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GIGIS

General Mills, Inc.

$GIS·$19B·Packaged Foods·Consumer Defensive
$35.11-3.5%YTD-21.7%1Y-29.8%
Mentions · last 7 days
2026-06-22: 29 posts2026-06-23: 20 posts2026-06-24: 20 posts2026-06-25: 5 posts2026-06-26: 44 posts2026-06-27: 191 posts2026-06-28: 36 posts345
Price updated 11m ago·X counts updated 2d ago
GIGIS
$GISGeneral Mills, Inc.
$35.11-3.49%345 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

General Mills, Inc. functions as a prominent global producer and vendor of well-known consumer food brands. The company structures its widespread operations into five main divisions: North American retail, convenience stores and foodservice providers, Europe and Australia, Asia and Latin America, and a dedicated pet segment. Their broad catalog of products features a diverse range of items for consumers. This includes breakfast cereals, chilled yogurts, various soups, and ready-to-prepare meal kits. The offering also extends to refrigerated and frozen dough items, baking and dessert mixes, flours for culinary use, frozen pizzas and pizza snacks, along with an assortment of snack bars, fruit snacks, savory and grain snacks, and ice cream. For health-conscious consumers, they provide nutrition bars and wellness beverages, in addition to organic frozen and shelf-stable vegetables. Beyond direct consumer sales, General Mills supplies both branded and unbranded food goods to the North American foodservice sector and commercial bakeries. Furthermore, they are a significant participant in the pet food industry, manufacturing a variety of dog and cat food products. The company markets its merchandise under an extensive collection of trademarks, such as: Annie's, Betty Crocker, Bisquick, Blue Buffalo, Blue Basics, Blue Freedom, Bugles, Cascadian Farm, Cheerios, Chex, Cinnamon Toast Crunch, Cocoa Puffs, Cookie Crisp, EPIC, Fiber One, Food Should Taste Good, Fruit by the Foot, Fruit Gushers, Fruit Roll-Ups, Gardetto's, Go-Gurt, Gold Medal, Golden Grahams, Häagen-Dazs, Helpers, Jus-Rol, Kitano, Kix, Lärabar, Latina, Liberté, Lucky Charms, Muir Glen, Nature Valley, Oatmeal Crisp, Old El Paso, Oui, Pillsbury, Progresso, Raisin Nut Bran, Total, Totino's, Trix, Wanchai Ferry, Wheaties, Wilderness, Yoki, and Yoplait. General Mills distributes its products through a vast network, utilizing both direct sales and arrangements with brokers and distributors. Their reach encompasses a wide array of sales points, including traditional grocery stores, large-scale mass merchandisers, membership clubs, natural food retailers, online marketplaces, various commercial and non-commercial foodservice distributors and operators, restaurants, convenience stores, specialized pet stores, as well as drug, dollar, and discount retail chains. Complementing its extensive business, the corporation also oversees 466 leased and 392 franchised ice cream parlors. General Mills, Inc., established in 1866, maintains its corporate headquarters in Minneapolis, Minnesota.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $GIS.

Packaged Foods · Consumer Defensive

Consumer trade-down to private-label and value formats is the structural demand driver — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based ingredients captures the sustainability-driven ingredient sourcing shift. No macro catalyst is driving the branded names.

Industry benchmark

9-name peer basket
+30.1%YTD
+20.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q4 2025Mar 18, 2026$0.64$0.73-12.1%
Q3 2025Dec 17, 2025$1.10$1.03+6.8%
Q2 2025Sep 17, 2025$0.86$0.82+5.1%
Q1 2025Jun 25, 2025$0.74$0.71+4.4%
Next earningsWed, Jul 1·consensus EPS $0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$4.4B-8.4%30.6%12.3%$0.57$295.5M
Q2 FY26$4.9B-7.2%34.8%15.0%$0.78$675.7M
Q1 FY26$4.5B-6.8%33.9%38.2%$2.22$287.5M
Q4 FY25$4.6B-3.3%32.4%11.1%$0.52$391.4M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.4B$18.3B – $18.8B$3.40$3.33 – $3.4412
FY27$17.9B$17.5B – $18.7B$3.12$2.92 – $3.3613
FY28$18.1B$18.0B – $18.1B$3.25$2.84 – $3.6112
FY29$18.2B$18.0B – $18.3B$3.32$3.18 – $3.463
FY30$18.1B$17.7B – $18.6B$3.28$3.19 – $3.412

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 531.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 13Jacqueline Williams-rollChief Human Resources Officer10.0K sh$340KSellMay 12Jacqueline Williams-rollChief Human Resources Officer10.0K sh$343KSellMay 12Ricardo FernandezPresident8.0K sh$276K
+ 20 other (18 awards · 2 inkinds) in window

See when $GIS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change
8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change
424B5Prospectus supplement (offering)Apr 13424B5
424B5Prospectus supplement (offering)Apr 8424B5
424B5Prospectus supplement (offering)Apr 8424B5
3New insider — initial holdingsMar 243
3New insider — initial holdingsJan 293
8-KOfficer or director changeJan 278-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment
+ 10 other (3 13Gs · 1 11-K · 1 CERT · 1 8-A12B) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.marketwatch.com·1d agoGeneral Mills Q4 Earnings Coming Up: What Should Investors Expect?zacks.com·1d agoBreakfast News: What Does Nike Need To Just Do It?fool.com·2d agoWhat Analyst Projections for Key Metrics Reveal About General Mills (GIS) Q4 Earningszacks.com·4d agoReese's Puffs and GloRilla Are Bringing Back the Iconic “Eat ‘Em Up” Rap with New Late-Night Remixbusinesswire.com·5d ago

More in Packaged Foods

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · top 2 · last 7 days

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