Mondelez International

MDLZ

Market cap $74.2B

Kraft Heinz and Mondelez are both rated HOLD, but KHC offers a more attractive risk/reward at current low multiples and a well-covered 7% dividend. KHC's EBITDA margin (22%) and dividend safety outshine MDLZ, though KHC faces ongoing sales declines and must prove stabilization under new leadership. MDLZ demonstrates stronger growth metrics and pricing power, yet faces volume declines and operates in challenged categories with elevated valuation multiples.

Cocoa prices are already retreating back toward normal levels from the unusual highs they reached in 2024 and 2025. Because large buyers like Mondelēz hedge their costs by locking in purchases in advance, they aren't fully seeing the benefit of those lower prices yet, which is creating a near-term earnings disconnect.

CHICAGO, April 08, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) will release its first quarter 2026 financial results on Tuesday, April 28, 2026, at 4:05 p.m. ET and will host a conference call at 5:00 p.m. ET that day.

The calendar may say it's spring, but it's been looking a lot like Christmas for candy stocks. That's because investors know that Halloween and Christmas are the warm-up acts for chocolate lovers.

Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Darling Ingredients (DAR) and Mondelez (MDLZ). But which of these two companies is the best option for those looking for undervalued stocks?

MDLZ's chocolate sales rise 11.4% in 2025 as pricing offsets cocoa cost pressure, but volume declines raise questions about how durable that growth is.

New CLIF innovations deliver sustained energy for movement, adventure and athletic performance EAST HANOVER, N.J., March 18, 2026 /PRNewswire/ -- The CLIF brand today expanded its energy portfolio with the launch of CLIF Energy Bites and the limited-edition CLIF Chocolate Berry energy bar.

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Mondelēz is upgraded to a cautious Buy, driven by anticipated margin recovery in 2027 as cocoa price declines flow through. MDLZ faced margin pressure from past high cocoa costs, but hedging means benefits from lower prices will materialize with a lag. Competitive risks from potential chocolate price wars could offset some margin gains in 2027.

The ~65 million Swiss Francs (CHF) investment announced in 2025 to create the global "Center of Excellence" for Toblerone in Bern is a clear commitment to Switzerland, where the iconic brand was founded in 1908. Today, the Swiss plant produces ~90 % of global Toblerone demand.