
What smart money is saying about Mondelez International, Inc. Class A
3 funds in our archive have pitched Mondelez International, Inc. Class A — most recently Brown Advisory U.S. Value Fund in March 2026.
Mondelez International, Inc. operates as a prominent global entity in the snack and beverage sector, focusing on the production, promotion, and distribution of a wide array of food items. Its extensive reach spans multiple continents, including North America, Latin America, Asia, the Middle East, Africa, and Europe. The company's diverse product portfolio encompasses biscuits (such as cookies, crackers, and various savory snacks), chocolates, chewing gums, candies, as well as selection of cheese and general grocery products, and powdered beverage mixes. Among its well-recognized brands are Cadbury, Milka, and Toblerone chocolates; Oreo, belVita, and LU biscuits; Halls candies; Trident chewing gum; and Tang powdered beverages. Mondelez distributes its offerings through a comprehensive network of retail outlets, catering to a broad spectrum of clients including large supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, convenience stores, petrol stations, pharmacies, discount stores, and other food retailers. This complex distribution system leverages direct store delivery, proprietary and external warehousing solutions, third-party distributors, independent sales agents, and digital e-commerce platforms. Established in 2000, the company was initially known as Kraft Foods Inc. before officially changing its name to Mondelez International, Inc. in October 2012. Its corporate headquarters are situated in Chicago, Illinois.
Fund coverage · 3 theses
- Brown Advisory U.S. Value FundMarch 2026
Mondelez International, Inc. has leading snacking market share, resilient cash flow, and potential earnings acceleration as cocoa prices ease.
Read the full thesis - Brown Advisory Large-Cap Sustainable ValueMarch 2026
Mondelez combines leading snacking market share, resilient cash flow, and a potential earnings acceleration from lower cocoa costs.
Read the full thesis - Oakmark Global FundDecember 2025
Mondelēz International is a global snacking leader with strong brands, pricing power, and margin upside as commodity inflation eases, acquired at a discounted valuation.
Read the full thesis
Read every full thesis on Mondelez International, Inc. Class A
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→