Mondelez International, Inc., through its subsidiaries, manufactures, markets, and sells snack food and beverage products in the Latin America, North America, Asia, the Middle East, Africa, and Europe. It provides biscuits and baked snacks, including cookies, crackers, salted snacks, snack bars, and cakes and pastries; chocolates; and gums and candies, as well as various cheese and grocery, and powdered beverage products. The company's brand portfolio includes Oreo, Ritz, LU, CLIF Bar, and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka, and Toblerone chocolate. It serves supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, gasoline stations, drug stores, value stores, and other retail food outlets through direct store delivery, company-owned and satellite warehouses, distribution centers, third party distributors, and other facilities, as well as through independent sales offices and agents. The company also sells products directly to businesses and consumers through e-retail platforms, retailer digital platforms, as well as through its direct-to-consumer websites and social media platforms. Mondelez International, Inc. was formerly known as Kraft Foods Inc. and changed its name to Mondelez International, Inc. in October 2012. The company was incorporated in 2000 and is headquartered in Chicago, Illinois.

Mondelez looks like a high-quality defensive business, but the market is already pricing in a noticeable premium for stability. Its P/E ratio of 21.19 is above the industry median, and P/S, P/B, and P/FCF are also significantly above industry benchmarks, which limits the potential for rerating. At the same time, the multiple trend does not look clearly improving: P/E has been noticeably higher in recent periods than the current level, but P/S and P/B remain expensive, while P/FCF is still high. Profitability is generally strong: a net margin of 8.86% and an operating margin of 11.22% are above the industry median, confirming the company’s ability to maintain profitability in the consumer sector. However, ROA and ROI are below industry benchmarks, and return on tangible equity is effectively zero, which points to limited efficiency in the use of assets and capital. The debt burden is moderate in absolute terms, but debt/equity is above the median, while current and quick ratios are noticeably weaker than the industry, adding caution to the valuation assessment. The dividend yield of around 0.9% supports the investment case, but on its own it does not look high enough to offset the premium multiples. Revenue, EBITDA, operating profit, and net income remain positive and generally stable, indicating that the core operating strength is intact. At the same time, several metrics show quarter-to-quarter volatility rather than steady linear growth, so the valuation premium should be limited. Overall, the fundamentals support the current valuation more than they justify a meaningful increase in it. For an investor, this is a story of quality and defensiveness, but without a strong argument for significant upside from current levels.

Mondelez International, Inc.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

Strong margins and stable profitability support MDLZ, but expensive valuation multiples and weak liquidity limit upside potential in the valuation.

The S&P 500 Index ($SPX) (SPY) closed down by -1.09% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -2.50%. December E-mini S&P futures (ESZ26) fell -1.14%, and December E-mini Nasdaq futures (NQZ26) fell -2.51%.
Stock indexes sold off sharply on Friday, with the S&P 500 falling to a 2-week low and the Nasdaq 100 dropping to a 1-month low. Selling in chipmakers and AI-infrastructure stocks led the market lower on Friday, driven by concerns about whether companies will see returns on their huge investments in the AI infrastructure buildout. Also, CoreWeave sank more than -11% to weigh on cloud infrastructure stocks as concerns about the company’s credit risk linger.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock losses accelerated Friday afternoon as crude oil prices soared more than 3% to a 1-month high, raising inflation expectations and fueling fears the Fed will keep raising interest rates to contain inflation.
Higher bond yields undercut stocks after Fed Chair Warsh made no remarks on monetary policy or his outlook for the US economy late Thursday evening at the IMF annual meeting in Bangkok. The 10-year T-note yield rose +1 bp to 5.09%.
Friday’s US economic news was mixed for stocks. The Sep import price index ex-petroleum rose +0.8% m/m, stronger than expectations of +0.6% m/m, the largest increase in 5 months and a sign of price pressures. However, Sep manufacturing production rose +0.3% m/m, right on expectations.
Stocks have support from the prospect of solid quarterly earnings results that began this week. Goldman Sachs on Monday raised its three-month view on global equity markets to overweight from neutral, saying. “Earnings growth remains supportive for equities and the recent valuation de-rating has improved asymmetry into the third-quarter earnings season.” According to data compiled by Bloomberg Intelligence, Q3 S&P 500 earnings are expected to climb by +25% from a year earlier, up from a July estimate of 22%. As of Friday, 40 of the S&P 500 companies have reported results, with 78% beating estimates.
Nov WTI crude oil prices (CLX26) surged more than +3% on Friday to a 1-month high. Crude prices rallied on Friday amid a weaker dollar and concerns that escalating Middle East hostilities could disrupt regional energy supplies. Prices race to their highs Friday afternoon after US lawmakers introduced a bill to block President Trump’s deal with Russia to release several hundred million barrels of diesel fuel.
Markets are discounting a 17% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.
Overseas stock markets settled higher on Friday. The Euro Stoxx 50 closed up +0.58%. China's Shanghai Composite closed up +0.24%. Japan's Nikkei-225 Stock Average closed up +1.39%.
Interest Rates
December 10-year T-notes (ZNZ6) closed down -2.5 ticks on Friday. The 10-year T-note yield rose +2.7 bp to 5.085%. Dec T-notes were under pressure Friday after Fed Chair Warsh's lack of guidance at the annual IMF meeting in Bangkok weighed on T-notes. Also, Friday’s +3% surge in WTI crude oil to a 1-month high raised inflation expectations and weighed on T-notes. Friday’s stock plunge sparked safe-haven buying of government debt and limited T-note losses.
European government bond yields were mixed on Friday. The 10-year German bund yield rose +1.3 bp to 3.426%. The 10-year UK gilt yield fell -0.2 bp to 5.373%.
ECB Governing Council member and Bundesbank President Joachim Nagel said. "The ECB has raised interest rates twice, and if the situation remains as it is, we don't rule out the possibility that we may have to take further action."
Markets are discounting a 10% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.
US Stock Movers
Chipmakers and AI-infrastructure stocks continued their week-long slide on Friday, weighing on the broader market. Seagate Technology Holdings Plc (STX) closed down more than -7%, and Western Digital (WDC), SanDisk (SNDK), and ARM Holdings Plc (ARM) closed down more than -6%. Also, Advanced Micro Devices (AMD), Micron Technology (MU), Intel (INTC), and Marvell Technology (MRVL) closed down more than -5%, and Lam Research (LRCX), KLA Corp (KLAC), Applied Materials (AMAT), and Broadcom (AVGO) closed down more than -4%. In addition,
CoreWeave (CRWV) closed down more than -11% to weigh on cloud infrastructure stocks as debt concerns linger after swaps priced in more than a 50% chance the company will default on its debt within five years. Also, Nebius Group NV (NBIS) closed down more than -12% to lead losers in the Nasdaq 100, and Applied Digital (APLD) closed down more than -11%. In addition, Lumentum Holdings (LITE) closed down more than -5%, and Oracle (ORCL) and Arista Networks (ANET) closed down more than -4%.
The Magnificent Seven stocks, excluding Apple, fell on Friday and weighed on the overall market. Meta Platforms (META) closed down more than -3%, and Alphabet (GOOGL) closed down more than -2% to lead losers in the Dow Jones Industrials. Also, Tesla (TSLA) closed down more than -2%, and Amazon.com (AMZN), Microsoft (MSFT), and Nvidia (NVDA) closed down more than -1%. Apple (AAPL) bucked the trend and closed up +0.43%.
Cybersecurity stocks retreated on Friday. Okta (OKTA) closed down more than -10%, and SentinelOne (S), Fortinet (FTNT), Crowdstrike Holdings (CRWD), and Palo Alto Networks (PANW) closed down more than -7%. Also, Cloudflare (NET) closed down more than -6%, Zscaler (ZS) closed down more than -5%, and Gen Digital (GEN) closed down more than -2%.
Energy producers and service providers rallied on Friday after WTI crude oil rose more than +3% to a 1-month high. APA Corp (APA) closed up more than +4%, and Diamondback Energy (FANG) closed up more than +4% to lead gainers in the Nasdaq 100. Also, ConocoPhillips (COP) and Devon Energy (DVN) closed up more than +3%, and Chevron (CVX) closed up more than +2% to lead gainers in the Dow Jones industrials. In addition, Baker Hughes (BKR), ExxonMobil Holdings (XOM), Occidental Petroleum (OXY), and SLB Ltd (SLB) closed up more than +2%, and Halliburton (HAL) and Phillips 66 (PSX) closed up more than +1%.
Defense contractors rose on Friday as the companies are set to benefit from increased defense spending. Northrop Grumman (NOC) closed up more than +4%, and Lockheed Martin (LMT), RTX Corp (RTX), and L3Harris Technologies (LHX) closed up more than +3%. Also, General Dynamics (GD) closed up more than +2%, and Huntington Ingalls Industries (HII) closed up more than +1%.
Defensive food producers moved higher on Friday amid the slump in the broader market. Kraft Heinz Co (KHC), McCormick & Co (MKC), J M Smucker (SJM), Hershey Co (HSY), Hormel Foods (HRL), and Mondelez International (MDLZ) closed up more than +1%.
Omeros (OMER) closed down more than -14% after the European Medicines Agency issued a negative opinion on the company’s application for its narsoplimab therapy.
Earnings Reports (10/19/2026)
AGNC Investment Corp (AGNC), BOK Financial Corp (BOKF), Cleveland-Cliffs Inc (CLF), Crown Holdings Inc (CCK), Fifth Third Bancorp (FITB), FNB Corp/PA (FNB), RLI Corp (RLI), Steel Dynamics Inc (STLD), W R Berkley Corp (WRB), Western Alliance Bancorp (WAL), Wintrust Financial Corp (WTFC), Zions Bancorp NA (ZION).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

Stock Indexes Finish Sharply Lower as Tech Stocks Plunge

Key Points
The two main GLP-1 manufacturers are poised to gain the most.
Some snack makers are prepared to weather the storm, while others are suffering.
Occasionally, an innovation comes along that causes consumers to significantly alter their habits or behavior. When that happens, some companies will benefit, while others will suffer. And when such an innovation is a major one, the impact on various companies and sectors can be pronounced.
We're seeing that right now with the growth of GLP-1 drugs like Wegovy and Zepbound, which are dramatically altering the way people eat because of their powerful ability to reduce appetite.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
And the use of these drugs is growing rapidly. According to polling firm Gallup, Americans' use of GLP-1 injectables for weight loss has nearly quadrupled since 2024. The percentage of U.S. adults taking these weight loss drugs has risen to 11% this year, from 3% just two years ago. And 15% of U.S. adults report having used the medicine at some point.
The drugs are effective at treating obesity. The adult obesity rate in the U.S. has fallen from 39.9% in 2022 to 36.8% in 2026.
That effectiveness means more people will turn to the drugs for weight loss. And that's exactly what market watchers are forecasting. J.P. Morgan Global Research forecasts that some 25 million Americans will be on GLP-1 treatment by 2030, up from about 10 million last year. That includes people taking the drugs for type 2 diabetes, but the effects on appetite are the same.
That's just the U.S. market. Penetration of GLP-1 drugs globally is lower, but it too is expected to balloon in the coming years, especially as the introduction of generic drugs and oral pills grows.
Snack food sales are suffering due to growing GLP-1 use
At the same time, users of the drugs are spending less on groceries and snacks. A December 2025 study in the Journal of Marketing Research looked at purchases by GLP-1-using households and found that, within six months of starting a GLP-1 medication, grocery spending by these households fell by 5.3% on average, and 8% among higher-income households.
Purchases of ultra-processed and calorie-dense foods saw the largest declines, with spending on savory snacks dropping by about 10%, along with similarly large decreases in spending on sweets, baked goods, and cookies.
That decrease in spending is expected to accelerate. "GLP-1 treatments are projected to lead to an annual revenue reduction of $30 billion–$55 billion by 2030–2034 for the food and beverage industry, with consumers taking in 21% fewer calories and spending 31% less on groceries," according to J.P. Morgan.
So, which companies collect and which ones pay as the use of GLP-1 drugs continues to spread around the globe?
Well, the biggest beneficiaries will likely be the makers of these drugs. Eli Lilly (NYSE: LLY) makes Mounjaro and Zepbound, with combined sales of $36.5 billion in 2025. In fact, the GLP-1 drug in each of those brand names, tirzepatide, is now the world's best-selling drug.
Competitor Novo Nordisk (NYSE: NVO) makes Wegovy and Ozempic, which together generated $31 billion in revenue last year. The surge in demand for GLP-1 drugs has made Novo Nordisk Denmark's largest company, with a market cap of about one-third of the country's economic output.
Lilly's share price has climbed more than 400% during the past five years, primarily because, at least for now, it seems to be winning the race to become the world's largest GLP-1 provider. Novo's shares are down during that time, but only because investors are choosing Lilly over the Danish firm. In fact, Novo's revenue more than doubled between 2021 and 2025.
Some snack companies will suffer, but others are adapting
And how about snack companies? Well, so far, Coca-Cola (NYSE: KO) is holding up well. While studies show that people using GLP-1 drugs consume less full-sugar soda, some 68% of the company's portfolio consists of low- or no-calorie options.
The situation is similar for Monster Beverage (NASDAQ: MNST), as energy drinks seem to be less impacted by GLP-1 use. Coca-Cola shares are up 34% over the past year, and Monster's share price has climbed 27%.
But some snack makers are already feeling the squeeze from GLP-1s. Shares of PepsiCo (NASDAQ: PEP) are down 12% during the past year. The company's major snack brands are highly exposed to consumers cutting back on processed snacks. Lay's is considered one of the products most exposed to the shift in calorie intake due to GLP-1s.
Shares of snack maker Mondelez International (NASDAQ: MDLZ) are little changed during the past year. So far, the maker of Oreo and Chips Ahoy! cookies hasn't felt a significant hit from GLP-1 drugs, but that may be because 75% of its sales are outside the U.S., with a big chunk in emerging markets. GLP-1 drugs have much lower penetration in those countries, but they, too, will likely adopt these weight-loss products eventually. It seems that investors already sense that.
Hershey (NYSE: HSY) is down about 17% over the past year. So far, GLP-1 use has had a modest negative impact on the iconic candy manufacturer. Sales of its popular snacks have declined.
But there's a silver lining there, too: There's been a surge in demand for breath mints to combat GLP-1 side effects that include dry mouth and bad breath. So, the company is seeing growth in sales of Ice Breakers and Breath Savers.
One thing is certain: Sales of GLP-1 drugs look set to accelerate. So investors will need to watch the consequences for other industries and companies.
Should you buy stock in Eli Lilly right now?
Before you buy stock in Eli Lilly, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Eli Lilly wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,408,822!*
Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of October 11, 2026.
Matthew Benjamin has positions in Novo Nordisk. The Motley Fool has positions in and recommends Eli Lilly, Hershey, Monster Beverage, and Novo Nordisk. The Motley Fool has a disclosure policy.

As GLP-1 Drugs Change How People Eat, Drugmakers Collect and Snack Makers Feel the Squeeze

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Mondelez International Inc (Symbol: MDLZ) presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
But making Mondelez International Inc an even more interesting and timely stock to look at, is the fact that in trading on Thursday, shares of MDLZ entered into oversold territory, changing hands as low as $57.35 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Mondelez International Inc, the RSI reading has hit 29.6 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 38.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, MDLZ's recent annualized dividend of 2.08/share (currently paid in quarterly installments) works out to an annual yield of 3.60% based upon the recent $57.82 share price.
A bullish investor could look at MDLZ's 29.6 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on MDLZ is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.
Further MDLZ Research:

Relative Strength Alert For Mondelez International

Key Points
Every-day, boring brands can be powerful long-term compounders.
These four companies sell products that people rely on through every market cycle.
Strong brands, growing dividends and ongoing investment give these businesses room to compound.
When I think about a forever kind of portfolio, I want businesses that keep showing up in everyday life, treat shareholders well, and still have room to grow even if the market is distracted by flashier names.
These four consumer‑facing stocks fit that mold for me and, to my eye, look priced more modestly than the hot AI stories that dominate headlines right now.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
1. Mondelēz International
You might look at Mondelēz International (NASDAQ: MDLZ) and see a snack company that already won its war for shelf space. Mondelēz owns many of the world's most famous snack, chocolate, and biscuit brands, operating as a snacking tycoon. When I read what this company is up to, I read a business that keeps tuning its portfolio toward categories that age well.
Management wants chocolate, biscuits, and baked snacks to move from roughly 80% of net revenue to closer to 90% over time, and is reaffirming a long‑term algorithm of 3% to 5% organic growth, high‑single‑digit adjusted earnings growth, and more than $3 billion in free cash flow.
For a forever hold, that mix matters: durable habits, steady cash, and a clear plan to keep the numbers up even when snack demand is not climbing.
2. Kimberly‑Clark
At first glance, Kimberly‑Clark (NASDAQ: KMB) looks like a pure income play: a company selling tissues, diapers, and personal‑care products that you buy without thinking. Underneath that, there is a history and discipline I want in a long‑term core holding.
The board has raised the regular dividend for 54 consecutive years, with the quarterly payout now at $1.28 per share, and 2026 results show operating cash flow comfortably covering both dividends and a heavier investment in productivity and new products. These dividend habits make Kimberly Clark a Dividend King, a company that has raised its dividends for at least 50 consecutive years.
If you plan to hold for decades, there is something reassuring about a business that responds to cost pressure with innovation and efficiency while still sending out a growing check.
3. Target
Target (NYSE: TGT) is the kind of stock people label as just a retailer. I think its current strategy makes it more interesting as a forever name. For 2026, Target laid out a multi‑year plan to invest an incremental $2 billion in operating improvements and more than $1 billion in extra capital spending, with a focus on refreshing store layouts, elevating in‑store service, and using technology and AI to make shopping more personalized and easier.
Management has made clear it's leaning into busy families who care about style and value, and that it will deepen same‑day and next‑day fulfillment, which already account for a large share of digital sales. Over a long horizon, I see that habit competing with the online habits of the likes of Amazon and Walmart. That combination of physical refresh, digital convenience, and loyalty programs is what can turn a "big box" chain into a brand people stick with a long time.
4. PepsiCo
With PepsiCo (NASDAQ: PEP), it is tempting to focus only on soda and chips and conclude the growth story is done. I see a company that keeps treating its brands, supply chain, and balance sheet like permanent assets, and I see a company pushing to stay ahead of changing customer trends.
PepsiCo has paid consecutive quarterly dividends since 1965, and 2026 marked its 54th straight annual increase, with the board raising the annualized dividend by 4% and planning nearly $9 billion of cash returns to shareholders this year.
Behind that, it is pushing into healthier snacks and drinks. The company has been open about how they are working to make their food and drinks healthier by cutting added sugar, sodium, and saturated fat while developing more nutritious options without sacrificing taste.
If you want something you can hold through different interest‑rate cycles and consumer trends, a company that keeps refreshing what people eat and drink while sending back rising cash over decades is what I would choose.
All 4 are undervalued
To me, these four companies all look undervalued in the same way: their share prices do not fully reflect how much long‑term cash they can pull from everyday habits like snacking, shopping, and drinking. Buying them today means leaning into businesses that are still investing in brands, logistics, and store experiences while the market is busy bidding up more speculative stories, which gives you a chance to let time and compounding do the work rather than chasing price spikes.
Should you buy stock in Mondelez International right now?
Before you buy stock in Mondelez International, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Mondelez International wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 26, 2026.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Target, and Walmart. The Motley Fool has a disclosure policy.

My Forever Portfolio: 4 Undervalued Stocks to Buy Now and Hold Forever

Mondelez International, Inc. MDLZ is seeing solid momentum in its gum and candy business, supported by a mix of volume and pricing gains, wider distribution and product innovation. The category has also benefited from strength across several key markets, including Brazil, Mexico, China and the United States.
In the second quarter of 2026, gum and candy organic net revenues increased 7.6%. Volume and mix contributed 4.3 percentage points to growth, while pricing added 3.3 percentage points. Gum and candy represented 10% of total Mondelez revenues in fiscal 2025.
The category also maintained growth through the first half of 2026. Organic net revenues increased 5.3% year to date, with volume and mix contributing 2.4 percentage points and pricing adding 2.9 percentage points. The presentation showed 4.2% year-to-date category value growth for gum and candy based on available scanner data across measured channels in key markets.
Within the category, Stride in China continued to deepen its relevance with Gen Z consumers while expanding distribution. In the United States, Sour Patch Kids continued to deliver innovation and increase its presence across growth channels. Sour Patch Kids Chews also supported expansion in channels such as convenience.
Gum and candy remains a solid growth contributor for Mondelez, supported by volume, pricing, innovation and distribution gains. Sustained momentum could improve portfolio diversification, though tougher comparisons may test the category’s growth durability in the second half.
MDLZ Stock Price Performance, Valuation & Estimates
The Zacks Rank #3 (Hold) stock has dipped 5.7% over the past year compared with the industry’s decline of 20.2%.
MDLZ Price Performance Versus Industry
From a valuation standpoint, MDLZ trades at a forward price-to-earnings ratio of 18.29, above the industry’s average of 14.22.
MDLZ Valuation Compared to Industry
The Zacks Consensus Estimate for Mondelez’s current and next fiscal year earnings per share implies year-over-year growth of 3.7% and 4.5%, respectively.
Stocks to Consider
The Chefs' Warehouse, Inc. CHEF is a distributor of specialty food and center-of-the-plate products across the United States, Canada and the Middle East. CHEF currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for The Chefs' Warehouse’s current fiscal-year sales and earnings per share (EPS) implies growth of 10.6% and 33.7%, respectively, from the year-ago figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Utz Brands, Inc. UTZ, a leading U.S. manufacturer of branded salty and savory snacks, currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for Utz Brands’ current fiscal-year sales suggests a 3.7% jump from the prior-year levels. However, the consensus estimate for current fiscal-year EPS indicates a 2.4% decline from the year-ago period. UTZ delivered a trailing four-quarter surprise of 1.8%, on average.
Laird Superfood, Inc. LSF is a consumer product company that develops, manufactures and markets plant-based, natural and functional food and beverage products. LSF currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Laird Superfood’s current fiscal-year sales and EPS suggests growth of 188.2% and 104%, respectively, from the year-ago figures. LSF delivered an earnings surprise of 100% in the last reported quarter.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

Can Mondelez Sustain Growth Momentum Across Gum and Candy?

The NASDAQ 100 After Hours Indicator is down -17.95 to 30,464.4. The total After hours volume is currently 169,315,007 shares traded.
The following are the most active stocks for the after hours session:
PG&E Corp (PCG) is unchanged at $12.94, with 20,951,160 shares traded. PCG's current last sale is 69.95% of the target price of $18.5.
Cisco Systems, Inc. (CSCO) is -0.14 at $111.32, with 6,828,237 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Warner Bros. Discovery, Inc. (WBD) is -0.01 at $30.79, with 6,165,646 shares traded., following a 52-week high recorded in today's regular session.
Walmart Inc. (WMT) is -0.04 at $107.40, with 5,513,549 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jul 2027. The consensus EPS forecast is $0.84. As reported by Zacks, the current mean recommendation for WMT is in the "buy range".
NVIDIA Corporation (NVDA) is -0.38 at $227.00, with 4,687,186 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Intel Corporation (INTC) is -0.2737 at $121.51, with 4,055,636 shares traded. INTC's current last sale is 107.05% of the target price of $113.5.
Mondelez International, Inc. (MDLZ) is unchanged at $60.17, with 4,055,231 shares traded. As reported by Zacks, the current mean recommendation for MDLZ is in the "buy range".
BitMine Immersion Technologies, Inc. (BMNR) is +0.2465 at $28.50, with 2,574,745 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
Brightstar Lottery PLC Trading under the Legal Name to begin at (BRSL) is unchanged at $10.28, with 2,524,343 shares traded. As reported by Zacks, the current mean recommendation for BRSL is in the "buy range".
Graphic Packaging Holding Company (GPK) is unchanged at $9.25, with 2,307,240 shares traded. GPK's current last sale is 75.51% of the target price of $12.25.
HDFC Bank Limited (HDB) is unchanged at $23.65, with 2,224,193 shares traded. As reported by Zacks, the current mean recommendation for HDB is in the "buy range".
Rocket Companies, Inc. (RKT) is +0.03 at $12.39, with 2,160,015 shares traded. RKT's current last sale is 68.83% of the target price of $18.

After Hours Most Active for Sep 21, 2026 : PCG, CSCO, WBD, WMT, NVDA, INTC, MDLZ, BMNR, BRSL, GPK, HDB, RKT

Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Danone (DANOY) and Mondelez (MDLZ). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Danone and Mondelez are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. This means that DANOY's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one piece of the puzzle for value investors.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
DANOY currently has a forward P/E ratio of 15.86, while MDLZ has a forward P/E of 20.47. We also note that DANOY has a PEG ratio of 2.42. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. MDLZ currently has a PEG ratio of 2.44.
Another notable valuation metric for DANOY is its P/B ratio of 2.38. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, MDLZ has a P/B of 2.99.
These metrics, and several others, help DANOY earn a Value grade of B, while MDLZ has been given a Value grade of D.
DANOY sticks out from MDLZ in both our Zacks Rank and Style Scores models, so value investors will likely feel that DANOY is the better option right now.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Danone (DANOY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).

DANOY or MDLZ: Which Is the Better Value Stock Right Now?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street Consumer Staples Select Sector SPDR ETF (Symbol: XLP) where we have detected an approximate $324.1 million dollar inflow -- that's a 2.3% increase week over week in outstanding units (from 169,771,809 to 173,671,809). Among the largest underlying components of XLP, in trading today Target Corp (Symbol: TGT) is off about 0.1%, Colgate-Palmolive Co. (Symbol: CL) is down about 0.1%, and Mondelez International Inc (Symbol: MDLZ) is lower by about 0.1%. For a complete list of holdings, visit the XLP Holdings page » The chart below shows the one year price performance of XLP, versus its 200 day moving average:
Looking at the chart above, XLP's low point in its 52 week range is $75.16 per share, with $90.14 as the 52 week high point — that compares with a last trade of $83.36. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further XLP Research:

Noteworthy ETF Inflows: XLP, TGT, CL, MDLZ

PepsiCo, Inc. PEP is seeing improving momentum across its snack portfolio, supported by stronger international demand, portfolio innovation and targeted affordability initiatives. In the second quarter of 2026, global convenient foods organic volume increased 3%, while international convenient foods organic volume rose 4%, underscoring broad-based demand across key markets.
In North America, PepsiCo Foods North America continued to improve volume share across both U.S. savory and salty categories, alongside better household penetration trends. The U.S. salty-snack category has now delivered volume growth for three consecutive quarters. PepsiCo gained volume share across multiple categories, including potato chips, tortilla chips, pretzels, curls and puffs, SunChips, Quaker rice snacks and other offerings. Doritos, Ruffles and Miss Vickie’s also generated both volume and net revenue growth during the quarter.
Portfolio diversification is another key driver. Portion-control multipacks, representing more than $3.5 billion in annual net revenues, delivered volume and revenue growth. Meanwhile, permissible offerings such as Baked, Simply, SunChips, Siete and Quaker Rice Cakes also posted strong gains. PepsiCo is further expanding choices through protein, fiber and diverse-ingredient products, including Doritos Protein, PopCorners Protein and SunChips Fiber.
Internationally, PepsiCo is scaling brands, sharpening price-pack architecture, and emphasizing locally relevant flavors and formats. Together, these initiatives are broadening consumer appeal and supporting volume growth despite pressure on household budgets.
Are PEP’s Snacking Peers Like MDLZ & HSY Gaining Traction?
PepsiCo’s snacking peers, including Mondelez International Inc. MDLZ and The Hershey Company HSY, are also leaning on portfolio innovation, brand strength and evolving consumer preferences to sustain momentum in the competitive snacks market.
Mondelez International is gaining traction across its snack portfolio, supported by emerging-market strength, broader distribution and innovation. Management cited strong volume in the second quarter of 2026, with North America delivering positive volume mix and share gains across categories. Growth was aided by Ritz, Oreo, Perfect Snacks, Tate’s and Hu, alongside value-channel and away-from-home expansion. Innovation in protein, gluten-free, zero-sugar and premium offerings is also helping broaden consumption occasions and sustain momentum globally.
Hershey’s snack portfolio is gaining momentum as strong consumer demand supports brands such as Dot’s Pretzels, SkinnyPop and LesserEvil. Management said that Dot’s continues to lead growth, with supply-chain constraints largely behind the business and automation helping improve throughput. Premium, permissible positioning is also resonating, while stronger activation around salty-snack occasions, including fall football, should help capture additional demand and support volume improvement.
PEP’s Price Performance, Valuation & Estimates
Shares of PepsiCo have lost 2.2% in the past three months against the industry’s rise of 4.9%.
From a valuation standpoint, PEP trades at a forward price-to-earnings ratio of 15.54X, below the industry’s average of 19.41X.
The Zacks Consensus Estimate for PEP’s 2026 and 2027 earnings implies year-over-year growth of 5.3% and 4.9%, respectively. The company’s EPS estimate for 2026 has been unchanged in the past 30 days. Meanwhile, the consensus mark for 2027 EPS has moved down by a penny in the past seven days.
PEP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

PepsiCo's Snack Portfolio: What's Driving Volume Gains?

Key Points
Mondelez may just be the most enticing of the Nasdaq-100 stocks yielding north of 3%.
It's been the best performer of the index's three high-dividend staples stocks.
It trades at a noticeable discount to Nasdaq-100's two most prominent staples holdings.
The Nasdaq-100 is many things. Widely followed index? Check. A roster of famed large- and mega-cap growth companies? Definitely. A history of long-term outperformance over other domestic equity indexes? You bet.
A dividend destination? Not so much. While marquee components such as Apple and Microsoft, among others, have evolved into legitimate dividend growth stories, the largest exchange-traded fund (ETF) tracking the Nasdaq-100 yields a paltry 0.4%. That's not even half of the roughly 1% that investors find in an S&P 500 index fund, and that's saying something, because the S&P 500's current dividend yield is near all-time lows.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The quest to find high-dividend stocks in the Nasdaq-100 isn't hard. The pool comprises just eight names, one of which is Mondelez (NASDAQ: MDLZ). Yes, the tech-heavy Nasdaq-100 has some exposure to consumer staples. A mere 2.1% to be exact, but three of the index's components from that sector, including Mondelez, yield 3% or more.
The Oreo maker isn't just the safest bet of that trio. For long-term investors, it could easily be the best (or one of the top) performers of that group of eight. Multiple reasons support my bullish view of this snack giant, particularly when comparing it with its "peers" in the Nasdaq-100.
Better by comparison and some diversification, too
As noted above, Mondelez is one of three consumer staples stocks in the Nasdaq-100 yielding at least 3%. The other two are Kraft Heinz (NASDAQ: KHC) and PepsiCo (NASDAQ: PEP). Those are big names, to be sure, and, to its credit, PepsiCo is a Dividend King, or one of the companies with a payout increase streak of at least 50 years.
In the case of Kraft Heinz, that's a stock that flummoxed some of the biggest names in investing, and waiting on its redemption story is turning into a Waiting for Godot moment. Bottom line: Mondelez has beaten Kraft and Pepsi over the past 10 years, and that feat can be repeated.
Owing to the utility sector's status as a high-yield hangout, it's not surprising that three such stocks are among the eight Nasdaq-100 stocks yielding 3% or more. That trio consists of American Electric Power, Exelon, and Xcel Energy. These utility stocks have clear ties to the artificial intelligence (AI) trade, but that may not be all it's cracked up to be.
Investors have avenues for potentially superior AI returns in other sectors, and those AI ties could reduce some of the safety associated with utilities equities. Plus, with the Federal Reserve unlikely to lower interest rates anytime soon, debt-laden utilities may lack catalysts.
With $21 billion in liabilities, Mondelez is no "debt angel," but given that most of that debt doesn't mature over the next five years, a case can be made that the Ritz maker is less rate-sensitive than utilities stocks.
As for the other two Nasdaq-100 names in the 3%-plus yield club, that's Comcast and Paychex. Comcast yields close to 5%, the result of a five-year decline of nearly 54%. Some might argue the stock is inexpensive, but it's challenged by declines in the old-guard broadband business, and its cash-flow and earnings growth outlooks appear light relative to longer-running averages.
Paychex was one of the software names caught up in the "SaaSpocalypse" earlier this year. While the company has done an admirable job of allaying those concerns, as highlighted by a 25.7% gain over the past 90 days, it's still a purveyor of human resources (HR) software in a lethargic job market. I'll take Mondelez's reduced macroeconomic sensitivity.
Sort of a discount
One of the rubs with the consumer staples sector is that investors pay up on valuation for the privilege of accessing the group's defensive traits. However, it's mainly Costco Wholesale and Walmart that skew the sector's valuation higher. Yes, Costco has a stellar long-term growth track record, but it trades at 46.7 times earnings. At 28.4 times earnings, Nvidia looks cheap by comparison.
Valuation isn't a concern with Mondelez. In fact, some experts view the stock as deeply discounted, particularly when measured against Costco and Walmart, which are the largest staples names in the Nasdaq-100.
That discount doesn't mean investors are sacrificing upside potential or solid fundamentals. Mondelez is considered one of the best-run food companies, revenue grew at a decent 3.3% compound annual growth rate over the past five years, and earnings could grow at more 9% per year from 2028 through 2030. Sign me up for this star of the Nasdaq-100 3% yield club.
Should you buy stock in Mondelez International right now?
Before you buy stock in Mondelez International, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Mondelez International wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $421,997!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,413,876!*
Now, it’s worth noting Stock Advisor’s total average return is 978% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Todd Shriber has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Costco Wholesale, Microsoft, Nvidia, and Walmart. The Motley Fool recommends Comcast and Kraft Heinz. The Motley Fool has a disclosure policy.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	MDLZ	Industry	MDLZ	Industry	Volume, $
Yesterday 62.0 - 63.8	2.51	7.36	11.03	1.19	20.11M
Week 62.0 - 65.2	0.44	8.26	2.79	1.98	2.51B
Month 57.3 - 65.2	6.51	20.10	6.78	5.23	11.08B
3 Months 57.3 - 66.7	3.27	25.98	11.05	11.20	25.84B
6 Months 57.3 - 66.7	10.26	16.48	16.53	17.14	48.92B
Year 51.2 - 66.7	4.01	9.04	23.37	28.08	104.47B
3 years 51.2 - 77.2	-1.88	10.59	36.05	61.43	257.29B
5 years 51.2 - 78.6	6.04	9.61	45.25	83.31	395.07B
All time 13.6 - 78.6	248.98	24.31	—	—	324.05B

Mondelez International, Inc.

Price and volatility history

Risk ratios