Mondelēz International, Inc. (MDLZ) - NASDAQ
  • Fri, Feb. 19, 3:10 PM
    • Mondelēz International (NASDAQ:MDLZ) discloses it received a Wells notice from the SEC last week in regard to its Cadbury unit in India.
    • The company can defend itself before an enforcement action from the regulator is filed over the issue.
    • SEC Form 10-K
    | Fri, Feb. 19, 3:10 PM
  • Mon, Feb. 8, 6:29 PM
    • Mondelēz (NASDAQ:MDLZ) declares $0.17/share quarterly dividend, in line with previous.
    • Forward yield 1.87%
    • Payable April 14; for shareholders of record March 31; ex-div March 29.
    | Mon, Feb. 8, 6:29 PM | 1 Comment
  • Wed, Feb. 3, 11:27 AM
    • Susquehanna dug down into Mondelez International's (MDLZ -7.2%) guidance in a fresh note to investors.
    • The investment firm notes Mondelez's organic growth estimate of +2% is below its estimate of 4%, even with the F/X impact in-line with expectations.
    • EBIT margin of 15% to 16% looks "disappointing" to analyst Pablo Zuniac.
    • A 2018 target of operating income margin of 17% to 18% looks a tad "ambitious" to Susquehanna.
    • Previously: Mondelēz misses by $0.02, beats on revenue (Feb. 03 2016)
    • Previously: Mondelēz down post Q4 results (Feb. 03 2016)
    | Wed, Feb. 3, 11:27 AM | 2 Comments
  • Wed, Feb. 3, 9:09 AM
    • Mondelēz (NASDAQ:MDLZ) reports organic net revenue growth of 4.7% in Q4.
    • Power brands organic net revenue grew 5.5%.
    • Organic net revenue from emerging markets +12.4% and developed markets +0.1%.
    • Revenue break-up: Latin America: $1.258B (+1.5%, Organic net revenue: +23.8%); Asia Pacific: $1.082B (-5.5%, Organic net revenue: +1.2%); Eastern Europe,Middle East& Africa: $636M (-29.2%, Organic net revenue: +5.4%); Europe: $2.565B (-31.8%, Organic net revenue: -1.1%); North America: $1.823B (+2.1%, Organic net revenue: +2.6%).
    • Adjusted gross profit margin rate improved 280 bps to 38.8%.
    • Adjusted operating margin rate grew 120 bps to 13.9%.
    • FY2016 Guidance: Organic net revenue: At least 2%; Adjusted operating income margin rate: 15% to 16%; Adjusted EPS: double-digit growth on a constant currency basis.
    • MDLZ -4.39% premarket.
    | Wed, Feb. 3, 9:09 AM | 1 Comment
  • Wed, Feb. 3, 8:05 AM
    • Mondelēz (NASDAQ:MDLZ): Q4 EPS of $0.46 misses by $0.02.
    • Revenue of $7.4B (-16.2% Y/Y) beats by $130M.
    • Shares -0.7% PM.
    | Wed, Feb. 3, 8:05 AM
  • Tue, Feb. 2, 5:30 PM
    | Tue, Feb. 2, 5:30 PM | 4 Comments
  • Mon, Feb. 1, 8:45 AM
    • Susquehanna is out with a cautious note on Mondelez International (NASDAQ:MDLZ) ahead of earnings.
    • Analyst Pablo Zuanic warns on Mondelez's short-term exposure to emerging markets and sees some execution risk. He writes "consensus estimates need to come down, and fear FY16 guidance may disappoint."
    • The firm lowers its rating to Neutral from Buy and sets a reduced price target of $45.
    • Mondelez reports on February 3. Analysts expect revenue of $7.445B and EPS of $0.48.
    | Mon, Feb. 1, 8:45 AM
  • Fri, Jan. 29, 1:41 PM
    • Susquehanna notes that a strong U.S. dollar is likely to force 2016 EPS estimates lower on major global food and beverage names.
    • The blended drop vs. the U.S. dollar of the Euro, Canadian Dollar, UK Pound, Mexican Peso, and Brazilian Real is -10%, analyst Pablo Zuniac. Other firms are likely to have factored in a less disruptive F/X market with their 2016 estimates.
    • Companies in harm's way include KO, MDLZ, BUD, TAP, GMCR, WWAV, CCE, KHC, and K.
    • Related ETF: PBJ.
    | Fri, Jan. 29, 1:41 PM
  • Mon, Jan. 25, 9:39 AM
    • Mondelez International (NASDAQ:MDLZ) united the Maynards and Bassetts brands to create a "masterbrand" aimed at candy-buying adults in the U.K.
    • The company thinks the combination can help drive growth.
    | Mon, Jan. 25, 9:39 AM
  • Thu, Jan. 14, 7:50 AM
    • Chocolate producers are working together to improve low cocoa crop yields in an effort to meet rising global demand.
    • Older trees and poor crop management have held down yields in both Ivory Coast and Ghana.
    • A higher level of production could have a ripple effect across the broader cocoa market.
    • Related stocks: MDLZ, HSY, OTCPK:NSRGY, OTC:BYCBF, ADM.
    • ETFs: NIB, CHOC
    | Thu, Jan. 14, 7:50 AM | 2 Comments
  • Dec. 8, 2015, 12:47 PM
    • Mondelēz (NASDAQ:MDLZ) declares $0.17/share quarterly dividend, in line with previous.
    • Forward yield 1.55%
    • Payable Jan. 14; for shareholders of record Dec. 31; ex-div Dec. 29.
    | Dec. 8, 2015, 12:47 PM | 5 Comments
  • Dec. 7, 2015, 9:50 AM
    • The buyout of Keurig Green Mountain (NASDAQ:GMCR) is creating a buzz in the beverage sector.
    • Shares of GMCR are up 74% to $89.91 vs. the deal price of $92. The moonshot in share price is a positive for Coca-Cola (KO +0.2%) which owns a 17% block and not so great for Greenlight Capital which went short (for the second time) when shares were in the triple-digits.
    • SodaStream (SODA +9.8%) and Coffee Holding (JVA +11.9%) are both up sharply with the M&A in the sector raising their profile.
    • Coffee names Farmer Brothers (FARM +0.9%) and TreeHouse Foods (THS +0.8%) are also ahead of broad market averages. National Beverage Corp. (FIZZ +1.4%) is catching some bids as it Coca-Cola distributor Embotalledora (AKO.A, AKO.B) with a +1.2% gain.
    • An interesting side note on the deal is if it could impact ongoing speculation over a Mondelez International (MDLZ -0.6%) and PepsiCo (PEP +0.1%) food combination. Mondelez is a coffee JV partner of JAB Holdings which is now a bit closer to Coca-Cola through the GMCR deal.
    | Dec. 7, 2015, 9:50 AM | 13 Comments
  • Dec. 4, 2015, 11:37 AM
    • Mondelez International (MDLZ +3.8%) is higher after Bernstein issues some very optimistic commentary.
    • Analyst Alexia Howard maintains an Outperform rating on her view shares deserve a rich takeover premium (PepsiCo food/MDLZ again) and with cost synergies piling up. Her four-year price target on Mondelez is $80.
    • PepsiCo CEO Indra Nooyi hasn't really opened the door much about spinning off the food business, although that hasn't kept the topic off the radar of activists and analysts.
    | Dec. 4, 2015, 11:37 AM | 7 Comments
  • Dec. 1, 2015, 8:00 AM
    • Mondelez International (NASDAQ:MDLZ) is looking to sell some non-core assets in Europe, according to Sky News.
    • Sources indicate Terry's Chocolate Orange and Terry's All Gold brands are two of the confectionery products being shopped.
    • The company has hired bankers to help it in the sales process.
    | Dec. 1, 2015, 8:00 AM
  • Nov. 17, 2015, 6:51 AM
    • Mondelez International (NASDAQ:MDLZ) announces a tender offer for £350M ($532.2M) in notes due in 2018.
    • The company aims to improve its debt maturity profile through the offer and take advantage of market conditions.
    | Nov. 17, 2015, 6:51 AM
  • Nov. 11, 2015, 3:30 PM
    • Cerea Capital is interested in acquiring a business unit of Mondelez International (MDLZ), according to French media reports.
    • Brands being offered by Mondelez as part of the deal include Carambar and Krema.
    | Nov. 11, 2015, 3:30 PM
Company Description
Mondelez International, Inc. is engaged in the manufacturing and marketing of snack food and beverage products, which include biscuits such as cookies, crackers and salted snacks, chocolate, gum & candy, coffee & powdered beverages and various cheese & grocery products. It operates its business... More
Industry: Food - Major Diversified
Country: United States