

Mondelez International, Inc. (MDLZ) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

For my money, Mondelez is the best bet of the Nasdaq-100's high-yield names.

Cocoa has taken one of the wildest round trips in the commodity market over the past two years. The bean that flavors most of the candy in a trick-or-treat bag climbed to a record above $10,000 a metric ton in late 2024, collapsed to a cycle low near $2,850 by April 2026, then rallied back toward $5,700 by the middle of August.

Jim Cramer called Campbell's snack quarter a nightmare and warned the whole category is broken, but two other packaged food giants reported something very different this week and raised their dividends to prove it.

MondelÄz International Continues to Expand Sports Footprint with Sponsorships Across Five Powerhouse College Athletics Programs

Mondelez (MDLZ) reported earnings 30 days ago. What's next for the stock?

These two consumer staples have outperformed the market in 2026 and still offer high yields.

Mondelez International remains a Buy, supported by resilient performance, global scale, and an attractive valuation with a solid margin of safety. MDLZ continues to outperform in core snacks, maintains strong emerging market momentum, and is on track to become the #1 global chocolate manufacturer. Guidance was raised to at least 2% organic net revenue growth, with long-term targets of 3–5% organic growth and high single-digit Adj. EPS growth.