Mondelez International, Inc.
Mondelez International (MDLZ) is a global leader in packaged snacks and confectionery, with well-known brands including Oreo, Cadbury, Toblerone, Ritz and Triscuit. The company operates in more than 150 countries and benefits from scale, strong brand recognition and broad distribution across retail and e-commerce channels. Investors often view Mondelez as a consumer-defensive stock offering relatively steady cash flows and potential margin improvements from cost efficiencies and product innovation. Key growth drivers include rising snacking demand in emerging markets and digital grocery penetration, while notable risks are exposure to commodity prices (cocoa, sugar, vegetable oils), foreign-exchange movements, and changing consumer tastes. Mondelez has historically returned capital to shareholders, but past payouts do not guarantee future dividends or buybacks. This information is for general, educational purposes only and not personalised investment advice; consider your objectives and risk tolerance and consult a professional if needed.
Why It's Moving
Cocoa Price Plunge Sparks Relief Rally for Mondelez as Snack Giant Battles Input Cost Squeeze
Mondelez International shares are finding footing after a rough patch, buoyed by sharp declines in record-high cocoa prices that plagued recent profitability. Investors eye easing commodity pressures alongside the company's resilient revenue growth and robust cash returns, signaling potential margin recovery ahead.
- Cocoa futures tumbled over 5% this week to 1.75-year lows, offering hope for Mondelez's battered gross margins that plunged 1,010 basis points in Q3 2025 amid extreme cost inflation.
- Q3 results showed organic net revenue up 3.4% despite volume headwinds, with updated 2025 guidance holding organic growth at 4%+ and free cash flow over $3B.
- Year-to-date, Mondelez generated $2.1B in operating cash flow and returned $3.7B to shareholders, underscoring financial strength as input costs finally ease.
Cocoa Price Plunge Sparks Relief Rally for Mondelez as Snack Giant Battles Input Cost Squeeze
Mondelez International shares are finding footing after a rough patch, buoyed by sharp declines in record-high cocoa prices that plagued recent profitability. Investors eye easing commodity pressures alongside the company's resilient revenue growth and robust cash returns, signaling potential margin recovery ahead.
- Cocoa futures tumbled over 5% this week to 1.75-year lows, offering hope for Mondelez's battered gross margins that plunged 1,010 basis points in Q3 2025 amid extreme cost inflation.
- Q3 results showed organic net revenue up 3.4% despite volume headwinds, with updated 2025 guidance holding organic growth at 4%+ and free cash flow over $3B.
- Year-to-date, Mondelez generated $2.1B in operating cash flow and returned $3.7B to shareholders, underscoring financial strength as input costs finally ease.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Mondelez International's stock with a target price of $68.30, indicating growth potential.
Financial Health
Mondelez is performing well with solid revenue and cash flow, although profit margins are moderate.
Dividend
Mondelez offers a solid dividend yield of 3.53%, making it a reasonable choice for dividend-seeking investors. If you invested $1000 you would be paid $39.10 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Snacks Market Tailwinds
Rising snacking habits and premiumisation can support growth, though demand can vary by region and economic cycles.
Global Footprint Opportunity
Broad distribution and presence in emerging markets offer scale and mix improvements, balanced by local competition and FX risks.
Input Cost Sensitivity
Margins can be affected by commodity and logistics costs; cost programmes and pricing power may help but outcomes aren’t guaranteed.
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