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Mondelez International, Inc. MDLZ is likely to register top-line growth when it reports fourth-quarter 2024 earnings on Feb. 4. The Zacks Consensus Estimate for revenues is pegged at $9.69 billion, suggesting growth of 4.1% from the prior-year quarter.

The consensus mark for fiscal fourth-quarter earnings has dipped by a penny in the past 30 days to 66 cents per share, indicating a decline of 21.4% from the figure reported in the year-ago quarter. However, MDLZ has a trailing four-quarter earnings surprise of 10.6%, on average.

Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.

Mondelez International, Inc. Price, Consensus and EPS Surprise

Mondelez International, Inc. price-consensus-eps-surprise-chart | Mondelez International, Inc. Quote

Things to Know About MDLZ’s Upcoming Results

Mondelez has been benefiting from solid performance in its core categories of chocolate and biscuits, reflecting its resilience and consumer appeal even in challenging economic conditions. The company’s revenue growth management strategies, including tailored pack sizes and diverse price points, have been instrumental in maintaining consumer loyalty and driving market share gains.

As Mondelez continues to invest in innovation, marketing and distribution, the durability of these core categories positions the company well for sustained growth, giving out positive signals for the quarter under review. Our estimate for revenue growth in the chocolate and biscuit categories for the fourth quarter stands at 6.4% and 5.2%, respectively.

Apart from this, the company has been gaining from favorable pricing, continuous reinvestments in its brands and capabilities and impressive portfolio-reshaping efforts. Our model suggests a 4.6% increase in pricing for the fourth quarter, with organic revenue growth expected to be 5.6%.

Mondelez faces significant input cost headwinds due to elevated cocoa prices, which are likely to have peaked in the fourth quarter, per the last earnings call. Such sustained cost pressures are likely to have impacted earnings per share, which is expected to have declined year over year in the fourth quarter.

Earnings Whispers for MDLZ Stock

Our proven model doesn’t conclusively predict an earnings beat for Mondelez this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Mondelez carries a Zacks Rank #4 (Sell) and has an Earnings ESP of -3.50%.

Stocks With the Favorable Combination

Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Church & Dwight CHD currently has an Earnings ESP of +0.11% and a Zacks Rank of 3. The Zacks Consensus Estimate for Church & Dwight’s fourth-quarter 2024 revenues is pegged at $1.56 billion, which indicates growth of 2.3% from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for quarterly EPS is pegged at 77 cents, which implies a roughly 18.5% increase year over year. CHD has a trailing four-quarter earnings surprise of roughly 10%, on average.

Clorox CLX currently has an Earnings ESP of +0.78% and a Zacks Rank of 3. The company is likely to register a top and bottom-line decline when it reports second-quarter fiscal 2025 numbers. The Zacks Consensus Estimate for Clorox’s quarterly revenues is pegged at $1.63 billion, which suggests a decrease of 17.8% from the prior-year quarter.

The Zacks Consensus Estimate for Clorox’s quarterly earnings per share is pegged at $1.39, indicating a 35.7% decline from the year-ago period. CLX has a trailing four-quarter earnings surprise of 45.9%, on average.

Kenvue Inc. KVUE currently has an Earnings ESP of +1.45% and a Zacks Rank of 3. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.78 billion, which indicates growth of 2.9% from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for Kenvue’s fourth-quarter 2024 EPS is pegged at 25 cents, which implies a 19.4% decrease year over year. KVUE has a trailing four-quarter earnings surprise of 10.2%, on average.

Zacks Investment Research

The Estee Lauder Companies Inc. EL is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 earnings on Feb. 4. The Zacks Consensus Estimate for net sales is pegged at almost $4 billion, suggesting a decrease of 6.9% from the prior-year quarter's level.

The consensus mark for fiscal second-quarter earnings has remained unchanged in the past 30 days at 32 cents per share, indicating a decline of 63.6% from the figure reported in the year-ago quarter. EL has a trailing four-quarter earnings surprise of 93.4%, on average.

Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.

Things to Know About EL’s Upcoming Results

The Estee Lauder Companies is navigating a challenging market environment, with persistent weaknesses in Mainland China and global travel retail. A decline in consumer sentiment in China is contributing to a slowdown in the prestige beauty sector and lower conversion rates across these markets.

On its last earnings call, management highlighted that it expects significant headwinds in retail across China and Asia travel retail, as the company does not anticipate any immediate benefit from new economic stimulus measures in China. For the fiscal second quarter, The Estee Lauder Companies anticipates a reported organic net sales decline of 6-8% compared to the previous quarter’s level, along with adjusted earnings per share (EPS) decline of 60-77%, ranging from 20 to 35 cents. Our model suggests a 7% organic net sales decline in the to-be-reported quarter.

The Estee Lauder Companies Inc. Price and EPS Surprise

The Estee Lauder Companies Inc. price-eps-surprise | The Estee Lauder Companies Inc. Quote

Despite these challenges, The Estee Lauder Companies is benefiting from its Profit Recovery and Growth Plan, which focuses on three main areas: accelerating margin expansion, fueling growth through targeted investments and simplifying processes to enhance agility. The company’s expanded presence in high-growth digital channels is also a positive factor. In addition, EL is well-positioned in emerging markets, where demand is steadily increasing.

Earnings Whispers for EL Stock

Our proven model predicts an earnings beat for The Estee Lauder Companies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

The Estee Lauder Companies carries a Zacks Rank #3 and has an Earnings ESP of +1.33%.

Other Stocks With the Favorable Combination

Here are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.

Church & Dwight CHD currently has an Earnings ESP of +0.11% and a Zacks Rank of 3. The Zacks Consensus Estimate for Church & Dwight’s fourth-quarter 2024 revenues is pegged at $1.56 billion, which indicates growth of 2.3% from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for quarterly EPS is pegged at 77 cents, which implies a roughly 18.5% increase year over year. CHD has a trailing four-quarter earnings surprise of roughly 10%, on average.

Clorox CLX currently has an Earnings ESP of +0.78% and a Zacks Rank of 3. The company is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 numbers. The Zacks Consensus Estimate for Clorox’s quarterly revenues is pegged at $1.63 billion, which suggests a decrease of 17.8% from the prior-year quarter.

The Zacks Consensus Estimate for Clorox’s quarterly earnings per share is pegged at $1.39, indicating a 35.7% decline from the year-ago period. CLX has a trailing four-quarter earnings surprise of 45.9%, on average.

Kenvue Inc. KVUE currently has an Earnings ESP of +1.45% and a Zacks Rank of 3. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.78 billion, which indicates growth of 2.9% from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for Kenvue’s fourth-quarter 2024 EPS is pegged at 25 cents, which implies a 19.4% decrease year over year. KVUE has a trailing four-quarter earnings surprise of 10.2%, on average.

Zacks Investment Research

Tyson Foods, Inc. TSN is likely to register growth in top and bottom lines when it reports first-quarter fiscal 2025 earnings on Feb. 3. The Zacks Consensus Estimate for net sales is pegged at $13.5 billion, suggesting an increase of 1.2% from the prior-year quarter. The consensus mark for fiscal first-quarter earnings has moved up a penny in the past 30 days to 79 cents per share, indicating growth of 14.5% from the figure reported in the year-ago quarter. TSN has a trailing four-quarter earnings surprise of almost 57%, on average.

Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.

Things to Know About TSN’s Upcoming Results

Tyson Foods is thriving thanks to its diversified protein portfolio, with strong performance in chicken and prepared foods driving success. This multi-protein approach is helping the company expand its footprint globally, enhance capacity utilization and align operations with regional market demands for growth opportunities. The Zacks Consensus Estimate for Tyson Foods’ Chicken segment fiscal first-quarter sales is pegged at $4,068.1 million, indicating growth from the $4,033 million reported in the prior-year quarter.

The company’s growth strategy is built around three key pillars – operational excellence, customer and consumer focus, and sustainability. This approach is delivering positive results, with Tyson Foods continually enhancing productivity and efficiency across its business segments through ongoing improvements and an optimized supply chain strategy. In addition, the company’s dedication to customer-centric innovation positions it for growth.

Tyson Foods, Inc. Price and EPS Surprise

Tyson Foods, Inc. price-eps-surprise | Tyson Foods, Inc. Quote

Yet, Tyson Foods faces challenges in its Beef and Pork segments. Beef volumes remain vulnerable to supply constraints, while the Pork segment struggles with tighter profit margins, despite operational improvements. This stagnant volume growth in these segments poses a concern for the company's to-be-reported quarter.

Earnings Whispers for TSN Stock

Our proven model predicts an earnings beat for Tyson Foods this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Tyson Foods carries a Zacks Rank #1 and has an Earnings ESP of +3.36%.

Other Stocks With the Favorable Combination

Here are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.

Church & Dwight CHD currently has an Earnings ESP of +0.11% and a Zacks Rank of 3. The Zacks Consensus Estimate for Church & Dwight’s fourth-quarter 2024 revenues is pegged at $1.56 billion, which indicates growth of 2.4% from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for quarterly EPS is pegged at 77 cents, which implies a roughly 18.5% increase year over year. CHD has a trailing four-quarter earnings surprise of roughly 10%, on average.

Clorox CLX currently has an Earnings ESP of +0.78% and a Zacks Rank of 3. The company is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 numbers. The Zacks Consensus Estimate for Clorox’s quarterly revenues is pegged at $1.64 billion, which suggests a decrease of 17.8% from the prior-year quarter.

The Zacks Consensus Estimate for Clorox’s quarterly earnings per share is pegged at $1.39, indicating a 35.7% decline from the year-ago period. CLX has a trailing four-quarter earnings surprise of 45.9%, on average.

Kenvue Inc. KVUE currently has an Earnings ESP of +1.45% and a Zacks Rank of 3. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.78 billion, which indicates growth of 3.1% from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for Kenvue’s fourth-quarter 2024 EPS is pegged at 25 cents, which implies a 19.4% decrease year over year. KVUE has a trailing four-quarter earnings surprise of 10.2%, on average.

Zacks Investment Research

Kenvue has an average rating of overweight and mean price target of $24.15, according to analysts polled by FactSet.