Mondelez and Campbell Soup are currently in a deadlock over the sale of the soup company’s Arnott’s cookie brands, one of Mondelez’s international businesses.
Recently, the Oreo's owner had submitted a final bid for Campbell’s international businesses, including Arnott’s. But the bid was modestly below Campbell’s price expectation of $3 billion, resulting in an impasse.
Arnott’s has the interest of some other buyers like KKR, a consortium backed by private equity firm. It is undisclosed what price the private equity firm has offered to buy Arnott, but it is known that they pay less for acquisitions than corporate buyers.
The impasse has put Campbell in an awkward situation, as it may either have to sell Arnott’s below its desired price or abandon the sales process altogether. Last year,Campbell had already put the unit up for sale to help pay down its debt following its $6.2-billion purchase of pretzel and chip company Snyder’s-Lance.
The deadlock also beckons the question of whether the two companies are better off separate than together.
The impasse also poses bigger challenges for the food industry as a number of big brands like Kraft Heinz (KHC), Kellogg (K) and General Mills (GIS) are now focussing on smaller investments on nimbler brands than pay big premiums. Mendelez recently bought premium cookie brand Tate’s Bake Shop for $500 million. Frito-Lay-owner PepsiCo likewise has made small add-ons, recently buying apple chips maker Bare Foods for less than $200 million.
The Aroon Indicator for MDLZ entered a downward trend on September 09, 2025. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 218 similar instances where the Aroon Indicator formed such a pattern. In of the 218 cases the stock moved lower. This puts the odds of a downward move at .
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MDLZ declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where MDLZ's RSI Indicator exited the oversold zone, of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Momentum Indicator moved above the 0 level on September 09, 2025. You may want to consider a long position or call options on MDLZ as a result. In of 92 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for MDLZ just turned positive on August 20, 2025. Looking at past instances where MDLZ's MACD turned positive, the stock continued to rise in of 43 cases over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where MDLZ advanced for three days, in of 321 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.104) is normal, around the industry mean (3.008). P/E Ratio (23.015) is within average values for comparable stocks, (25.933). Projected Growth (PEG Ratio) (4.840) is also within normal values, averaging (8.189). Dividend Yield (0.030) settles around the average of (0.029) among similar stocks. P/S Ratio (2.238) is also within normal values, averaging (2.099).
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 84, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. MDLZ’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a manufacturer of packaged food products
Industry FoodSpecialtyCandy