Mondeléz International (MDLZ)

[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.