Mondelez International (MDLZ 0.63%) is fresh off its recent corporate break-up. It boasts one of the best snack brand portfolios in the industry and massive global growth opportunities. But Mondelez has doubled down by putting all its chips on emerging nations' tables, which introduces extra risks to the company. I've created a premium report on Mondelez to help investors examine the company's future.
Below is an excerpt from the report, which lists three areas Mondelez investors must watch closely. It's just a taste of one section, but we hope you find it useful.
1. Growth in emerging markets
Prolonged global macroeconomic headwinds may threaten Mondelez's success. Retreating GDP growth in Brazil, China, and other developing nations may stifle the company's revenue growth.
2. Product launches and rollouts
Consumers in different countries have tastes that are unique from one another. How effectively Mondelez continues to research, anticipate, and execute on local preferences will dictate the company's long-term success. Revenues for Oreo in China nearly tripled from 2009 to 2011 due to the introduction of locally accepted flavors, such as green tea, and regionally welcomed cookie shapes, such as wafers. Watch to see how successful the company is in executing product launches.
3. Market share degradation
Mondelez currently enjoys global market share domination in biscuits, chocolates, and candy. But if consumers don't perceive a difference in the quality or value between Mondelez products and private-label or other economy brands, then the company could lose market share and possibly be forced to shift its product mix to lower-margin offerings.
