Big Call Screening: Mondelez, Pepsi, Adidas, McDonald´s

With a very constructive price action, Mondelez (MDLZ) is currently making a strong impression. The chocolate and snack specialist is well-equipped to leverage its superior pricing power in the current inflationary market environment thanks to its diverse core brand portfolio. As the cost pressure on the raw material side has significantly eased recently, Mondelez should be able to sustainably improve its margins in the medium term. Consumer staples stocks remain attractive given the still challenging market environment. In this context, Pepsi...