MDLZ (Update)

Mondelez International Inc.

Consumer


Presented:05/31/2013
Price:$29.48
Cap:$52.60B
Current Price:$71.80
Cap:$95.91B

Presented

Date05/31/2013
Price$29.48
Market Cap$52.60B
Ent Value$68.41B
P/E Ratio27.72x
Book Value$16.68
Div Yield1.6%
Shares O/S1,784.45M
Ave Daily Vol12,470,000
Short Int0.66%

Current

Price$71.80
Market Cap$95.91B
Mondelez International, Inc., together with its subsidiaries, manufactures and markets snack food and beverage products worldwide. The company offers biscuits, including cookies, crackers, and salted snacks; confectionery products, such as chocolates, gums, and candies; powdered beverages and coffee; and cheese and grocery products. Its primary brand portfolio includes Oreo, Nabisco, and LU branded biscuits; Milka, Cadbury Dairy Milk, and Cadbury branded chocolates; Trident branded gums; Jacobs branded coffee; and Tang branded powdered beverages. The company 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 directly, 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 incorporated in 2000 and is headquartered in Deerfield, Illinois.

Please note, this is an update to LONG — Mondelez International Inc. (MDLZ), which was originally presented on 4/18/2013.

Highlights

MDLZ, the number one chocolate and cookie/ cracker, and number two gum company in the world has remained in somewhat of a holding pattern following its split from Kraft. The presenter remains bullish because he continues to see the potential for management to focus and unlock the value of MDLZ’s high quality assets through cost cutting and improvements in operating efficiency.

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Idea Discussion

Commentor 1 - 2 weeks ago

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