Consumer Staples·Packaged Foods & MeatsYield: High (3-5%)
Mondelez International, Inc., through its subsidiaries, manufactures, markets, and sells snack food and beverage products in Latin America, North America, Asia, the Middle East, Africa, and Europe. The company provides biscuits and baked snacks, including cookies, crackers, salted snacks, snack bars, and cakes and pastries; chocolates; and gums and candies, as well as various cheese, grocery, and powdered beverage products. Its brand portfolio includes Oreo, Ritz, LU, CLIF Bar, Tate's Bake Shop biscuits and baked snacks, Cadbury Dairy Milk, Milka, and Toblerone chocolate.
Close · 3M
-2.13%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
MDLZ, trading at $60.22, currently sits at 85% of its 52-week high, despite posting a -10.0% return over the past year and a -1.2% decline in the last 30 days. This price trajectory, where the stock hovers near its yearly peak after a long-term downturn, likely triggered the Qraft AI's re-evaluation within LQAI's weekly rebalancing framework. The AI-driven selection engine, which balances broad market exposure with momentum considerations, may have judged the stock's valuation (PER 29.66, PBR 2.69) less compelling when juxtaposed with its recent price weakness, despite its revenue growth of 7.79% and ROE of 10.06%. Consequently, the Qraft AI system for this core large-cap ETF moved to remove MDLZ entirely on 2026-07-07, following a subtle decrease in its portfolio weight.
weight 1.470% → 0 (exited)·stock down 1.3% in the 30 days before
Mondelez International's PBR of 2.69 and ROE of 10.06% characterize it as a company with steady fundamentals, fitting LQAI's core large-cap strategy that avoids heavy factor tilts. The company's 7.79% revenue growth and PER of 29.66 contribute to a balanced profile for the Qraft AI's comprehensive evaluation. Observing MDLZ's current price of $60.91, after experiencing negative short-term returns and sitting at 86% of its 52-week high, suggests the Qraft AI identified a favorable entry point or a potential mean-reversion opportunity. The consecutive weighting increases from 1.39% on June 30th to 1.46% on July 1st, then to 1.53% on July 2nd, reflect a deliberate and affirmative signal from LQAI's AI-driven selection engine regarding MDLZ. This indicates the Qraft AI found compelling quantitative signals for the consumer staples stock to increase its allocation within the ~100-stock portfolio.
weight 1.390% → 1.530% (+0.140 pp)·stock down 1.4% in the 30 days before
Mondelez International's PER of 30.44, alongside a PBR of 2.69, provides a valuation context that the Qraft AI, managing the core large-cap LQAI portfolio, balances against a 7.79% revenue growth and 10.06% ROE. The observed consecutive weight decreases on June 29th and 30th, moving from 1.47% to 1.39%, reflect the AI's weekly rebalancing mechanism adjusting its ranking. This allocation shift for the Consumer Staples company coincides with MDLZ's recent price trajectory, which has seen a -6.0% 30-day return and currently places the stock at $57.84, 82% of its 52-week high. Operating without a heavy factor tilt, the Qraft AI likely recalibrated MDLZ's contribution within the 100-stock portfolio as its relative attractiveness declined amidst sustained short-term underperformance.
weight 1.500% → 1.390% (-0.110 pp)·stock down 6.5% in the 30 days before
The current price of $61.74, trading at 87% of its 52-week high after a -7.9% return over the last year, likely triggered the Qraft AI selection engine to increase its conviction in Mondelez International. LQAI, which applies Qraft AI ranking to a US large-cap core universe and rebalances its ~100 holdings weekly, has now increased its MDLZ weight consecutively on June 23 and 24. This pattern suggests the AI, operating with an AI-driven name selection method without heavy factor tilt, is perceiving a favorable entry point or strengthening fundamentals. The steady 7.79% revenue growth for this consumer staples company could be a contributing factor to the AI's growing interest in its weekly portfolio adjustments.
weight 1.430% → 1.540% (+0.110 pp)·stock up 1.3% in the 30 days before
MDLZ's valuation, marked by a PER of 29.78 and PBR of 2.69, when considered alongside its 7.79% revenue growth and 10.06% ROE, likely provided a mixed signal to Qraft's AI selection engine, which guides LQAI's core large-cap portfolio without a heavy factor tilt. This combination of metrics, potentially indicating a less compelling short-term opportunity relative to other US large-cap peers, drove the consistent reduction in MDLZ's weight within the weekly rebalancing fund. The pattern of decreased allocation, observed from June 10th through June 22nd, aligns with the stock's recent 30-day return of -3.1% and its current price sitting at 84% of its 52-week high. This suggests the Qraft AI dynamically adjusted its ranking, leading to a diminished holding in MDLZ as it reacted to the stock's recent price trend and overall market sentiment within its universe.
weight 1.530% → 1.430% (-0.100 pp)·stock down 3.5% in the 30 days before
Mondelez International (MDLZ) currently trades at $60.12, positioned at 85% of its 52-week high of $70.75, following a 1.5% decline over 30 days and a 10.9% drop over the last year. This recent underperformance likely influenced the Qraft AI ranking engine, which guides LQAI's weekly rebalances across its ~100 US large-cap core holdings, leading to the consecutive weight decrease observed in MDLZ. The AI's method, balancing broad market exposure with responsiveness, seems to be assigning a lower rank to MDLZ, driven by its price trajectory in conjunction with a PER of 29.48 relative to its 7.79% revenue growth and 10.06% ROE. This consistent deprioritization is evident in LQAI's portfolio, where MDLZ's weight steadily decreased from 1.66% on June 10th to 1.46% by June 18th.
weight 1.530% → 1.460% (-0.070 pp)·stock down 2.1% in the 30 days before
MDLZ, a Consumer Staples company, recently traded at $61.50, sitting at 87% of its 52-week high after registering 30-day and 90-day returns of +6.8% and +6.5% respectively, contrasting with a 1-year return of -7.0%. LQAI, which leverages Qraft's AI for weekly rebalances within a US large-cap core universe, initially built a position in MDLZ on June 9th at 1.60%, increasing it slightly to 1.66% the next day amidst these positive short-term price movements. However, the AI system subsequently reduced its weight in MDLZ through consecutive weekly rebalances, decreasing it from 1.66% to 1.48% by June 15th. This adjustment suggests the AI ranking, balancing core large-cap selection with momentum considerations, found MDLZ’s valuation metrics—a PER of 31.48 and PBR of 2.69 against a 10.06% ROE—less attractive compared to other eligible large-cap opportunities as the stock approached its 52-week peak. The consistent reduction in allocation indicates a shift in the AI's relative assessment of the stock within its ~100-name portfolio, despite the recent upward price trajectory.
weight 1.660% → 1.480% (-0.180 pp)·stock down 0.6% in the 30 days before
LQAI, leveraging Qraft's AI ranking for its ~100 US large-cap core holdings, dynamically adjusts its portfolio with weekly rebalancing. The observed consecutive weight decrease for MDLZ, following its initial inclusion and a subsequent peak, signals that the AI's selection engine has reassessed the company's relative position. This adjustment suggests that while MDLZ initially met the AI's criteria, its recent +9.1% 30-day return may have altered its attractiveness compared to other opportunities within the large-cap universe, prompting the AI to trim exposure. The AI's core large-cap style, which avoids heavy factor tilts, allows for such precise recalibrations based on evolving market and fundamental conditions.
weight 1.660% → 1.560% (-0.100 pp)·stock up 2.7% in the 30 days before
Currently trading at $64.18, Mondelez International sits at 91% of its 52-week high, reflecting a significant 14.3% return over the last 30 days and 9.9% over 90 days, following a year-long decline. This recent upward momentum, combined with financials showing 7.79% revenue growth and a 10.06% ROE, likely triggered a positive signal from Qraft's AI ranking engine for this US large-cap consumer staples company. LQAI, positioned between a broad and a momentum-focused style, captures such emerging trends without heavy factor tilts. The Qraft AI's conviction is evident in its initial 1.60% allocation on June 9th, 2026, followed by a consecutive increase to 1.66% the next day, capitalizing on its weekly rebalancing frequency to adjust holdings based on its assessment of this developing price action.
weight 0 → 1.660% (new)·stock up 4.6% in the 30 days before
MDLZ is currently trading at $61.76, sitting at 87% of its 52-week high, having posted +7.1% and +7.9% returns over the past 30 and 90 days respectively, a recent recovery following a -3.1% one-year return. This specific price action, indicating recent positive momentum within a broader period of moderation, aligns with LQAI's AI-driven selection engine which operates on a US large-cap core universe and rebalances weekly. The Qraft AI's ranking, positioned between a broad approach and concentrated momentum, likely identified MDLZ's renewed short-term appreciation as a compelling factor. This decision, incorporating the stock's PER of 30.33, revenue growth of 7.79%, and ROE of 10.06%, resulted in the new 1.6000% allocation at this price level.
weight 0 → 1.600% (new)·stock up 2.4% in the 30 days before
The AI ETF likely divested from MDLZ due to its elevated P/E ratio of 30.23, which suggests overvaluation for a consumer staples company with moderate revenue growth and ROE compared to other portfolio opportunities. This gradual de-risking followed by full removal indicates the AI's system identified more attractive allocations. For retail investors, this highlights the importance of scrutinizing valuation metrics, especially high P/E ratios, even for stable companies in defensive sectors.
weight 0.810% → 0 (exited)·stock up 7.0% in the 30 days before
The AI ETF is likely decreasing MDLZ's weight due to its elevated PER of 30.39 relative to its sector, suggesting the AI perceives it as overvalued or sees better risk-adjusted opportunities elsewhere. For retail investors, this highlights the importance of scrutinizing valuations, even for stable consumer staples, as high multiples can indicate limited upside or an undesirable risk profile regardless of consistent performance.
weight 0.840% → 0.810% (-0.030 pp)·stock up 4.1% in the 30 days before
The AI ETF is likely reducing its MDLZ weighting due to a perceived overvaluation, as indicated by its high PER of 32.38 which appears stretched given the company's moderate revenue growth and ROE for a consumer staples stock. For retail investors, this underscores the importance of critically evaluating valuation multiples, even for stable companies, as AI algorithms may systematically de-risk from assets that appear expensive relative to their underlying fundamentals.
weight 0.870% → 0.840% (-0.030 pp)·stock up 5.1% in the 30 days before
The AI likely reduced MDLZ's weight due to its elevated P/E ratio of 32.08, which appears stretched given its modest revenue growth of 5.75% and average ROE of 9.43%. This suggests the AI perceives the stock as overvalued relative to its fundamentals, seeking better opportunities or reducing exposure to a potentially overpriced defensive asset. For retail investors, this highlights that even stable companies in the consumer staples sector can become less attractive when their valuation outpaces fundamental growth and profitability. Investors should scrutinize high P/E ratios, even for quality names, as AI funds actively rebalance away from overextended positions.
weight 0.870% → 0.850% (-0.020 pp)·stock up 6.7% in the 30 days before
The AI ETF likely increased MDLZ's weight due to its robust 5.75% revenue growth, which, combined with its defensive consumer staples positioning, presents an attractive blend of stability and growth potential for current market conditions. The consecutive increases suggest the AI's algorithms detected strengthening positive signals for the company over recent days. For retail investors, this highlights that AI funds actively identify and reward defensive stocks with demonstrable growth, underscoring a strategy to seek out stable companies that are also exhibiting positive fundamental momentum rather than solely relying on broad sector classifications.
weight 0.810% → 0.870% (+0.060 pp)·stock up 4.8% in the 30 days before
Apr 29·entry $61.04·now $60.27Fresh
-1.26%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 1
The LQAI ETF shows a recent trend of increasing its weight in Mondelez International, suggesting a positive outlook from the AI's perspective. This action contrasts with the framework's 'Fail' verdict, which is driven by concerns over the company's financial health and valuation, indicating a divergence in investment rationale.
Circle of CompetenceThe snack food industry, with its established global brands, offers predictable unit economics suitable for long-term cash flow projections within the circle of competence.
Economic MoatMondelez benefits from a durable economic moat derived from its powerful portfolio of globally recognized brands and significant scale advantages in distribution and marketing.
ManagementInformation on management's candor, capital allocation discipline, or skin in the game is not available in the provided data.
Financial HealthThe current Return on Equity (ROE) of 9.43% falls below the framework's minimum requirement of 10% in any single year.
Margin of SafetyHigh valuation multiples (PER 32.12, EV/EBITDA 30.23) for a mature consumer staples company with sub-par ROE do not present a defensible margin of safety.
Mondelez International operates within a predictable industry and possesses strong brand-driven moats. However, it fails the financial health criterion due to its current ROE falling below the acceptable threshold. Additionally, the company's valuation appears stretched, leaving no margin of safety for a conservative investor, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.