Mondelez Seen as Outlier Among U.S. Food Peers -- Market Talk

Dow Jones01:05

1305 ET - Mondelez International has successfully positioned itself for growth and managed to resist input cost inflation, JPMorgan analysts say in a note. Cocoa costs are expected to turn deflationary in the second half of the year, and though direct fuel and packaging costs could rise, it won't be enough to swing the company's outlook for cost of goods sold, they add. "We view MDLZ as the rare U.S. food company that seems poised to return to volume growth and eventually outsized earnings growth--and we believe multiple expansion could follow," the analysts say. "This stands in contrast to larger cap peers that continue to grapple with how to stimulate volume growth while trying to manage deteriorating balance sheets, elevated dividend payout ratios, and sticky input cost inflation." Mondelez climbs 5.6%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

April 29, 2026 13:05 ET (17:05 GMT)

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Cocoa costs are expected to turn deflationary in the second half of the year, and though direct fuel and packaging costs could rise, it won't be enough to swing the company's outlook for cost of goods sold, they add. \"We view MDLZ as the rare U.S. food company that seems poised to return to volume growth and eventually outsized earnings growth--and we believe multiple expansion could follow,\" the analysts say. \"This stands in contrast to larger cap peers that continue to grapple with how to stimulate volume growth while trying to manage deteriorating balance sheets, elevated dividend payout ratios, and sticky input cost inflation.\" Mondelez climbs 5.6%. (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 13:05 ET (17:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mondelez Seen as Outlier Among U.S. Food Peers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMondelez Seen as Outlier Among U.S. Food Peers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-30 01:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1305 ET - Mondelez International has successfully positioned itself for growth and managed to resist input cost inflation, JPMorgan analysts say in a note. Cocoa costs are expected to turn deflationary in the second half of the year, and though direct fuel and packaging costs could rise, it won't be enough to swing the company's outlook for cost of goods sold, they add. \"We view MDLZ as the rare U.S. food company that seems poised to return to volume growth and eventually outsized earnings growth--and we believe multiple expansion could follow,\" the analysts say. \"This stands in contrast to larger cap peers that continue to grapple with how to stimulate volume growth while trying to manage deteriorating balance sheets, elevated dividend payout ratios, and sticky input cost inflation.\" Mondelez climbs 5.6%. (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 13:05 ET (17:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1201861165.SGD","symbol_name":"Natixis Harris Associates Global Equity PA SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2631544913","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631544913","pubTimestamp":1777482300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1305 ET - Mondelez International has successfully positioned itself for growth and managed to resist input cost inflation, JPMorgan analysts say in a note. 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Cocoa costs are expected to turn deflationary in the second half of the year, and though direct fuel and packaging costs could rise, it won't be enough to swing the company's outlook for cost of goods sold, they add. \"We view MDLZ as the rare U.S. food company that seems poised to return to volume growth and eventually outsized earnings growth--and we believe multiple expansion could follow,\" the analysts say. \"This stands in contrast to larger cap peers that continue to grapple with how to stimulate volume growth while trying to manage deteriorating balance sheets, elevated dividend payout ratios, and sticky input cost inflation.\" Mondelez climbs 5.6%. (elias.schisgall@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2026 13:05 ET (17:05 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2631544913","isCrawlerRequest":true}