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].

Core Viewpoint - Mondelez International, Inc. announced a voluntary recall of select CHIPS AHOY! Baked Bites Brookie products due to a mixing error that created small corn starch clumps, posing a choking risk to consumers, particularly young children and the elderly [1][4]. Group 1: Product Recall Details - The recall specifically affects CHIPS AHOY! Baked Bites Brookie products with certain Best When Used By dates [2]. - The affected products include the 2.8-ounce CHIPS AHOY! Baked Bites Brookie 4X8 with best-by dates from May 9 to May 12, 2026, and the 7.0-ounce Brookie 5CT 12 with best-by dates of May 12 and May 18, 2026 [3]. Group 2: Safety and Company Response - Company officials indicated that the corn starch clumps could pose a choking hazard, but no injuries or illnesses have been reported related to these products [4]. - Mondelez initiated the recall as a precautionary measure to ensure consumer safety [4]. Group 3: Market Impact - Mondelez International's stock (MDLZ) has experienced a decline of over 8% in the past year, while shares closed higher by 0.87% at $54.50 on the day of the announcement [5].

Core Viewpoint - Mondelēz Global LLC has announced a voluntary recall of CHIPS AHOY! Baked Bites Brookie due to a mixing error that created small corn starch clumps, posing a choking hazard, especially for young children and the elderly [1][4]. Product Recall Details - The recall is specific to CHIPS AHOY! Baked Bites Brookie products with Best When Used By Dates of May 9, 10, 11, and 12, 2026, and May 18, 2026 [2][3]. - The affected products include: - 2.8Z CA! BAKED BITES BROOKIE with UPC 44000086688, Best When Used By Dates: 09MAY2026, 10MAY2026, 11MAY2026, 12MAY2026 [3]. - 7.0Z CA! BAKED BITES BROOKIE 5CT with UPC 440000856500, Best When Used By Dates: 12MAY2026, 18MAY2026 [3]. Safety and Consumer Guidance - No injuries or illnesses have been reported related to this product, and the recall is issued as a precaution [4]. - Consumers are advised not to consume the recalled product and can contact the company for more information [4]. Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries with brands like OREO, RITZ, and CADBURY [5].

Core Viewpoint - Mondelēz Global LLC has announced a voluntary recall of CHIPS AHOY! Baked Bites Brookie due to a mixing error that created small corn starch clumps, posing a choking hazard, especially for young children and the elderly [1][4]. Product Recall Details - The recall is limited to specific CHIPS AHOY! Baked Bites Brookie products with designated Best When Used By Dates [2]. - The affected products include various UPC codes and Best When Used By Dates ranging from May 9, 2026, to May 18, 2026 [3]. Safety and Consumer Guidance - No injuries or illnesses have been reported related to the recalled product, and the recall is issued as a precaution [4]. - Consumers are advised not to consume the product and can contact the company for more information [4]. Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion in 2024 and operates in over 150 countries with a portfolio of well-known brands [5].

Group 1: Company Overview - Mondelez International, Inc. (NASDAQ:MDLZ) is a consumer defensive stock specializing in snack food and beverage products, founded in 2000 [5] - The company is committed to empowering people "to snack right" [5] Group 2: Analyst Ratings and Price Targets - Jefferies maintained Mondelez as one of its preferred large-cap selections, indicating potential for second-half upside despite current consumer challenges [1] - Piper Sandler revised the price target for Mondelez to $62 from $63 while maintaining a 'Neutral' rating, reflecting the impact of GLP-1 news and other factors [3] - Morgan Stanley reaffirmed a 'Buy' rating with a price target of $64, suggesting an upside potential of 18% [4] - Overall, 71% of analysts covering Mondelez have a 'Buy' or equivalent rating, with a median price target of $69, indicating an upside potential of 27.68% [4] Group 3: Industry Challenges - Jefferies noted that ongoing headwinds in the food industry, such as persistent tariff volatility and revised SNAP eligibility, are expected to continue into 2026 [2] - The potential effects of GLP-1 weight loss medications in pill form are also seen as a threat to the industry [2]

Core Insights - The company, Mondelez International, has established itself as the first "end-to-end lighthouse factory" in the global snack and biscuit industry, joining the World Economic Forum's global "lighthouse factory" network in 2023 [1] - The Suzhou factory has five fully automated production lines with an annual production capacity exceeding 100,000 tons, producing popular brands such as Oreo, Chips Ahoy, and others [1] - The company's export value increased by 3.2% year-on-year in the first eleven months of the year, indicating strong demand in overseas markets [1] Group 1 - The Suzhou factory is recognized for its advanced smart manufacturing capabilities, representing the pinnacle of modern factory technology [1] - Mondelez has been investing heavily in digital transformation to optimize quality across the entire production process and enhance brand value [1] - The company has transitioned from a linear supply chain to an intelligent supply ecosystem through smart logistics [1] Group 2 - The "Hui Guan Tong" smart customs declaration platform supports efficient customs clearance for the lighthouse factory, enhancing operational efficiency [2] - The customs authority has introduced a "cloud issuance" function for inspection and quarantine certificates, allowing for rapid processing of documentation [2] - The Suzhou Industrial Park Customs is focused on continuously upgrading the "Hui Guan Tong" platform to improve customs efficiency and support companies in expanding their overseas markets [2]