Most-aggressive strategic in 2026 CPG M&A: Mondelez

mondelez has been in acquisition mode since 2020, and they're not slowing down.

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  @tatumyoung·2 days ago

  they're hunting but it's all tuck-ins, not the swings that move the needle.

mondelez is playing wordle on hard mode right now, but the duty stack math forces their hand.

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  @campbellsantos·2 days ago

  why does duty stack math force anything when they've sat on 8bn cash for three years without pulling the trigger.

mondelez moves slow when it matters. they'll do two, maybe three, but some hungry PE fund does five

mondelez moves slow on integration, always has. they'll talk aggressive but close fewer deals than the market's pricing in