
Mondelez (MDLZ) Stock Forecast & Price Target
Mondelez (MDLZ) Analyst Ratings
Bulls say
Mondelez International is expected to achieve 3% organic sales growth in FY27, supported by over 2% volume contributions and ongoing strong performance in emerging markets, which posted an 8% growth in the latest quarter. The company has implemented significant pricing adjustments, resulting in over 35% cumulative price increases since 2021; however, as cocoa costs decline, a return to volume growth is anticipated starting in the second half of 2026, which is expected to bolster earnings growth. Mondelez's robust brand portfolio, strong presence in emerging markets, and a healthy balance sheet with leverage near 3x position the company favorably for continued market share gains and an overall positive financial outlook.
Bears say
Mondelez International's outlook is primarily impacted by reduced earnings projections for fiscal year 2026, with EPS estimates lowered to $3.03, reflecting a 1.5% growth rate that is hindered by unfavorable cocoa costs and lower than anticipated pricing strategies. The company is experiencing significant operational challenges, particularly in Europe and North America, with anticipated gross margin contraction of 60 basis points for FY26, influenced by inventory phasing and substantial declines in EBIT margins. Furthermore, the forecast indicates a concerning -7.5% decline in sales volume for the first quarter of 2026, juxtaposed against a reliance on pricing increases, suggesting sustained pressure on the company's profitability and market position.
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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