The market is pricing in a scenario where Mondelez business fundamentals remain at historical levels and margins stay flat. Recent developments, however, point out to a scenario of gradually improving margins over the coming years. The likelihood of MDLZ stock trading at higher multiples over the coming years has increased significantly.
Mondelez has opened a new $22 million chocolate ingredient facility in Malaysia. The investment brings a key part of the Cadbury maker's chocolate supply chain closer to its Southeast Asian operations.
Mondelez's productivity and pricing lift Q2 gross margin, but cocoa cost phasing keeps pressure on year-to-date profit and EPS.
Jim Cramer called Campbell's snack quarter a nightmare and warned the whole category is broken, but two other packaged food giants reported something very different this week and raised their dividends to prove it.
Mondelez (MDLZ) reported earnings 30 days ago. What's next for the stock?
Mondelez International remains a Buy, supported by resilient performance, global scale, and an attractive valuation with a solid margin of safety. MDLZ continues to outperform in core snacks, maintains strong emerging market momentum, and is on track to become the #1 global chocolate manufacturer. Guidance was raised to at least 2% organic net revenue growth, with long-term targets of 3–5% organic growth and high single-digit Adj. EPS growth.
Mondelez's biscuits and baked snacks grow 2.5% in Q2 as volume/mix, brand gains and share trends strengthen, with innovation offering more growth levers.
Mondelez beat Q2 sales and earnings estimates and raised its 2026 organic growth outlook, but margin pressure keeps earnings conversion in focus.
Mondelez's growth is broadening as North America rebounds and Emerging Markets stay firm, but Europe, chocolate weakness and rich valuation cloud the case.
Mondelez lifts its 2026 organic growth outlook as improving volume/mix, pricing and strength across key regions support its first-half momentum.
Mondelez remains a compelling core holding-type stock, combining strong brands, global scale, and robust emerging market momentum. MDLZ delivered net revenue growth and positive volume/mix, with emerging markets driving 8%+ organic growth. With a BBB credit rating, a 3.2% well-covered dividend yield, and 12 years of dividend growth, MDLZ offers defensive income.
Explore how Mondelez's (MDLZ) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.