Mondelez (MDLZ) Target Lowered at TD Cowen as 2026 Staples Outlook Turns Cautious

Mondelez International, Inc. (NASDAQ:MDLZ) is included among the 13 Best Consumer Staples Dividend Stocks to Invest successful Now.

On January 8, TD Cowen expert Robert Moskow lowered the firm’s terms people connected Mondelez International, Inc. (NASDAQ:MDLZ) to $62 from $68 and kept a Buy standing connected the shares. The determination was portion of TD Cowen’s broader 2026 outlook for user staples. The steadfast expects a “challenging” twelvemonth for large-cap names, with measurement maturation improbable to rebound meaningfully from the antagonistic 0.9% seen successful 2025 and pricing remaining “muted.”

Mondelez operates done respective halfway segments built astir biscuits, chocolate, gum, and candy. Each class carries a heavy seat of established brands that proceed to anchor the business. Cocoa costs stay a large headwind. The institution has said unprecedented cocoa ostentation could chopped adjusted net per stock by arsenic overmuch arsenic 15% successful 2025. At the aforesaid time, Mondelez is inactive operating from a presumption of fiscal strength. Its geographic scope and marque portfolio connection immoderate insulation arsenic economical uncertainty builds.

The dividend remains a dependable portion of the story. Mondelez International, Inc. (NASDAQ:MDLZ) has raised its payout each twelvemonth for much than a decade, with the output sitting adjacent 3.7% arsenic of January 7.

The institution besides benefits from wide marque recognition. Its lineup includes Cadbury, Chips Ahoy!, Oreo, Philadelphia, Ritz, and Wheat Thins, among galore others. Mondelez sells its products successful much than 150 countries, giving it standard that fewer peers tin match.

While we admit the imaginable of MDLZ arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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