Group 1 - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the 12 Best Food Stocks to Buy in 2026 [1] - Mizuho has reduced its price target for Mondelez from $70 to $67 while maintaining an Outperform rating, citing fierce competition and economic uncertainty [2] - Wells Fargo analyst Chris Carey lowered the price objective for Mondelez from $72 to $62 but kept an Overweight rating, with the stock down by 0.06% YTD as of January 9, 2026 [3] Group 2 - Mondelez is a major player in the global snack market, but certain AI stocks are considered to have greater upside potential and less downside risk [4]

Core Viewpoint - Oakmark Global Fund's fourth-quarter 2025 investor letter highlights its strong performance and investment strategy, focusing on long-term capital appreciation through a diverse portfolio of U.S. and non-U.S. companies, with a notable emphasis on Mondelez International, Inc. [1] Group 1: Fund Performance - In the fourth quarter, Oakmark Global Fund (Investor Class) achieved a return of 5.23%, surpassing the benchmark MSCI World Index's gain of 3.12% [1] Group 2: Mondelez International, Inc. Overview - Mondelez International, Inc. (NASDAQ:MDLZ) is identified as a leading global snacking company with significant market shares in crackers, cookies, and chocolate, featuring well-known brands such as Cadbury, Milka, Toblerone, Oreo, and Ritz [3] - As of January 13, 2026, Mondelez's stock closed at $55.94 per share, with a one-month return of 3.94% and a 52-week decline of 1.24%. The company's market capitalization stands at $72.383 billion [2] Group 3: Investment Thesis on Mondelez - The fund believes Mondelez's strong pricing power and potential relief from rising commodity costs will enhance its margins, despite current margin pressures due to commodity inflation [3] - The current market conditions have allowed the fund to acquire Mondelez shares at a discounted valuation compared to historical levels, peers, and the broader market [3] Group 4: Hedge Fund Interest - Mondelez International, Inc. was held by 50 hedge fund portfolios at the end of the third quarter, an increase from 48 in the previous quarter, indicating growing interest among institutional investors [4]

Investment Rating - The report indicates a positive investment outlook for the snack food industry, particularly in the e-commerce segment, with a projected growth rate of 10.9% for 2024 [8]. Core Insights - The e-commerce platform Douyin has shown significant growth, increasing its market share from 22.2% in 2022 to 42.8% in 2024, while traditional platforms like Taobao and JD.com have seen a decline in their market shares [8]. - The overall sales of puffed snacks in e-commerce reached 78.26 billion in 2022, with a steady increase projected for the following years [9]. - The report highlights specific categories within the puffed snack segment that are experiencing varied growth rates, with some categories like digestive biscuits and compressed biscuits showing substantial increases [11][12]. E-commerce Trends - Douyin's sales growth for puffed snacks is at 29.9%, with key categories such as potato chips and cookies leading the growth [16]. - Taobao has seen a decline of 5.3% in the puffed snack category, with notable growth in specific subcategories like soda biscuits and digestive biscuits [10]. - JD.com has experienced a 20.1% decline overall, but certain categories like wafer biscuits have shown remarkable growth of 158.8% [13][14]. Category Performance - The report details the sales and growth rates for various subcategories of puffed snacks for 2024, indicating that: - Compressed biscuits have a growth rate of 74.3% with sales of 0.90 billion - Digestive biscuits are growing at 45.0% with sales of 1.57 billion - Other categories like wafer biscuits and soda biscuits also show significant growth [12][14]. Brand Rankings - The leading brands in the puffed snack category for 2024 include Lay's with sales of 3.60 billion, despite a decline of 13.9%, and other brands like Wantwant and Oreo showing varied performance [19][21]. - The report lists specific brand performances across different platforms, highlighting brands like 脆升升 with a growth rate of 295.4% and 江中食疗 with 88.0% growth [19][22].

Core Viewpoint - Mondelēz International, Inc. is set to release its fourth quarter 2025 financial results on February 3, 2026, and will host a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be released on February 3, 2026, at 4:05 p.m. ET [1]. - A conference call will follow at 5:00 p.m. ET on the same day to discuss the results [1]. Group 2: Participation Details - Investors and analysts can participate in the conference call by calling 800-245-3047 from the United States or 203-518-9765 from other locations [2]. - Participants are advised to dial in approximately 10 minutes before the call starts to ensure timely access [2]. - A listen-only webcast will be available on the company's website [2]. Group 3: Replay Information - A replay of the conference call will be available until February 10, 2026, by calling 800-839-9302 from the United States or 402-220-6082 from other locations [3]. - The access code for both the conference call and its rebroadcast is MDLZQ425 [3]. - An archive of the webcast will also be available on the company's website [3]. Group 4: Company Overview - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is known for its iconic brands, including Oreo, Ritz, Clif Bar, and Cadbury Dairy Milk [4]. - Mondelēz International is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [4].

Group 1 - The article emphasizes the importance of patience in investing, particularly in consumer staples stocks with strong brands, suggesting that long-term investors can benefit from market volatility [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging, with investment research covering REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The investment group iREIT+HOYA Capital targets dividend yields up to 10%, aiming to help investors achieve dependable monthly income [2] Group 2 - The article does not provide specific financial advice and encourages readers to conduct their own due diligence before making investment decisions [4] - There is a disclosure stating that the author has no current positions in the mentioned companies but may initiate a long position in MDLZ within the next 72 hours [3]

Group 1: Company Overview - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the 13 Best Consumer Staples Dividend Stocks to invest in currently [1] - The company operates through several core segments including biscuits, chocolate, gum, and candy, with a strong portfolio of established brands [2] - Mondelez sells its products in over 150 countries, providing it with significant scale and brand recognition [3] Group 2: Financial Performance and Outlook - TD Cowen analyst Robert Moskow has lowered Mondelez's price target from $68 to $62 while maintaining a Buy rating, reflecting a cautious outlook for the consumer staples sector in 2026 [2] - The firm anticipates a challenging year for large-cap names, with volume growth expected to remain negative at -0.9% for 2025 and pricing conditions to stay muted [2] - Cocoa costs are identified as a major headwind, with potential inflation impacting adjusted earnings per share by up to 15% in 2025 [2] Group 3: Dividend and Investment Appeal - Mondelez has consistently raised its dividend payout for over a decade, with a current yield of approximately 3.7% as of January 7 [3] - The company's strong financial position and brand portfolio provide some insulation against economic uncertainties [2]

Core Insights - Mondelez International, Inc. is a leading global snack food company with a market cap of $69.2 billion, operating in over 150 countries and owning iconic brands like Oreo and Cadbury [1] Financial Performance - Analysts expect Mondelez to report an adjusted profit of $0.70 per share for the fourth quarter, reflecting a 7.7% increase from $0.65 per share in the same quarter last year [2] - For fiscal 2025, adjusted EPS is projected to be $2.90, a decrease of 13.7% from $3.36 in 2024, but is expected to rebound to $3.14 per share in fiscal 2026, marking an 8.3% year-over-year increase [3] Stock Performance - Mondelez's stock has declined by 10.2% over the past 52 weeks, underperforming compared to the Consumer Staples Select Sector SPDR Fund's 1.3% decline and the S&P 500 Index's 16.2% gain [4] - The underperformance is attributed to rising input costs, weakening consumer demand, and downward revisions to earnings outlook, particularly due to inflation in cocoa prices and other raw materials [5] Analyst Ratings - The stock holds a consensus "Moderate Buy" rating, with 14 "Strong Buys," three "Moderate Buys," six "Holds," and one "Strong Sell" among 24 analysts [6] - The mean price target for Mondelez is $68.30, indicating a potential upside of 27.1% from current price levels [6]

Core Viewpoint - The article highlights the issue of snack packaging labeling calories per "serving" instead of the traditional "per 100g," leading consumers to unknowingly consume higher calories than expected [1][4][25]. Group 1: Consumer Awareness - Consumers are increasingly finding that the calorie counts on snack packaging are based on "serving" sizes, which can be significantly smaller than the total package weight, resulting in higher caloric intake than anticipated [1][4]. - The discrepancy in serving sizes can lead to confusion, as some products may label servings in fractions or specific weights that do not align with consumer expectations [4][9]. Group 2: Regulatory Standards - The labeling of nutritional information per "serving" is compliant with national regulations, as outlined in the GB28050-2011 and GB28050-2025 standards, which allow for both "per 100g" and "per serving" formats [19][20]. - The standards specify that serving sizes can vary based on the type of food, and manufacturers are encouraged to use reference values for serving sizes [20][24]. Group 3: Industry Practices - Many snack brands, such as Orion and Lay's, have adopted the "per serving" labeling to standardize nutritional information across various product sizes, which can create a perception of lower calorie content [24][25]. - The choice of serving size often aims to simplify consumer understanding and calculation of caloric intake, although it may also contribute to misleading perceptions of healthiness [24][25].

Group 1 - Mondelez International, Inc. has expanded a U.S. voluntary recall for certain CHIPS AHOY! snacks, adding more affected packaging identifiers [1] - The recall now includes an additional code date of 10MAY2026 and two more UPCs related to pouches inside recalled carton units, limited to CHIPS AHOY! Baked Bites Brookie items [2] - The company acted due to an incorrect blending step that resulted in small clumps of corn starch, which could pose a choking hazard, particularly for young children and older adults [3] Group 2 - Mondelez International shares were down 0.40% at $54.82 at the time of publication [4]

Core Viewpoint - Mondelēz Global LLC has expanded its voluntary recall of CHIPS AHOY! Baked Bites Brookie due to a potential choking hazard caused by small corn starch clumps resulting from an incorrect mixing process [1][2]. Product Recall Details - The recall now includes an additional code date (10MAY2026) and two additional UPCs for the CHIPS AHOY! Baked Bites Brookie products [1]. - The recall is limited to specific products with Best When Used By Dates listed in the provided grid, and no other Mondelēz products are affected [3][4]. Safety and Consumer Guidance - There have been no reported injuries or illnesses related to the recalled product, and the recall is issued as a precaution [5]. - Consumers are advised not to consume the affected products and can contact the company for more information [5]. Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, leading the future of snacking with brands like OREO, RITZ, and CADBURY [6].