Cocoa Volatility And Inflation Are Pressuring Mondelez Down To Intrinsic Value
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Cocoa supply shortages and inflation are impacting companies like Mondelez and Hershey, increasing costs and affecting profitability. Mondelez's forward shareholder return is estimated at 7.2%, with dividends and buybacks contributing. A stagnation in 2025 is expected, but growth may recover in 2026.
January 13, 2025 | 11:00 am
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Hershey is also affected by cocoa supply shortages and inflation, leading to increased costs and potential profitability impacts.
Similar to Mondelez, Hershey is experiencing increased costs due to cocoa shortages and inflation, which could impact profitability in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 70
NEGATIVE IMPACT
Mondelez is facing increased costs due to cocoa supply shortages and inflation, impacting profitability. Forward shareholder return is estimated at 7.2%, with stagnation expected in 2025 but growth recovery in 2026.
Cocoa shortages and inflation are increasing costs for Mondelez, potentially impacting profitability. The estimated forward return is 7.2%, but a stagnation in 2025 suggests short-term challenges. However, growth recovery is expected in 2026.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90