General Mills, Inc. ( GIS ) has failed to meet expectations per the company’s last quarterly report, and investors have (arguably rightly) been pulling out. However, I believe we’ve reached the bottom or are at least approaching it. Given this, IMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way ...

PresentationJeff SiemonVice President of Investor Relations & Treasurer Good morning. This is Jeff Siemon, Vice President of Investor Relations and Corporate Finance. Thank you for listening to General Mills prepared remarks for our fiscal 2026 third quarter earnings. Later this morning, we will hold a separate live question-and-answer session on today's results, which you can hear via webcast on our Investor Relations website. Joining me for this morning's presentation are Jeff Harmening, our Chairman and ...

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...

Diamond Hill Capital, an investment management company, released its “Mid Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fourth quarter posted another period of favorable gains for equity markets, with small and large cap positions being stronger performers, returning 2.19% and 2.41%. While the mid-cap range was a relative laggard, with the Russell Mid Cap Index returning 0.16%. The Strategy returned 3.65% (net) in Q4, compared to 0.16% return for the Russell ...

General Mills, Inc. (NYSE:GIS) is one of Jim Cramer’s latest stock calls as he shared how to navigate Wednesday’s tough tape. Cramer mentioned the stock during the episode and said: I thought that General Mills might bottom on a good quarter, big yield. Sadly, the quarter wasn’t good enough. Management tried to turn minuses into pluses, but the crowd wasn’t buying it, even with that 6.5% yield. A stock market graph. Photo by energepic.com General Mills, Inc. (NYSE:GIS) provides branded foods, includin ...

Key Takeaways GIS to sell Brazil unit to 3coracoes, including Yoki and Kitano, with deal set to close by end-2026.GIS says move supports margin expansion and improves efficiency of its International segment.General Mills has reshaped nearly one-third of its portfolio since fiscal 2018 under the Accelerate strategy.General Mills, Inc. (GIS) continues to actively reshape the business portfolio as part of its long-term growth strategy. In line with this effort, the company recently announced a move to streamli ...

General Mills, Inc. (NYSE:GIS) on Wednesday posted weaker-than-expected quarterly earnings despite slightly topping revenue estimates.The company reported third-quarter adjusted earnings per share of 64 cents, missing the analyst consensus estimate of 73 cents. Quarterly sales of $4.437 billion (down 8% year over year) outpaced the Street view of $4.417 billion."We started the year expecting that our investments, divestitures, and unfavorable timing comparisons would drive declines in our sales and earnings ...

An “improvement” was the operative word for General Mills as it peers into the fourth quarter and new fiscal year financial performance. That was the view of chairman and CEO Jeff Harmening yesterday (18 March) as he reported across across-the-board third-quarter declines in organic sales, volumes, operating profit and EPS at the US food group. Despite his optimism, shares in General Mills dropped 3% to $37.59 as the Pillsbury and Nature Valley brand owner stuck with its forecast the the company will se ...

In response to questions about fiscal 2027, Harmening said the company’s goal is to improve North America Retail (NAR) competitiveness “in dollar terms.” He said fiscal 2026 competitiveness improved “in pound terms” due to pricing actions, and that in fiscal 2027 General Mills plans to rely more on innovation, renovation, and improved marketing returns to drive better dollar sales results while maintaining pound-share performance as much as possible.He added that with “most of the reinvestment phase behind ...