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TickerTalks›$GIS
GIGIS

General Mills, Inc.

$GIS·$18B·Packaged Foods·Consumer Defensive
$33.82+0.7%YTD-27.2%1Y-31.9%
Price updated 3h ago·X counts updated 2d ago
GIGIS
$GISGeneral Mills, Inc.
$33.82+0.65%319 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GIS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

319X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GIS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-07 · top-engagement diverged

There are two conversations. General Mills posts flag an unpretty quarter, horrible guide, and dividend cut in a bifurcating US food sector; BofA lifted PT to $43 (Neutral). Separately Gismondi 1754 posts pitch a 270-year-old Genoa jewelry house growing revenue 21% YoY at a €6M valuation. Split reading.

Read what X is saying about $GIS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GIS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

General Mills at 52-week lows after cutting the dividend and guiding down — cheap on cash flow, but the story is broken.

General Mills is the Cheerios/Yoplait/Betty Crocker packaged-foods conglomerate that took the private-label share loss on the chin all year. The Sept 23 Q1 FY27 print confirmed the tape: soft guide, and a dividend cut that reset the income-crowd thesis.

How this actually looks:

  • The tape is unambiguous: -28% YTD with the stock at 9% of its 52-week range — this isn't a wobble, it's a full multiple compression as the market absorbs the reality that CPG pricing power has thinned meaningfully.
  • Revenue keeps shrinking: Q3 FY26 revenue fell 8.4% YoY and Q2 FY26 was down 7.2% — this is 'private-label taking share while consumers trade down' math, not one-quarter noise.
  • The valuation is genuinely cheap: 8.8x TTM PE and 8.6% FCF yield — an income buyer's setup, but the fresh dividend cut broke the case for the traditional dividend-holder base, so the multiple compression can persist.

The bull path is a private-label peak that lets GIS regain a point or two of category share, plus a cost-out story that expands operating margin. The bear path is another 'unpretty' quarter with more guide cuts. What restarts the tape: a Dec 23 print with organic-volume growth flat or positive, plus a clear cost-savings roadmap.

Agrees with X sentimentThe equity-directed X chatter (unpretty quarter, horrible guide, dividend cut, BofA at $43 Neutral) matches the tape read. The unrelated Gismondi jewelry-house chatter is a different asset and doesn't apply.

What to watch: Dec 23 Q2 FY27 print — organic-volume growth trend and any cost-savings roadmap. Flat-to-positive organic growth is what restarts the tape; another negative print confirms broken.

On the calendar: 2026-12-23 — Q2 FY27 earnings

dividend cut

Read the AI verdict on $GIS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Global consumer food company selling cereals, yogurt, snacks, and pet food under brands including Cheerios, Yoplait, and Blue Buffalo.

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

Volume pressure from GLP-1 drug adoption (users reporting lower appetite and calorie intake) is a structural emerging headwind for snack, confection, and beverage categories. Pricing power from 2021–2023 input cost pass-throughs is normalizing as commodity costs moderate, shifting the growth requirement back to volume — precisely where GLP-1 headwinds are sharpening.

What this means for $GIS

Neutral — Global consumer food company selling cereals, yogurt, snacks, and pet food under brands including Cheerios, Yoplait, and Blue Buffalo.

Industry benchmark

13-name peer basket
+21.3%YTD
+13.8%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
Q2 2026Sep 23, 2026$0.75$0.72+4.6%
Q2 2026Jul 1, 2026$0.95$0.80+19.2%
Q4 2025Mar 18, 2026$0.64$0.73-12.1%
Q3 2025Dec 17, 2025$1.10$1.03+6.8%
Next earningsWed, Dec 23·consensus EPS $0.96

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

10-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.4B$18.3B – $18.8B$3.40$3.33 – $3.4412
FY26$18.4B$18.2B – $18.7B$3.40$3.33 – $3.4412
FY27$17.9B$17.5B – $18.7B$3.12$2.92 – $3.3613
FY27$17.7B$17.5B – $18.0B$3.08$3.00 – $3.1514
FY28$18.1B$18.0B – $18.1B$3.25$2.84 – $3.6112
FY28$17.8B$17.4B – $18.1B$3.16$3.09 – $3.2714
FY29$18.2B$18.0B – $18.3B$3.32$3.18 – $3.463
FY29$18.0B$17.7B – $18.4B$3.33$3.18 – $3.5613
FY30$18.1B$17.7B – $18.6B$3.28$3.19 – $3.412
FY30$18.3B$18.1B – $18.7B$3.43$3.37 – $3.526

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.1.1×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.9%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.-10.5%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.-14.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 68 other (41 awards · 26 inkinds · 1 gift) 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
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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
AI summary

General Mills disclosed an officer or director change with an event date of May 4, 2026 in this 8-K filed May 6, 2026. Body unavailable — the filing excerpt does not capture the specific details of who departed or was appointed; the Item 5.02 narrative was cut off before identifying the individual and the nature of the change. General Mills is the packaged food company behind brands including Cheerios, Betty Crocker, and Pillsbury.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change
AI summary

General Mills disclosed an officer or director change with an event date of May 4, 2026 in this 8-K filed the same day. Body unavailable — the filing excerpt does not capture the specific details of who departed or was appointed; the Item 5.02 narrative was cut off mid-sentence before describing the nature of the change. General Mills is the packaged food company behind brands including Cheerios, Häagen-Dazs, and Pillsbury.

424B5Prospectus supplement (offering)Apr 13424B5
424B5Prospectus supplement (offering)Apr 8424B5
424B5Prospectus supplement (offering)Apr 8424B5
+ 16 other (2 earnings 8-Ks · 2 PX14A6Gs · 2 proxys · 2 13Gs) in window

Recent news

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

General Mills Quarterly Dividend Declaredbusinesswire.com·9h agoYour Safest Dividend Stocks Just Became the Most Dangerous, Cramer Warns247wallst.com·11h agoGeneral Mills Targets $3B in Savings as It Maps Fiscal 2027 Growth Planmarketbeat.com·14h ago3 Beaten-Down Dividend Stocks Wall Street Abandoned That Still Pay You 7%247wallst.com·2d agoGeneral Mills, Inc. (GIS) Q1 2027 Earnings Call Prepared Remarks Transcriptseekingalpha.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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