Mondelez International Sees Bright Future in Emerging Markets as Q2 2026 Results Exceed Expectations
Mondelez International, the global snacking powerhouse, has reported a strong second quarter in 2026, with emerging markets leading the charge. In a recent conference call, company executives painted a picture of a bright future for the company's operations in these regions.
According to Dirk Van de Put, Chairman and Chief Executive Officer, consumer confidence in major emerging markets such as India, Mexico, and Brazil remains stable and robust. "Consumer confidence in the emerging markets is stable and pretty good," he said. "India is very strong. Mexico, Brazil, consumer is solid."
The company's distribution expansion efforts have also paid off, with significant gains made in terms of store coverage in key markets such as India and Brazil. In fact, Mondelez has added over 100,000 new stores to its Indian operations alone.
Value growth continues to hold up well across these emerging markets, particularly in the biscuit and chocolate categories. "We have now multi-years of sustained reinvestment," Van de Put noted, adding that the combination of global brands and local jewels has proven effective for Mondelez in this market.
The company's strong performance in emerging markets was mirrored by a solid showing in North America, where consumer confidence remains subdued due to ongoing inflationary pressures. However, despite these challenges, Mondelez managed to post positive net revenue growth, driven in part by strong sales of its Perfect Snacks, Tate's, and Hu ventures portfolio.
The company also saw success in the value channel, with high single-digit growth reported. Meanwhile, away-from-home sales experienced mid-single-digit growth, as consumers increasingly turned to Mondelez' popular brands such as Ritz crackers.
Overall, Mondelez International's Q2 2026 results demonstrate the company's continued ability to adapt and thrive in a rapidly changing global market. With emerging markets leading the charge, investors are likely to be encouraged by the company's outlook for the second half of the year.
