MONDELEZ INTERNATIONAL INC Common Stock…

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MONDELEZ INTERNATIONAL INC Common Stock (MDLZ)

62.07

-0.29 (0.47%)

as of Aug 31, 2026, 8:00:00 pm Market Open.

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Investor Insights

Aug 31, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

MDLZ-Q, the stock of Mondelez International Inc., has been facing significant challenges recently. Experts point to two main reasons for the weakness: the end of pandemic-era pantry-stuffing and soaring cocoa prices driven by plant diseases in West Africa. Since chocolate has no easy substitutes, the company's ability to manage costs and pricing remains limited, creating uncertainty for investors. If purchasing at this point, one should anticipate potential drops in capital, especially considering the growing consumer shift towards healthier options and the impact of GLP-1 drugs. Furthermore, foreign exchange rates add another layer of complexity in translating these challenges back to USD, making it a cautious investment opportunity for those with a long-term horizon.

Consensus

Cautious

Valuation

Fair Value

Similar

Nestle, NSRGY

PAST TOP PICK

(A Top Pick Dec 14/21, Up 6%) Consumer staple business that is leader is chocolate, biscuits and candy. Well positioned company that owns many shares in. Not much competition from private label brands. Geographic exposure is excellent (35% in emerging markets). Expanding into pastries and other products. Recent acquisition of Cliff Bar going well. Solid dividend rate at 2%.

TOP PICK

Sort of defensive. They are the leader in biscuits, and #2 in chocolate and candy. They have high brand loyalty and little competition. However, they face higher input costs and supply chain woes, but sales have held up. She owns this because emerging market organic growth is higher than in developed. MDLZ is branching out into baked goods and pastries. It pays under a 2% dividend which they tend to grow. (Analysts’ price target is $70.32)

WAIT

Great global consumer products company. Stocks in this sector haven't fallen as much, so it's tough to find value. He'd wait. Try to find something in the sector with better growth characteristics and better valuation.

WEAK BUY

We're in an environment where companies that can pass through pricing are going to do quite well. Interesting place to hide out from inflation. He wouldn't have a problem buying at these levels, but see his Top Picks.

PAST TOP PICK

(A Top Pick Aug 12/21, Up 5%) Still likes it. Long held it. A leading player in biscuits and chocolates and are expanding in emerging markets which offers wider margins. Their recent acquisition in biscuits was in the high-growth nutritional bar business. Their Q2 report said they are are increasing costs to offset inflation, but their volume is holding up well. Why? There is less competition in private-label biscuits and chocolate. Pays a 2.4% yield.

TOP PICK

She favours defensive stocks in an economic slowdown. They dominate in the biscuits sales and picked up more customers during Covid. Shares pulled back after Target did. Trading at xxx forward earnings. Pays 2.4% dividend. Emering markets (Analysts’ price target is $72.57)

PAST TOP PICK

(A Top Pick Feb 19/21, Up 25%) They own most of those brands and have gained market share. The growth rate will be higher in developing markets. Short-term, MDLZ is facing supply chain shortages, but this should improve. The PE

TOP PICK

A global snacking company boasting big global brands like Cadbury, Oreo and Ritz, and dominate in biscuits, chocolate and gum. It's a relatively defensive name, but also growth-oriented. Consumers have brand loyalty to their snacks. Covid allowed developed markets to grow because people stayed home and snacked. MDLZ is innovating and acquiring companies in order to expand in cakes and pastry. Pays a 2.2% dividend. The PE can expand, trading at a discount to Pepsi and Coke. (Analysts’ price target is $70.24)

DON'T BUY

He sold this when the economic cycle turned risk-on. Similar comments to Verizon, though this is less dividend-centric. It's a good company, once the snack food operation of Kraft until it was spun off. Strong international earnings and reasonable valuation, but the market doesn't pay much attention to this (or its sector). There's better growth elsewhere.

BUY

In the global snacking category, with about 40% of earnings coming from EM. Earnings may be somewhat lumpy, as they reflect what's going on in the economy, but there's stronger growth there than, say, a Kellogg in its mature market.

DON'T BUY

Well run. Food and beverage has historically been a great area to invest in. He worries about margin compression. Brands are getting into more specialized niches, such as local craft breweries, which the big companies have to then buy and carry increased debt. In brands, you always want to go upmarket, rather than go with the mass players.

PAST TOP PICK

(A Top Pick Sep 30/20, Up 7%) Sold this last March. Needed a more risk on profile. People are looking at broad based economic indicators and companies that are associated with that.

TOP PICK

74% of revenue is from emerging markets, where there's less penetration of packaged snack foods. As income levels grow, increased demand for products will support secular growth. Benefited from Covid. Kept market share. Topline growth stronger last quarter. Branching into adjacent categories like baked goods. Dividend usually increased annually. Yield is 2.24%. (Analysts’ price target is $70.25)

PAST TOP PICK

(A Top Pick Jul 16/20, Up 22%) Fairly defensive, and are the leaders in chocolate biscuits and gum which people are a lot of during last year's lockdowns. Oreo's and Mr. Christie's are well-known brands. They gained market share in the pandemic and continue to. The new CEO is growing margins and topline, so increasing their marketing spend. 37% of their revenues comes from emerging markets, which offers strong demand. Still trades at a reasonable PE compared to peers like Pepsico.

BUY

They have an analysts' meeting on Wednesday. It's a fantastic confection stock. Buy ahead of the meeting.

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MONDELEZ INTERNATIONAL INC Common Stock (MDLZ)