Mondelez: Sweet Gains, Bitter Costs, And A Pricey Valuation
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Mondelez's 2024 performance fell short of revenue expectations due to high cocoa costs affecting Q4 profitability. The company projects 5% organic revenue growth in 2025 but anticipates a 10% decline in adjusted EPS. Mondelez plans to improve supply chain productivity and adjust pricing to stabilize margins.
March 12, 2025 | 5:45 pm
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Mondelez's 2024 revenue fell short due to high cocoa costs, impacting Q4 profitability. The company expects 5% organic growth in 2025 but a 10% decline in adjusted EPS. Plans include supply chain productivity gains and pricing adjustments to stabilize margins.
Mondelez's revenue miss and expected EPS decline due to cocoa costs are negative indicators for short-term stock performance. The company's strategies to stabilize margins may not immediately offset these challenges, leading to a likely short-term price decline.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100