Stockchase Insights
General Mills
GIS-N
PARTIAL BUY
Jun 30, 2025
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
At 13X forward earnings for a staples company and with a long-term outlook, we think an investor will do fine with General Mills (GIS). However, there is not much growth at the business currently and we think an investor can wait a bit for some better positive momentum before getting too serious with with a name like this. Unlock Premium - Try 5i Free
Their outlook is dimming as the wider economy weakens, and they're shifting to more value-oriented products for pets. He thought pet food was a more reliable product category but now this is can be slippery.
They report Wednesday; can they turn things around after sales faltered last quarter? Their high-end pet food business has stalled and Zoetis revealed that pet spending is slowing.
It reports Wednesday. He suspects shares have been out of fears of the new weight-loss drugs eating into their snack-food sales. That said, every package food company that has reported has reported no slowdown, and those stocks rallied. GIS also had a good pet food business.
They report Wednesday. They just sold their North American yogurt business for $2.1 billion, while their snacks and pet food visions are strong. The stock is a bargain now.
Was upgraded today based on accelerating pet food sales. It reports Wednesday. He thinks that the incoming Health & Human Services Secretary, Robert Kennedy, will promote healthy eating, which clashes with GM's money-making sugary cereals.
They make hugely popular cereals, very sugary, and so they could be a target of RFK Jr.'s health department. It yields 4.5%, the same as the 10-year T-bond, but that's still not enough to offset regulatory risk.
At 13X forward earnings for a staples company and with a long-term outlook, we think an investor will do fine with General Mills (GIS). However, there is not much growth at the business currently and we think an investor can wait a bit for some better positive momentum before getting too serious with with a name like this.
Unlock Premium - Try 5i Free