Mondelez International

MDLZ-Q

NASDAQ:MDLZ

56.16
0.55 (0.99%)
Mondelēz International, Inc., styled Mondelēz, is an American multinational confectionery, food, and beverage company based in Illinois which employs about 107,000 people around the world.
More at Wikipedia

Analysis and Opinions about MDLZ-Q

Signal
Opinion
Expert
BUY
BUY
September 15, 2020

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

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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
DON'T BUY
August 12, 2020
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.
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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
PAST TOP PICK
August 11, 2020

(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.

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(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
TOP PICK
July 16, 2020
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)
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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
TOP PICK
May 13, 2020
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)
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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
COMMENT
May 11, 2020

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.

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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
TOP PICK
November 12, 2019
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)
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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
TOP PICK
August 13, 2019
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)
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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
PAST TOP PICK
November 13, 2018
(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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(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.
PAST TOP PICK
PAST TOP PICK
October 10, 2018

(Past Top Pick Oct. 10, 2017, Up 4%) Hasn't done much in the past year. A global leader in snacks, which grow faster than other consumer staples. Likes it as secular play for growth in emerging markets, with 40% of revenues there, and 60% outside North America. Starting to see some improvement, but watch the strength of the US dollar which pressure EM. Got a new CEO in December, who is reinvesting the business to grow the topline.

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(Past Top Pick Oct. 10, 2017, Up 4%) Hasn't done much in the past year. A global leader in snacks, which grow faster than other consumer staples. Likes it as secular play for growth in emerging markets, with 40% of revenues there, and 60% outside North America. Starting to see some improvement, but watch the strength of the US dollar which pressure EM. Got a new CEO in December, who is reinvesting the business to grow the topline.

PAST TOP PICK
PAST TOP PICK
July 10, 2018

(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

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(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

COMMENT
COMMENT
July 9, 2018

It is quite a trading stock. There is a floor around the high thirties and some technical resistance at the high forties. It is not a bad range. Don't buy and hold it.

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It is quite a trading stock. There is a floor around the high thirties and some technical resistance at the high forties. It is not a bad range. Don't buy and hold it.

TOP PICK
TOP PICK
November 10, 2017

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

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A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

PAST TOP PICK
PAST TOP PICK
October 31, 2017

(A Top Pick June 12/17. Down 6%.) This tends to move in a bit of a channel, and seems to find support somewhere in the $38-$39 range. It is in consumer staples, a sector that normally does very well in the summer, but this year didn't. It reported last night with pretty good numbers and the stock was up about 5% today. His view is that this could get back into the $44-$45 area, and then he will get out.

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(A Top Pick June 12/17. Down 6%.) This tends to move in a bit of a channel, and seems to find support somewhere in the $38-$39 range. It is in consumer staples, a sector that normally does very well in the summer, but this year didn't. It reported last night with pretty good numbers and the stock was up about 5% today. His view is that this could get back into the $44-$45 area, and then he will get out.

TOP PICK
TOP PICK
October 11, 2017

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

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About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

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Mondelez International(MDLZ-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 3

Stockchase rating for Mondelez International 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(MDLZ-Q) Frequently Asked Questions

What is Mondelez International stock symbol?

Mondelez International 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 a buy or a sell?

In the last year, 3 stock analysts published opinions about MDLZ-Q. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Mondelez International.

Is Mondelez International a good investment or a top pick?

Mondelez International was recommended as a Top Pick by Christine Poole on 2020-09-15. Read the latest stock experts ratings for Mondelez International.

Why is Mondelez International 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 worth watching?

3 stock analysts on Stockchase covered Mondelez International In the last year. It is a trending stock that is worth watching.

What is Mondelez International stock price?

On 2020-09-25, Mondelez International (MDLZ-Q) stock closed at a price of $56.16.