General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
| Revenue (TTM) | $18.42B |
| Gross Profit (TTM) | $6.22B |
| EBITDA | $3.45B |
| Operating Margin | 19.20% |
| Return on Equity | -1.03% |
| Return on Assets | 5.74% |
| Revenue/Share (TTM) | $34.27 |
| Book Value | $10.35 |
| Price-to-Book | 2.72 |
| Price-to-Sales (TTM) | 1.05 |
| EV/Revenue | 1.82 |
| EV/EBITDA | 21.92 |
| Quarterly Earnings Growth (YoY) | -14.50% |
| Quarterly Revenue Growth (YoY) | 2.20% |
| Shares Outstanding | $533.71M |
| Float | $590.26M |
| % Insiders | 0.32% |
| % Institutions | 90.83% |
Volatility is currently expanding
One of America's biggest inflation stories has quietly reversed. Wholesale egg prices have fallen back to levels not seen since before the bird flu-driven supply crunch, as inventories rebuild and production normalizes.
General Mills remains a buy, with recent results suggesting potential for a durable rally despite ongoing headwinds from private label competition. GIS faces margin pressure as it prioritizes value and lower prices to retain price-sensitive consumers while exploring innovation and health-focused products for differentiation. Valuation is attractive, with a non-GAAP P/E of 10.58 and a 6.5% dividend yield, though dividend safety is a concern amid a tough economic environment.
Both iconic brands are trading near their respective 52-week lows, prompting some investors to wonder whether the recent weakness has created an attractive buying opportunity.
John Rogers Jr.
Long in the making, General Mills' NYSE: GIS stock price bottom was reached in early 2026, and a price recovery lies ahead. Driven by portfolio repositioning and cost-cutting efforts, the multiyear downtrend in the stock price has put this market at a deep value, below 10x trailing earnings, setting it up not only for growth-supported share price appreciation but also for price-multiple expansion.
General Mills frames fiscal 2026 as a reset, shifting from pricing to innovation while targeting $3B in cost savings to fund growth and protect margins.
General Mills is offsetting sluggish sales by improving its operating cost structure. Management is targeting $3 billion in savings by 2030.
“Cat growth is on fire,” one executive said.
GIS fourth-quarter earnings beat estimates as sales rose 1%, margins expanded and organic sales stayed flat, supported by profit growth.
General Mills, Inc. (GIS) Q4 2026 Earnings Call Transcript
