$Mondelez(MDLZ)$ Why MDLZ look-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Mondelez(MDLZ)$ Why MDLZ looks set to push toward $62–$65+ and then $68+ Wall St targets:

1. CPI is already priced in. Markets have digested Warsh's rate path. In high-rate regimes, capital rotates from volatile tech into defensive staples yielding around 3.4% ($0.52/sh dividend).

2. The "Lipstick Effect": Tight budgets delay big-ticket purchases, but people don't skip a $4 treat. Essential feel-good brands like Oreo, Cadbury, Milka, and Sour Patch Kids dominate grocery carts during economic squeezes.

3. The Q4 holiday wave: We are entering Mondelēz's peak seasonal revenue stretch. Halloween candy volume kicks off the run, flowing straight into Thanksgiving gatherings and Christmas chocolate gifting.

4. Oct 27 earnings setup: Cocoa futures rolled over from historic highs, delivering margin relief while pricing power holds. With 20+ analysts rating Buy and a $68+ consensus target, MDLZ from $61 is an asymmetric long.

$SPDR S&P 500 ETF Trust(SPY)$ $United States Oil Fund LP(USO)$ $NVIDIA(NVDA)$ $JPMorgan Chase(JPM)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":617808848966176,"tweetId":"617808848966176","gmtCreate":1791834189000,"gmtModify":1791875709947,"author":{"id":10000000000011006,"idStr":"10000000000011006","authorId":10000000000011006,"authorIdStr":"10000000000011006","name":"Joanna Will","avatar":"https://community-static.tradeup.com/news/5b8ef5c1528934ddbe9ec386c13db805","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/262ab0db995c42cea521d7bdb6f464f8","width":"1152","height":"1728"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/262ab0db995c42cea521d7bdb6f464f8","width":"1152","height":"1728"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MDLZ\">$Mondelez(MDLZ)$&nbsp;</a>Why MDLZ looks set to push toward $62–$65+ and then $68+ Wall St targets:</p>\n<p>1. CPI is already priced in. Markets have digested Warsh's rate path. In high-rate regimes, capital rotates from volatile tech into defensive staples yielding around 3.4% ($0.52/sh dividend).</p>\n<p>2. The \"Lipstick Effect\": Tight budgets delay big-ticket purchases, but people don't skip a $4 treat. Essential feel-good brands like Oreo, Cadbury, Milka, and Sour Patch Kids dominate grocery carts during economic squeezes.</p>\n<p>3. The Q4 holiday wave: We are entering Mondelēz's peak seasonal revenue stretch. Halloween candy volume kicks off the run, flowing straight into Thanksgiving gatherings and Christmas chocolate gifting.</p>\n<p>4. Oct 27 earnings setup: Cocoa futures rolled over from historic highs, delivering margin relief while pricing power holds. With 20+ analysts rating Buy and a $68+ consensus target, MDLZ from $61 is an asymmetric long.</p>\n<p><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/262ab0db995c42cea521d7bdb6f464f8\" tg-width=\"1152\" tg-height=\"1728\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MDLZ\">$Mondelez(MDLZ)$&nbsp;</a>Why MDLZ looks set to push toward $62–$65+ and then $68+ Wall St targets:</p>\n<p>1. CPI is already priced in. Markets have digested Warsh's rate path. In high-rate regimes, capital rotates from volatile tech into defensive staples yielding around 3.4% ($0.52/sh dividend).</p>\n<p>2. The \"Lipstick Effect\": Tight budgets delay big-ticket purchases, but people don't skip a $4 treat. Essential feel-good brands like Oreo, Cadbury, Milka, and Sour Patch Kids dominate grocery carts during economic squeezes.</p>\n<p>3. The Q4 holiday wave: We are entering Mondelēz's peak seasonal revenue stretch. Halloween candy volume kicks off the run, flowing straight into Thanksgiving gatherings and Christmas chocolate gifting.</p>\n<p>4. Oct 27 earnings setup: Cocoa futures rolled over from historic highs, delivering margin relief while pricing power holds. With 20+ analysts rating Buy and a $68+ consensus target, MDLZ from $61 is an asymmetric long.</p>\n<p><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/262ab0db995c42cea521d7bdb6f464f8\" tg-width=\"1152\" tg-height=\"1728\"></p></body></html>","text":"$Mondelez(MDLZ)$ Why MDLZ looks set to push toward $62–$65+ and then $68+ Wall St targets: 1. CPI is already priced in. Markets have digested Warsh's rate path. In high-rate regimes, capital rotates from volatile tech into defensive staples yielding around 3.4% ($0.52/sh dividend). 2. The \"Lipstick Effect\": Tight budgets delay big-ticket purchases, but people don't skip a $4 treat. Essential feel-good brands like Oreo, Cadbury, Milka, and Sour Patch Kids dominate grocery carts during economic squeezes. 3. The Q4 holiday wave: We are entering Mondelēz's peak seasonal revenue stretch. Halloween candy volume kicks off the run, flowing straight into Thanksgiving gatherings and Christmas chocolate gifting. 4. Oct 27 earnings setup: Cocoa futures rolled over from historic highs, delivering margin relief while pricing power holds. With 20+ analysts rating Buy and a $68+ consensus target, MDLZ from $61 is an asymmetric long. $SPDR S&P 500 ETF Trust(SPY)$ $United States Oil Fund LP(USO)$ $NVIDIA(NVDA)$ $JPMorgan Chase(JPM)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/617808848966176","repostId":0,"isVote":1,"tweetType":1,"viewCount":331,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MDLZ","NVDA","USO","SPY","JPM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":877,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/617808848966176"}