Mondelez International Inc MDLZ

What the company does

Mondelez International Inc is a large-cap company in the Consumer Defensive sector (Confectioners), with a market value of $81.9B, based in the USA.

It employs about 91,000 people and has been listed since Jun 13, 2001.

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.

Cheap or expensive? priced in line with its group

Its price-to-earnings (P/E) is 23.5 versus 27.8 for the median of the Consumer Defensive sector in our universe (14 companies) — priced in line with its group.

Revenue is growing 4% versus the same quarter last year.

On analysts' next-year forecasts the multiple drops to 18.2 — they expect higher earnings.

The average analyst price target is 69.09, 8% above the current price (their view, not ours).

The stock sits at 86% of its one-year range (0% = the low, 100% = the high).

The risks

• • Quarterly report in 4 days (2026-10-29) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 16 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Most analysts rate it buy (15 vs 0).
• ✅ Pays a dividend (3.1% a year).

What changed this week

Over the past week the stock fell 0.2% (for comparison: S&P 500 -0.4%, sector ETF XLP +0.7%).

This week's news

• Consumer staples on track for best month since 1998 as sector surges seekingalpha.com · 2026-10-23
  What the article says

  [Trolley filled with groceries in wholesale store Landscape] Smile/DigitalVision via Getty Images The S&P 500 consumer staples sector is on track for its strongest monthly performance since October 1998, with the sector’s latest advance standing out against a history of sharp swings between gains and losses, according… source ↗

• Earnings Preview: Mondelez (MDLZ) Q3 Earnings Expected to Decline finance.yahoo.com · 2026-10-22
  What the article says

  Wall Street expects a year-over-year decline in earnings on higher revenues when Mondelez (MDLZ) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how… source ↗

• CHIPS AHOY!® Brand Launches Two New Minis Drizzled Cookies in Caramel and Fudge finance.yahoo.com · 2026-10-21
  What the article says

  Mondelez International, Inc. The CHIPS AHOY!® brand adds Minis Caramel Drizzled and Minis Fudge Drizzled to its cookie lineup, available now at limited retailers EAST HANOVER, N.J., Oct. 21, 2026 (GLOBE NEWSWIRE) -- CHIPS AHOY!® — one of America's most loved cookie brands — is launching CHIPS AHOY!® Minis Caramel… source ↗

• Flowers Foods Leans on Innovation: Can It Reignite Volume Growth? finance.yahoo.com · 2026-10-20
  What the article says

  Flowers Foods, Inc. FLO is accelerating product innovation to address declining volumes and changing consumer preferences in the fresh packaged bread category. The company is focusing on smaller loaf formats, sourdough and protein-focused offerings to better align its portfolio with evolving demand. These initiatives… source ↗

• Should Brand Tie Ups Require Action From Mondelez International (MDLZ) Investors? finance.yahoo.com · 2026-10-20
  What the article says

  Mondelez International is leaning into brand partnerships and product extensions, from RITZ Gluten Free Crackers to SOUR PATCH KIDS and OREO themed limited time offers through partners such as Wingstop and Portillo's. The business is seeing renewed consumer appetite for its Americana cookie portfolio, with nostalgia… source ↗

• Mondelez (MDLZ) Stock Looks Cheap Against Future Cash Flow finance.yahoo.com · 2026-10-20
  What the article says

  Mondelez International has delivered a 20.2% total return over the past 5 years, and the share price now raises a simple question for investors. Is the current US$63.34 level adequately backed by the cash flows the business is expected to generate over time, or has sentiment moved ahead of the underlying numbers? The… source ↗

What changed since last week

No material change: same valuation verdict, same risk flags, price moved less than 3%.