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Stock impact report

Mondelez (MDLZ) Target Lowered at TD Cowen as 2026 Staples Outlook Turns Cautious [Yahoo! Finance]

Mondelez International, Inc. - Class A (MDLZ) 
Last mondelez international, inc. - class a earnings: 4/28 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: mondelezinternational.com/investors
Company Research Source: Yahoo! Finance
On January 8, TD Cowen analyst Robert Moskow lowered the firm's price target on Mondelez International, Inc. (NASDAQ:MDLZ) to $62 from $68 and kept a Buy rating on the shares. The move was part of TD Cowen's broader 2026 outlook for consumer staples. The firm expects a “challenging” year for large-cap names, with volume growth unlikely to rebound meaningfully from the negative 0.9% seen in 2025 and pricing remaining “muted.” Mondelez operates through several core segments built around biscuits, chocolate, gum, and candy. Each category carries a deep bench of established brands that continue to anchor the business. Cocoa costs remain a major headwind. The company has said unprecedented cocoa inflation could cut adjusted earnings per share by as much as 15% in 2025. At the same time, Mondelez is still operating from a position of financial strength. Its geographic reach and brand portfolio offer some insulation as economic uncertainty builds. The dividend remains a steady part of t Show less Read more
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