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 ...

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].