
Mondelez (MDLZ) Stock Forecast & Price Target
Mondelez (MDLZ) Analyst Ratings
Bulls say
Mondelez International is projected to achieve 3% organic sales growth in FY27, primarily supported by over 2% volume contributions, as developed markets experience the highest improvements in year-over-year growth. The company has successfully implemented significant pricing strategies, realizing over 35% cumulative price increases since 2021, which, in conjunction with easing raw cocoa costs, is expected to enhance earnings growth significantly in the latter half of 2026. With approximately 40% of its sales generated from emerging markets and a strong balance sheet characterized by leveraged ratios near 3x, Mondelez's financial stability and growth potential position it favorably for continued market share gains and overall upside.
Bears say
Mondelez International's financial outlook has deteriorated, with the estimated 2026 earnings per share (EPS) revised down to $3.03, reflecting a decline in EBIT margins particularly in Europe and North America. The company is projected to experience significant gross margin contraction of 60 basis points for FY26, primarily due to unfavorable inventory phasing and rising cocoa costs, which are anticipated to impact profitability in the first half of the fiscal year. Moreover, organic sales growth is expected to be just over 0.5%, with a significant anticipated decline in volume and mix, indicating challenges in maintaining revenue growth amid pricing pressures and increased competition.
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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