Free · no account · quoted from the filing

What changed in MDLZ's 10-Q

Source: 10-Q filed 2026-04-28 · compared against 10-Q 2025-10-28. Every passage below is quoted verbatim from the filing itself.

Trade and Regulatory Risk

This filing

If additional tariff actions are implemented, we would expect those adverse impacts on our business operations and financial performance to be significant.

Geopolitical Conflict (Middle East)

This filing

we briefly stopped production within our manufacturing facility in Bahrain and that facility is now operating with reduced capacity

War in Ukraine

This filing

During the first quarter of 2026, Ukraine generated 0.4% and Russia generated 3.1% of our consolidated net revenue.

Supply Chain Financing

This filing

Our outstanding obligations confirmed as valid under our SCF program are $3.3 billion and $3.6 billion as of March 31, 2026 and December 31, 2025, respectively.

Accounting Policies

This filing

We adopted the practical expedient on a prospective basis during the quarter ended March 31, 2026 and the impact on our consolidated financial statements was not material.

Intangible Impairment Risk

This filing

the aggregate carrying value of those five brand intangibles was $1.5 billion as of March 31, 2026

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.