Mondelez International, Inc. Class A (MDLZ)

Over the past six months, Mondelez International's stock price has seen a decline of 7.35%. As of October 24, 2025, the share price was $60.77, representing a 12.61% decline from October 28, 2024. Key events impacting the stock include the Q2 2025 earnings report where Mondelez reported accelerated top-line growth but adjusted EPS declined, a dividend increase of 6% to $0.50 per share, rising raw material costs particularly cocoa, analyst rating changes from Piper Sandler, Stifel Nicolaus, DA Davidson and Morgan Stanley, and a share buyback program of up to $9.0 billion through December 31, 2027.

While specific detailed information on the demand seasonality for all Mondelez International products is not extensively detailed, the food and beverage industry, in general, experiences shifting consumer habits. Snack categories, where Mondelez is a leading player, often exhibit resilient demand. The company's diverse product offerings and global reach help to balance potential seasonal fluctuations. The company's strong presence in chocolate might see increased demand during holiday seasons, and the company's focus on activations and new product varieties also aims to maintain consumer interest throughout the year.

Mondelez International, Inc. (MDLZ) is a multinational confectionery, food, holding, beverage, and snack food company headquartered in Chicago, Illinois, operating within the Consumer Defensive sector. It has been operating independently since its split from Kraft Foods in October 2012. Mondelez is a leading player in the global snack industry with a diverse portfolio including biscuits, chocolate, gum/candy, beverages, and cheese and grocery. Its well-known brands include Oreo, Chips Ahoy, Ritz, LU, Clif Bar, Tate's Bake Shop, Cadbury Dairy Milk, Milka, Toblerone, and Halls.

Mondelez International operates in approximately 160 countries, marketing its products in over 150 countries and has 147 principal manufacturing and processing facilities across 46 countries. Approximately one-third of its revenue is derived from developing markets, just over one-third from Europe, and the remainder from North America. The company's segments include Latin America, Asia, Middle East & Africa (AMEA), Europe, and North America. In the second quarter of 2025, Mondelez reported robust growth across most of its geographies, with strong pricing execution in its chocolate business.

Mondelez International maintains a robust brand portfolio, including iconic global and local brands such as Oreo, Cadbury, and Milka. The company's strategic growth agenda includes reinvesting in brands, expanding distribution, and strengthening market presence. Mondelez has focused on innovative brand activations and product collaborations to enhance consumer engagement and drive revenue growth, such as partnerships like Oreo and Post Malone, and Cadbury Dairy Milk with Lotus Bakeries. Mondelez has also been leveraging generative AI to reduce marketing costs by up to 50%.

Mondelez International, Inc. is largely controlled by institutional shareholders, who own approximately 84% of the company. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., Capital Research and Management Company, State Street Global Advisors, Inc., JPMorgan Chase & Co, Capital International Investors, T. Rowe Price Group, Inc., and Geode Capital Management LLC. Nelson Peltz is the largest individual shareholder, owning 6.01% of the company.