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Jefferies designated Mondelez International a preferred large-cap food stock on December 12, joining a majority of analysts who see over 27% upside potential for the shares.
General Mills has initiated a new product strategy, leveraging pop-culture tie-ins to reinvigorate its cereal brands. The move aims to boost flagging sales volumes, but its impact on profitability remains uncertain due to increased marketing expenditures.
Skippy and Milk Bar have announced a strategic partnership, revealing Skippy Peanut Butter as a core ingredient in a popular Milk Bar dessert and co-launching a new recipe. This collaboration exemplifies a broader industry trend of leveraging co-branding and limited-edition offerings to drive seasonal sales and consumer engagement in the highly competitive snack food market.
General Mills has launched its "Tastes Like a Touchdown" promotional campaign, offering a $10 rebate on a $30 purchase of select snacks. This strategic move leverages celebrity endorsements to capture consumer attention in a market where shoppers are increasingly price-sensitive and actively seeking discounts.
Shelf-stable food producers report conflicting Q3 results, as investors prioritize strategic repositioning over simple revenue growth. Mondelez stock fell despite higher sales, while J&J Snack Foods rose on news of an operational overhaul.
PepsiCo is undertaking a significant strategic overhaul, focusing on zero-sugar beverages and "cleaner" snacks in response to pressure from activist investor Elliott Investment Management and slowing U.S. sales. While a discounted cash flow analysis suggests the stock is undervalued, the broader consumer staples sector faces significant headwinds from cautious consumer spending.
Mondelēz International has declared a regular quarterly dividend of $0.50 per share, maintaining its policy of consistent shareholder returns amidst a challenging cost environment. The dividend is payable on January 14, 2026, to shareholders of record as of December 31, 2025.