Deutsche Bank: Mondelez is facing a lot of challenges with high cocoa, coffee prices
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Deutsche Bank's Steve Powers discusses the challenges Mondelez faces due to high cocoa and coffee prices. The firm remains bullish on beverages and considers the potential impact of consolidation on Mondelez.
December 12, 2024 | 6:00 pm
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Mondelez is facing challenges due to high cocoa and coffee prices, which could impact its cost structure and profitability. However, Deutsche Bank is considering the potential benefits of consolidation for the company.
High cocoa and coffee prices are likely to increase Mondelez's production costs, potentially squeezing margins. This is a significant concern for investors. However, Deutsche Bank's mention of consolidation suggests potential strategic moves that could offset some challenges.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80