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The Top 5 Analyst Questions From IPG Photonics's Q1 Earnings Call
The Top 5 Analyst Questions From IPG Photonics's Q1 Earnings Call

Yahoo

time29-06-2025

  • Business
  • Yahoo

The Top 5 Analyst Questions From IPG Photonics's Q1 Earnings Call

IPG Photonics' first quarter was met with a negative market reaction, reflecting concerns over declining sales and margin compression. Management pointed to stabilization in core business lines and highlighted 'early traction in key areas that are central to our strategy,' according to CEO Mark Gitin. Notable factors behind the results included continued weakness in mature cutting applications, partially offset by growth in medical and advanced applications and the contribution from the cleanLASER acquisition. Gitin acknowledged lower demand in traditional materials processing, while CFO Tim Mammen cited sequential improvement in bookings, especially in e-mobility and micromachining. Is now the time to buy IPGP? Find out in our full research report (it's free). Revenue: $227.8 million vs analyst estimates of $225.1 million (9.6% year-on-year decline, 1.2% beat) Adjusted EPS: $0.31 vs analyst estimates of $0.22 (40.9% beat) Revenue Guidance for Q2 CY2025 is $225 million at the midpoint, below analyst estimates of $239.9 million Adjusted EPS guidance for Q2 CY2025 is $0.10 at the midpoint, below analyst estimates of $0.33 EBITDA guidance for Q2 CY2025 is $23.5 million at the midpoint, below analyst estimates of $28.07 million Operating Margin: 0.8%, down from 7.6% in the same quarter last year Inventory Days Outstanding: 190, up from 180 in the previous quarter Market Capitalization: $2.88 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ruben Roy (Stifel) asked about the drivers of strong bookings and growth in China's e-mobility sector. CEO Mark Gitin cited 'adjustable mode beam lasers and integrated scanning systems' as key differentiators in that market. Jim Ricchiuti (Needham & Company) questioned the expected timing of medical and micromachining product contributions. Gitin stated that the new urology system will see limited impact later this year with greater revenue contribution in 2026. Michael Feniger (Bank of America) inquired about the tariff's effect on cost structure and competitive dynamics. CFO Tim Mammen explained that near-term gross margin impacts should decline as manufacturing shifts away from high-tariff regions. Scott Graham (Seaport Research Partners) sought clarification on manufacturing optimization and how moving production away from China will affect costs. Gitin responded that IPG's global footprint allows for flexible realignment, minimizing tariff exposure with only minor increases in certain input costs. Keith Housum (Northcoast Research) probed the sustainability and composition of the book-to-bill ratio. Mammen indicated that medical orders have longer cycles, with most other segments remaining on short delivery timelines. In the coming quarters, the StockStory team will monitor (1) the pace of tariff mitigation and supply chain reconfiguration, (2) revenue traction from new medical and micromachining products, and (3) stabilization or recovery in core cutting and welding applications. Execution on these priorities will be important in determining whether IPG can return to growth and margin expansion. IPG Photonics currently trades at $68.84, up from $63.12 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.

BKU Q1 Deep Dive: Loan Growth Lags, Deposit Mix and Margin Expansion Remain in Focus
BKU Q1 Deep Dive: Loan Growth Lags, Deposit Mix and Margin Expansion Remain in Focus

Yahoo

time25-06-2025

  • Business
  • Yahoo

BKU Q1 Deep Dive: Loan Growth Lags, Deposit Mix and Margin Expansion Remain in Focus

Regional banking company BankUnited (NYSE:BKU) missed Wall Street's revenue expectations in Q1 CY2025, but sales rose 5.7% year on year to $255.4 million. Its non-GAAP profit of $0.77 per share was in line with analysts' consensus estimates. Is now the time to buy BKU? Find out in our full research report (it's free). Revenue: $255.4 million vs analyst estimates of $262 million (5.7% year-on-year growth, 2.5% miss) Adjusted EPS: $0.77 vs analyst estimates of $0.76 (in line) Market Capitalization: $2.59 billion BankUnited's first quarter results showed revenue growth but failed to meet Wall Street's expectations, while non-GAAP profit was in line with consensus. Management attributed the quarter's performance to a combination of stable deposit growth, moderated by a decline in average loan balances, and lower funding costs. CEO Raj Singh highlighted that net interest margin (NIM) compression was primarily the result of expiring hedges, which was anticipated. He also noted robust core deposit trends and described the quarter as seasonally slow for new loan production, with the expectation of stronger growth in subsequent quarters. Looking ahead, BankUnited's management maintained its previous guidance for loan and deposit growth, margin expansion, and expenses, but acknowledged increased macroeconomic uncertainty. Singh described the current environment as having a 'wider cone of uncertainty' due to volatility in interest rates and economic policy, yet said that the bank is prepared to adapt to various scenarios. CFO Leslie Lunak emphasized that margin expansion will depend on continued improvements in deposit mix and higher-yielding loan growth, while remaining cautious about the unpredictable rate environment and potential credit normalization. Management pointed to a mix of internal and external factors shaping the quarter, including shifts in deposit composition, competitive lending conditions, and a focus on credit discipline. Core deposit growth strength: Excluding brokered deposits, BankUnited achieved notable growth in core deposits, which management attributes to relationship-oriented client strategies and the prioritization of deposit gathering alongside loan origination. Loan production seasonal dip: The first quarter is typically BankUnited's slowest for new loan growth, as the company waits for updated client financials. Management expects stronger loan production in the second and third quarters, driven by a robust pipeline in commercial and industrial (C&I) lending. Competitive loan environment: CEO Raj Singh and COO Tom Cornish highlighted increased competition in commercial real estate (CRE) and C&I, with tighter spreads and more banks re-entering the CRE market. However, they noted that incoming loan relationships are more deposit-rich and favorably priced. NIM and funding cost trends: Net interest margin compressed slightly due to expiring hedges, but average funding costs for deposits declined. Management expects future margin expansion, provided the deposit mix continues to improve and higher-cost funding runs off. Credit quality stable: CFO Leslie Lunak reported that credit metrics remained steady, with charge-offs largely tied to previously identified problem loans. The reserve for credit losses was maintained, with additional qualitative reserves added in response to rising uncertainty in the broader economic environment. BankUnited's outlook is shaped by expectations for improved loan growth, further deposit mix enhancements, and continued caution around macroeconomic and rate uncertainties. Deposit mix improvement: Management believes further growth in core, lower-cost deposits will support margin expansion, provided the broader rate environment does not deteriorate. The shift away from higher-cost wholesale funding remains a central focus. Loan growth timing: While Q1 was seasonally light, management expects loan growth to accelerate in the coming quarters as pipelines in core lending segments remain healthy. However, actual pull-through will depend on the economic outlook and market competition. Interest rate and credit risk: The team flagged ongoing market volatility, tariff discussions, and the slope of the yield curve as key risks. Management is closely monitoring interest rate movements and credit trends, adding qualitative reserves to buffer against potential challenges. In the coming quarters, the StockStory team will watch (1) core deposit growth trends as a driver of margin expansion, (2) the pace and composition of new loan originations, particularly in C&I and CRE, and (3) credit quality developments, especially within the office and New York CRE portfolio. Uncertainty around interest rates and the broader macro environment will also be important factors to monitor. BankUnited currently trades at $34.50, down from $36.35 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

BHLB Q1 Deep Dive: Margin Expansion and Merger Integration Dominate Outlook
BHLB Q1 Deep Dive: Margin Expansion and Merger Integration Dominate Outlook

Yahoo

time25-06-2025

  • Business
  • Yahoo

BHLB Q1 Deep Dive: Margin Expansion and Merger Integration Dominate Outlook

Regional bank holding company Berkshire Hills Bancorp (NYSE:BHLB) reported revenue ahead of Wall Street's expectations in Q1 CY2025, with sales up 4.7% year on year to $110.4 million. Its non-GAAP profit of $0.60 per share was 14.3% above analysts' consensus estimates. Is now the time to buy BHLB? Find out in our full research report (it's free). Revenue: $110.4 million vs analyst estimates of $108.8 million (4.7% year-on-year growth, 1.5% beat) Adjusted EPS: $0.60 vs analyst estimates of $0.53 (14.3% beat) Market Capitalization: $1.13 billion Berkshire Hills Bancorp delivered a quarter that met positive market expectations, with management attributing results to a combination of net interest income growth, disciplined credit management, and ongoing cost reductions. CEO Nitin Mhatre emphasized, 'Our rigorous expense optimization initiatives continue to drive expenses lower,' pointing to broad-based reductions across operating lines. The bank's improved asset quality, highlighted by nonperforming loans at their lowest level in two decades, also played a role. Management noted that the digital deposit initiative gained momentum, helping to diversify funding sources while the sale of nonstrategic loan portfolios further reduced risk exposure. Looking ahead, Berkshire Hills Bancorp's guidance is shaped by the pending merger with Brookline Bancorp and an uncertain economic environment, particularly around tariffs and policy volatility. Management is focused on maintaining expense discipline, digital deposit growth, and employee retention, while actively monitoring potential impacts from macroeconomic headwinds. CEO Nitin Mhatre cautioned, 'It's still very early, and the fluidity of the news from Washington makes it difficult to predict the potential outcomes at this point,' but reiterated the company's readiness to adapt strategy as needed. Integration planning for the merger is on track, with regulatory and shareholder approvals targeted in the coming quarters. Management identified disciplined expense control, deposit growth from digital channels, and balance sheet de-risking as core contributors to the quarter's performance and future positioning. Expense discipline delivers leverage: The ongoing focus on cost optimization led to a 4% decline in operating expenses from the prior quarter and an 11% improvement in positive operating leverage year-over-year. Management cited this as key to margin expansion and earnings resilience. Digital deposit initiative gains traction: The bank's recently launched digital deposit platform delivered $75 million in new deposits, with about 20% of new client relationships now sourced through digital channels. Management views these channels as critical for future growth and competitive positioning. Balance sheet de-risking completed: The sale of the remaining Upstart loan book and reduction of nonstrategic runoff portfolios by 76% year-over-year lowered risk exposure and improved asset quality. The company now holds loss reserves at about 500% of total nonperforming loans. Asset quality at historic strength: Net charge-offs remained below long-term averages, and nonperforming loans as a percentage of total loans reached their lowest level in nearly twenty years. Management credits a collaborative risk culture for this improvement. Merger integration moves forward: Work on the merger of equals with Brookline Bancorp is proceeding on or ahead of schedule. Regulatory applications have been filed, and shareholder approval is targeted for the next quarter, with management expecting meaningful profitability improvements from the combined entity. Berkshire Hills Bancorp's outlook centers on merger execution, navigating economic uncertainty, and extending digital initiatives to drive efficiency and growth. Merger with Brookline Bancorp: The pending combination is expected to improve scale and profitability, with management highlighting estimated 23% accretion to consensus earnings in 2026. Integration efforts are focused on retention of key employees and maintaining operational stability through the transition period. Expense management focus: The company plans to sustain expense discipline, aiming to keep operating costs stable despite inflationary pressures and integration costs. CFO Brett Brbovic indicated that the current expense run rate should remain consistent as merger planning continues. Economic and policy headwinds: Management remains cautious around the broader economic environment, noting that client behavior is mixed, with some commercial customers increasing inventories and others holding back. Tariffs and policy changes could impact loan demand and deposit flows, prompting close monitoring and readiness to adapt strategy. In the upcoming quarters, the StockStory team will be monitoring (1) progress on the Brookline Bancorp merger, especially regulatory and shareholder approvals; (2) continued growth in digital deposit channels and the impact on funding mix; and (3) the company's ability to preserve asset quality and expense discipline amid economic and policy fluctuations. Successful integration and adaptation to external headwinds will be key signposts. Berkshire Hills Bancorp currently trades at $24.62, up from $24.29 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

LZB Q1 Deep Dive: Retail Expansion and Supply Chain Initiatives Shape Outlook
LZB Q1 Deep Dive: Retail Expansion and Supply Chain Initiatives Shape Outlook

Yahoo

time20-06-2025

  • Business
  • Yahoo

LZB Q1 Deep Dive: Retail Expansion and Supply Chain Initiatives Shape Outlook

Furniture company La-Z-Boy (NYSE:LZB) reported Q1 CY2025 results topping the market's revenue expectations , with sales up 3.1% year on year to $570.9 million. The company expects next quarter's revenue to be around $500 million, close to analysts' estimates. Its non-GAAP profit of $0.92 per share was 1.1% below analysts' consensus estimates. Is now the time to buy LZB? Find out in our full research report (it's free). Revenue: $570.9 million vs analyst estimates of $558.6 million (3.1% year-on-year growth, 2.2% beat) Adjusted EPS: $0.92 vs analyst expectations of $0.93 (1.1% miss) Revenue Guidance for Q2 CY2025 is $500 million at the midpoint, roughly in line with what analysts were expecting Operating Margin: 5.2%, down from 9.1% in the same quarter last year Market Capitalization: $1.56 billion La-Z-Boy's first quarter delivered sales growth amid a challenging consumer environment, with management highlighting the benefits of new store openings and acquisitions, particularly in the Retail segment. CEO Melinda Whittington credited the company's 'vertically integrated model and agile supply chain' for enabling continued growth despite persistent economic and industry volatility. Management noted that while company-owned store sales rose, same-store sales declined, reflecting broader consumer caution. The quarter's performance was further shaped by targeted pricing actions and swift operational responses to supply chain disruptions, including storm-related factory damage. CFO Taylor Luebke emphasized that improved sourcing and lower input costs helped offset tariff impacts and cost pressures. Looking forward, La-Z-Boy's outlook is anchored by ongoing expansion of its direct-to-consumer retail footprint and a multiyear project to redesign its distribution and home delivery network. Management anticipates that continued consumer uncertainty will weigh on near-term demand, particularly impacting the Joybird online channel, but expects long-term benefits from operational investments and a refreshed brand identity. Whittington described the upcoming distribution redesign as key to supporting growth, saying it will 'cut time out of the system and less miles on product as well.' The company remains focused on agility in responding to trade policy shifts and cost inflation while maintaining prudent investment in both new stores and supply chain capabilities. Management attributed the quarter's performance to retail network growth, improved supply chain execution, and targeted pricing actions to mitigate tariff and cost pressures. Retail network expansion: New store openings and acquisitions in the company-owned Retail segment drove growth, with 11 new stores and 7 acquisitions completed over the past year. Management emphasized that direct ownership allows La-Z-Boy to control the end-to-end consumer experience and collect valuable customer insights, supporting its Century Vision strategy. Supply chain agility: The company's predominantly U.S.-based manufacturing footprint and Mexican cut-and-sew facilities allowed it to minimize tariff exposure and maintain speed to market. Management cited its quick recovery from a storm-damaged Arkansas facility as evidence of operational resilience, with only a one-week production loss. Joybird channel divergence: While physical Joybird stores showed relative strength, online sales for this segment declined. Management attributed this to greater macroeconomic sensitivity among Joybird's younger, urban customer base and is adjusting store growth plans accordingly, with 3–4 new stores planned for the coming year. Margin management: Adjusted operating margins were supported by lower input costs and improved sourcing, but offset by higher fixed costs from new store openings and incremental tariff expenses. CFO Luebke noted that continued investment in distribution redesign is expected to provide further margin benefits over time. Brand strategy evolution: La-Z-Boy is set to launch a refreshed brand identity, with updated look and tone to increase relevance in digital channels. This is part of a broader effort to modernize the brand and reach new audiences, building on the success of its 'Long Live the Lazy' campaign. La-Z-Boy's outlook is shaped by a cautious consumer environment, continued investment in retail and supply chain, and efforts to manage industry-wide cost pressures. Distribution network overhaul: The multiyear redesign of La-Z-Boy's distribution and home delivery system is expected to drive efficiency gains, reduce warehouse overhead, and improve delivery times. Management believes this project is essential for reaching long-term double-digit wholesale margins and supporting a growing retail footprint. Tariff and trade policy management: The company is actively monitoring global trade developments and leveraging its U.S.-centric supply chain to mitigate new tariffs. Targeted, nominal pricing actions and inventory strategies are in place to offset cost impacts, but management remains cautious about potential effects on consumer demand. Retail expansion and brand refresh: Continued investment in new company-owned stores and the upcoming brand identity update are central to management's growth strategy. The ability to control the in-store experience and adapt marketing for digital audiences is seen as key to gaining share in a fragmented market, though higher fixed costs and cautious consumers may present near-term challenges. In the coming quarters, the StockStory team will be watching (1) the pace and effectiveness of La-Z-Boy's distribution network redesign, (2) ongoing performance of new and acquired company-owned stores, and (3) the impact of the brand refresh on customer engagement and sales trends. Additionally, developments in tariff policy and the trajectory of consumer demand will be pivotal in assessing the company's execution against its Century Vision strategy. La-Z-Boy currently trades at $38.19, down from $38.79 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

MDLZ Q1 Deep Dive: Cocoa Inflation Drives Pricing Actions, U.S. Demand Remains Soft
MDLZ Q1 Deep Dive: Cocoa Inflation Drives Pricing Actions, U.S. Demand Remains Soft

Yahoo

time18-06-2025

  • Business
  • Yahoo

MDLZ Q1 Deep Dive: Cocoa Inflation Drives Pricing Actions, U.S. Demand Remains Soft

Packaged snacks company Mondelez (NASDAQ:MDLZ) met Wall Street's revenue expectations in Q1 CY2025, but sales were flat year on year at $9.31 billion. Its non-GAAP profit of $0.74 per share was 12.2% above analysts' consensus estimates. Is now the time to buy MDLZ? Find out in our full research report (it's free). Revenue: $9.31 billion vs analyst estimates of $9.31 billion (flat year on year, in line) Adjusted EPS: $0.74 vs analyst estimates of $0.66 (12.2% beat) Adjusted EBITDA: $1.7 billion vs analyst estimates of $1.54 billion (18.2% margin, 10.6% beat) Operating Margin: 7.3%, down from 29.4% in the same quarter last year Organic Revenue rose 3.1% year on year (4.2% in the same quarter last year) Sales Volumes fell 3.5% year on year (-2.1% in the same quarter last year) Market Capitalization: $85.91 billion Mondelez's first quarter was marked by stable sales and a notable profit outperformance, leading to a positive market reaction. Management attributed the quarter's results to effective pricing strategies in response to record cocoa costs, especially within its chocolate segment. CEO Dirk Van de Put explained, 'Our top line grew 3.1% behind strong pricing execution across our chocolate business due to unprecedented input costs for cocoa.' The quarter also saw continued brand loyalty, particularly for core products like Oreo and Cadbury, despite economic pressures causing U.S. consumers to shift toward value-oriented purchases. Looking ahead, Mondelez expects ongoing macroeconomic uncertainty and elevated commodity costs to shape its performance. Management pointed to further pricing actions, product innovation, and targeted activations as key levers for growth, especially in Europe and emerging markets. CFO Luca Zaramella emphasized that 'pricing across the board, whether it is chocolate in developed and emerging markets or biscuits in emerging markets, is absolutely on track,' but cautioned that U.S. consumer confidence is unlikely to rebound quickly. The company plans to maintain agility in its strategy, focusing on both cost discipline and reinvestment should commodity pressures ease. Management cited strong pricing execution in chocolate, continued investment in brand and product innovation, and mixed geographic consumer sentiment as primary factors shaping the quarter's results and ongoing strategy. Cocoa-driven pricing actions: Mondelez implemented significant price increases in its chocolate segment to offset record cocoa costs, with management emphasizing minimal disruption and elasticities in line with expectations. The pricing strategy included tiered pack sizes and protected entry-level price points in key markets. Volume declines from elasticity and destocking: The company experienced a 3.5% volume decline, driven by consumer sensitivity to higher prices, retailer inventory reductions in North America, and seasonal timing shifts related to Easter. Management noted that U.S. biscuit volumes faced additional pressure from lower consumption and value-seeking behavior. Emerging market performance varies: While China and Brazil delivered strong results, India and Southeast Asia saw softer demand due to economic uncertainty and inflation. Management expects emerging markets to accelerate in the second half of the year through distribution gains and targeted promotions. Brand and product innovation: Mondelez launched several notable activations, including Oreo's partnership with Post Malone and the Cadbury Dairy Milk Biscoff bar. These initiatives are part of a broader effort to maintain consumer interest and drive share gains despite external pressures. Agility in cost management: The company delivered ahead-of-schedule productivity improvements, particularly in procurement, and opportunistically secured better input pricing for some commodities. Management indicated that any future margin upside from easing cocoa costs would likely be reinvested to support long-term brand health. Mondelez's outlook is guided by ongoing pricing initiatives, cost discipline, and a focus on adapting to shifting consumer sentiment across regions. Sustained pricing and RGM strategy: Management reiterated its commitment to a revenue growth management (RGM) approach—offering a range of pack sizes and price points tailored to regional consumer needs. The company expects continued pricing actions to offset commodity pressures, with elasticity and consumer response closely monitored, especially in Europe and emerging markets. Consumer confidence and U.S. demand: Mondelez remains cautious about U.S. consumer sentiment, noting ongoing value-seeking behaviors and lower frequency of snacking purchases. Management does not anticipate a near-term rebound in U.S. demand, and plans to focus on affordable formats, promotional activations, and multi-pack offerings to stabilize share and volumes. Potential margin reinvestment: Should cocoa prices moderate, management intends to reinvest some of the resulting margin improvement into brand support and innovation, rather than prioritizing short-term profit gains. This approach is designed to ensure long-term competitiveness and sustained category health. In the quarters ahead, the StockStory team will be watching (1) how effectively Mondelez sustains its pricing strategy while managing elasticity and consumer pushback, (2) whether volume trends in the U.S. biscuit and chocolate segments stabilize as retailer destocking subsides, and (3) acceleration in emerging market growth, particularly in India and China. The outcome of cocoa price movements and any resulting adjustments to reinvestment priorities will also be key indicators for the company's trajectory. Mondelez currently trades at $66.41, up from $65.58 just before the earnings. Is there an opportunity in the stock?Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

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