Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
MDLZ [bullish]
Mondelez International, Inc.
+6.23%
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
$73.8B
Pitch Price
$53.94
Price Target
N/A
Dividend
3.49%
EV/EBITDA
14.53
P/E
21.26
EV/Sales
2.51
Sector
Food Products
Category
value
Oakmark Global Fund New Portfolio Holding: Mondelez International, Inc.
MDLZ (new position): Global snacking leader (Oreo, Cadbury, Ritz) with strong pricing power in advantaged category vs private label. Commodity cost headwinds temporarily depressed margins, masking true earnings power. Expects margin recovery from pricing power + commodity relief. Trading at discount to historical/peer valuations.
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