BUZZ-Street View: Sweet potential for Mondelez despite near-term hurdles

Reuters

Jul 30, 2025

BUZZ-Street View: Sweet potential for Mondelez despite near-term hurdles

** Mondelez International MDLZ.O topped Wall St estimates for Q2 revenue and profit, driven by strong global demand for its premium chocolates and biscuits, especially in Europe

** Shares down around 2% at $68.34 with low volumes in pre-market trading

STICKY SITUATIONS AND SWEET SPOTS

** Bernstein ("outperform," PT: $88) says 2026 outlook appears promising, on expectations of easing cocoa costs, strong emerging market performance, and resilient chocolate demand outside the U.S. despite potential GLP-1 drug-related drags on consumer demand

** BofA ("buy," PT: $75) says "we view MDLZ's quarter as a standout relative to both multi-national & packaged food peers given strength in organic sales & execution"

** Piper Sandler ("neutral," PT: $67) says cocoa is the "key building block for 2026 EPS growth," citing strong pricing power in Europe, while flagging risks from potential tariff changes and macroeconomic uncertainty

** TD Cowen ("buy," PT: $75) says co's 2026 outlook reflects uncertainty around cocoa costs and volume recovery, keeping the stock range-bound for now

(Reporting by Rashika Singh in Bengaluru)

((rashika.singh@thomsonreuters.com))

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packaged food peers given strength in organic sales &amp; execution\"</p><p>** Piper Sandler (\"neutral,\" PT: $67) says cocoa is the \"key building block for 2026 EPS growth,\" citing strong pricing power in Europe, while flagging risks from potential tariff changes and macroeconomic uncertainty</p><p>** TD Cowen (\"buy,\" PT: $75) says co's 2026 outlook reflects uncertainty around cocoa costs and volume recovery, keeping the stock range-bound for now</p><p> (Reporting by Rashika Singh in Bengaluru)</p><p> ((rashika.singh@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0661504455.SGD","symbol_name":"Blackrock Global Equity Income A5 SGD-H","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250730:nL4N3TR0YH:1","article_id":"2555041045","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555041045","pubTimestamp":1753874878,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Sweet potential for Mondelez despite near-term hurdles** Mondelez International MDLZ.O topped Wall St estimates for Q2 revenue and profit, driven by strong global demand for its premium chocolates and biscuits, especially in Europe** Shares down around 2% at $68.34 with low volumes in pre-market tradingSTICKY SITUATIONS AND SWEET SPOTS** Bernstein  says 2026 outlook appears promising, on expectations of easing cocoa costs, strong emerging market performance, and resilient chocolate demand outside the U.S. despite potential GLP-1 drug-related drags on consumer demand** BofA  says \"we view MDLZ's quarter as a standout relative to both multi-national & packaged food peers given strength in organic sales & execution\"** Piper Sandler  says cocoa is the \"key building block for 2026 EPS growth,\" citing strong pricing power in Europe, while flagging risks from potential tariff changes and macroeconomic uncertainty** TD Cowen  says co's 2026 outlook reflects uncertainty around","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4559":"巴菲特持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","MDLZ":"亿滋","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4588":"碎股","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4505":"高瓴资本持仓","BK4212":"包装食品与肉类","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"translate_title":"BUZZ街景：尽管近期存在障碍，亿滋仍具有巨大潜力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MDLZ":0.9},"content_text":"BUZZ-Street View: Sweet potential for Mondelez despite near-term hurdles** Mondelez International MDLZ.O topped Wall St estimates for Q2 revenue and profit, driven by strong global demand for its premium chocolates and biscuits, especially in Europe** Shares down around 2% at $68.34 with low volumes in pre-market tradingSTICKY SITUATIONS AND SWEET SPOTS** Bernstein (\"outperform,\" PT: $88) says 2026 outlook appears promising, on expectations of easing cocoa costs, strong emerging market performance, and resilient chocolate demand outside the U.S. despite potential GLP-1 drug-related drags on consumer demand** BofA (\"buy,\" PT: $75) says \"we view MDLZ's quarter as a standout relative to both multi-national & packaged food peers given strength in organic sales & execution\"** Piper Sandler (\"neutral,\" PT: $67) says cocoa is the \"key building block for 2026 EPS growth,\" citing strong pricing power in Europe, while flagging risks from potential tariff changes and macroeconomic uncertainty** TD Cowen (\"buy,\" PT: $75) says co's 2026 outlook reflects uncertainty around cocoa costs and volume recovery, keeping the stock range-bound for now (Reporting by Rashika Singh in Bengaluru) ((rashika.singh@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}