Core Insights - Mondelez (MDLZ) is expected to report quarterly earnings of $0.73 per share, reflecting a decline of 26.3% year-over-year, while revenues are forecasted to reach $9.74 billion, indicating a 5.9% increase compared to the previous year [1] - Analysts have revised the consensus EPS estimate downward by 0.5% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Estimates - North America revenue is projected at $2.77 billion, showing a year-over-year decline of 1.8% [4] - Europe revenue is expected to reach $3.67 billion, reflecting a year-over-year increase of 10.5% [4] - AMEA revenue is estimated at $2.04 billion, indicating a 10.4% increase from the prior year [4] - Latin America revenue is forecasted at $1.25 billion, representing a 4% increase year-over-year [5] Operating Income Estimates - AMEA Non-GAAP operating income is projected at $298.89 million, down from $348.00 million in the same quarter last year [5] - Europe Non-GAAP operating income is estimated at $500.65 million, compared to $761.00 million a year ago [6] - North America Non-GAAP operating income is expected to be $491.07 million, down from $593.00 million in the previous year [6] - Latin America Non-GAAP operating income is forecasted at $125.54 million, compared to $142.00 million in the same quarter last year [7] Stock Performance - Mondelez shares have decreased by 3.8% over the past month, contrasting with a 0.2% increase in the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7]

Core Insights - CHIPS AHOY! collaborates with Stranger Things to create a unique pop-up experience ahead of the show's final season, allowing fans to engage with both the brand and the series in an immersive way [1][3] Event Details - The pop-up event will take place on October 25, 2025, in New York City and Atlanta, featuring a CHIPS AHOY! COOKIE x Stranger Things Claw Machine that offers exclusive co-branded merchandise [2][3] - Participants can win prizes such as walkie talkies, retro jean jackets, and the limited-edition cookie, with additional chances to win for those in costume [2][3] Product Launch - The CHIPS AHOY! x Stranger Things Limited-Edition Cookie features a new chocolatey base, fudge chips, and a strawberry-flavored filling, packaged in glow-in-the-dark materials [4] - These cookies are positioned as ideal snacks for watching the final season of Stranger Things or for Halloween celebrations [4] Series Information - Stranger Things 5 will premiere in three volumes on Netflix, with the first four episodes releasing on November 26, followed by three episodes on Christmas and the finale on New Year's Eve [5] Company Background - Mondelz International, the parent company of CHIPS AHOY!, reported net revenues of approximately $36.4 billion in 2024 and is recognized for its diverse portfolio of snack brands [7]

Core Insights - Mondelez International, Inc. is expected to report a significant decline in adjusted profit for Q3, with an anticipated EPS of $0.73, down 26.3% year-over-year from $0.99 [2] - The company has a mixed earnings surprise history, having surpassed bottom-line estimates three times in the past four quarters but missing once [2] - For the full fiscal year 2025, adjusted EPS is projected to be $3.02, a decrease of 10.1% from $3.36 in 2024, with a rebound expected in fiscal 2026 to $3.31, reflecting a 9.6% year-over-year increase [3] Stock Performance - Mondelez's stock has declined 14.3% over the past 52 weeks, underperforming compared to the Consumer Staples Select Sector SPDR Fund's 4.6% decline and the S&P 500 Index's 13.5% gain [4] - Following the release of better-than-expected Q2 results, Mondelez's stock dropped 6.6% in the subsequent trading session and continued to show negative momentum for five more sessions [5] Revenue and Market Performance - The company reported a notable 7.7% year-over-year revenue growth, reaching nearly $9 billion, which was 1.2% above market expectations, driven by strong performance in Europe, Asia, the Middle East, and Africa [5] - However, sales in North American and Latin American markets have been on a downward trend [5] Cost Pressures - Rising raw material costs have contributed to a 12% year-over-year drop in adjusted EPS to $0.73, although this figure exceeded consensus estimates by 7.4% [6] - The company's outlook remains dim due to pressures from increasing cocoa prices, despite solid performance in Q2 [6]

Core Insights - The holiday season significantly influences snacking choices, with traditions and childhood memories playing a crucial role in consumer behavior [1][5][7] - The State of Snacking report, developed with The Harris Poll, highlights the global impact of cultural celebrations on snacking habits, particularly in Asian cultures [2][5] Company Overview - Mondelēz International, Inc. reported net revenues of approximately $36.4 billion for 2024, positioning itself as a leader in the snacking industry with a diverse portfolio of iconic brands [4] Consumer Behavior - A strong connection exists between snacking and cherished childhood experiences, with 76% of consumers recalling fond memories of sharing snacks with parents [5] - 78% of global consumers enjoy sharing their favorite childhood snacks, with particularly high rates in the Philippines, Indonesia, China, and India [5] - 73% of consumers believe certain snacks have been passed down through generations, especially in Indonesia, India, and the Philippines [5]

Core Insights - Mondelez International, Inc. (NASDAQ:MDLZ) is recognized as one of the best food dividend stocks to buy according to analysts [1] - The company has a strong portfolio of popular snack products, including Oreos, Cadbury chocolate, and Sour Patch Kids, contributing to its significant market presence [2] Dividend Performance - Over the past five years, Mondelez has increased its dividend by more than 10% annually and has repurchased billions of dollars' worth of shares, reducing the total stock by approximately 15% since 2018 [3] - In July, Mondelez raised its quarterly dividend to $0.50 per share, marking the 12th consecutive year of dividend increases, with a current dividend yield of 3.19% as of October 5 [4]

Core Viewpoint - Mondelēz International, Inc. is set to release its third quarter 2025 financial results on October 28, 2025, followed by a conference call for investors and analysts [1]. Company Information - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is recognized for its iconic brands, including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [4]. - Mondelēz International is a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [4]. Conference Call Details - The conference call will take place on October 28, 2025, at 5:00 p.m. ET, with a phone participation option available for investors and analysts [2]. - A replay of the conference call will be accessible until November 04, 2025, with specific access codes provided for both the live call and the rebroadcast [3].

Core Insights - Mondelez International is a global leader in the snack food industry with a strong brand portfolio including Oreo, Cadbury, and Toblerone, operating in over 150 countries [1][6] - Berenberg Bank has set a price target of $70 for Mondelez, indicating a potential price increase of approximately 10.81% from its current trading price of $63.17, reflecting confidence in the company's market position [2][6] - The company has a dividend yield of 3.2%, which is attractive to income-focused investors, and is experiencing robust top-line growth, particularly in emerging markets and the chocolate segment [3][6] Financial Performance - Mondelez anticipates a 5% sales growth for the year, driven by resilient demand and market share gains, with potential normalization of cocoa prices supporting this growth [4] - The current stock price is $63.17, reflecting a 1.12% increase, with a market capitalization of approximately $81.74 billion [4] - Over the past year, Mondelez's stock has shown volatility, reaching a high of $72.70 and a low of $53.95, with a trading volume of 6,258,629 shares on the day [5]

Upgrades - Barclays upgraded Charles River (CRL) to Overweight from Equal Weight with a price target of $195, up from $165, citing stabilized drug discovery demand and valuation [2] - Barclays upgraded C.H. Robinson (CHRW) to Equal Weight from Underweight with a price target of $130, up from $95, reflecting the company's AI-enabled efficiency gains in a soft market [2] - HSBC upgraded Ferrari (RACE) to Buy from Hold with a price target of $470, up from $413, anticipating double-digit earnings growth out to 2030 due to the upcoming capital markets day plan [3] - JPMorgan upgraded Corteva (CTVA) to Overweight from Neutral with an unchanged price target of $70, noting that the planned split into two companies in 2026 does not diminish its value [4] - KeyBanc upgraded Nike (NKE) to Overweight from Sector Weight with a price target of $90, following solid fiscal Q1 results driven by progress on its "Win Now" actions [4] Downgrades - Roth Capital downgraded Electronic Arts (EA) to Neutral from Buy with a price target of $210, up from $185, after the announcement of a $55 billion take-private deal [5] - Berenberg downgraded Mondelez (MDLZ) to Hold from Buy with a price target of $70, down from $81, expecting cocoa prices to decline in 2026 relative to 2025 [5] - William Blair downgraded RH (RH) to Market Perform from Outperform due to new tariffs on imported kitchen cabinets and furniture, starting at 25% and potentially rising to 50% [5] - Mizuho downgraded Bloom Energy (BE) to Neutral from Outperform with a price target of $79, up from $48, citing improved demand visibility but concerns over valuation after a recent rally [5] - Barclays downgraded Medpace (MEDP) to Underweight from Equal Weight with a price target of $425, down from $450, due to growth deceleration and margin pressure expected in the second half of 2026 [5]

Core Viewpoint - Mondelez International, Inc. (NASDAQ:MDLZ) is considered a top pick for retirement portfolios despite a downgrade in price target and sales growth projections by Evercore ISI [1][2]. Group 1: Sales Growth and Projections - Evercore ISI has reduced its projection for third-quarter consolidated organic sales to 3.5%, down from a consensus expectation of 4.5% [2]. - The expectation for organic sales growth in 2025 has been lowered from 5% to 4.4% [2]. - Increasing price elasticity across Europe is identified as a key factor contributing to slower sales growth [1]. Group 2: Stock Performance and Valuation - Analysts warn that short-term sales risks could lead to a 5–10% decline in Mondelez's stock, positioning it at the lower end of its 10-year price-to-earnings range of 18x [2]. - Despite immediate concerns, Mondelez is still viewed as a solid long-term growth story at a reasonable price [3]. Group 3: Company Overview - Mondelez International, Inc. is a Chicago-based international firm specializing in confectionery, cuisine, drinks, and snacks [3].

Group 1 - The article highlights that food stocks are currently under pressure due to inflationary pressures on consumers and concerns related to the "Make America Healthy Again" campaign [2] - There is a potential for investment opportunities in food stocks, particularly in MDLZ, as the analyst may initiate a long position in the near future [2] Group 2 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for investors to explore top ideas across exclusive income-focused portfolios [1]