Stockchase InsightsGeneral MillsGISPARTIAL BUYJun 30, 2025

Technical pattern very weak. 200-day MA falling for quite some time (since 2023!), price is well below that. Appears to be facing earnings decline of ~8% for next few years.

Not even a value play -- for that, you need a low PE but also some growth.

These consumer names will recover, but doesn't know when. We're in a value trap now where a cheap stock could stay cheaper for longer than we like. Isn't worried about it and sees value in it. Pays a decent dividend.

Tastes are changing. These businesses are very hard. The only consumer staples he owns are COST and KO.

Rising prices in the food prep services industry are seeing a lot of inflation due to higher fertilizer costs (caused by the Iran war), but this is a temporary phase. A good time to buy this.

Inflation is killing them: input costs and food costs too much. They need to sacrifice margins and cut their prices.

They put up weak numbers and shares slid 5% today. Consumer packaged goods are sector to avoid.

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.

Pays a 4% yield and is cheap at these prices. He thinks the health secretary is dead set against the weight-loss drugs, so will benefit GIS.

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 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.

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; 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.

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.