Mondelez (MDLZ) Stock Forecast & Price Target

Mondelez International has demonstrated resilience in its organic sales, reporting a 3.4% increase, with overall pricing up 8%, driven by cocoa-related pricing actions. The company continues to outperform its peers, achieving over 4% growth year to date, while maintaining or gaining market share in 70% of its categories. With anticipated high single-digit EPS growth for 2026 and a strong presence in emerging markets, Mondelez is well-positioned for sustained revenue growth and improved performance in the near future.

Mondelez International has revised its 2025 guidance downward, anticipating organic sales growth of over 4%, reduced from approximately 5%, and projecting a 15% decline in earnings per share (EPS), which is worse than previous estimates of a 10% decline. The company reported significant declines in gross profit (20.5%) and operating profit (32.6%), with substantial margin contractions driven by escalating cocoa costs. Market dynamics further indicate a decline in consumer confidence in North America and increasing price sensitivities in Europe, leading to an expected decrease in net revenue growth and compounded pressure on EBIT margins.