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 ...

Company and Industry Overview * **Company**: Mondelez International, Inc. (NASDAQ: MDLZ) * **Industry**: Consumer Staples, specifically chocolates, biscuits, and baked snacks Core Views and Arguments * **Long-term Strategy**: Mondelez remains committed to its long-term strategy of becoming the global leader in chocolates, biscuits, and baked snacks. This strategy focuses on growing iconic brands, leveraging geographical opportunities, and targeting premium segments within these categories. * **Consumer Behavior Shifts**: The company acknowledges shifts in consumer behavior due to COVID-19 and inflation, necessitating tactical adjustments to promotional techniques and cost management. * **Growth Outlook**: Mondelez expects strong growth over the next 5-10 years, driven by emerging markets and premium segments. The company aims to maintain or increase market share and deliver a reasonable financial performance in 2025, positioning itself for significant growth in 2026. Key Financials and Metrics * **Organic Net Sales Growth**: Mondelez reaffirmed its guidance for 3-5% year-over-year organic net sales growth, with acceleration expected in the second half of the year. * **Profitability**: The company reported material profit increases year-over-year, driven by favorable cocoa procurement and increased flexibility to activate promotions. * **Cocoa Inflation**: Mondelez expects cocoa prices to normalize in 2025, allowing for improved profitability in 2026. Strategic Initiatives * **Promotional Techniques**: Mondelez plans to adjust promotional techniques and RGM strategies to address consumer softness and ensure targeted investments. * **Cost Management**: The company aims to reduce costs through non-working media optimization, procurement initiatives, and negative overhead growth. * **Productivity**: Mondelez is focused on increasing productivity across various areas, including marketing, procurement, and supply chain. * **Emerging Markets**: The company is prioritizing emerging markets, particularly India, China, Brazil, and Mexico, for growth and expansion. * **Acquisitions**: Mondelez continues to pursue bolt-on acquisitions in core categories and adjacent markets, with a focus on adding scale and revenue synergies. Other Important Points * **Europe**: Mondelez successfully completed pricing discussions in Europe and is optimistic about the region's performance in the second half of the year. * **U.S. Biscuit Market**: The company is seeing signs of improvement in the U.S. biscuit market, with stabilization in volume growth and improving market share. * **Partnerships**: Mondelez's partnership with Coca-Cola for Oreo is expected to drive significant volume growth and enhance brand loyalty. * **Cakes and Pastries**: The company is excited about the cakes and pastries category, which offers significant growth opportunities and a natural extension of its biscuit business.

Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Kerry Group PLC (KRYAY) and Mondelez (MDLZ) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings e ...

Core Viewpoint - Mondelez International, Inc. has shown strong financial performance and attractive shareholder returns, leading to an upgrade in investment rating from neutral to buy [2][32]. Financial Performance - In Q2, Mondelez reported revenues of $8.34 billion, missing analyst expectations by $110.56 million and reflecting a year-over-year decline of approximately 2% [33]. - Despite the revenue decline, organic net revenue increased by about 2.5%, driven by strong pricing actions of 4.7%, partially offset by a decrease in volume/mix of -2.2% [37]. - The company achieved an EPS of $0.86, exceeding initial expectations [33]. Shareholder Returns - Mondelez has a strong history of returning value to shareholders, with 22 consecutive years of dividend payments and a recent announcement of an 11% increase in dividends per share [8][11]. - The company has returned significant amounts to shareholders through share buybacks, which, if considered as dividends, would imply an annual payout of approximately $3.48 per share [17]. Valuation - Using a dividend discount model, the fair value estimate for Mondelez's stock is $68 per share, slightly below the current share price of $70, not accounting for the positive impacts of share buybacks [16]. - The stock is trading at a premium compared to the sector median but is selling at a discount compared to its historical valuation figures [27][28]. Profitability and Margins - The gross margin has decreased by 590 basis points, and the operating margin has declined by 660 basis points, attributed to various one-off factors including currency and commodity hedging losses and higher integration costs [42]. - Despite the margin pressures, the company generated strong cash flow, sufficient to support dividends and share buybacks [43]. Market Performance - Emerging markets have shown larger growth compared to developed markets, contributing positively to the overall financial results [39]. - The company anticipates that potential decreases in interest rates may boost consumer confidence and demand for discretionary products, benefiting future sales [41].

NEW YORK, Aug. 7, 2024 /PRNewswire/ -- PopUp Bagels, the innovators behind the "Not Famous, but Known" bagel and schmear brand, are excited to announce that they have teamed up with the OREO® Brand, AMERICA'S FAVORITE COOKIE®, to launch an exciting new flavor: Cookies and Cream Cheese Made With OREO®. This epic collaboration blends PopUp Bagels' ultra-fluffy schmear with the irresistible crunch and iconic flavor of OREO® cookies, creating a sweet topping perfect for bagel lovers and cookies and cream enthus ...

There is no debating that stock market valuations are sky high right now. While the Federal Reserve hinted at rate cuts in September at its latest Federal Open Market Committee (FOMC) meeting, that doesn’t mean that stocks are setting up for new highs. Investors searching for safe stocks for a bear market should start their preparation now.As we get closer to the end of 2024, there are serious risks in the economy that the stock market is simply ignoring. Rising geopolitical tensions in the Middle East, tig ...

Core Viewpoint - Mondelez International is positioned as a safe-haven stock amid market volatility, with a focus on its resilient business model and potential for future growth [1][2]. Financial Performance - Mondelez reported a nearly 2% decline in revenue year-over-year for Q2, missing consensus estimates, but achieved 2.5% organic growth and maintained flat cash flow levels despite top-line weakness [5]. - Adjusted earnings rose by 25% compared to the previous year, significantly beating consensus estimates [5]. - The company has a dividend yield of 2.49%, with an annual dividend of $1.70 and a dividend payout ratio of 53.97% [3]. Investment Appeal - Mondelez's low beta of 0.5x indicates it is half as volatile as the S&P 500, making it an attractive option for risk-averse investors [2]. - The company has a strong track record of dividend increases, with 12 years of consistent growth, positioning it for Dividend Aristocrat status [3][4]. - Analysts have raised price targets for Mondelez, indicating a nearly 20% upside potential from current trading levels, with a consensus price target of $79 [6]. Market Dynamics - The current market environment is characterized by volatility, with a shift in policy expected to lead to easing economic conditions and a broader stock rally in the future [1]. - Mondelez's share count has decreased by 1.7% in Q2 and 1.4% in the first half of the year due to ongoing share repurchase programs, which are expected to continue [4].

Mondelez International, Inc. (MDLZ) reported second-quarter 2024 results, wherein the bottom line beat the Zacks Consensus Estimate while the top line missed the same. Also, earnings improved year over year.Robust bottom-line results and free cash flow generation can be attributed to effective pricing strategies, efficient cost management and impressive momentum in emerging markets. Despite a challenging and dynamic operating environment, management remained focused on executing the long-term growth strateg ...

Core Insights - Mondelez International reported second-quarter adjusted EPS of 86 cents, exceeding analyst expectations of 79 cents per share [1] - Quarterly sales amounted to $8.343 billion, falling short of the analyst consensus estimate of $8.454 billion [1] - The company raised its quarterly dividend by 11%, increasing from 42.5 cents to 47 cents per share [1] Financial Performance - The strong profitability and cash flow generation were attributed to strategic growth initiatives, brand reinvestment, price execution, and cost discipline [2] - Mondelez shares increased by 3.2%, trading at $69.20 following the earnings announcement [2] Analyst Ratings and Price Targets - Piper Sandler analyst Michael Lavery maintained an Overweight rating on Mondelez and raised the price target from $76 to $78 [3] - JP Morgan analyst Ken Goldman also maintained an Overweight rating, increasing the price target from $72 to $73 [3]