Core Insights - Mondelez International, Inc. (MDLZ) is trading at a forward 12-month P/E ratio of 20.26, which is higher than the industry average of 16.41 and the Zacks Consumer Staples sector's 18.12, indicating high growth expectations but raising concerns about the company's ability to justify this premium [1] - The company's Value Score of C adds to the caution surrounding its inflated valuation, despite its strong brand and long-term growth prospects [1] Current Challenges - Mondelez is facing challenges from rising input costs, inflation, and consumer uncertainty, particularly in North America where consumers are adjusting their snack choices based on budget and convenience [3] - Cost inflation, especially in the chocolate segment due to rising cocoa prices, has been a persistent issue, impacting the adjusted gross margin in Q2 2024 despite some mitigation through price increases and lower manufacturing costs [3][4] Growth Initiatives - Mondelez's growth is driven by its focus on core categories like chocolate, biscuits, and baked snacks, which have shown resilience during economic downturns, with Q2 2024 sales in these categories demonstrating strong consumer loyalty [5] - The company aims to generate around 90% of its revenues from these key areas by 2030, with Q2 sales of Biscuits and Baked Snacks increasing by 0.8% and the chocolate segment rising by 5.6% [5] Strategic Acquisitions - Mondelez is reshaping its portfolio through strategic acquisitions, including a majority stake in Evirth, a leading cake and pastries manufacturer in China, to expand its footprint in this segment [6] - Other notable acquisitions include Ricolino, Clif Bar, and Chipita S.A., with a recent partnership with Lotus Bakeries to co-develop new chocolate products and expand into India [7] Future Expectations - Mondelez is positioned for sustained success by focusing on core categories, enhancing brand appeal, and optimizing operational efficiency, with shares having rallied 9% in the past three months [8] - For 2024, the company expects organic net revenue growth at the higher end of its 3-5% range, with high-single-digit adjusted EPS growth anticipated on a constant-currency basis [8] Investor Strategy - Mondelez presents a mixed investment picture, with strengths in core categories and strategic acquisitions balanced against challenges like elevated input costs and premium valuation [9] - The company currently holds a Zacks Rank 3 (Hold), indicating a cautious approach for potential investors [9]

Urban Legend's air frying technology reduces fat, sugar and calories by 30% to 75% vs. traditionally made doughnuts Supports Mondelēz strategic intent to expand in cakes and pastries CHICAGO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced that its corporate venture capital arm, SnackFutures Ventures, has taken a minority stake in Urban Legend, a fast-growing, "better-for-you" fresh doughnut and pastry business in the United Kingdom. Founded in 2021 by scientist ...

Core Insights - Mondelez International, Inc. (MDLZ) is experiencing strong upward momentum, trading above its 200-day and 50-day simple moving averages, indicating price stability and a long-term bullish trend [1] - The company has seen a 9.9% increase in shares over the past three months, outperforming the industry and broader market indices [1] Performance Drivers - Mondelez's growth is driven by a focus on core categories such as chocolate, biscuits, and baked snacks, which have shown resilience during economic downturns [3] - In Q2 2024, the biscuits and baked snacks category grew by 0.8%, while the chocolate category saw a sales increase of 5.6% [4] - The company aims to generate around 90% of its revenues from these core categories by 2030 [3] Strategic Initiatives - Mondelez is reshaping its portfolio through acquisitions, including Ricolino, Clif Bar, and Chipita S.A., and has formed a strategic partnership with Lotus Bakeries to co-develop new chocolate products [5] - The company plans to launch co-branded products with Lotus Bakeries in Europe in early 2025, aligning with its long-term growth strategies [5] Financial Performance - Mondelez reported a 4.7% increase in organic net revenues in Q2 2024, driven by favorable pricing [6] - The company expects organic net revenue growth in the upper range of 3-5% for 2024, reflecting completed price negotiations in Europe and improvements in North America [7] Challenges - Mondelez faces challenges from rising input costs, inflation, and consumer uncertainty, particularly in North America [8] - The company is dealing with cost inflation in the chocolate segment due to surging cocoa prices, which has impacted its adjusted gross margin [9] - Despite mitigating some pressures through price increases, the company anticipates that elevated cocoa prices will remain a significant headwind in the second half of 2024 [9] Investment Outlook - Mondelez is well-positioned for growth with strategic pricing initiatives and a focus on resilient core categories [10] - However, persistent challenges such as rising cocoa prices and inflationary pressures could limit upside potential in the near term [10]

Core Insights - Mondelez International, Inc. (MDLZ) is acquiring a majority stake in Evirth, a leading manufacturer in China's cakes and pastries market, to strengthen its position in this rapidly growing segment [1] - The frozen-to-chilled cakes and pastries category in China is valued at $3 billion and is projected to grow at a compound annual growth rate of approximately 15% [1] - The partnership with Evirth aims to introduce innovative products and broaden distribution channels, leveraging Mondelez's expertise and Evirth's robust distribution network [2] Company Strategy - The acquisition of Evirth aligns with Mondelez's broader strategy to expand its footprint in the cakes and pastries segment, which is a key focus area alongside chocolate and biscuits [1] - Mondelez has previously expanded its baked goods portfolio through acquisitions, including Give & Go in April 2020 and Chipita Global SA in January 2022, demonstrating its commitment to growth in this market [3] - The company emphasizes quality and innovation to meet the changing tastes of consumers, positioning itself as a leader in the baked goods market [3] Market Performance - Mondelez's shares have gained 8.6% in the past three months, outperforming the industry growth of 5.7% [3]

Core Insights - Mondelez International, Inc. is a leading company in the snacking, chocolate, and candy industry, known for popular brands such as Chips Ahoy, Ritz, and Cadbury [1] Company Overview - Mondelez operates in both the U.S. and international markets, showcasing a strong presence in the food sector [1] Investment Focus - The company is recognized for its potential in dividend growth investing, appealing to long-term investors seeking sustainable dividend growth and capital appreciation [1]

Significantly expands Mondelēz investment in a China category leader for frozen-to-chilled cakes and pastries Meets rising demand for fresh, premium offerings – especially among younger consumers in top-tier cities Builds upon existing strategic partnership to launch new Oreo and Philadelphia branded product innovations and expand distribution CHICAGO, Sept. 20, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced that it has signed an agreement to acquire a significant major ...

Core Viewpoint - Mondelēz International is implementing advanced recycling technology for Triscuit cracker packaging, aiming to enhance sustainability and reduce plastic waste [1][2][3] Group 1: Sustainability Initiatives - Triscuit brand will source plastic linked to advanced recycling technology for packaging, contributing to a circular economy [1] - The initiative aims for approximately 5% recycled plastic content by 2025 [1] - Up to 50% of the plastic in bag-in-box liner films will come from advanced recycling technology [2] - The outer box of Triscuit packaging is already made from 100% recycled paperboard, with 35% post-consumer recycled content [2] - The brand aims to divert over one million pounds of plastic waste from landfills annually [2] Group 2: Partnerships and Collaborations - Mondelēz International has partnered with Berry Global Group, Inc. and LyondellBasell for this sustainability effort [3] - Both partners' manufacturing sites are certified by ISCC PLUS, ensuring compliance with sustainability standards [3] Group 3: Broader Environmental Goals - Triscuit brand is focused on sourcing wheat sustainably and improving environmental metrics related to water and greenhouse gas emissions [4] - The brand supports monarch butterfly conservation through partnerships aimed at enhancing pollinator habitats [4] - In 2023, the brand donated $100,000 to Michigan State University's agricultural program to support future farmers [5] Group 4: Company Overview - Mondelēz International reported net revenues of approximately $36 billion in 2023, with a portfolio of iconic brands [6] - The company is a member of the S&P 500, Nasdaq 100, and Dow Jones Sustainability Index [6]

Mondelez International, Inc. (MDLZ) leverages effective cost management and strategic pricing to drive growth while benefiting from strong momentum in emerging markets. The company focuses on core categories such as chocolate, biscuits and baked snacks, which have demonstrated resilience during economic downturns. The company is on track to generate around 90% of its revenues through these categories by 2030.MDLZ’s efforts to reshape its portfolio and forge partnerships, such as the recent alliance with Lot ...

It isn't easy for a legacy business to grow, but this company's management is confidently predicting higher top- and bottom-line numbers.Confident comments from a top executive at Mondelēz International (MDLZ 4.18%) about the company's immediate future drove up its share price on Wednesday. The food company's stock rose by more than 4% largely as a result, on a day when the S&P 500 index sagged marginally by 0.2%.Unwrapping fresh growthThe individual behind the rosy pronouncements was Mondelēz's chief finan ...

Participants are early-stage companies selected based on potential to accelerate their novel or innovative technology through access to Mondelēz personnel and capabilitiesCohort represents potential global solutions to help address sustainability, mindful snacking, and consumer trends8-week program is designed to help participants advance and scale technologies CHICAGO, Sept. 04, 2024 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced 10 companies selected for its second CoLab T ...