Core Viewpoint - The article discusses the expertise of Vladimir Dimitrov, a former strategy consultant specializing in brand and intangible asset valuation, highlighting his experience with major global brands in technology, telecom, and banking sectors [1]. Group 1: Professional Background - Vladimir Dimitrov has a background in strategy consulting, focusing on brand and intangible asset valuation [1]. - He has worked with some of the largest global brands, particularly in the technology, telecom, and banking sectors [1]. - Dimitrov is a graduate of the London School of Economics and seeks reasonably priced businesses with sustainable long-term competitive advantages [1].

Core Viewpoint - Mondelēz International, Inc. is set to release its fourth quarter 2025 financial results on February 3, 2026, and will host a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be released on February 3, 2026, at 4:05 p.m. ET [1]. - A conference call will follow at 5:00 p.m. ET on the same day to discuss the results [1]. Group 2: Participation Details - Investors and analysts can participate in the conference call by calling 800-245-3047 from the United States or 203-518-9765 from other locations [2]. - Participants are advised to dial in approximately 10 minutes before the call starts to ensure timely access [2]. - A listen-only webcast will be available on the company's website [2]. Group 3: Replay Information - A replay of the conference call will be available until February 10, 2026, by calling 800-839-9302 from the United States or 402-220-6082 from other locations [3]. - The access code for both the conference call and its rebroadcast is MDLZQ425 [3]. - An archive of the webcast will also be available on the company's website [3]. Group 4: Company Overview - Mondelēz International operates in over 150 countries and reported net revenues of approximately $36.4 billion in 2024 [4]. - The company is known for its iconic brands, including Oreo, Ritz, Clif Bar, and Cadbury Dairy Milk [4]. - Mondelēz International is recognized as a member of the Dow Jones Best-in-Class North America and World Indices [4].

Group 1 - The article emphasizes the importance of patience in investing, particularly in consumer staples stocks with strong brands, suggesting that long-term investors can benefit from market volatility [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging, with investment research covering REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The investment group iREIT+HOYA Capital targets dividend yields up to 10%, aiming to help investors achieve dependable monthly income [2] Group 2 - The article does not provide specific financial advice and encourages readers to conduct their own due diligence before making investment decisions [4] - There is a disclosure stating that the author has no current positions in the mentioned companies but may initiate a long position in MDLZ within the next 72 hours [3]

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 - 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].

Core Viewpoint - General Mills' stock has declined over 26% this year, contrasting with the S&P 500's increase of 15.6%, leading to a historically low valuation and a forward dividend yield of approximately 5.2% [1][2] Valuation and Comparison - General Mills is trading at a forward P/E ratio of just under 13, which is lower than competitors like Nestle and Mondelez International, both trading at around 17 [3] - The current discount in General Mills' valuation is attributed to a growth slump, as customers are shifting towards private label products instead of branded offerings [4] Future Outlook - Management has initiated a cost reduction program and is seeking strategies to revive sales growth, but analyst estimates suggest weak revenue and earnings growth for the next fiscal year [5] - Kraft Heinz is undergoing a split into two entities, which may lead to better performance for its faster-growing brands, potentially making it a more attractive investment compared to General Mills [6][9] - The upcoming corporate divestiture for Kraft Heinz could result in valuation expansion for its faster-growing segment, benefiting investors in both companies [8][9]

Core Viewpoint - Mondelēz International, Inc. has declared a quarterly dividend of $0.50 per share, payable on January 14, 2026, to shareholders of record as of December 31, 2025 [1] Company Overview - Mondelēz International operates in over 150 countries, focusing on empowering people to snack right [2] - The company reported net revenues of approximately $36.4 billion for the year 2024 [2] - Mondelēz International features a portfolio of iconic brands including Oreo, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, and Toblerone [2] - The company is recognized as a member of the Dow Jones Best-in-Class North America and World Indices, previously known as the Dow Jones Sustainability Indices [2]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Procter & Gamble Co (NYSE:PG) - Dividend Yield: 3.03% [6] - Analyst Ratings: - Raymond James analyst Olivia Tong maintained an Outperform rating, reducing the price target from $185 to $175 [6] - Barclays analyst Lauren Lieberman maintained an Equal-Weight rating, cutting the price target from $164 to $153 [6] - Recent Performance: Reported first-quarter adjusted earnings per share of $1.99, a 3% increase year over year, surpassing the analyst consensus estimate of $1.90 [6] Group 2: PepsiCo Inc (NASDAQ:PEP) - Dividend Yield: 3.93% [6] - Analyst Ratings: - Piper Sandler analyst Michael Lavery maintained an Overweight rating, raising the price target from $161 to $172 [6] - Barclays analyst Lauren Lieberman maintained an Equal-Weight rating, slashing the price target from $144 to $140 [6] - Recent Developments: Announced operational changes supported by activist investor Elliott Investment Management, including a supply chain review and streamlined product lineup [6] Group 3: Mondelez International Inc (NASDAQ:MDLZ) - Dividend Yield: 3.70% [6] - Analyst Ratings: - Piper Sandler analyst Michael Lavery maintained a Neutral rating, cutting the price target from $63 to $62 [6] - JP Morgan analyst Ken Goldman maintained an Overweight rating, reducing the price target from $75 to $74 [6] - Recent Performance: Posted strong third-quarter earnings but lowered FY2025 adjusted EPS guidance [6]

Group 1 - Mondelez International, Inc. (MDLZ) is currently trading at its lowest levels in over five years due to significant cocoa disruptions caused by tariffs [1] - The company has faced challenges in its supply chain, particularly related to cocoa, which is critical for its product offerings [1] Group 2 - The analyst has extensive experience in researching over 1000 companies across various sectors, including commodities and technology, which informs their insights on investment opportunities [1] - The focus of the analysis is on value investing, with a particular interest in metals and mining stocks, as well as consumer discretionary and staples [1]