Can MDLZ's Q1 2025 forecast meet expectations?

**Mondelez's Q1 2025 Forecast Faces Challenges**:

1. **Expected EPS and Revenue**: The estimated EPS for Q1 2025 is $0.67, which is slightly below the consensus estimate of $0.68. The projected revenue for the quarter is $9.4 billion, slightly above the analyst expectation of $9.39 billion. However, considering the recent performance and guidance updates, there is a cautious outlook.
2. **Recent Performance and Guidance**: Mondelez reported adjusted EPS of $0.65 for Q4 2024, missing the consensus estimate. The company issued FY 2025 earnings guidance with EPS ranging from $2.90 to $2.90, which is below the consensus estimate of $3.25. This indicates potential challenges in meeting earnings expectations in the upcoming quarter.
3. **Market and Economic Factors**: The company has faced challenges from cocoa cost inflation, which is expected to impact margins and EPS in FY 2025. Additionally, the anticipated decline in adjusted EPS on a constant currency basis for FY 2025 due to cocoa cost inflation suggests that Q1 2025 may also be affected by these inflationary pressures.
4. **Analyst Ratings and Price Target**: Piper Sandler's increased price target to $59 with a Neutral rating suggests a cautious outlook, indicating that while there is potential for growth, especially in the EU pricing, the stock may not be significantly undervalued yet. This suggests that meeting expectations in Q1 2025 could be challenging.

In conclusion, while there are some positive indicators such as the projected revenue slightly above expectations, the overall outlook for MDLZ's Q1 2025 forecast meeting expectations is cautious, given the recent performance, guidance updates, and the impact of economic factors such as cocoa cost inflation.