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 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. (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 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.
Mondelez faces unprecedented challenges due to cocoa inflation. The company's recent earnings report shows Mondelez's strong pricing power and unveils its strategy to counter high cocoa prices. After issuing positive 2025 guidance, Mondelez gave us a clearer picture of what to expect down the road.
Examine Mondelez's (MDLZ) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
CNBC's Jim Cramer breaks down why he's keeping an eye on shares of Mondelez.
MDLZ's fourth-quarter earnings decline year over year amid a challenging operating environment marked by cocoa cost inflation.
Snacks giant Mondelez International Inc MDLZ shares are trading lower in premarket on Wednesday.
Mondelez International, Inc. (NASDAQ:MDLZ ) Q4 2024 Earnings Conference Call February 4, 2025 5:00 PM ET Company Participants Shep Dunlap - SVP, IR Dirk Van De Put - Chairman & CEO Luca Zaramella - CFO Conference Call Participants Andrew Lazar - Barclays Kenneth Goldman - JPMorgan David Palmer - Evercore ISI Thomas Palmer - Citi Max Gumport - BNP Paribas Peter Galbo - Bank of America Operator Good day, and welcome to the Mondelez International Fourth Quarter 2024 and Full Year Earnings Conference Call. Today's call is scheduled to last about one hour, including remarks by Mondelez management and the question-and-answer session.
For consumer-packaged goods giant Mondelēz International, its digital transformation is a work in progress. Company officials have set a goal to generate 20% of its sales by 2030 through digital commerce.
The headline numbers for Mondelez (MDLZ) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.