Mondelez International

  • Food and Beverage Giants Face Shareholder Activism

    By Mark Yagalla - August 19, 2013 | Tickers: MDLZ, NSRGY, PEP

    Mondelez International (NASDAQ: MDLZ) and PepsiCo (NYSE: PEP) have two significant themes unfolding. The first is emerging markets, where incomes are rising and we are seeing an emerging middle class that wants the same treats as their Western counterparts. The second is activist investors looking to create value for shareholders.

    A delicious world

    Mondelez International is a global snack-foods company that gets approximately 80% of its revenue from outside North more »

  • Post-Split, Kraft Foods Continues to Shuffle Brands

    By Mike Thiessen - August 16, 2013 | Tickers: KRFT, MDLZ, NSRGY

    Less than a year after its blockbuster split with now-independent Mondelez International (NASDAQ: MDLZ), Kraft Foods (NASDAQ: KRFT) has announced plans to separate its already-truncated roster of brands into two distinct divisions. Although the internal split technically occurred in early July, its impacts continues to be felt throughout the company and beyond. It is entirely possible that this move will set up a future spin-off that sees Kraft Foods split more »

  • Will candy manufacturers taste sweet for your portfolio?

    By Hussain Asghar - August 16, 2013 | Tickers: MDLZ, RMCF, HSY

    The confectioners industry lies in the consumer-defensive sector and for the companies in this sector the outlook doesn't change much with economic variations. These stocks are great to buy because consumers buy chocolate and other staple products regardless of how the economy is doing. The US is the world's largest consumer of chocolate in the world, and investors can seek safety in these kinds of consumer-defensive stocks. This more »

  • Food-Producer Stocks for Your Portfolio

    By Damon Churchwell - August 15, 2013 | Tickers: MDLZ, PF, WWAV

    A look at some of the major domestic processed and wholesale food-distribution companies finds businesses that appear to be taking initiatives in boosting their profits. The historically counter-cyclical industry may hit some bumps in the road during the near term as the economy improves. Still, their long-term strategies ought to support growth, and thus share-price appreciation.

    The following overviews and recommendations are primarily of firms that offer a range of more »

  • Second Quarter Surprises Send Shares Soaring

    By Nathaniel Matherson - August 9, 2013 | Tickers: GRPN, MDLZ, TSLA

    As earnings season draws to a close, the excitement surrounding remains alive and well. Following the market close on Wednesday a number of large companies reported market-moving earnings results. In this article I would like to give investors the key metrics from the results, while providing forward-looking guidance for the remainder of the year.

    Oh wait, profitability matters?

    Shares of Groupon (NASDAQ: GRPN) traded higher by more than 25% early more »

  • This Is a Sweet Investment

    By Dan Moskowitz - August 7, 2013 | Tickers: SJM, MDLZ, HSY

    Hershey’s (NYSE: HSY) stock has appreciated approximately 120% over the past three years. However, this should have been expected considering the broader market’s bull run. The question now is whether or not Hershey is capable of continuing to reward investors going forward. 

    Not swimming naked 

    Though Hershey is similar to most stocks throughout the broader market over the past years in the fact that it has handsomely rewarded more »

  • A Perfect Stock to Quench Your Thirst

    By Eshna De - August 6, 2013 | Tickers: KO, MDLZ, PEP

    This year, the market has been buzzing with acquisition rumors about the food and beverage major PepsiCo (NYSE: PEP). Be it a potential merger of the company’s snacks division with Mondelez (NASDAQ: MDLZ) or a hypothetical takeover of SodaStream, there has been no dearth of excitement. PepsiCo’s astute strategies have created some solid catalysts which can set the stock soaring.

    These key drivers include PepsiCo's thriving snacks more »

  • Are These Food Giants Better Together?

    By Reuben Brewer - August 2, 2013 | Tickers: KRFT, MDLZ, PEP

    Nelson Peltz, manager of the Trian hedge fund, publicly called for PepsiCo (NYSE: PEP) to buy Mondelez International (NASDAQ: MDLZ) at New York's Delivering Alpha conference. It's an interesting idea, but would the combination work?

    The Players

    PepsiCo is probably best known for its namesake soda, but it is also one of the largest salty snack makers in the world via its Frito Lay line of products. It more »

  • PepsiCo and Mondelez? Yes Please.

    By Marie Palumbo - August 1, 2013 | Tickers: KO, MDLZ, PEP

    What if PepsiCo (NYSE: PEP), the world’s second largest beverage maker, stopped selling its namesake drink? The idea may sound absurd, but it’s what activist investor Nelson Peltz wants.

    If you’ve been reading the Wall Street Journal, you’ve seen the commotion. Peltz – of Trion Fund Management – is pushing a merger between PepsiCo and fellow snack maker Mondelez International (NASDAQ: MDLZ), followed by a spinoff of PepsiCo more »

  • Will PepsiCo Merge With Mondelez?

    By Jessica McCann - August 1, 2013 | Tickers: KO, MDLZ, PEP

    Activist investor Nelson Peltz, who owns significant stakes in soft-drink maker PepsiCo (NYSE: PEP) and snacks giant Mondelez International (NASDAQ: MDLZ), recently went public with his suggestion that PepsiCo should acquire crackers and sweet snacks giant Mondelez for $35 to $38 a share (roughly $67.8 billion) in an all-stock swap.

    So, should Mondelez owners be getting excited? Maybe. Peltz has plenty of experience in revamping food and beverage companies more »

  • Chocolate Is a Delicious Business for Investors

    By Anh HOANG - July 29, 2013 | Tickers: MDLZ, PEP, HSY

    Hershey (NYSE: HSY) shares have been on the consistent uptrend since the market bottom of 2009, from around $32 per share in March 2009 to around $94.50 per share at the time of writing. Since the beginning of the year, Hershey has gained by around 30.8%, outperforming the S&P 500’s return of 18.6%. Could Hershey keep its rally in the future? Is it a good more »

  • Sweeten Up Your Portfolio With This Candy Company

    By Awais Iqbal - July 29, 2013 | Tickers: MDLZ, HSY, TR

    The confectionery industry belongs to the consumer goods sector which is largely slow-paced compared to other industries. With the economic environment in the United States becoming more favorable, confectionery companies can expect upside in their sales in this region. However, this is not the only factor that is going to make these companies good investment opportunities. Most of the companies in the consumer goods sector have global profiles, and thus more »

  • Soda Is Fizzling, Snacks Are Crunching, and Rumors Are Swirling

    By Ryan Guenette - July 26, 2013 | Tickers: KO, MDLZ, PEP

    Financial results released in the recent quarters by two titans in the food and beverage industries, and a bold proposal by activist investor Nelson Peltz, have made it crystal clear that the snack market is considerably outperforming the soda market. This fundamental trend could have a major effect upon these massive companies, as well as the entire snack and soda industries.

    What Has Happened 

    On July 17, Peltz, owner of more »

  • Why You Should Care About Oreos

    By Nathaniel Matherson - July 25, 2013 | Tickers: KO, MDLZ, PEP

    Can you appreciate a good Oreo? 

    Over the last week, quite a bit of interest has been placed on the traditionally slow-paced consumer goods sector. At the Delivering Alpha Conference, presented by CNBC and Institutional Investor, one institutional investor in particular caused some stir within the sector by outlaying a proposal for PepsiCo (NYSE: PEP)Trian Fund Management's Nelson Peltz stated that Pepsi should acquire snack maker, Mondelez International more »

  • Will Hershey Maintain Its Sugar High?

    By Lior Cohen - July 25, 2013 | Tickers: K, MDLZ, HSY

    When you think of chocolate, which company first comes in mind? For me it was always Hershey (NYSE: HSY). The company’s good branding and dominance in the U.S chocolate market aren’t the only things working for it. Shares of Hershey rallied in recent months. Moreover, the latest positive rating the company got from leading analysts may keep fueling this rally, unless its upcoming quarterly financial reports don more »

  • These Stocks Could Benefit From a European Recovery

    By Sam Mattera - July 24, 2013 | Tickers: F, MCD, MDLZ

    The European economic crisis could be coming to an end.

    Early Wednesday, economic data out of Europe suggested that the continent’s economy is improving. Meanwhile, the UK is also showing signs of life.

    If -- at long last -- the European economic situation is turning around, some major stocks could be poised to benefit. In particular, shares of McDonald’s (NYSE: MCD), Mondelez (NASDAQ: MDLZ), and Ford (NYSE: F) could outperform more »

  • Billionaire Nelson Peltz Hopes for Soft Drink Alpha

    By Marshall Hargrave - July 24, 2013 | Tickers: DD, MDLZ, PEP

    Billionaire Nelson Peltz appeared at CNBC's Delivering Alpha conference to further tout his idea of a PepsiCo (NYSE: PEP) and Mondelez International (NASDAQ: MDLZ) merger. Peltz is the founder of Trian Fund Management. This is not new news, Peltz has been hinting at a PepsiCo-Mondelez deal for several months now and even took noticeable stakes in both companies during the first quarter. 

    Moderator, Andrew Ross Sorkin, notes that PepsiCo more »
  • Missed the Coca-Cola Dip? There’s Still Time to Buy

    By Lennox Yieke - July 23, 2013 | Tickers: KO, MDLZ, PEP

    There was a notable pullback in Coca-Cola’s (NYSE: KO) shares following its recent disappointing earnings report that saw its bottom line dip to $2.68 billion from $2.79 billion in the year-ago quarter. As expected, witty investors were quick to capitalize on the pullback. Nonetheless, if you missed the dip, it’s still not too late to buy. Coca-Cola’s fundamentals remain compelling. This, coupled with the negative more »

  • This Beverage Company's Sluggish Quarter Is a Buying Opportunity

    By Anh HOANG - July 22, 2013 | Tickers: KO, MDLZ, PEP

    Coca-Cola (NYSE: KO), a favorite long-term investment idea of legendary investor Warren Buffett, has experienced a sluggish period, returning only 10.95% since the beginning of the year. Coca-Cola’s year-to-date return has lagged the S&P 500’s gain of more than 17.50% during the same period.

    Recently, it reported disappointing second-quarter earnings results. Should investors stay away because of its recent results? Or does it represent a more »

  • PepsiCo Shares Could Double

    By Sam Mattera - July 22, 2013 | Tickers: KO, MDLZ, PEP

    If Nelson Peltz gets his way, shares of PepsiCo (NYSE: PEP) could double. The billionaire investor, known for his activism, laid out the case for Pepsi on Wednesday at CNBC’s Delivering Alpha conference.

    Specifically, Peltz wants PepsiCo to purchase Mondelez (NASDAQ: MDLZ), merge it with its Frito-Lay division, then break the company into two. According to Peltz, this engineering would result in PepsiCo’s shares hitting $175 -- a near more »

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