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This summary was created by AI, based on 11 opinions in the last 12 months.

MONDELEZ INTERNATIONAL INC Common Stock (MDLZ-Q) is a leading player in the biscuits and chocolate market with very strong brand loyalty. The company is innovating and acquiring, and focusing on topline growth and incremental margin growth. While there are concerns about return on capital and free cash flow, the company's stable business and strong array of products make it an attractive option for defensive investors. There is also optimism about the company's growth potential in emerging markets and its ability to pass on costs to consumers. Overall, the stock has seen a recent selloff due to concerns about a new weight loss drug affecting consumption of its products, but there is confidence in its long-term growth prospects.

Consensus
Mixed
Valuation
Fair Value
BUY

Owns shares and would recommend buying. Global consumer goods powerhouse. Strong brand names with sticky adoption rates. Ability to generate profits despite higher chocolate prices. Would recommend holding for the long term. Ability to pass on rising costs to consumers. 

Consumer Products
BUY

Still likes it. Concern now is that with higher interest rates and rising unemployment, consumers are being more price-conscious. Company has acknowledged this in its biscuit category. 

Reassessing pricing and packaging. EMs are about 40% of sales, she sees higher growth there. Selling assets, redeploying proceeds in higher-growth adjacent categories.

Consumer Products
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Nothing much has changed in MDLZ’s fundamentals over the years, except the valuation has gone down and it is now trading at 18.8x times' Forward P/E ( a fair valuation given MDLZ consistently has traded above 20x). The leverage level has gone down meaningfully in recent years, and the net debt/EBITDA level is now at 1.9x, the lowest in years, indicating a capacity for raising dividends or buying back shares. The company has been a predictable grower, and we think MDLZ would be comfortable to grow 3%-5% for a very long time, it is an attractive dividend grower over time, but the business is mature and fairly low growth overall. We would be OK owning it for income but otherwise do not see it as overly interesting. 
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Consumer Products
DON'T BUY

Good company, but now up against weight-loss drugs. Makes the core thesis tough. High cocoa prices increased input prices. Lots of international sales, so a strong USD is not constructive.

Consumer Products
PAST TOP PICK
(A Top Pick Oct 20/23, Up 8%)

At the time of this pick, GLP weight-loss drugs were creating overhang on the stock. Very well run. Great presence internationally. Recent quarter underwhelming, lower-income US consumer starting to get pressured. Happy to hold due to market dominance and attractive valuation.

Consumer Products
TOP PICK

A leader in biscuits and chocolate, with very little private label competition. Very strong brand loyalty. Innovating and acquiring. Disposing of lower-growth areas such as gum. Likes the topline growth, as well as incremental margin growth. Decent yield of 2.4%.

(Analysts’ price target is $83.44)
Consumer Products
DON'T BUY

Return on capital inconsistent and low. Free cash flow also not too high. Insider ownership also unclear. Food and beverage hard to compete with if company has a strong moat. Unclear on future of business. Better options for investors in the markets. 

Consumer Products
BUY

Owns shares and believes in prospects of business. Chocolate business very strong. "Snack business" also growing at high rate. Able to pass on costs to consumers. Brand loyalty continues to grown. Strong array of products. Stable business that is good for defensive investors. 

Consumer Products
BUY

Owns a lot of products that don't make money, no return on capital, so needs to rationalize its products. Own these companies now, because you'll reap from the fruition of these efforts. May be some volatility.

Consumer Products
TOP PICK

Have pricing power, passing higher prices to consumers. Are rapidly growing in emerging markets like Africa. It yields 2.4% now and grows its dividend at 13% compounded over the last decade. It's highly defensive, boasting strong brands like Cadbury.

(Analysts’ price target is $79.05)
Consumer Products
TOP PICK

Very strong portfolio of brands (Oreo & Ritz etc.). Recent selloff of stock due to weight loss drugs hitting the market. Not worried about selloff and believes is over stated. Very attractive share price to buy at. 

Consumer Products
PAST TOP PICK
(A Top Pick Oct 18/22, Up 12.7%)

It pulled back due to a new obesity drug with concerns that this may reduce consumption of their products which are mainly snacks - it leads in biscuits and chocolate. However there is lots of brand loyalty and it is branching out into different categories. There is long term growth with 35% of its revenue coming from emerging  markets. It is at a good entry point.

Consumer Products
DON'T BUY

The impact of the weight-loss drugs will heavily affects the snacks business. Also, their valuation is high.

Consumer Products
TOP PICK

#1 global share in biscuits. #2 in chocolate, and growing its share. Very little private label competition in biscuits and chocolate, huge brand loyalty. A name to own for the decade. Increased both prices and volume. EM is higher growth, but cyclical. Divesting and redeploying capital. Raised EPS guidance to 12% YOY. Reasonable multiple. Yield is 2.38%.

(Analysts’ price target is $82.44)
Consumer Products
PAST TOP PICK
(A Top Pick Jun 14/22, Up 27%)

#1 in biscuits and #2 in chocolate behind Mars and gaining share. Benefited during Covid when people ate more snacks. Consumers keep buying established brands like theirs. They raised prices and have pricing power, so volumes rose. Expanding into cake and pastries and emerging markets.

Consumer Products
Showing 1 to 15 of 108 entries

MONDELEZ INTERNATIONAL INC Common Stock(MDLZ-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 10

Stockchase rating for MONDELEZ INTERNATIONAL INC Common Stock is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

MONDELEZ INTERNATIONAL INC Common Stock(MDLZ-Q) Frequently Asked Questions

What is MONDELEZ INTERNATIONAL INC Common Stock stock symbol?

MONDELEZ INTERNATIONAL INC Common Stock is a American stock, trading under the symbol MDLZ-Q on the NASDAQ (MDLZ). It is usually referred to as NASDAQ:MDLZ or MDLZ-Q

Is MONDELEZ INTERNATIONAL INC Common Stock a buy or a sell?

In the last year, 10 stock analysts published opinions about MDLZ-Q. 6 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for MONDELEZ INTERNATIONAL INC Common Stock.

Is MONDELEZ INTERNATIONAL INC Common Stock a good investment or a top pick?

MONDELEZ INTERNATIONAL INC Common Stock was recommended as a Top Pick by on . Read the latest stock experts ratings for MONDELEZ INTERNATIONAL INC Common Stock.

Why is MONDELEZ INTERNATIONAL INC Common Stock stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is MONDELEZ INTERNATIONAL INC Common Stock worth watching?

10 stock analysts on Stockchase covered MONDELEZ INTERNATIONAL INC Common Stock In the last year. It is a trending stock that is worth watching.

What is MONDELEZ INTERNATIONAL INC Common Stock stock price?

On 2024-07-23, MONDELEZ INTERNATIONAL INC Common Stock (MDLZ-Q) stock closed at a price of $66.