WallStSmart
MDLZ

Mondelez International Inc

NASDAQ: MDLZ · CONSUMER DEFENSIVE · CONFECTIONERS

$61.44
+0.66% today

Updated 2026-04-30

Market cap
$78.35B
P/E ratio
30.22
P/S ratio
2.03x
EPS (TTM)
$2.02
Dividend yield
—
52W range
$51 – $69
Volume
9.6M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Mondelez International Inc (MDLZ) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$61.44
Consensus
$66.33
+7.96%
2030 Target
$431.55
+602.39%
DCF
$55.78
-10.20% MoS
18 analysts:
9 Buy5 Hold0 Sell

Management guidance

At the 2026 CAGNY Conference, Mondelez management reaffirmed long-term profitable growth targets and showcased a 'structurally stronger business' with confidence in reaccelerating growth. CEO Dirk van de Put indicated the company is navigating cocoa cost headwinds but maintaining pricing power and operational resilience, with focus on innovation in seasonal and functional snacking categories.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$713.50
$46.2B Rev × 20x P/S
Base case (2030)
$431.55
$46.2B Rev × 12x P/S
Bear case (2030)
$287.70
$46.2B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$36.0B$36.4B$38.5B$40.5B$41.8B$43.1B$44.6B$46.2B
Revenue growth—1.2%5.8%5.0%3.2%3.2%3.5%3.6%
EPS$3.31$3.45$2.92$3.10$3.45$3.68$3.92$4.18
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$374.01$385.52$402.78$414.29$431.55

Catalysts & risks

Growth catalysts
+ Cocoa price stabilization enabling margin recovery and pricing normalization
+ Acceleration of seasonal and holiday-focused product portfolio (Oreo, Swedish Fish, Sour Patch Kids variants)
+ North America volume recovery as consumer sentiment improves post-2026
+ Emerging market growth in Latin America and Asia-Pacific offsetting developed market maturity
+ Functional snacking innovation driving premiumization and higher-margin growth
Key risks
- Persistent cocoa price volatility and margin compression if prices remain elevated
- North American consumer volume weakness and GLP-1 drug-related demand headwinds for indulgent snacks
- Pricing elasticity limits: consumers increasingly price-sensitive after years of inflation-driven increases
- High debt levels ($22.4B total debt) limiting financial flexibility and M&A capacity
- Dividend sustainability concerns with payout ratio at 102.7% given margin pressures

Methodology

Mondelez International Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 18 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.