1.85 billion (20.1%) to the total revenue, respectively.

Latin America generated $1.24 billion in revenues for the company in the last quarter, constituting 12.7% of the total. This represented a surprise of -1.1% compared to the $1.25 billion projected by Wall Street analysts. Comparatively, in the previous quarter, Latin America accounted for $1.19 billion (13.3%), and in the year-ago quarter, it contributed $1.2 billion (13.1%) to the total revenue.

International Revenue Predictions

The current fiscal quarter's total revenue for Mondelez, as projected by Wall Street analysts, is expected to reach $10.37 billion, reflecting an increase of 8% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Europe is anticipated to contribute 41.3% or $4.29 billion, AMEA 19.8% or $2.05 billion and Latin America 12.1% or $1.25 billion.

For the entire year, the company's total revenue is forecasted to be $38.47 billion, which is an improvement of 5.6% from the previous year. The revenue contributions from different regions are expected as follows: Europe will contribute 38.8% ($14.94 billion), AMEA 20.6% ($7.92 billion) and Latin America 12.7% ($4.88 billion) to the total revenue.

Final Thoughts

Relying on global markets for revenues presents both prospects and challenges for Mondelez. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.

With the increasing intricacies of global interdependence and geopolitical strife, Wall Street analysts meticulously observe these patterns, especially for companies with an international footprint, to tweak their forecasts of earnings. Importantly, several additional factors, such as a company's domestic market status, also impact these earnings forecasts.

Here at Zacks, we put a great deal of emphasis on a company's changing earnings outlook, as empirical research has shown that's a powerful force driving a stock's near-term price performance. Quite naturally, the correlation is positive here -- an upward revision in earnings estimates drives the stock price higher.

The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.

At the moment, Mondelez has a Zacks Rank #4 (Sell), signifying that it may underperform the overall market trend in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Mondelez's Recent Stock Market Performance

Over the past month, the stock has seen a decline of 8.3% in its value, whereas the Zacks S&P 500 composite has posted an increase of 2.4%. The Zacks Consumer Staples sector, Mondelez's industry group, has descended 2.5% over the identical span. In the past three months, there's been a decline of 7.1% in the company's stock price, against a rise of 8.2% in the S&P 500 index. The broader sector has declined by 4.2% during this interval.