+ Watch MDLZ
on My Watchlist
Used to be part of Kraft, now focusing on international markets
"Here's What Warren Buffett Has Been Buying and Selling" (Berkshire Hathaway reduced its stake in Kraft Foods spin-off Mondelez International.) : fool.com/investing/general/2013/05/16/heres-what-warren-buffett-has-been-buying-and-sell.aspx ___________________________________________________________________________________________________"3 Things You Need to Know About Mondelez's Recent Earnings" : fool.com/investing/general/2013/05/08/3-things-you-need-to-know-about-mondelezs-recent-e.aspx
MDLZ should benefit from the potential merger with PEP spin-off, Frito Lay, a declining US dollar and increased revenue from emerging markets. I expect a winner!
Lots of successful brands, though admittedly I know nothing of the big ones outside the U.S. -- valuation seems fair post-spinoff from Kraft.
Snack Foods!! Got to Love them!!
This Kraft spinoff should outperform market by 10% each of the next 3 years.
What kids don't like sweets? Plus i love there trident gum and its becoming more popular overseas.
Simply a leaner and meaner company now that it is freed from the North American grocery business at Kraft.Trades at a similar P/E and P/CF as it did while it was incorporated with Kraft, which should leave it undervalued as it was the true growth vehicle in recent years.I find it the more appealing play of the two post spin-off, and believe they are set for a long run internationally. Compared to other confectioneries, Mondelez is flat out cheap.5+ years.
Yo Ho Ho for an Oreo!!! Well, actually, as a kid, I kinda liked Hydrox more, but Asia's developing a serious sweet tooth.
I'm always bullish on cheap consumables with solid financials. I've done well with Kraft, and this spinoff seems to be doing just as well.
Wide moat b/c of large market share for each of its segments.
Part of the Kraft break up. It is betting on international growth, and has brands like Nabisco, Chips Ahoy, Oreo, and Tang.
Solid company with great products, will gain steam as it distances itself from spin, but will take a few qtrs to see value
Mondelez International (MDLZ) started trading in October 2012. It is formerly a part of Kraft Food Inc (KFT). KFT spun-off its business, which is now known as Kraft Foods Group (KRFT). MDLZ's forward P/E of 17.5x and has a double digit growth rate. Its PEG is 1.3. Operates in 170 countries and is expected to earn approximately $36B. Brands include Oreo, Cadbury, and Chips Ahoy. It is the world's pre-eminent maker of snacks, MDLZ has leading shares in every category and every region of the world in which it competes. The company holds the No. 1 position globally in Biscuits, Chocolate, Candy and Powdered Beverages as well as the No. 2 position in Gum and Coffee.
Irene Rosenfeld, Kraft Foods’ CEO before the split went with Mondelez International instead of the new US only Kraft Foods Group. There's a good chance she's expecting better growth potential in MDLZ than KRFT.
kraft spinoff? 4 stars at mf
This is the cookies, cadbury, and trident gum split off from Kraft. Much better international expansion possibilities than the cheese company but I still like the cheese too.
The progeny of Phillip Morris will continue to do well. Long MO PM and now KRFT and MDLZ
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