The consumer staples sector is out of favor with investors. I sold my holdings in Clorox and Hormel to capture tax losses, with plans to repurchase them both in early 2026.
General Mills (GIS) is significantly undervalued, trading at ~12.8x FY26 EPS, with a fair value estimate of $62.39, versus ~$47.00 current price. GIS is reshaping its portfolio, aggressively expanding in pet food, and leveraging Blue Buffalo's leadership and acquisitions in fresh dog and cat food. Dividend yield stands at 5.15%, with acceptable safety metrics; payout ratio at 65% and FCF covera...
General Mills is rated a buy, appearing undervalued with a 5.02% forward yield and defensive, recession-resistant positioning. Recent results are distorted by the $2.1B yogurt divestiture and government program cuts; underlying fundamentals remain more stable than GAAP figures suggest. Growth in the pet food division, especially through Blue Buffalo's fresh offerings and the Whitebridge acquisi...
General Mills, Inc. ( GIS ) Q2 2026 Earnings Call December 16, 2025 7:00 PM EST Company Participants Jeff Siemon - Vice President of Investor Relations & Treasurer Jeffrey Harmening - Chairman & CEO Kofi Bruce - Chief Financial Officer Presentation Jeff Siemon Vice President of Investor Relations & Treasurer Good morning. This is Jeff Siemon, Vice President of Investor Relations and Corporate F...
General Mills' stock sold off heavily this year, raising its dividend yield. Shares in Kraft Heinz, despite their chronic underperformance, may deliver stronger gains in the coming year, thanks to an upcoming corporate divestiture.
General Mills remains a Sell as Q2 FY26 results were weak and the outlook signals subpar growth vs. long-term targets. GIS faces persistent headwinds: declining pricing power, volume pressures, and intensifying competition from private-label brands. Balance sheet quality continues to deteriorate, with rising net debt ($13B) and increasing intangible assets heightening the risk of asset write-do...
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