MDLZ's chocolate sales rise 11.4% in 2025 as pricing offsets cocoa cost pressure, but volume declines raise questions about how durable that growth is.
Banco Bilbao Vizcaya Argentaria S.A. raised its position in Mondelez International, Inc. (NASDAQ: MDLZ) by 19.2% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 211,588 shares of the company's stock after purchasing an additional 34,100 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.'s holdings
Mondelēz is upgraded to a cautious Buy, driven by anticipated margin recovery in 2027 as cocoa price declines flow through. MDLZ faced margin pressure from past high cocoa costs, but hedging means benefits from lower prices will materialize with a lag. Competitive risks from potential chocolate price wars could offset some margin gains in 2027.
44 Wealth Management LLC boosted its stake in shares of Mondelez International, Inc. (NASDAQ: MDLZ) by 405.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,679 shares of the company's stock after purchasing an additional 31,020 shares during the
Mondelez (MDLZ) reported earnings 30 days ago. What's next for the stock?
MDLZ posted 4.3% organic net revenue growth in 2025 on cocoa-driven pricing. It targets flat to 2% growth in 2026 amid soft demand.
Mondelez International is rated Hold, as shares now seem to trade around a fair value following the recent jump. MDLZ's 2026 outlook anticipates $3B FCF, flat-to-2% organic net revenue growth, and flat-to-5% adjusted EPS, with cocoa hedging and brand initiatives limiting upside. Combined dividend and buyback yield is an unsustainable 6.46%, risking capital allocation reset if turnaround lags or medium- and long-term headwinds persist.
Mondelez International, Inc. (MDLZ) Presents at Consumer Analyst Group of New York Conference 2026 Transcript
Evaluate Mondelez's (MDLZ) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
MDLZ beats Q4 earnings and revenue estimates as pricing strength and cost discipline offset persistent cocoa inflation pressures.
Mondelez International, Inc. (MDLZ) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Mondelez (MDLZ) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.