| Stage | MELI | % of rev | MDLZ | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $10.2B | 100.00% | $10.0B | 100.00% | MELI ×1.02 |
| Gross profit | $2.9B | 28.35% | $3.9B | 39.37% | MDLZ +11.0pp |
| Operating income | $683M | 6.72% | $1.8B | 17.64% | MDLZ +10.9pp |
| Pre-tax income | $606M | 5.96% | $1.7B | 17.27% | MDLZ +11.3pp |
| Net income | $466M | 4.58% | $1.3B | 13.12% | MDLZ +8.5pp |
| Stage | MELI | MDLZ | Gap · A − B |
|---|---|---|---|
| Revenue | $10.2B100.00% | $10.0B100.00% | MELI ×1.02 |
| Gross profit | 28.35%$2.9B | 39.37%$3.9B | MDLZ +11.0pp |
| Operating income | 6.72%$683M | 17.64%$1.8B | MDLZ +10.9pp |
| Pre-tax income | 5.96%$606M | 17.27%$1.7B | MDLZ +11.3pp |
| Net income |
| 4.58%$466M |
| 13.12%$1.3B |
| MDLZ +8.5pp |
No disclosed counterparties: MDLZ.
None