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Mondelez International Reaches 1 Million Brazilian Stores — Emerging Markets Accelerate!

Mondelez International reported a second-quarter 2026 performance characterized by steady geographic variation and ongoing strategic initiatives. The company achieved a 4.4% top-line growth driven primarily by strong volume growth in emerging markets, where consumer confidence remains generally stable, and distribution expansion continues, notably with 100,000 additional stores in India and reaching 1 million stores in Brazil. Despite softness in China, management expects gradual improvement and emphasizes a structural growth opportunity underpinned by a balanced mix of global and local brands touching various price tiers. In North America, top-line growth accelerated sequentially compared to the first quarter, supported by innovation (e.g., Ritz Drizzled, Sour Patch Kids Chews, Oreo relaunch) and disciplined promotional execution. Growth has been uneven across consumer segments, with value channels and premium or better-for-you products both performing well amid subdued overall consumer confidence impacted by inflation and energy costs.