Mondelez International (MDLZ) Stock Overview
Through its subsidiaries, manufactures, markets, and sells snack food and beverage products in Latin America, North America, Asia, the Middle East, Africa, and Europe. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 1/6 |
| Dividends | 3/6 |
MDLZ Community Fair Values
Create NarrativeSee what 151 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Mondelez International, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$62.04 |
| 52 Week High | US$71.15 |
| 52 Week Low | US$51.20 |
| Beta | 0.40 |
| 1 Month Change | 0.80% |
| 3 Month Change | 6.65% |
| 1 Year Change | -6.21% |
| 3 Year Change | -14.98% |
| 5 Year Change | -2.73% |
| Change since IPO | 98.53% |
Recent News & Updates
Narrative Update • Jun 06
MDLZ: Cocoa Normalization And Emerging Markets Likely Balance Pricing And Margin Risks
Analysts have nudged their average price target for Mondelez International higher by about $1, citing updated views on fair value, discount rates, profitability, and future P/E assumptions reflected in recent Street research. Analyst Commentary Recent Street research on Mondelez International has been active, with several firms adjusting price targets in both directions and one high profile downgrade.Seeking Alpha • Jun 04
Mondelez: Buying Quality While Sentiment Remains Fragile (Rating Upgrade)
Summary Mondelez International (MDLZ) is upgraded to Buy, reflecting resilience amid macro headwinds and a valuation offering margin of safety. MDLZ delivered solid Q1 results, maintaining strong market positions and projecting $3B FCF in 2026 despite the previously anticipated cocoa price and inventory pressures. Management expects 2026 to be a weaker year compared to their long-term algorithm, with 0–2% organic net revenue growth, followed by stronger performance as macro pressures ease. Long-term risks include intensifying competition from private labels, geopolitical volatility, and evolving consumer trends, but MDLZ's global scale and brand strength support the investment case. Read the full article on Seeking AlphaRecent updates
Narrative Update • Jun 06
MDLZ: Cocoa Normalization And Emerging Markets Likely Balance Pricing And Margin Risks
Analysts have nudged their average price target for Mondelez International higher by about $1, citing updated views on fair value, discount rates, profitability, and future P/E assumptions reflected in recent Street research. Analyst Commentary Recent Street research on Mondelez International has been active, with several firms adjusting price targets in both directions and one high profile downgrade.Seeking Alpha • Jun 04
Mondelez: Buying Quality While Sentiment Remains Fragile (Rating Upgrade)
Summary Mondelez International (MDLZ) is upgraded to Buy, reflecting resilience amid macro headwinds and a valuation offering margin of safety. MDLZ delivered solid Q1 results, maintaining strong market positions and projecting $3B FCF in 2026 despite the previously anticipated cocoa price and inventory pressures. Management expects 2026 to be a weaker year compared to their long-term algorithm, with 0–2% organic net revenue growth, followed by stronger performance as macro pressures ease. Long-term risks include intensifying competition from private labels, geopolitical volatility, and evolving consumer trends, but MDLZ's global scale and brand strength support the investment case. Read the full article on Seeking AlphaNarrative Update • Apr 20
MDLZ: Cocoa Cost Reset From 2026 Will Support Earnings Recovery
Analysts have nudged the fair value estimate for Mondelez International slightly higher to $66.36 from $66.08, citing a mix of refreshed price targets across the Street and expectations that factors like cocoa costs and earnings normalization are being recalibrated in their models. Analyst Commentary Recent Street research on Mondelez International reflects an active debate around how much earnings power to assign to the business as input costs reset and category growth expectations are reassessed.Narrative Update • Apr 05
MDLZ: Cocoa Cost Normalization And Steady Guidance Will Support Earnings Recovery
The analyst price target for Mondelez International has been reduced by about $1 as analysts factor in slightly lower fair value, revenue growth, and profit margin assumptions, while still highlighting supportive commentary from several firms regarding cocoa cost normalization and resilient earnings expectations. Analyst Commentary Recent research on Mondelez International shows a split between bullish and cautious views, with price target changes clustering around updated expectations for cocoa costs, category growth, and valuation across large consumer staples peers.Narrative Update • Mar 22
MDLZ: Cocoa Cost Normalization And Steady Guidance Will Support Future Re Rating
Mondelez International's analyst fair value estimate has edged up from $66.88 to $67.13 as analysts factor in steadier long term revenue growth assumptions, a higher projected profit margin, and slightly lower future P/E expectations alongside recent price target revisions across the Street. Analyst Commentary Recent Street research around Mondelez highlights a split view, with some analysts tightening their positive stance while others are more restrained as they reset expectations for the broader packaged food group heading into 2026.Narrative Update • Mar 08
MDLZ: Consistent Guidance And Buybacks Will Support Future Re Rating
Analysts have made a small adjustment to their view on Mondelez International, trimming the average price target by $1 to $73 while highlighting steady guidance through the 2026 CAGNY conference and mixed sentiment across U.S. food peers. Analyst Commentary Recent research around the 2026 CAGNY conference shows that views on Mondelez are split, with some firms trimming price targets and others lifting them, while ratings generally stay positive.Narrative Update • Feb 22
MDLZ: Steady Guidance And Buybacks Will Support Margins And Future Re Rating
The analyst price target for Mondelez International edges slightly higher to $66.92, as analysts keep estimates broadly steady and point to relatively unchanged guidance at the recent CAGNY conference while adjusting expectations across the wider U.S. food group. Analyst Commentary Recent research around the 2026 CAGNY conference paints a mixed but generally constructive picture for Mondelez, with most commentary focused on how resilient its guidance looks compared with other large U.S. food names and how that feeds into valuation resets across the group.Narrative Update • Feb 07
MDLZ: Cocoa Relief And Pricing Discipline Will Support Margins But Limit Re Rating
Analysts have trimmed their fair value estimate for Mondelez International by about $0.46 to $66.69 as they factor in slightly softer revenue growth assumptions, marginally lower profit margins, a modestly higher discount rate, and a small adjustment to future P/E expectations, set against a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research around Mondelez International has been active, with a mix of target hikes and trims clustered around the mid US$60s.Narrative Update • Jan 23
MDLZ: Cocoa Cost Relief And AI Marketing Efficiencies Will Support Margins
Mondelez International's analyst price target has been trimmed by a few dollars, with analysts generally citing mixed consumer staples demand expectations into 2026, muted pricing, cocoa cost assumptions, and slightly lower valuation multiples as key reasons for the reset. Analyst Commentary Recent Street research on Mondelez points to a more cautious stance on valuation into 2026, even as views diverge on how much upside the company can create from cocoa costs, pricing, and reinvestment plans.Narrative Update • Jan 09
MDLZ: AI Marketing Efficiencies Will Support Margins Despite 2026 Demand Concerns
Analysts have trimmed their fair value estimate for Mondelez International from US$68.85 to about US$67.48. This reflects a wave of lower price targets as they factor in muted volume growth for large consumer staples, tighter valuation multiples, and ongoing questions around cocoa costs, competitive pressure, and the broader 2026 earnings setup.Narrative Update • Dec 14
MDLZ: AI Cost Cuts Will Support Future Margin Expansion Despite Demand Headwinds
Analysts have modestly reduced their price targets on Mondelez International, trimming the equity fair value estimate by about $0.17 per share to reflect slightly lower long term growth and earnings expectations amid softer consumer demand and a recalibration of valuation multiples. Analyst Commentary Street research reflects a generally cautious but still constructive stance on Mondelez, with most firms trimming price targets while maintaining ratings that range from Neutral to positive.Narrative Update • Nov 28
MDLZ: AI-Driven Cost Cuts Will Support Margin Expansion Amid Commodity Relief
Mondelez International's fair value estimate has been modestly reduced to $69.02 per share. Analysts cite softer Q3 results, evolving market dynamics, and tempered near-term earnings forecasts as key reasons for recent price target adjustments across the Street.Narrative Update • Nov 14
MDLZ: AI-Driven Marketing Will Improve Margins and Unlock Cost Savings
Analysts have slightly reduced their fair value estimate for Mondelez International to $69.07 from $69.61. This change reflects recent price target downgrades that cite ongoing challenges in sales growth and evolving market dynamics for consumer staples.Narrative Update • Oct 31
MDLZ: Lower Cocoa Costs And Supply Chain Upgrades Will Drive Efficiency
Analysts have lowered their average price target for Mondelez International by approximately $3 to about $69.60. This change reflects a subdued sales growth outlook, recent margin pressures, and more cautious earnings estimates for 2025 and 2026.Narrative Update • Oct 17
Robust Pricing And Brand Collaborations Will Unlock Global Potential
Analysts have slightly reduced their average fair value estimate for Mondelez International by approximately $1 to $72.71. This decision reflects expectations for softer organic sales growth and recent adjustments to sales and earnings forecasts.Narrative Update • Oct 03
Robust Pricing And Brand Collaborations Will Unlock Global Potential
Mondelez International's analyst fair value estimate saw a slight decrease of approximately $0.75 as analysts cite ongoing headwinds from price sensitivity in Europe and modest adjustments to future growth forecasts. Analyst Commentary Recent commentary from street analysts presents a nuanced picture of Mondelez International's outlook, reflecting both optimism about its long-term positioning and caution regarding near-term challenges.Analysis Article • Aug 07
We Think That There Are More Issues For Mondelez International (NASDAQ:MDLZ) Than Just Sluggish Earnings
NasdaqGS:MDLZ 1 Year Share Price vs Fair Value Explore Mondelez International's Fair Values from the Community and...Analysis Article • Jul 21
Here's What To Make Of Mondelez International's (NASDAQ:MDLZ) Decelerating Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Analysis Article • Jun 21
Mondelez International, Inc.'s (NASDAQ:MDLZ) Popularity With Investors Is Under Threat From Overpricing
Mondelez International, Inc.'s ( NASDAQ:MDLZ ) price-to-earnings (or "P/E") ratio of 24.6x might make it look like a...Seeking Alpha • Apr 21
Mondelez: Bitter Times Still Not Priced In
Summary Mondelez faces challenges from high cocoa prices and inflation but has hedged costs and is implementing price increases and cost savings to protect margins. Despite market pressures, Mondelez's strong brands and international exposure drive steady growth, with organic sales up 4.3% and adjusted earnings per share rising 13%. Mondelez's shareholder-friendly policies include a $9 billion share buyback program and a 10.4% average annual dividend increase, enhancing long-term investment appeal. Given current uncertainties around cocoa prices, I rate Mondelez "On hold" but see potential for buying if prices correct and cocoa costs stabilize. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Mondelez International: Recently Announced Share Buyback Plan Raises Questions
Summary Initiating coverage of Mondelez with a sell rating due to underperformance, overvaluation, and lack of a viable growth plan. The recent $9 billion share buyback and failed Hershey acquisition appear desperate, with limited pricing power and struggling core brand growth. Fourth-quarter earnings showed cost struggles, disappointing revenue, and declining profit margins, with concerning overreliance on price increases. High cocoa prices and ineffective hedging further challenge Mondelez, projecting minimal growth and potentially increased shareholder debt from buybacks. Read the full article on Seeking AlphaSeeking Alpha • Mar 01
Mondelez: Cocoa Prices And Tariffs Weigh On Strong Business Performance
Summary Mondelez share price is already pricing-in future risks even as underlying business performance continues to improve. Even though margins are likely to come under pressure, the long-term impact of tariffs and high cocoa prices is likely to be muted. Nonetheless, the stock is priced on the assumption that margins would fall permanently, which in my view, makes MDLZ a buy even in the face of ongoing risks. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Mondelez's Earnings: Turning Cocoa Challenges Into Sweet Dividends
Summary Mondelez faces unprecedented challenges due to cocoa inflation. The company's recent earnings report shows Mondelez's strong pricing power and unveils its strategy to counter high cocoa prices. After issuing positive 2025 guidance, Mondelez gave us a clearer picture of what to expect down the road. In this article, I explain why the stock may be a compelling dividend opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Mondelez International: Reliable Dividend Growth Stock With Formidable Brand Power
Summary Mondelez International, an American multinational confectionery, snack food, and beverage company, is now a $77 billion (by market cap) confectionary and snack might. Although risks are rising, the stock’s selloff seems to be pricing in more than what’s necessary. MDLZ increased its dividend for 13 consecutive years, with a 10-year dividend growth rate of 11.6%. Mondelez advanced its revenue from $34.2 billion in FY 2014 to $36 billion in FY 2023, a compound annual growth rate of 0.6%. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Cocoa Volatility And Inflation Are Pressuring Mondelez Down To Intrinsic Value
Summary Cocoa supply shortages and adverse conditions are pressuring companies like Hershey and Mondelez, leading to increased costs and potential profitability hits. I estimate Mondelez's forward shareholder return is around 7.2% driven by $2.5B in dividends and $3B in annualized buybacks. I project 2025 to be a stagnating year for Mondelez with a net income of $3.7B, but expect growth recovery in 2026. Despite short-term challenges, I estimate Mondelez's stock to bottom out at $69B in 2025, with a recovery to $88B by year-end. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Mondelez: Excellent Buying Opportunity At 52-Week Low
Summary Mondelez, trading at a 52-week low, offers a compelling buy-the-drop opportunity with a 3.0% dividend yield and solid financials. The company's strong Q3 performance, driven by pricing, cost controls, and robust sales growth, showcases its resilience and strategic execution. Mondelez's diversified portfolio and expansion into high-growth categories like cakes and pastries bolster its long-term growth potential. Despite risks like cocoa price volatility and geopolitical tensions, Mondelez's steady cash flow and dividend growth make it attractive for long-term returns. Read the full article on Seeking AlphaShareholder Returns
| MDLZ | US Food | US Market | |
|---|---|---|---|
| 7D | 1.4% | -1.0% | -2.8% |
| 1Y | -6.2% | -5.9% | 22.8% |
Return vs Industry: MDLZ matched the US Food industry which returned -5.9% over the past year.
Return vs Market: MDLZ underperformed the US Market which returned 22.8% over the past year.
Price Volatility
| MDLZ volatility | |
|---|---|
| MDLZ Average Weekly Movement | 3.2% |
| Food Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: MDLZ has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: MDLZ's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2000 | 91,000 | Dirk Van de Put | www.mondelezinternational.com |
Mondelez International, Inc., through its subsidiaries, manufactures, markets, and sells snack food and beverage products in Latin America, North America, Asia, the Middle East, Africa, and Europe. The company provides biscuits and baked snacks, including cookies, crackers, salted snacks, snack bars, and cakes and pastries; chocolates; and gums and candies, as well as various cheese, grocery, and powdered beverage products. Its brand portfolio includes Oreo, Ritz, LU, CLIF Bar, Tate’s Bake Shop biscuits and baked snacks, Cadbury Dairy Milk, Milka, and Toblerone chocolate.
Mondelez International, Inc. Fundamentals Summary
| MDLZ fundamental statistics | |
|---|---|
| Market cap | US$79.64b |
| Earnings (TTM) | US$2.61b |
| Revenue (TTM) | US$39.30b |
30.5x
P/E Ratio2.0x
P/S RatioIs MDLZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MDLZ income statement (TTM) | |
|---|---|
| Revenue | US$39.30b |
| Cost of Revenue | US$28.00b |
| Gross Profit | US$11.31b |
| Other Expenses | US$8.70b |
| Earnings | US$2.61b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.03 |
| Gross Margin | 28.77% |
| Net Profit Margin | 6.64% |
| Debt/Equity Ratio | 81.5% |
How did MDLZ perform over the long term?
See historical performance and comparisonDividends
3.2%
Current Dividend Yield97%
Payout RatioDoes MDLZ pay a reliable dividends?
See MDLZ dividend history and benchmarks| Mondelez International dividend dates | |
|---|---|
| Ex Dividend Date | Jun 30 2026 |
| Dividend Pay Date | Jul 14 2026 |
| Days until Ex dividend | 22 days |
| Days until Dividend pay date | 36 days |
Does MDLZ pay a reliable dividends?
See MDLZ dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/07 23:33 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mondelez International, Inc. is covered by 48 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Andrew Lazar | Barclays |
| Matthew Abraham | Berenberg |