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

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PAST TOP PICK

(A Top Pick May 13/20, Up 29%) Has owned this for years and will hang on. They posted a good quarter recently. When the pandemic hit, consumers stuck to big brands like Ritz Crackers, but MDLZ also attracted new customers. So, MDLZ advertised to keep and attract customers which paid off with organic growth. The valuation gap between MDLZ and global staples like Pepsi will close over time. Too pricey now, so buy on dips. 40% of business is in emerging markets and will grow further there.

PAST TOP PICK

(A Top Pick May 13/20, Up 21%) A leader in snacks. Defensive name. Gained share in 8% of their categories last year. Valuation is at a discount, plus sales to EM provide a good runway for growth.

TOP PICK

Holds the number one market share in biscuits, candy and chocolate. Snacking is a favourable category with less private labels and more brand loyalty. Benefitted from covid with consumers gravitating to familiar brands. 40% of revenues come from emerging markets and demand will continue to increase. Trading at an attractive valuation. (Analysts’ price target is $65.24)

BUY

Good company. Large percentage of sales are international, so it's a weak US dollar play. International growth is higher than most consumer goods. Well priced. A good fit in a portfolio.

PAST TOP PICK

(A Top Pick Nov 12/19, Up 13%) Just under 40% of revenues come from emerging markets, and this will continue to grow. During the pandemic, they've seen stronger growth in their belt market, as people are doing more snacking at home. Trades at a discount to peers, and this gap should narrow over time.

TOP PICK

Came out of Kraft, as the snack piece. Growing well organically, 6.3% y/y. Prides itself on stability. Snacks are evolving; there are healthy options. Worldwide opportunity for expansion, sub-20x earnings, good dividend. The side of the barbell that gives stability to counteract the octane of tech. Yield is 2.21%. (Analysts’ price target is $62.96)

BUY

Like Unilever, is a global consumer, defensive name. MDLZ offers world-famous brands in snacks that have done well in this pandemic.

DON'T BUY

He cares about the data: valuation, price momentum, stability. This one did well as a consumer staple during the pandemic. Very stable, but a bit expensive. 22x price to earnings. Good balance sheet, reasonable yield and payout ratio. You won't go wrong with it, but better opportunities elsewhere.

PAST TOP PICK

(A Top Pick Aug 13/19, Up 4%) Still likes it. They make snacks globally with only 26% of revenues from North America. They benefitted from the pandemic, because consumers stuck to well-known brands like theirs. Emerging markets will grow faster, though enjoyed good growth in developed ones. She likes the global snacking space because it's high growth. They boast a valuation discount vs. Coke and Pepsi.

TOP PICK

The snack category has higher growth rate than other packaged product categories. Quite global. Well positioned in emerging countries. #1 share in biscuits, #2 in chocolate and gum. Benefited from Covid. Trading at a discount to peers, and this should narrow over time. Yield is 2.15%. (Analysts’ price target is $60.25)

TOP PICK

A world lead in biscuits, candy and chocolate. Their biscuit demand has benefited from COVID and they have grown their market share. Oreo and Ritz are brands they sell. Based on their studies, 15-20% of their buyers are new to these brands. She thinks this will allow them to keep those new buyers going forward. It trades at a discount to its international peers. Yield 2.27% (Analysts’ price target is $59.50)

COMMENT

These companies are benefiting from the stay-at-home trend. There has been talk of merging with Kraft and that has kept the stock up. There is a lot of growth in the international side.

TOP PICK

They're number one in snack foods (i.e. Cadbury) with 40% of their sales in emerging markets where consumers are earning more money and will increase demand in an under-served market. Unit volume growth are always stronger in EMs than in developed. The new CEO is increasing their topline growth. She likes MDLZ long term. Pays around a 2% dividend yield. (Analysts’ price target is $60.70)

TOP PICK

They have the largest global share in pre-packaged snack food. She sees consumers in developing markets adding greatly to demand. They own nine global well recognized brands like Oreo, Halls, Dentyne, etc. Yield 2.08% (Analysts’ price target is $60.85)

PAST TOP PICK

(A Top Pick Nov 10/17, Up 8%) They make candies and chocolates. They have 40% in emerging markets where there will be growth, unlike developed markets which will be flat. In recent years they are reducing costs and widening margins. They've done this, so they are now improving their topline. You want more defensive names in this stage of the cycle and MDLZ is a good choice, long-term.

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MONDELEZ INTERNATIONAL INC Common Stock (MDLZ)