---
title: "Weekly Recap | Mondelez -1.73%, consensus target above spot"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298107273.md"
description: "Mondelez (MDLZ) closed the week down 1.73% at $61.28, underperforming the S&P 500’s +0.09% by roughly 1.82 percentage points. The move was choppy rather than one-directional: the stock opened near $62.24, eased to $61.61 on Tuesday, spiked to about $63.03 intraday on Wednesday, then faded over the last two sessions to end back at $61.28. Weekly amplitude was 3.4%. The 60-day moving average sits near $61.51, so the stock still trades above it, while the 20-day average at $62."
datetime: "2026-09-05T09:23:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298107273.md)
  - [en](https://longbridge.com/en/news/298107273.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298107273.md)
generator: "portal-rs"
---

# Weekly Recap | Mondelez -1.73%, consensus target above spot

## The Week

Mondelez (MDLZ) closed the week down 1.73% at $61.28, underperforming the S&P 500’s +0.09% by roughly 1.82 percentage points. The move was choppy rather than one-directional: the stock opened near $62.24, eased to $61.61 on Tuesday, spiked to about $63.03 intraday on Wednesday, then faded over the last two sessions to end back at $61.28. Weekly amplitude was 3.4%. The 60-day moving average sits near $61.51, so the stock still trades above it, while the 20-day average at $62.73 acts as overhead resistance.

## Key Events

The week’s story for Mondelez centred on cocoa costs and inventories. The company said healthy cocoa stocks should soften the impact of weather risks, a comment picked up in Tuesday-to-Wednesday coverage. At the same time, the market noted that Halloween candy prices remain elevated even after cocoa’s sharp decline this year, pointing to sticky cost pass-through. At sector level, Campbell’s fell on weak earnings and a dividend cut, and packaged food peers also dipped; Mondelez did not trade independently stronger on Thursday or Friday. A disclosed new stake by Denmark’s Nykredit over the weekend is routine institutional positioning with limited price impact.

## Analyst Ratings

Mondelez is covered by 25 institutions in total: 10 rate it buy, 5 overweight, 9 hold, and 1 has no opinion, with no underweight or sell ratings. The consensus recommendation is buy, and the consensus target price of $69.13 stands about 12.81% above the latest close of $61.28. Target prices range from $55 to $77, a wide spread that reflects meaningful disagreement. Within the packaged food and meat industry, Mondelez ranks 2nd out of 54 peers in analyst coverage quality, versus an industry average of 8 covering institutions.

## The Week Ahead

Attention turns to the US NFIB small business optimism index on Tuesday 8 September, followed by a dense macro slate on Thursday 10 September: initial jobless claims, final demand PPI and core PPI. The same day brings a 10-year Treasury auction, where the yield and bid-to-cover ratio will signal rate expectations. These data points matter for defensive staples valuations, and Mondelez is likely to keep trading in line with broad market and interest-rate sentiment.

## In Short

Mondelez’s pullback this week tracked cocoa-cost headlines and softer packaged food sentiment, with the stock easing but holding above its 60-day moving average. Analyst positioning remains constructive on the surface: consensus is buy and the target sits above spot, yet the target range is wide and the latest session shows large-lot money turning net seller. The next test is whether upcoming macro data raise rate and valuation pressure, and whether the sector rotation continues.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [MDLZ.US](https://longbridge.com/en/quote/MDLZ.US.md)

## Related News & Research

- [Healthy cocoa stocks should soften impact of weather risks, Mondelez says](https://longbridge.com/en/news/297756268.md)
- [Cocoa Crashed This Year. So Why Is Your Halloween Candy Still This Pricey?](https://longbridge.com/en/news/298054892.md)
- [Nykredit A S Purchases New Stake in Mondelez International, Inc. $MDLZ](https://longbridge.com/en/news/298107148.md)
- [US Cocoa Futures (COCOA-F) Drops on Sep 8: Key Factors to Watch](https://longbridge.com/en/news/298313300.md)
- [Ample Cocoa Supplies Pressure Prices](https://longbridge.com/en/news/297810358.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**