JPMorgan Sees Back-Half Recovery for Mondelez International, Inc. (MDLZ) Despite Cocoa Headwinds

Mondelez International, Inc. (NASDAQ:MDLZ) is included among

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On January 21, JPMorgan lowered its terms people connected Mondelez International, Inc. (NASDAQ:MDLZ) to $69 from $71. It maintained an Overweight standing up of the company’s Q4 net study connected February 3. The steadfast expects net momentum successful 2026 to amusement up much successful the 2nd fractional of the year, arsenic higher spending and softer volumes are apt to measurement connected results aboriginal on.

Cocoa prices stay the main unit point. Mondelez has warned that "unprecedented cocoa outgo inflation" could chopped adjusted EPS by arsenic overmuch arsenic 15% successful 2025. Still, the institution is entering this play from a presumption of strength. Its planetary footprint and portfolio of established brands assistance enactment results adjacent arsenic the outgo situation remains difficult.

A January 20 enactment from CNBC Pro suggested Mondelez could clasp up good arsenic it adjusts its attack for consumers who are becoming much price-conscious. There is besides immoderate imaginable alleviation ahead, with cocoa prices opening to amusement signs of easing successful 2026, which would payment the Cadbury owner.

From a hazard illustration perspective, the banal remains defensive. Mondelez has a beta of 0.04, a dividend output of 3.4%, and a full debt-to-equity ratio of 68.9%. Over the past 12 months, the shares person been mostly stable, up by conscionable 1%.

Mondelez International, Inc. (NASDAQ:MDLZ) is 1 of the world’s largest snack companies and operates wrong the user staples sector. When economical conditions weaken, spending connected nutrient tends to stay steady, and request for lower-priced options often increases. That dynamic tin marque ample nutrient producers much charismatic erstwhile different areas of user spending travel nether pressure.

While we admit the imaginable of MDLZ arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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