Mondelez InternationalMDLZ
About: Mondelez has operated independently since its split from the former Kraft Foods North American grocery business in October 2012. The firm is a leading player in the global snack enclave with a presence in the biscuit (49% of sales), chocolate (31%), gum/candy (11%), beverage (3%), and cheese and grocery (6%) aisles, as of the end of fiscal 2024. Mondelez's portfolio includes well-known brands like Oreo, Chips Ahoy, Halls, and Cadbury. The firm derives around one third of its revenue from developing markets, just more than one third from Europe, and the remainder from North America.
Employees: 90,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
71% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 12 (+5) [Q1 2025]
24% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 157
14% more capital invested
Capital invested by funds: $62.4B [Q4 2024] → $71.1B (+$8.66B) [Q1 2025]
2.76% more ownership
Funds ownership: 78.21% [Q4 2024] → 80.97% (+2.76%) [Q1 2025]
0% less funds holding
Funds holding: 1,958 [Q4 2024] → 1,950 (-8) [Q1 2025]
16% less repeat investments, than reductions
Existing positions increased: 672 | Existing positions reduced: 802
17% less call options, than puts
Call options by funds: $360M | Put options by funds: $433M
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Barclays Andrew Lazar | 11%upside $74 | Overweight Maintained | 1 May 2025 |
Stifel Matthew Smith | 9%upside $73 | Buy Maintained | 30 Apr 2025 |
RBC Capital Nik Modi | 6%upside $71 | Outperform Maintained | 30 Apr 2025 |
Morgan Stanley Megan Alexander | 8%upside $72 | Overweight Maintained | 30 Apr 2025 |
DA Davidson Brian Holland | 2%upside $68 | Neutral Downgraded | 24 Apr 2025 |
Financial journalist opinion
Based on 18 articles about MDLZ published over the past 30 days
