
Mondelez (MDLZ) Stock Forecast & Price Target
Mondelez (MDLZ) Analyst Ratings
Bulls say
Mondelez International is projected to achieve a 3% organic sales growth in FY27, supported by over 2% volume contributions and steady contributions from emerging markets that have shown strong growth rates. The company has successfully increased pricing by over 35% since 2021 due to cocoa inflation, and lower cocoa costs are expected to drive volumes back to growth in the second half of 2026, significantly enhancing earnings growth. Additionally, Mondelez's strong presence in emerging markets, a solid balance sheet with leverage near 3x, and its dominance in key categories contribute to a positive outlook for sustained market share gains and operational performance.
Bears say
Mondelez International's projected earnings per share (EPS) for 2026 has been revised downward to $3.03, reflecting only 1.5% constant currency growth, mainly due to unfavorable cocoa cost conditions and weaker price realization expectations. The company is anticipated to experience a contraction in gross margins of 60 basis points for FY26, with significant declines evident in EBIT margins particularly within its European and North American operations. Additionally, a forecasted drop of over 0.5% in organic sales growth per year, driven by volume declines and substantial pricing pressures, coupled with considerable inventory costing headwinds, underscores the challenges facing Mondelez in the near term.
This aggregate rating is based on analysts' research of Mondelez and is not a guaranteed prediction by Public.com or investment advice.
Mondelez (MDLZ) Analyst Forecast & Price Prediction
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