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CLAIM #40002 · Mondelez International Inc (MDLZ) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026

We are extremely pleased with the performance of Sour Patch Kids. It is a brand that most likely for the year is going to grow double digit

Luca Zaramella · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Sour Patch Kids brand net revenue growth for the full fiscal year, as disclosed in management commentary (brand-level color, since MDLZ does not report brand revenue in filings)

It came true if: Full-year Sour Patch Kids net revenue growth >= 10%

Where: Management commentary on earnings calls (Q3/Q4 2026 and FY2026 call brand-level remarks)

In context

ontinue to improve, but I'll let Luca talk about that. Luca Zaramella: Yes. So look, I think the comments of Dirk, they are mostly related, I would say, to category dynamics and some of the snacking categories. And quite frankly, we haven't projected for the remainder of the year a better category number. Having said that, you're going to see a volume and revenue inflection as we go into the second part of the year in the U.S. There are already quite a few things that are working well. We are very pleased with the share of savory. We are gaining quite a bit of share, remarkably through Ritz. And some of the platforms that Dirk was referring to, namely Bits and Drizzled. But not only that, it is a really Fresh stack and some propositions in Ritz that are delivering quite nice share growth. We are extremely pleased with the performance of Sour Patch Kids. It is a brand that most likely for the year is going to grow double digit, and we have still plenty of opportunities and Chews has been an amazing innovation that is incremental. And importantly, the sales team is executing very well in channels that are growing fast, namely Club, but also, I would say, value. And so you are going to see a sequential improvement of the U.S. market specifically, particularly as we continue to execute well in the areas I've talked about. It is certainly a share gain plan because -- at this point in time, we don't see really the category improving much. I would also say that the ventures are delivering material growth. Besides the examples Dirk gave you, we are very pleased with Tate's, which is gaining share. And then as we said, the bars, including Clif, are really delivering share growth. And for instance, [ Ritz ] bar continue

Verify independently

SEC filings for MDLZ · Claim quote is verbatim from the 2026Q1 earnings call.