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PRESS-RELEASE ·Filed Sep 22, 2026

MDLZ

Mondelez International, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago WireGlobeNewswire
Press release · Contract
Actionable Insight • Neutral

Monitor Costco sell-through data and any subsequent financial disclosures from Mondelez regarding the partnership's revenue contribution. This is a brand collaboration with no disclosed financial impact — no immediate trading catalyst.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
MDLZ ▲ +4.76% at T+20d
NEUTRAL call +4.76% · α vs SPY +5.32% · entry $61.08 → $63.99
Next anchor: T+60d in 7w
Latest observation: T+23 +2.32% FF3 residual α
Entry = T+0 close
Sep 22, 2026
via day close
T+1d
+0.59%
call +0.59% · α +1.31%
$61.44
settled 5w ago
T+5d
-2.88%
call -2.88% · α -1.69%
$59.32
settled 28d ago
T+20d
+4.76%
call +4.76% · α +5.32%
$63.99
settled 7d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Mondelez International announced the global launch of Toblerone Diamond Truffles with Biscoff, a new product collaboration with Lotus Bakeries, and an exclusive partnership with Costco across ten markets. This is a routine product innovation and retail partnership announcement with no financial terms disclosed, representing a modest brand extension rather than a material financial event.

Key Financial Metrics

Revenue
$38.5B

Key Facts

  • Toblerone Diamond Truffles with Biscoff launched globally in two formats: 495g premium box (Costco exclusive across 10 markets) and 180g sharing box (select countries).
  • This marks the first global retail partnership between Mondelez International and Costco.
  • Partnership with Lotus Bakeries brings together Toblerone and Biscoff brands.
  • No financial terms, revenue projections, or deal values were disclosed.
  • 2025 net revenues for Mondelez International were approximately $38.5 billion.

Financial Impact

No financial terms disclosed; product launch is immaterial relative to $38.5B annual revenue.

Risk Factors

  • Consumer adoption of the new product may fall short of expectations.
  • Costco partnership exclusivity may limit broader retail distribution.

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3366447
10 reports for MDLZ
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MDLZ — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$62.74 $65.19▲ +3.90%▲ +5.09%$62.97 (+0.37%)
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$63.03 $63.91▲ +1.40%▲ +2.50%$62.97 (−0.10%)
Sep 22, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$61.08 $61.44▲ +0.59%▲ +1.31%$62.97 (+3.09%)
Jun 18, 2026
18w ago
8-K
NEUTRAL ★ 3/10
$59.51 $61.06▲ +2.60%▲ +4.06%$62.97 (+5.81%)
Jun 15, 2026
19w ago
Press Release
NEUTRAL ★ 2/10
$62.15 $60.86▼ −2.08%▼ −0.83%$62.97 (+1.32%)
Jun 11, 2026
19w ago
Press Release
NEUTRAL ★ 2/10
$62.99 $61.50▼ −2.37%▼ −4.13%$62.97 (−0.03%)
May 20, 2026
22w ago
Press Release
NEUTRAL ★ 2/10
$61.84 $61.49▼ −0.56%▼ −0.76%$62.97 (+1.83%)
Apr 8, 2026
28w ago
Press Release
NEUTRAL ★ 1/10
$59.10 $59.00▼ −0.16%▼ −0.10%$62.97 (+6.55%)
Apr 3, 2026
29w ago
DEFA14A
NEUTRAL ★ 2/10
$58.38 $57.51▼ −1.48%▼ −1.55%$62.97 (+7.87%)
Feb 28, 2026
34w ago
Institutional Cluster
BULLISH ★ 7/10
$60.42 $58.78▼ −2.72%▼ −1.80%$62.97 (+4.23%)
Showing 10 of 10

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Report published Sep 22, 2026