Mondelēz International Showcases Commitment to Long-Term Value Creation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy MDLZ?
Source: Newsfilter
- Growth Strategy Reaffirmed: At the CAGNY conference, Mondelēz International reaffirmed its long-term growth algorithm, projecting 3% to 5% organic net revenue growth and high-single-digit adjusted EPS growth, demonstrating resilience and growth potential despite cocoa cost inflation.
- Portfolio Reshaping Plans: The company aims to increase the core categories of chocolate, biscuits, and baked snacks from 80% to 90% of net revenues, focusing on enhancing performance in the U.S. biscuit market and restoring consumption growth in European chocolate.
- Emerging Market Expansion: Mondelēz's growth engine in emerging markets will leverage a local-first operating model and advantageous market access capabilities, particularly in priority markets like China, India, Brazil, and Mexico, showcasing significant market potential.
- Cash Flow and Capital Allocation: The company plans to support brand reinvestment and value-accretive M&A through strong cash generation and disciplined capital allocation, while maintaining financial flexibility to ensure sustainable long-term growth.
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Analyst Views on MDLZ
Wall Street analysts forecast MDLZ stock price to rise
18 Analyst Rating
13 Buy
5 Hold
0 Sell
Moderate Buy
Current: 59.860
Low
62.00
Averages
66.82
High
84.00
Current: 59.860
Low
62.00
Averages
66.82
High
84.00
About MDLZ
Mondelez International, Inc. is a snack company. The Company’s core business is making and selling chocolate, biscuits and baked snacks. The Company also has additional businesses in adjacent, locally relevant categories including gum and candy, cheese and grocery and powdered beverages. Its portfolio includes global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate’s Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. The Company’s segments include Latin America, AMEA, Europe and North America. It sells its products in over 150 countries and has operations in approximately 80 countries, including 147 principal manufacturing and processing facilities across 46 countries. It sells its products to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, gasoline stations, drug stores, value stores and other retail food outlets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mondelēz International Showcases Commitment to Long-Term Value Creation
- Growth Strategy Reaffirmed: At the CAGNY conference, Mondelēz International reaffirmed its long-term growth algorithm, projecting 3% to 5% organic net revenue growth and high-single-digit adjusted EPS growth, demonstrating resilience and growth potential despite cocoa cost inflation.
- Portfolio Reshaping Plans: The company aims to increase the core categories of chocolate, biscuits, and baked snacks from 80% to 90% of net revenues, focusing on enhancing performance in the U.S. biscuit market and restoring consumption growth in European chocolate.
- Emerging Market Expansion: Mondelēz's growth engine in emerging markets will leverage a local-first operating model and advantageous market access capabilities, particularly in priority markets like China, India, Brazil, and Mexico, showcasing significant market potential.
- Cash Flow and Capital Allocation: The company plans to support brand reinvestment and value-accretive M&A through strong cash generation and disciplined capital allocation, while maintaining financial flexibility to ensure sustainable long-term growth.
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- Berkshire's Support: Berkshire Hathaway's CEO Greg Abel publicly endorsed Cahillane's decision, emphasizing that this strategic adjustment will allow management to focus on strengthening Kraft Heinz's market competitiveness, reflecting Berkshire's confidence in its investment.
- Positive Shareholder Reaction: Although Kraft Heinz's stock initially fell upon the announcement of the separation pause, it quickly rebounded to close the week with a 0.7% gain, indicating market recognition and anticipation of the new strategy.
- Potential Equity Changes: Berkshire had previously considered selling its stake in Kraft Heinz, and the pause on the separation may help stabilize the stock price and avoid large-scale sell-offs, further solidifying Berkshire's investment position in the company.
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- Increased Average Expenditure: The survey indicates that the average consumer will spend approximately $200 on gifts, up from last year's average of $188.81, reflecting a growing willingness to invest in gifts.
- Diverse Gift Choices: Popular gifts include candy, flowers, greeting cards, dining experiences, and jewelry, with jewelry projected to account for $7 billion in spending, highlighting consumers' preference for luxury items.
- Shift in Shopping Channels: Online shopping remains the primary channel, followed by department stores, discount stores, and specialty shops, indicating a gradual shift towards digital shopping as consumers adapt to new spending trends.
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- Quarterly Dividend Announcement: Mondelēz International's Board of Directors declared a quarterly dividend of $0.50 per share, which not only provides shareholders with a stable cash return but also reflects the company's strong financial health and ongoing profitability.
- Payment Schedule: The dividend will be payable on April 14, 2026, to shareholders of record as of March 31, 2026, ensuring timely returns for investors and further boosting their confidence in the company.
- Financial Performance Overview: In 2025, Mondelēz International reported net revenues of approximately $38.5 billion, demonstrating its leadership in the global snacking market, particularly driven by its portfolio of iconic brands that continue to attract consumers.
- Sustainability Recognition: Mondelēz International's inclusion in the Dow Jones Best-in-Class North America and World Indices highlights its commitment to corporate social responsibility and sustainability, enhancing its brand image and competitive position in the market.
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- Ad Performance: According to USA Today's Ad Meter, brands like Anheuser-Busch, Lay's, and Dunkin' resonated well with viewers again this year, indicating effective emotional and comedic messaging strategies that continue to engage audiences.
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- Technical Analysis Tool: Comparing the latest stock price to the 200-day moving average can provide valuable insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market sentiment.
See More
Mondelēz International Showcases Commitment to Long-Term Value Creation
- Growth Strategy Reaffirmed: At the CAGNY conference, Mondelēz International reaffirmed its long-term growth algorithm, projecting 3% to 5% organic net revenue growth and high-single-digit adjusted EPS growth, demonstrating resilience and growth potential despite cocoa cost inflation.
- Portfolio Reshaping Plans: The company aims to increase the core categories of chocolate, biscuits, and baked snacks from 80% to 90% of net revenues, focusing on enhancing performance in the U.S. biscuit market and restoring consumption growth in European chocolate.
- Emerging Market Expansion: Mondelēz's growth engine in emerging markets will leverage a local-first operating model and advantageous market access capabilities, particularly in priority markets like China, India, Brazil, and Mexico, showcasing significant market potential.
- Cash Flow and Capital Allocation: The company plans to support brand reinvestment and value-accretive M&A through strong cash generation and disciplined capital allocation, while maintaining financial flexibility to ensure sustainable long-term growth.
See More
Kraft Heinz Pauses Separation Plan Under New CEO
- New CEO's Strategic Shift: Kraft Heinz's new CEO Steve Cahillane announced a pause on the planned separation after five weeks in office, believing that the challenges faced are manageable and opportunities exceed expectations, which may enhance the company's competitiveness and market performance.
- Berkshire's Support: Berkshire Hathaway's CEO Greg Abel publicly endorsed Cahillane's decision, emphasizing that this strategic adjustment will allow management to focus on strengthening Kraft Heinz's market competitiveness, reflecting Berkshire's confidence in its investment.
- Positive Shareholder Reaction: Although Kraft Heinz's stock initially fell upon the announcement of the separation pause, it quickly rebounded to close the week with a 0.7% gain, indicating market recognition and anticipation of the new strategy.
- Potential Equity Changes: Berkshire had previously considered selling its stake in Kraft Heinz, and the pause on the separation may help stabilize the stock price and avoid large-scale sell-offs, further solidifying Berkshire's investment position in the company.
See More
Record $29.1 Billion Expected Spending for Valentine's Day
- Record Spending: According to the National Retail Federation's latest survey, Americans are expected to spend a record $29.1 billion this Valentine's Day, surpassing the previous record of $27.5 billion set in 2025 by nearly 6%.
- Increased Average Expenditure: The survey indicates that the average consumer will spend approximately $200 on gifts, up from last year's average of $188.81, reflecting a growing willingness to invest in gifts.
- Diverse Gift Choices: Popular gifts include candy, flowers, greeting cards, dining experiences, and jewelry, with jewelry projected to account for $7 billion in spending, highlighting consumers' preference for luxury items.
- Shift in Shopping Channels: Online shopping remains the primary channel, followed by department stores, discount stores, and specialty shops, indicating a gradual shift towards digital shopping as consumers adapt to new spending trends.
See More
Mondelēz Declares Quarterly Dividend of $0.50
- Quarterly Dividend Announcement: Mondelēz International's Board of Directors declared a quarterly dividend of $0.50 per share, which not only provides shareholders with a stable cash return but also reflects the company's strong financial health and ongoing profitability.
- Payment Schedule: The dividend will be payable on April 14, 2026, to shareholders of record as of March 31, 2026, ensuring timely returns for investors and further boosting their confidence in the company.
- Financial Performance Overview: In 2025, Mondelēz International reported net revenues of approximately $38.5 billion, demonstrating its leadership in the global snacking market, particularly driven by its portfolio of iconic brands that continue to attract consumers.
- Sustainability Recognition: Mondelēz International's inclusion in the Dow Jones Best-in-Class North America and World Indices highlights its commitment to corporate social responsibility and sustainability, enhancing its brand image and competitive position in the market.
See More
Super Bowl LX: Seahawks Defeat Patriots 29-13
- Game Outcome: On February 8, 2026, Super Bowl LX saw the Seattle Seahawks defeat the New England Patriots 29-13, with 30 of the 42 total points scored in the fourth quarter, highlighting the game's intensity and enhancing the Seahawks' brand image.
- Ad Performance: According to USA Today's Ad Meter, brands like Anheuser-Busch, Lay's, and Dunkin' resonated well with viewers again this year, indicating effective emotional and comedic messaging strategies that continue to engage audiences.
- Viewer Feedback: Some ads featuring AI tools failed to win over viewers, reflecting a limited acceptance of technology-driven advertising among consumers, suggesting that companies need to reassess their advertising strategies to improve effectiveness.
- Market Impact: The Super Bowl remains a crucial platform for brand marketing, where successful ads can significantly boost brand visibility and directly influence sales performance, prompting companies to increase their advertising budgets in future campaigns.
See More
CGDG Stock Price Analysis and ETF Dynamics
- Price Fluctuation Analysis: CGDG's 52-week low is $27.6186 and high is $37.3794, with the latest trade at $37.35, indicating price stability near the high point, which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the latest stock price to the 200-day moving average can provide valuable insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market sentiment.
See More
