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TickerTalks›$GIS
GIGIS

General Mills, Inc.

$GIS·$20B·Packaged Foods·Consumer Defensive
$39.20+0.7%YTD-22.1%1Y-21.1%
Mentions · last 7 days
2026-08-07: 5 posts2026-08-08: 2 posts2026-08-09: 3 posts2026-08-10: 9 posts2026-08-11: 10 posts2026-08-12: 9 posts2026-08-13: 10 posts48+15%
Price updated 6h ago·X counts updated 1d ago
GIGIS
$GISGeneral Mills, Inc.
$39.20+0.75%48 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $GIS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-14

The move has stalled — likely just drifts unless something new shows up.

General Mills at 8.8x TTM PE with 8.6% FCF yield and 5%+ dividend — the classic "boring but well-performing" defensive down 22% YTD.

General Mills is the diversified packaged-foods incumbent — Cheerios, Pillsbury, Nature Valley, Blue Buffalo pet, and other legacy US brands. The 2026 story is about whether continued organic-revenue weakness overwhelms the specific value-plus-durable-cash-flow characteristics.

  • The Q3 mechanics show ongoing weakness: revenue of $4.44B declined -8.4% YoY at a 31% gross margin and 12% operating margin, EPS of $0.57 missed consensus of $0.73, though full-year Q4 numbers were somewhat better ($0.95 vs $0.80 est) — for a business at just 8.8x TTM PE and 1.05x sales with a 8.6% FCF yield, that's the specific extreme-value setup where mechanical stability supports a stalled-with-downward-bias trajectory.
  • The dividend anchor is the specific structural point: 5%+ dividend yield plus consensus FY26 EPS of $3.40 puts the forward at ~11x on numbers that if they hold support the durable-defensive framing — that's the specific income-focused-portfolio anchor that provides the downside cushion during broader consumer-staples weakness.
  • The tape confirms the stall: shares sit at just the 37th percentile of the 52-week range, +8.6% vs the 50-day but -3.8% vs the 200-day, down 22% YTD — that's the specific pattern of a name where the tape reflects the specific consumer-staples-multiple-compression event ongoing, and the daily buy signal referenced with June-built positions at $30 is the specific value-hunt signal at the current level.

What breaks the stall upward is the Sept 23 print confirming organic revenue trajectory stabilizes plus specific commentary on Blue Buffalo pet segment growth; what deepens the stall is another organic-revenue-decline quarter combined with a specific brand-share loss to private-label or a further consumer-staples-multiple-compression event.

Agrees with X sentimentThe mixed X read is honest — the bulls' boring-but-well-performing-dividend framing, core positions built in the $30 range in June validating on a daily buy signal, and household-brand moat (Cheerios, Pillsbury) framing are real; the bears' food-stocks-with-inflated-assets-high-debt-weak-brand-loyalty-fragile-rather-than-defensive counter is also fair. Both are working from real facts.

What to watch: Sept 23 Q1 FY27 earnings — organic revenue trajectory, Blue Buffalo pet segment growth, and any brand-share commentary vs private-label. A brand-share loss or continued organic-revenue decline is what deepens the stall.

On the calendar: 2026-09-23 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment7 posts analyzed · as of 2026-07-23

General Mills is being described as a boring but well-performing dividend name that highlights the case for portfolio diversification, with core positions built in the $30 range in June now validating on a daily buy signal. Contributors argue household brands like Cheerios and Pillsbury create a durable moat backed by steady staples volumes. Bears push back that food stocks with inflated assets, high debt, and weak brand loyalty are fragile rather than defensive.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — 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..

What this means for $GIS

Partial — Global consumer food company selling cereals, yogurt, snacks, and pet food under brands including Cheerios, Yoplait, and Blue Buffalo; partial earnings exposure to packaged foods demand dynamics through its product portfolio.

Industry benchmark

16-name peer basket
+15.2%YTD
+17.6%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 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%
Q2 2025Sep 17, 2025$0.86$0.82+5.1%
Next earningsWed, Sep 23·consensus EPS $0.73

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 13 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$17.8B$17.5B – $18.1B$3.08$3.01 – $3.1312
FY28$18.1B$18.0B – $18.1B$3.25$2.84 – $3.6112
FY28$17.9B$17.6B – $18.3B$3.21$3.15 – $3.3312
FY29$18.2B$18.0B – $18.3B$3.32$3.18 – $3.463
FY29$18.2B$17.6B – $18.7B$3.39$3.30 – $3.5310
FY30$18.1B$17.7B – $18.6B$3.28$3.19 – $3.412
FY30$18.3B$17.9B – $18.6B$3.30$3.21 – $3.375

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.0.6×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.38%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.+8.9%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.-3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 530.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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-0.055-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.

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
+ 67 other (41 awards · 25 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
3New insider — initial holdingsMar 243
+ 12 other (3 13Gs · 2 earnings 8-Ks · 1 PRE 14A · 1 10-K) in window

Recent news

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

General Mills Is Struggling, But If You Believe In The Turnaround It Is The Right Time To Buyseekingalpha.com·5d agoCostco vs. General Mills: Comparing Revenue Trends Between These Consumer Staples Companiesfool.com·5d agoGeneral Mills (GIS) Down 3.1% Since Last Earnings Report: Can It Rebound?zacks.com·15d agoWant Over $1,100 in Annual Dividends? Invest $6,000 in These 3 High-Yielding Stocksfool.com·17d ago49,686 Shares in General Mills, Inc. $GIS Bought by Delta Global Management LPdefenseworld.net·19d ago

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Voices on X · last 7 days

No standout posts about $GIS on X in the last 7 days.

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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