Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

Mondelez International / Equity Bottom-Up

<ul>
<li>Mondelez performance over the past year has been largely overshadowed by the pandemic lockdowns and losses in out of home channels.</li>
<li>However, the company is now even better positioned to solidify its positioning in the snacking segment and increase profitability.</li>
<li>The potential of expansion into key adjacent product categories is often neglected, but holds a significant opportunity for future margins.</li>
</ul>


Mondelez performance over the past year has been largely overshadowed by the pandemic lockdowns and losses in out of home channels.
However, the company is now even better positioned to solidify its positioning in the snacking segment and increase profitability.
The potential of expansion into key adjacent product categories is often neglected, but holds a significant opportunity for future margins.


Mondelez: Margin Opportunity Hiding In Plain Sight

<ul><li>At first glance, there are more profitable and higher growth opportunities in the Packaged Foods sector.</li><li>Underneath the surface, however, Mondelez iconic global and local brands offer an important competitive advantage.</li><li>The company is also uniquely positioned to further improve profitability and expand its topline into adjacent product categories.</li></ul>

At first glance, there are more profitable and higher growth opportunities in the Packaged Foods sector.Underneath the surface, however, Mondelez iconic global and local brands offer an important competitive advantage.The company is also uniquely positioned to further improve profitability and expand its topline into adjacent product categories.

What Makes Mondelez Attractive At Current Levels

United States

Mondelez International Inc. is a food and beverage company.  The Company manufactures and markets packaged food products, including snacks, beverages, cheese, convenient meals and various packaged grocery products.  Mondelez International sells its products throughout the world.

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Mondelez International (MDLZ US)

Mondelez: Margin Opportunity Hiding In Plain Sight

Mondelez performance over the past year has been largely overshadowed by the pandemic lockdowns and losses in out of home channels. However, the...

Vladimir Dimitrov, CFA

What Makes Mondelez Attractive At Current Levels

At first glance, there are more profitable and higher growth opportunities in the Packaged Foods sector. Underneath the surface, however, Mondelez...

Vladimir Dimitrov, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)