K K 로딩 중... : 애널리스트의 강세 및 약세 의견

Mondelez explicitly downplays the recent price cut signal from 'another company' (likely Kellanova/General Mills) in the U.S., arguing that its own aggressive promotional strategy in 2025 failed to yield returns; instead, it will focus on volume-driving activations and premium 'better-for-you' brands. — The pricing war in U.S. snacking is likely to be less aggressive than a competitor's headline cut suggests, as MDLZ is signaling it won't follow suit on broad price cuts, preferring to defend margin while competitors may lose share if they don't match.