MD MDLZ Mondelez International, Inc. Class A Loading... : Bullish and Bearish Analyst Opinions

Mondelez at 200-week MA discount buy

Broad-based growth supports Mondelez outlook

Mondelez raised its outlook after reporting higher quarterly sales.

Mondelez CEO reports consumer confidence remains subdued but the company gained share in all.

Management raised its top-line guidance, citing sustained momentum in emerging markets, improving North America execution, and a stabilizing Europe, while reiterating its full-year EPS outlook due to planned reinvestment.

Mondelez reports second quarter earnings with revenue and adjusted EPS beating estimates.

Mondelez says its 2026 outlook excludes potential USMCA trade tariff changes and expects.

Mondelez reports second quarter revenue of 9.355 billion dollars beating estimates along.

Mondelez reports adjusted EPS of 0.73 dollars beating estimates of 0.68 dollars with adjusted.

Mondelez reports developing market growth offsetting U.S.

Mondelez is ahead of expectations in Q1 but is maintaining full-year EPS guidance due to unplanned headwinds from the Middle East crisis, balancing strong momentum with increased costs.

Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27.

PepsiCo has built supply chain redundancy with multiple sourcing points and 6-12 month hedging, giving it a competitive advantage over smaller rivals in times of disruption. — If supply-chain stress persists, PepsiCo can better maintain service levels and market share while competitors may face stock-outs or higher costs.

The company is positioned to benefit from margin expansion due to falling cocoa prices (a key.

"Companies that would have exposure to a pressured consumer... risk of margin pressure from logistics costs... Spectrum, Newell Brands, Traeger, Kenvue, Smucker... Reynolds... exposure to the Middle East, like Pepsi, Mondelez, Coke and Procter and Gamble." (Nik Modi confirms: "Every one of my stocks is going to get impacted.") Rising energy and fertilizer costs squeeze consumer wallets while simultaneously increasing corporate logistics and production costs. Because consumer volumes are already lagging, these global packaged food and household goods companies cannot pass these new costs onto the consumer via price hikes, leading directly to margin compression. AVOID global consumer staples and packaged foods with high international logistics exposure, Middle East exposure, or limited pricing power. Energy and fertilizer prices could rapidly stabilize; companies might successfully implement aggressive cost-cutting measures to protect margins; investors may continue to blindly buy these names as a defensive safe haven regardless of fundamentals.

Jeff confirms they are expanding the "consumer products business with our chocolate and Feastables" to capture "share of wallet" from their 1.45 billion users. Feastables has already demonstrated the ability to clear shelf space and disrupt legacy candy brands through viral marketing. As they expand, legacy incumbents (Mondelez, Hershey) face market share erosion from a competitor that doesn't need traditional ad spend to drive sales. SHORT/AVOID legacy snack giants as "Creator Economy" brands eat into their moat. Supply chain issues for Beast Industries; consumer taste preferences reverting to legacy brands.

Management's 2026 guidance is deliberately cautious with an organic sales outlook of 0-2%, reflecting subdued U.S. biscuit demand, European chocolate disruption risks, and potential competitive reactions to a sudden cocoa price drop.