Can Mondelēz (MDLZ) Turn Cultural Traditions Into a Lasting Edge for Global Snacking?

• Earlier in October 2025, Mondelēz International released its sixth annual State of Snacking report, highlighting how family traditions and cultural celebrations continue to shape global snacking habits, especially during the holiday season.
• The report underscores that a significant majority of consumers worldwide associate snacking with cherished childhood memories and shared family experiences, with particular influence seen in Asian markets.
• We'll explore how Mondelēz's focus on cultural tradition as a brand strength may impact its long-term growth narrative and consumer relevance.

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Mondelez International Investment Narrative Recap

To be a shareholder in Mondelez International, you need to believe in the company's ability to grow its core snacking brands globally, manage cost pressures like elevated cocoa prices, and stay relevant with consumers by innovating around cultural trends. The latest State of Snacking report reinforces consumer loyalty driven by tradition, but it does not materially affect the company’s most pressing short-term catalyst, pricing strategies to offset raw material costs, or its main risk, which remains persistent commodity inflation.

One announcement standing out is the recent investment in cell-cultured cocoa butter, in partnership with Celleste Bio. This development could eventually help address cocoa supply volatility, an important consideration given ongoing margin pressures and the key role input costs play as both a risk and a catalyst for the business.

By contrast, investors should be aware that cocoa prices could remain volatile despite these supply-chain innovations...

Read the full narrative on Mondelez International (it's free!)

Mondelez International's narrative projects $42.7 billion revenue and $4.7 billion earnings by 2028. This requires 4.8% yearly revenue growth and a $1.1 billion earnings increase from $3.6 billion currently.

Uncover how Mondelez International's forecasts yield a $72.71 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Four retail investor fair value estimates for Mondelez International from the Simply Wall St Community range from US$69.83 to US$130.81. While some see significant upside, continued pressure from high cocoa costs remains a key issue for future performance, highlighting the value of weighing multiple viewpoints.

Explore 4 other fair value estimates on Mondelez International - why the stock might be worth over 2x more than the current price!

Build Your Own Mondelez International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Mondelez International research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Mondelez International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mondelez International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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