A Peek Behind the Numbers

A Peek Behind the Numbers

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A Peek Behind the Numbers
A Peek Behind the Numbers
Mondelez International (MDLZ)- Part 3

Mondelez International (MDLZ)- Part 3

How the company’s inventory accounting has merely delayed the brunt of higher costs

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Behind the Numbers
Mar 01, 2022
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A Peek Behind the Numbers
A Peek Behind the Numbers
Mondelez International (MDLZ)- Part 3
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This is the final part of our look at the main concerns we have with the earnings quality of Mondelez International (MDLZ). Subscribers can link to Part 1 and Part 2. which deal with longer-term problems we have been tracking over time for our institutional clients. MDLZ recently missed fourth-quarter earnings targets owing in part to a decline in gross margin. Today’s installment will examine a concern we have related to the company’s inventory accounting which we believe is pointing to more disappointment ahead.

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