$MDLZ

Strait of Hormuz closure cuts global LNG supply by a fifth, triggering Europe's second major energy crisis in four years with stark implications for manufacturers and energy firms.

Candy stocks gain spring momentum from Easter and Mother's Day demand, but trade at premium valuations amid cocoa price pressures and tariffs.

Diageo, Campbell's, and Mondelez offer attractive dividend yields and valuations despite sector challenges, presenting compelling income opportunities.

Mondelez trades down 10.6% despite posting 4% organic growth and 18% operating margins, offering a 3.32% yield with high-single-digit dividend growth potential.

Valentine's Day spending projected to hit $29.1B in 2026, up 5.8% from 2025. Jewelry leads categories while pet gifts and expanded gift-giving boost overall consumer spending.