Mondelez International, IncNasdaq: MDLZ

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Mondelez International's board declared a regular quarterly dividend of $0.50 per share of Class A common stock on May 20, payable July 14 to shareholders of record as of June 30. The company held its 2026 Annual Meeting virtually that same day at 9:00 a.m. CDT. The stock closed at $61.64 on May 19, up about 2.0% on the day and 7.67% over the past month with YTD return of 14.89%. Mondelez continues executing a robust pricing strategy in response to high cocoa costs, with Q1 organic sales growth of 3% supported by a 3.5% benefit from higher prices offsetting a 0.5% volume decline. The company is leaning on innovation including Ritz Drizzled Minis to drive incremental share.

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Mondelez International stock has rallied with a one-month return of about 6.6%-7.7% as investors digest its Q1 2026 results that beat estimates and reaffirmed full-year guidance despite softer U.S. consumer confidence and Middle East-related cost risks. Q1 sales rose to $10.08B (from $9.31B), net income grew to $560M, and diluted EPS from continuing operations was $0.44, with 3% organic sales growth driven by a 3.5% pricing benefit offsetting a 0.5% volume decline. Adjusted operating margin contracted 310 bps to 11.7% as cocoa inflation and elevated brand spending outpaced productivity savings. In mid-May 2026, Morgan Stanley raised its price target to $71 with a Buy rating citing improving fundamentals and a Western Europe turnaround. Evercore ISI and JPMorgan raised targets to $71 and $70 respectively; Bernstein remained Buy, Berenberg Hold. Shares closed recently near $61-62, trading at a P/E of about 30x.

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Mondelez International scheduled its 2026 virtual annual shareholder meeting for May 20, 2026 at 9:00 a.m. CDT. On May 14, 2026, Morgan Stanley raised its price target to $71 from prior levels while reiterating a Buy rating (reaffirmed May 15). Q1 2026 results showed 3% organic sales growth driven entirely by 3.5% pricing offset by a 0.5% volume decline, with adjusted operating margin compressing 310 bps to 11.7% as productivity savings failed to offset cocoa inflation and elevated brand spending. Sales rose to $10.08 billion and net income to $560 million. Shares traded $60.45-$61.85 on May 18 at $61.74, up 6.61% over the prior 30 days but still down 5.75% over one year. The bear case: cocoa cost inflation remains the dominant margin headwind with no near-term relief; volume is contracting as price elasticity bites, and the company's reliance on pricing to drive growth limits options if consumer pushback intensifies.

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Mondelez reported Q1 2026 sales of $10.08 billion and net income of $560 million, with EPS of $0.44 from continuing operations, beating estimates and prompting management to reaffirm guidance. Shares last traded near $61.55, up about 15% year-to-date in 2026, with a 4.3% gain over 30 days. Adjusted operating margin contracted 310 bps to 11.7% as productivity savings were unable to offset cocoa inflation and stepped-up brand spending, prompting an aggressive pricing strategy in Europe and emerging markets. Multiple late April/early May upgrades included Bernstein moving to Buy and price target hikes from Evercore ISI to $71, JPMorgan to $70, BTIG initiating at Buy with $70, and Piper Sandler to $65. Bank of America named MDLZ a top consumer staples favorite. A DCF analysis suggests MDLZ is undervalued by ~43.3%, though the stock trades at a 30.2x P/E vs. a 16.2x industry multiple.

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On May 14, the Regional Court of Bremen in Germany ruled against Mondelez International, finding the company had reduced its Milka chocolate bar from 100g to 90g without significantly changing the packaging—a shrinkflation case that could pressure pricing/packaging practices in EU markets. Q1 2026 results showed sales rising to $10.08B with net income up to $560M and diluted EPS of $0.44, with organic sales +3% YoY (+6% emerging markets, +0.8% developed). Rising cocoa costs continue to weigh on margins (earnings nearly halved on record cocoa costs in prior period). Stock trades near $61 (+14-15% YTD) at a trailing P/E of ~30x, above peers. Quarterly dividend remains $0.50 with 13 years of consecutive increases.

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Mondelez International stock traded around $61-$62 in early-to-mid May 2026, up about 12% over the past month and roughly 15% year-to-date. Q1 2026 revenue rose 8.2% YoY to $10.08 billion with net income of $560 million and adjusted EPS of $0.67 (beating the $0.61 IBES estimate). Chocolate organic net revenue grew 5.5%, supported by emerging-market strength and launches like Cadbury Biscoff Egg and Toblerone Very Limited Editions. Management reaffirmed full-year 2026 guidance despite soft U.S. consumer confidence and elevated cocoa costs. Margins remain pressured at 6.6% due to cocoa input costs and softer volume. JPMorgan raised its target to $70 from $67, Evercore ISI to $71 from $70, and BofA to $67 from $65.

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Mondelez shares are holding near $61 (up ~15% YTD) after Q1 2026 results: sales of $10.08B (+8.2% YoY), net income of $560M, GAAP diluted EPS of $0.44, and adjusted EPS of $0.67 vs $0.61 consensus. Management reaffirmed full-year guidance and is leaning on a global pricing strategy to offset elevated cocoa costs, especially in Europe and emerging markets. Innovation push includes Toblerone Very Limited Editions and Milkinis for India. JPMorgan raised its PT to $70 from $67, Evercore ISI to $71 from $70, and BofA to $67 from $65. Risk: 6.6% operating margin reflects cocoa cost pressure, soft U.S. consumer confidence, and Middle East cost exposure.

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Mondelez International reported Q1 2026 sales of $10.08B with net income of $560M and EPS of $0.44 from continuing operations. Organic sales rose 3% YoY: emerging markets +6% (volume/mix +0.5%), developed markets +0.8% (volume/mix -1.2%). Multiple analysts raised price targets after earnings: Evercore ISI to $71, JPMorgan to $70, BofA to $67, TD Cowen to $67, Piper Sandler to $65. Shares trade near $61.31, up roughly 12% over the past month. The company is executing aggressive pricing to offset elevated cocoa costs (expected to lift revenue globally) and has flagged a $500M inventory adjustment plus increased brand investment in 2026, with margin recovery expected in 2027. CEO continues to highlight an innovation agenda for 2026.

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Mondelez International continues to ride momentum from its Q1 2026 results, with sales of $10.08 billion (vs $9.31B prior year) and adjusted EPS of $0.67 beating the $0.61 consensus. Organic sales rose 3% with emerging markets up 6%. In late April/early May, analysts raised price targets including Evercore ISI to $71, JPMorgan to $70, Piper Sandler to $65, TD Cowen to $67, and BofA to $67. Shares are up roughly 14% YTD, trading near $61. Management reaffirmed full-year 2026 guidance despite cocoa cost pressures and weak U.S. consumer confidence. The risk remains margin pressure from cocoa whiplash and a cautious consumer that could constrain pricing power.

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Mondelez reported Q1 2026 net income of $560M with EPS of $0.67, beating forecasts by 9.84%, and revenue of $10.08B exceeding expectations by 3.38%. The company reaffirmed 2026 guidance for flat to 5% adjusted EPS growth and flat to 2% organic revenue growth amid elevated cocoa costs and volume pressures. BTIG initiated coverage with a Buy rating and $70 price target on April 13. Analysts including Evercore ISI, JPMorgan, and others raised targets post-earnings. Despite margins of 6.6% reflecting cocoa pressure, the company is investing CHF 65M in Toblerone production expansion in Switzerland.

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Mondelez reported Q1 2026 revenue of $10.08B (up 8.2% YoY) beating estimates, with adjusted EPS of $0.67 (beat consensus but down 14.9% constant currency). Stock surged 5.4% as volume stabilization (flat vs prior year) signaled price increases not deterring customers despite headwinds from cocoa costs and geopolitical tension. Company reaffirmed 2026 guidance: organic revenue flat to +2%, adjusted EPS flat to +5% constant currency, and ~$3B free cash flow. Board declared $0.50/share dividend. Analyst upgrades: Evercore ISI raised PT to $71, JPMorgan to $70, Piper Sandler to $65. Despite challenges, solid execution on emerging market growth and pricing power.

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Mondelez International reported Q1 2026 revenue of $10.08 billion, up 8.2% year-over-year, beating expectations with adjusted EPS of $0.67 topping estimates. However, adjusted operating income declined 19% and adjusted EPS fell 14.9% due to significant cocoa cost pressures. The company reaffirmed 2026 guidance for flat to 2% organic revenue growth and flat to 5% adjusted EPS growth. CEO noted "solid start" with encouraging growth in emerging markets while developed markets (except US) remain solid.

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