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    How Investors Are Reacting To Mondelez (MDLZ) Dividend And Easing Cocoa Costs

    Simply Wall St·12/19/2025 04:45:53
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    • Mondelez International’s board recently declared a regular quarterly dividend of US$0.50 per Class A share, payable on January 14, 2026, to shareholders of record on December 31, 2025, while cocoa prices eased on expectations of stronger West African harvests and NY cocoa’s upcoming inclusion in the Bloomberg Commodity Index.
    • With cocoa pod counts in West Africa now materially above last year and the five-year average, Mondelez could see some relief on input costs even as passive fund interest alters the cocoa futures landscape.
    • We’ll now explore how potentially lower cocoa costs could influence Mondelez’s investment narrative around margins and growth resilience.

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    Mondelez International Investment Narrative Recap

    To own Mondelez, you generally need to believe its global snacks brands can sustain pricing power and volume through consumer and input cost swings. The latest cocoa relief and regular US$0.50 dividend support the case for margin resilience, but the biggest near term risk remains pressure on volumes and mix if consumers keep pulling back after recent price increases. The cocoa news helps, yet it does not fully offset softer demand trends in North America and key emerging markets.

    The most relevant update here is management’s indication that West African cocoa pod counts are materially above last year and the five year average, which aligns with easing cocoa prices. This development sits alongside Mondelez’s ongoing pricing efforts and brand investments, and together they could support margins if input cost relief persists long enough to complement, rather than replace, those pricing and efficiency levers.

    Yet even with cocoa easing, the risk that consumers resist further price increases in key markets is something investors should be aware of...

    Read the full narrative on Mondelez International (it's free!)

    Mondelez International's narrative projects $42.7 billion revenue and $4.7 billion earnings by 2028.

    Uncover how Mondelez International's forecasts yield a $68.85 fair value, a 26% upside to its current price.

    Exploring Other Perspectives

    MDLZ 1-Year Stock Price Chart
    MDLZ 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see Mondelez’s fair value between US$68.76 and US$115.67, showing a wide spread of expectations. Against that backdrop, the potential for cocoa cost relief to support margins and earnings makes it especially important to compare several different views on how resilient the business can be.

    Explore 4 other fair value estimates on Mondelez International - why the stock might be worth just $68.76!

    Build Your Own Mondelez International Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.