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Reading: JPMorgan Sees Again-Half Restoration for Mondelez Worldwide, Inc. (MDLZ) Regardless of Cocoa Headwinds
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Money

JPMorgan Sees Again-Half Restoration for Mondelez Worldwide, Inc. (MDLZ) Regardless of Cocoa Headwinds

Madisony
Last updated: January 25, 2026 2:44 pm
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JPMorgan Sees Again-Half Restoration for Mondelez Worldwide, Inc. (MDLZ) Regardless of Cocoa Headwinds
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Mondelez Worldwide, Inc. (NASDAQ:MDLZ) is included amongst

Dividend Contenders Record: Prime 20 Shares.

JPMorgan Sees Again-Half Restoration for Mondelez Worldwide, Inc. (MDLZ) Regardless of Cocoa Headwinds

On January 21, JPMorgan lowered its worth goal on Mondelez Worldwide, Inc. (NASDAQ:MDLZ) to $69 from $71. It maintained an Chubby ranking forward of the corporate’s This autumn earnings report on February 3. The agency expects earnings momentum in 2026 to point out up extra within the second half of the 12 months, as larger spending and softer volumes are prone to weigh on outcomes early on.

Cocoa costs stay the primary strain level. Mondelez has warned that “unprecedented cocoa price inflation” may reduce adjusted EPS by as a lot as 15% in 2025. Nonetheless, the corporate is coming into this era from a place of energy. Its international footprint and portfolio of established manufacturers assist help outcomes whilst the price surroundings stays troublesome.

A January 20 be aware from CNBC Professional recommended Mondelez may maintain up properly because it adjusts its method for shoppers who’re changing into extra price-conscious. There may be additionally some potential aid forward, with cocoa costs starting to point out indicators of easing in 2026, which might profit the Cadbury proprietor.

From a threat profile perspective, the inventory stays defensive. Mondelez has a beta of 0.04, a dividend yield of three.4%, and a complete debt-to-equity ratio of 68.9%. Over the previous 12 months, the shares have been largely steady, up by simply 1%.

Mondelez Worldwide, Inc. (NASDAQ:MDLZ) is without doubt one of the world’s largest snack corporations and operates throughout the shopper staples sector. When financial situations weaken, spending on meals tends to stay regular, and demand for lower-priced choices usually will increase. That dynamic could make giant meals producers extra enticing when different areas of shopper spending come beneath strain.

Whereas we acknowledge the potential of MDLZ as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back threat. In case you’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.

READ NEXT: 13 Finest Dividend Kings to Purchase in 2026 and 14 Finest Mid Cap Dividend Aristocrat Shares to Purchase Now

Disclosure: None.

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Reading: JPMorgan Sees Again-Half Restoration for Mondelez Worldwide, Inc. (MDLZ) Regardless of Cocoa Headwinds
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