Mondeléz International (MDLZ)

[cattracker1]

Maybe Irene was also in this from the word go....

Deal or no deal, Peltz’s interest is positive for Mondelez and

“adds to the confidence that Mondelez will be under real pressure to perform. We think this will add to investor confidence and encourage Mondelez management to push very, very hard on improving Mondelez’s below average margin structure and to improve its execution in the emerging markets.”


Looks like either way we win,,,,,,,,,,,

:):)

[DewDiligence]

MDLZ’s 2013 guidance:

• Non-GAAP EPS of $1.52-1.57. (There is no comparable figure for 2012 because MDLZ was part of Kraft then.)

• Organic revenue growth* of 5-6% (“at the low end of the 5-7% range”).

http://finance.yahoo.com/news/mondelez-international-reports-solid-2012-210200679.html (from 2/13/13)

*Revenue growth excluding acquisitions, divestitures, and exchange rates.

[DewDiligence]

My concern in #msg-85983642 doesn’t exist, evidently. I.e. if the two companies were to merge according to Peltz’s roadmap, PEP’s beverage segment would indeed be divested.

[cattracker1]

Monday Should Be Very Interesting,,,,,,,,,

Oh Yes,,,,,,

March 24, 2013- The value of the common stock of top United States packaged food companies, Mondelez International Inc. (MDLZ) and PepsiCo Inc. (PEP) increased significantly on Friday purely on speculation that the two giant companies might merge.

That speculation occurred after a report was released stating that activist investor Nelson Peltz had purchased large amounts of the outstanding stock available for both companies.

That report appeared in an article published in the United Kingdom’s Daily Telegraph in which the columnist claimed that Peltz had spent two billion dollars to buy shares in both organizations through his investment vehicle Trian Fund Management.

The columnist offered the opinion that the huge purchase of stock would enable Peltz to push for a merger of the two American companies.

Many analysts believe that such a merger makes lots of sense. It would create a marriage that would unite salty snacks such as Doritos and Tostitos with sweets like Cadbury’s chocolate and iconic Oreo cookies.

Importantly, the merged companies would have more than one hundred billion dollars in revenue and twenty billion dollars in operating earnings annually.

Mondelez shares rose four percent on Friday to $29.73. PepsiCo stock did well, too. Its shares increased 3.3% to $78.64.

[cattracker1]

Maybe This Was Irene's Plan All Along !!!

Glad I kept my MDLZ stock,,,,,,,,,,

:):)

:):)

[DewDiligence]

AS a MDLZ shareholder, I hope this deal doesn't happen, unless the merged company divests PEP's beverage business.

[cattracker1]

DJ Nelson Peltz Plots Mondelez, PepsiCo Merger - Report

Anyone Else See This ?????????????

Activist investor Nelson Peltz could be lining up a 112 billion pounds ($169.58 billion) merger between Mondelez International Inc. (MDLZ) and PepsiCo (PEP) after buying stakes in the two companies, The Daily Telegraph newspaper reported Friday, citing people familiar with the matter.
According to the report, Mr. Peltz has acquired at least $2 billion worth of shares in a concerted buying spree via his Trian Fund Management vehicle.
But the size of the holdings under his control could be even higher as it is understood that other investors have provided backing for the stakebuilding venture via special purpose vehicles.
Mr. Peltz and Trian Fund Management both declined to comment, the newspaper said.

Full story: http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/9947125/Nelson-Peltz-plots-112bn-Cadbury-merger.html

Write to London bureau at [e-mail]

(END) Dow Jones Newswires
March 22, 2013 08:05 ET (12:05 GMT)
Copyright (c) 2013 Dow Jones & Company, Inc.- - 08 05 AM EDT 03-22-13

[DewDiligence]

MDLZ authorizes $1.2B buyback program, which is tantamount to tokenism, IMO, for a company with a $50B market cap:

http://finance.yahoo.com/news/mondelez-international-authorizes-share-repurchases-130100002.html

All this will accomplish is offsetting the dilution from new option grants.

[DewDiligence]

$1M open-market buy by MDLZ director: #msg-84989239.

[DewDiligence]

MDLZ slides from CAGNY presentation today (43 pages):

http://ir.mondelezinternational.com/common/download/download.cfm?companyid=AMDA-1A8CT3&fileid=636536&filekey=124e2111-4c3c-4fc0-ade3-117d440050cf&filename=CAGNY%20Final%20Presentation_MDLZ.pdf

The accompany (mostly fluff) PR is at http://finance.yahoo.com/news/mondelez-international-highlights-strategies-deliver-141100739.html .

[Tuff-Stuff]

Still have some Dew, just took a little off after the dividend and this $28 leg

[DewDiligence]

Hi, stuffit. Good luck with your trade. I’m planning to hold for a while. Regards, Dew

[Tuff-Stuff]

I sold a partial this week, instead of holding all through earnings...

[DewDiligence]

No position in KRFT because it's not a beneficiary of The Global Demographic Tailwind (#board-15427). Regards Dew

[cattracker1]

Are you in Krft also ?

Thanks

[DewDiligence]

I don’t have a specific sell target. I consider MDLZ a core holding that benefits strongly from The Global Demographic Tailwind (#board-15427).

Also see the chart in #msg-80352710. In the near future, MDLZ will derive more than half of its sales from emerging markets.

[cattracker1]

What's your target ?

Thanks

[DewDiligence]

I'm in @$25.98 (eom).

[EZ2]

I would agree ~~~

Summing up, I can see that the Mondelez stock offers good opportunity given its strong product portfolio and its global presence. Its newly launched products are already ringing in good revenue figures and hold the potential to grab good market share.

Yet, what the writer fails to comment on or recognize here is that in the past, this company (or segments/mutations derived from it) have historically struggled for a year or two.


While there is undoubtedly upside to MDLZ ---- the question one needs to ask.........is NOW the time to enter!?!?!?!?!

But, even a caveat to that is.........most all of that historical perspective is W/O.........Cadbury. So, the question then becomes is CADBURY a potential market building catalyst in it's own?

[Tuff-Stuff]

Is Mondelez a Good Buy After Spin-off From Kraft?

By Shweta Dubey - November 13, 2012 | Tickers: K, MDLZ, HSY




http://beta.fool.com/shwetadubey/2012/11/13/mondelez-good-buy-after-spin-kraft/16240/?ticker=MDLZ&source=eogyholnk0000001

[EZ2]

MARKET TALK: Buying Cheese, but Selling Crackers at Cannacord

11/06 01:00 PM


13:00 EDT - Cannacord is reaching for Kraft Foods' (KRFT:$44.96,00$0.19,000.42%) cheese, but not Mondelez's (MDLZ:$26.475,0$0.065,00.25%) crackers, as it initiates coverage on the two parts of the onetime Kraft empire.

KRFT is a buy, firm says, as management for the North American grocery unit has "laid out a clear growth for profit growth in spite of muted top-line trends," and that potential cost savings laid out by management are underestimated.

Firm starts MDLZ at sell, with shares a 10% premium to other global food companies, even as several risks--like exposure to Western Europe and Asia--could limit results.

Both KRFT and MDLZ report Q3 results Wednesday, with Cannacord seeing a risk that MDLZ disappoints. KRFT up 0.5% to $45; MDLZ up 0.2% to $26.47.

([e-mail]; @pziobro)

Call us at [phone] or email [e-mail]

(END) Dow Jones Newswires
11-06-121300ET
Copyright (c) 2012 Dow Jones & Company, Inc.

[EZ2]

Can you hear me now?

Mondelez International Inc sets a new 52-week low

11/06 09:30 AM



Mondelez International Inc (MDLZ:$26.02,00$-0.39,00-1.48%) crossed below its 52-week low of $26.05 on 9:30 AM ET on November 06, 2012.

[EZ2]

See a trend?

Mondelez International Inc sets a new 52-week low

10/26 10:08 AM



Mondelez International Inc (MDLZ:$26.36,00$-0.11,00-0.42%) crossed below its 52-week low of $26.38 on 10:07 AM ET on October 26, 2012

[Tuff-Stuff]

Well, I am now done adding snack size bites for awhile, until we see some better UPside potential

[ronpopeil]

Will stock ever go up again?

[Tuff-Stuff]

I'm a buyer/add under $27, small bites works, little dab will do ya, as this settles!

[idkmybffjill]

Fantastic growth prospects by the way.

Love me some Oreo's ;)

[idkmybffjill]

Would have preferred that all the analysts hadn't rated this a buy....now I can't buy in cheap! lol

[DewDiligence]

China’s coffee market is embryonic: #msg-80640447.

[Tuff-Stuff]

Give me $30 first, and I'll start smiling

[ronpopeil]

Target $33

[Tuff-Stuff]

<Let's hope low is in! Mondelez initiated with a Buy at Argus

[MONEYMADE]

,,,,,,,Good for hold here $31 soon

[ronpopeil]

Yeah, I just think MDLZ is the better buy. I sold my KRFT and bought more of MDLZ. I figured others would do the same and we would see MDLZ trend higher while KRFT went lower but that isn't happening right now.

[DewDiligence]

I frankly don't care how MDLZ performs relative to KRFT, but rather how it performs relative to other beneficiaries of The Global Demographic Tailwind such as the companies shown in #msg-80352710.

However, if someone wants to create a chart of MDLZ vs KRFT for the iBox of this board, I'll be happy to insert it. Regards, Dew

[DewDiligence]

Spin-offs and split-ups cause a large amount of investor turnover and hence the successor companies often get heavily sold immediately following the separation for no particularly good reason.

[ronpopeil]

Any thoughts on why MDLZ continues to look so weak?

[EZ2]

I'm not very adept at imbedding charts ---- can you put up a chart which we can track from day-to-day.....the performance of the new:

MDLZ

vs

KRFT


since the first day of official trading on both?


Thx!!

[DewDiligence]

Not surprised insofar as KRFT can be viewed as a dump of the least desirable stuff in the portfolio. Giving KRFT an extra fat dividend does not turn a turkey into an eagle :- )

[EZ2]

On your one post (in the sticky note).......when I look at who the most direct competitors are....... I would say:

Unilever
Danone
Mondelez
Nestle

(as far as things you put in your mouth).

Cadbury adds a new flair (as do some recent acquistions (international) in the biscuit space) to the company.

But, keep in mind that the Cadbury/Kraft/Mondelez marriage
is still fairly new --- so we've lots to learn yet I think.

I did share something with stuffit a few months ago which came
from some of my old compadries still in the fight ----- given
a choice to take the new Kraft or the new Mondelez they all
chose the latter. Now, consider that a bit biased to a degree, but they all also know the company pre/post inside out. These
are executive level folks, not cookie and cracker bakers.

[DewDiligence]

Ok—you're talking ancient history there :- ) To put this discussion in a more contemporary perspective, I'd say the Cadbury deal makes MDLZ rather different from any other large multinational CPD company. Would you agree with that?

[EZ2]

Not particularly ----- as the previous company had a rather good sized confections business prior to spinning/selling off.

You have to go back and track the original National Biscuit Company, to Nabisco Brands, to the then MERGED takeover of those by STANDARD BRANDS --- thus renamed Nabisco Brands, Inc. (Barbarians at the Gate)......and the rest is history.

But, at one time we had a huge confection business:

The Curtiss Candy Company was founded in 1916 by Otto Schnering near Chicago, Illinois. Wanting a more "American sounding" name (as German surnames were not an asset during World War I), Schnering named his company using his mother's maiden name.

Their first confectionery item was Kandy Kake, later refashioned in 1921 as the log-shaped Baby Ruth. Their second confectionery item was the chocolate-covered peanut butter crunch Butterfinger. In 1931 Curtiss marketed the brand by sponsoring famous air racer, John H. Livingston, in the Baby Ruth Aerobatic Team flying the air-racer Howard "Mike" at airshows, and sponsoring Livingston's Monocoupe racer in the 1934 MacRobertson Air Race.[1] [2]

In 1964, Standard Brands purchased Curtiss Candy Company. Standard Brands merged with Nabisco in 1981. In 1990, RJR Nabisco sold the Curtiss brands to Nestlé.

The Baby Ruth / Butterfinger factory, built in the 1960s, is located at 3401 Mt. Prospect Rd. in Franklin Park, Illinois. Interstate 294 curves eastward around the plant, where there is a prominent, rotating sign, resembling a gigantic candy bar. It originally read "Curtiss Baby Ruth" on one side and "Curtis Butterfinger" on the other. It was changed to read "Nestlé" following the acquisition.

There was a "Curtiss Baby Ruth" sign on an apartment building across from Wrigley Field for several decades. Wrigley and the Curtiss plant are both on Addison Street, although more than 10 miles apart.

http://en.wikipedia.org/wiki/Curtiss_Candy_Company

Trust me.....I joined the company in January 1969 ----- I saw the company formed.reformed.unformed.redeformed.unredeformed.and back again!!

[DewDiligence]

it's sort of like the old NABISCO BRANDS going at it again prior to the KRAFT takeover.

Except that the Cadbury merger makes it a very different company.

[EZ2]

A lot going forward can and will be impacted by the pressure of price/inflation incl. ingredient costs. Also, how some of their largest competitors: in branded Kellogg ie. Keebler act/react to those pressures.........

and, just how much PRICE SEPARATION private label brands want to exact on national brands.

It will be interesting to see how MDLZ thrives under the new umbrella without the large KRAFT banner. In many ways, (and directly how I spent most of my career with them).....it's sort
of like the old NABISCO BRANDS going at it again prior to the KRAFT takeover.

BIG (former Kraft dynasty) can hide a lot of sins ----- much tougher to do when part of the armorplated suit is removed.

However, I wish them well ----- as I'm still holding a few
EE stock options and time is running out!

[DewDiligence]

…the "GROWTH" for MDLZ (going forward) will (imho) come from acquisitions (when in reference to NON-domestic markets).

I would agree if you qualified your assertion with the word most; I think that “organic growth” will be a bit stronger than you do, evidently.

To your main point: What’s wrong with growing via a series of targeted modest-sized acquisitions? I think it makes a lot of sense for a company that knows how to leverage the power of branding; this approach is working well for such companies as HNZ (e.g. #msg-51552987, #msg-60572753). MDLZ has a sufficiently broad array of products that there should be ample opportunities for “bolt-on” acquisitions that increase shareholder value.

Perhaps it would be better if you just read the ANALysts latest reports…

I have several of them in my inbox :- )

[EZ2]

Mondelez International To Report Third Quarter Results on November 7, 2012


Mondelez International - Class A (MM) (NASDAQ:MDLZ)
Intraday Stock Chart

Today : Friday 12 October 2012
Mondelez International To Report Third Quarter Results on November 7, 2012
PR Newswire

NORTHFIELD, Ill., Oct. 11, 2012


NORTHFIELD, Ill., Oct. 11, 2012 /PRNewswire/ -- Mondelez International (NASDAQ: MDLZ) will release its third quarter financial results on Wednesday, November 7, 2012, at 4 p.m. EST and will host a conference call at 5 p.m. EST that day.

(Logo: http://photos.prnewswire.com/prnh/20121003/MM86695LOGO)

Investors and analysts may participate via phone by calling 1-800-322-9079 from the United States and 1-973-582-2717 from other locations. To ensure timely access, participants should dial in approximately 10 minutes before the call starts. A listen-only webcast will be provided at http://www.mondelezinternational.com.

A replay of the conference call will be available until November 21, 2012, by calling 1-855-859-2056 from the United States and 1-404-537-3406 from other locations. The access code for both the conference call and its rebroadcast is 43452152. An archive of the webcast will be available for one year on the company's web site.

Mondelez International, Inc. (NASDAQ: MDLZ) is a world leader in chocolate, biscuits, gum, candy, coffee and powdered beverages. The company comprises the global snacking and food brands of the former Kraft Foods Inc. following the spin-off of its North American grocery operations in October 2012. Mondelez International's portfolio includes several billion-dollar brands such as Cadbury and Milka chocolate, Jacobs coffee, LU, Nabisco and Oreo biscuits, Tang powdered beverages and Trident gums. Mondelez International has annual revenue of approximately $36 billion and operations in more than 80 countries. Visit www.mondelezinternational.com and www.facebook.com/mondelezinternational.

SOURCE Mondelez International, Inc.

[EZ2]

Yes, my bad --- PEP brands picked up via Frito-Lay acquisition.

Haste makes waste when you're at a horse track and not paying attention. --- my bad!

Anyway, I'm not trying to confuse the points trying to clarify, but evidently not doing a good job of it.

Perhaps it would be better if you just read the ANALysts latest reports --- they'll probably explain it better than I can.

I'll leave you with this: I worked for the company for 40+ years.....the "GROWTH" for MDLZ (going forward) will (imho) come from acquistions (when in reference to NON-domestic markets).


http://www.mondelezinternational.com/Brands/index.aspx


"growth" <<< not even a good term in this case, of snacking business domestically will come from STEALING MORE share from
other brands ie. Keebler, Sunshine, Pepperidge Farm, Private Label brands, etc. ----- the entire PIE for that category is shrinking (and it has been for many years).

[DewDiligence]

Cookies, Crackers, etc. do NOT match up with CHIPS/CHEETOS/DORITOS, etc. on an international stage.

I’m not sure I understand the distinction you are drawing.

p.s. You meant PEP (not YUM).

[EZ2]

You're making a very BROAD statement and the business is much more finite than that.

The "snack" business that MDLZ owns (sans recent additions to the portfolio which I am not REAL sure about ie. foreign snack companies acquired) is actually quite aged and stable.

While some opportunities abroad to expand the BIGGEST parts of that brand portfolio ie. cookies/crackers, etc. ------ the "tastes and local palates" tend to make it much tougher.

Just one example OREO in US is huge brand ---- outside of US you'll be pressed to find them. So, when you take out the BIG ELEPHANTS of the snack portfolio ---- you're focused on growth opportunities but it comes (potentially) from much smaller pieces.

I hope that makes sense.

Said differently........DO NOT confuse MDLZ's brand of (snacking) portfolio with the likes of YUM brands. Cookies, Crackers, etc. do NOT match up with CHIPS/CHEETOS/DORITOS, etc. on an international stage.

[DewDiligence]

Why would the biscuit segment (what you're referring to) be slow growth? Snack foods in emerging markers are growing at a rapid clip.