Mondelez International Inc. (MDLZ)
Mondelez Logs Higher First-Quarter Sales, Maintains Full-Year Outlook
The snack company's sales rose for the quarter despite a decline in North America, while profit took a hit from what its chief executive called unprecedented cocoa costs.
Seeking Clues to Mondelez (MDLZ) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Mondelez (MDLZ) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Mondelez: Buying Now Might Not Be The Best Idea
Mondelez International (NASDAQ:MDLZ) has outperformed its sector despite slow growth, but is overvalued due to its growing position as the market leader. The company's profit margins and ROIC have remained stable, but future profitability is threatened by increasing cocoa prices due to global warming. MDLZ's FCF growth is low, making its current trading price unjustifiable; intrinsic value models suggest the stock is slightly overvalued.
Mondelez Set to Release Q1 Earnings: Key Insights for Investors
MDLZ's first-quarter results are likely to reflect strong core growth & pricing gains, but cocoa cost pressure may weigh on profitability.
Earnings Preview: Mondelez (MDLZ) Q1 Earnings Expected to Decline
Mondelez (MDLZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mondelez: Too Rich For My Blood
Mondelez has outperformed in 2025 due to market stress, but its current valuation is high; I recommend holding rather than buying now. Existing holders should keep their shares and enjoy dividends, as the firm has a strong record of dividend growth and capital allocation. New investors should wait for a better entry point, as the current valuation is stretched and T-bills offer better returns.
Mondelez: Sweet Gains, Bitter Costs, And A Pricey Valuation
Mondelez's 2024 performance missed revenue expectations despite 4.3% organic growth, with soaring cocoa costs impacting Q4 profitability and margins. Management anticipates 5% organic revenue growth in 2025 but expects a 10% decline in adjusted EPS due to cocoa cost inflation. The company aims for a 4% supply chain productivity gain and targeted pricing adjustments to stabilize margins by year-end.
Why Is Mondelez (MDLZ) Up 15.4% Since Last Earnings Report?
Mondelez (MDLZ) reported earnings 30 days ago. What's next for the stock?
Mondelez: Cocoa Prices And Tariffs Weigh On Strong Business Performance
Mondelez share price is already pricing-in future risks even as underlying business performance continues to improve. Even though margins are likely to come under pressure, the long-term impact of tariffs and high cocoa prices is likely to be muted. Nonetheless, the stock is priced on the assumption that margins would fall permanently, which in my view, makes MDLZ a buy even in the face of ongoing risks.
Wheat Thins purchasers settle with Mondelez over labeling
Wheat Thins purchasers reached a $10 million settlement of a lawsuit accusing Mondelez International of deceptively labeling the crackers as "100% Whole Grain" though they contained corn starch, a refined grain.
Mondelez International, Inc. (MDLZ) CEO Dirk Van De Put Presents at Consumer Analyst Group of New York (CAGNY) Conference (Transcript)
Mondelez International, Inc. (NASDAQ:MDLZ ) Consumer Analyst Group of New York (CAGNY) Conference February 18, 2025 2:00 PM ET Company Participants Dirk Van de Put - Chairman & CEO Luca Zaramella - CFO Conference Call Participants Unidentified Analyst All right. If we can make our way back to our seats for our next presentation from Mondelez.
Mondelez CEO says Kennedy agenda product re-formulations will mean price hikes
Mondelez CEO Dirk van de Put on Tuesday said the Oreo maker will face new cost pressures from the Make America Healthy Again movement spearheaded by U.S. health secretary Robert F. Kennedy Jr and that Americans would see price hikes.
