Professional
Added to YB: 2025-04-25
Pitch date: 2025-03-31
MDLZ [bullish]
Mondelez International, Inc.
-19.57%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$69.5B
Pitch Price
$67.19
Price Target
N/A
Dividend
3.71%
EV/EBITDA
13.86
P/E
20.01
EV/Sales
2.39
Sector
Food Products
Category
value
Oakmark Global Strategy New Position: Mondelez International, Inc.
MDLZ (new position): Global snacking leader with top brands (Cadbury, Oreo, Ritz) and strong market positions. Category benefits from pricing power, low private label threat, rising consumption. Temporary margin compression from commodity costs masks earnings potential. Strong pricing power + commodity relief will restore profitability. Discount to history/peers/market.
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