Mondelez International(MDLZ)
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苏州工业园区海关智慧监管赋能“灯塔工厂”提质增效
Xin Hua Ri Bao· 2025-12-11 21:46
"'慧关通'智慧报关厅公共服务平台是南京海关智慧海关建设基层先行先试项目之一,为我们保障'灯塔 工厂'高效通关提供了有力支持。"苏州工业园区海关驻唯亭办事处副主任蒋燕翔介绍,"我们引导企业 使用'慧关通'平台辅助办理通关手续,通过政策辅导、流程演示,助力企业规范填报、规避风险,从源 头提升申报质量。" "海关还上线了检验检疫证书的'云签发'功能,我们在线就能申请证书办理,单票证书1小时内就能成功 领取。"李云龙表示,"此外,海关还提供了灵活预约、'随报随检'等服务,让我们的海外订单交付周期 不断缩短。" 目前,苏州工业园区共有亿滋、博世、强生三家"全球灯塔工厂"。蒋燕翔表示,苏州工业园区海关将持 续聚焦企业发展需求,迭代升级"慧关通"平台功能,推出更多更实的惠企举措,帮助企业提高通关效 率,实现海关监管"无事不扰、无处不在",助力企业开拓海外市场。 本报讯(宗锐田自横)走进亿滋食品(苏州)有限公司的奥利奥饼干无人生产车间,自动化流水线上,一块 块巧克力饼干经过烘焙、降温、夹心等工序,在机器检测合格后落进塑料盒内,"穿"上铝箔包装袋,被 打包送往海外消费者手中。 "2023年,我们加入世界经济论坛的全球'灯塔工 ...
Mondelēz International Declares Regular Quarterly Dividend of $0.50 per share
Globenewswire· 2025-12-11 18:30
CHICAGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Mondelēz International, Inc. (Nasdaq: MDLZ) today declared a regular quarterly dividend of $0.50 per share of Class A common stock. This dividend is payable on January 14, 2026, to shareholders of record as of the close of business on December 31, 2025. About Mondelēz International Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2024 net revenues of approximately $36.4 ...
Wall Street's Most Accurate Analysts Spotlight On 3 Risk Off Stocks Delivering High-Dividend Yields - Mondelez International (NASDAQ:MDLZ), PepsiCo (NASDAQ:PEP)
Benzinga· 2025-12-10 12:19
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...
Wall Street's Most Accurate Analysts Spotlight On 3 Risk Off Stocks Delivering High-Dividend Yields


Benzinga· 2025-12-10 12:19
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...
Mondelez: A Rare Opportunity To Buy This Snack Powerhouse Below Fair Value (NASDAQ:MDLZ)
Seeking Alpha· 2025-12-09 09:11
Mondelez International, Inc. ( MDLZ ) is now trading at some of its lowest levels in more than half a decade, as the company has seen significant cocoa disruptions from tariffs and aAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful ...
Mondelez: A Rare Opportunity To Buy This Snack Powerhouse Below Fair Value
Seeking Alpha· 2025-12-09 09:11
Core Insights - Mondelez International, Inc. (MDLZ) is currently trading at its lowest levels in over five years due to significant disruptions in cocoa supply caused by tariffs and other factors [1] Company Summary - The company has faced challenges related to cocoa supply disruptions, which have impacted its stock performance [1] Industry Context - The broader context includes the impact of tariffs on commodity supplies, particularly cocoa, which is crucial for companies like Mondelez that rely heavily on chocolate production [1]
Watches of Switzerland: Premium Retailer At A Discount
Seeking Alpha· 2025-12-09 09:08
Core Insights - Watches of Switzerland (WOSGF) operates in the luxury watch and jewellery retail sector, facing challenges related to tariffs and market conditions [1] Company Overview - WOSGF is a family of retailers specializing in luxury watches and jewellery [1] - The company has been analyzed in the context of market fears regarding tariffs [1] Investment Approach - The investment philosophy emphasizes long-term value investing, focusing on undervalued quality businesses with strong fundamentals [1] - The approach is influenced by renowned investor Warren Buffett, prioritizing companies with solid business models and sustainable growth [1]
Mondelez: A Wide-Moat Giant Mispriced By A Cocoa Panic (NASDAQ:MDLZ)
Seeking Alpha· 2025-12-08 04:07
Core Insights - Mondelez International, Inc. has successfully passed severe cost inflation onto customers, demonstrating its competitive advantage in the market [1] Valuation Methods - Various methods exist for sell-side analysts to determine a company's fair value, including DCF, multiples approach, and reverse valuation [1] - The DCF method requires precise assumptions, which can introduce bias, while the multiples approach assumes peer companies are fairly priced, a notion often unsupported by historical data [1] - Reverse valuation starts from the market price and discount rate, revealing the free cash flow assumptions embedded in the price, providing a straightforward reality check [1] Free Cash Flow Analysis - A Free Cash Flow to Equity (FCFE) model is utilized to assess what truly belongs to shareholders, calculated as Earnings + Amortization – CAPEX – average acquisition cost = FCFE [1] - The analysis disregards working capital and debt changes, focusing on core business metrics: earnings, amortization, and investments [1] Forecasting Methodology - The H-model is applied for forecasts, featuring a 10-year two-stage growth fade with terminal growth equal to the risk-free rate, represented by the 10-year government bond yield [1] - All cash flows are discounted using the cost of equity, calculated as RFR × beta + 5% ERP, resulting in a clear picture of the business's true worth [1]
Mondelez: A Wide-Moat Giant Mispriced By A Cocoa Panic
Seeking Alpha· 2025-12-08 04:07
Core Insights - Mondelez International, Inc. has successfully passed severe cost inflation onto customers, demonstrating its competitive advantage in the market [1] Valuation Methods - Various methods exist for sell-side analysts to determine a company's fair value, including DCF, multiples approach, and reverse valuation [1] - The DCF method requires precise assumptions, which can introduce bias, while the multiples approach assumes peer companies are fairly priced, a notion often unsupported by historical data [1] - Reverse valuation starts from market price and discount rate, revealing the free cash flow assumptions embedded in the price, providing a direct reality check [1] Free Cash Flow Analysis - A Free Cash Flow to Equity (FCFE) model is utilized to assess what truly belongs to shareholders, calculated as Earnings + Amortization – CAPEX – average acquisition cost = FCFE [1] - The analysis disregards working capital and debt changes, focusing on core business metrics: earnings, amortization, and investments [1] Forecasting Approach - The H-model is applied for forecasts, featuring a 10-year two-stage growth fade with terminal growth equal to the risk-free rate, represented by the 10-year government bond yield [1] - All cash flows are discounted using the cost of equity, calculated as RFR × beta + 5% ERP, resulting in a clear picture of the business's true worth [1]
Mondelez International, Inc. (MDLZ): A Bull Case Theory
Yahoo Finance· 2025-12-04 13:23
Core Thesis - Mondelez International, Inc. is experiencing share-price pressure despite strong Q3 results due to rising cocoa prices and elevated transportation costs impacting margins, alongside weakened American consumer purchasing power affecting near-term demand [2][4] Financial Performance - Mondelez reported a modest revenue growth of 5.86% year-over-year, surpassing inflation, but earnings fell by over 18% due to margin pressures [4] - Operating margins declined from 12.5% to 7.6%, and the return on invested capital (ROIC) is currently at 6.2%, trailing the weighted average cost of capital (WACC) of 6.67% [4] - Analysts project a one-year price target of $62, indicating approximately 11% upside from the current share price of $56.08 [4] Strategic Positioning - The company’s broad portfolio, global scale, and category leadership position it for resilient long-term performance, with dominant segments in biscuits and chocolate [3] - Key brands like Oreo and Cadbury drive brand loyalty, while emerging markets and premium snack offerings provide additional growth opportunities [3] - Strategic initiatives include investments in core brands, bolt-on acquisitions, supply chain efficiencies, e-commerce expansion, and sustainability programs like Cocoa Life [3] Market Outlook - Despite short-term headwinds from cocoa volatility, logistics costs, and regulatory scrutiny, Mondelez's focus on emerging markets and premium products positions it to withstand macroeconomic pressures [5] - The company presents a conservative investment opportunity with moderate upside, where near-term market reactions may obscure long-term fundamentals and global snack leadership [5][6]