MDLZ

Mondelez International Inc

Consumer


Presented:04/18/2013
Price:$29.82
Cap:$53.20B
Current Price:$71.80
Cap:$95.91B

Presented

Date04/18/2013
Price$29.82
Market Cap$53.20B
Ent Value$68.22B
P/E Ratio27.61x
Book Value$16.68
Div Yield1.6%
Shares O/S1,783.33M
Ave Daily Vol13,370,000
Short Int0.80%

Current

Price$71.80
Market Cap$95.91B
Mondelez International, Inc., through its subsidiaries, manufactures and markets snack food and beverage products worldwide. The company offers biscuits, including cookies, crackers, and salted snacks; chocolates, and gums and candies; powdered beverages and coffee; and cheese and grocery products. Its primary brand portfolio includes LU, Nabisco and Oreo biscuits; Cadbury, Cadbury Dairy Milk, and Milka chocolates; Trident gum; Jacobs coffee; and Tang powdered beverages. Mondelez International, Inc. sells its products to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, gasoline stations, drug stores, value stores, and other retail food outlets through direct store delivery, company owned and satellite warehouses, distribution centers, and other facilities, as well as through independent sales offices and agents. The company was formerly known as Kraft Foods Inc. and changed its name to Mondelez International, Inc. in October 2012. Mondelez International, Inc. was founded in 2000 and is based in Deerfield, Illinois.

Please note, this idea was updated on 5/31/2013 and can be read here: LONG — Mondelez International Inc. (MDLZ) (Update).

Highlights

MDLZ is an amalgamation of consumer brands rolled up as a result of various acquisitions and spin-offs over the past few years, including Oreo, Nabisco, and branded biscuits; Cadbury Dairy Milk and chocolates; as well as gum and other products consumer goods. The presenter is bullish because he does not believe the management team has been able to focus on integration/ streamlining operations and cutting SG&A yet, and sees the potential for earnings to come in ahead of Street estimates in 2015/16 by a wide margin.

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Idea Discussion

Commentor 1 - 2 weeks ago

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