General Mills: Capital Allocation Gone Bad (Rating Downgrade) (NYSE:GIS)

Company Performance - General Mills, Inc. has experienced a significant decline in stock value, losing nearly one-third of its value over the past 12 months [1] - The consumer staples sector as a whole has not performed well, with the sector ETF remaining roughly flat during the same period [1] Analyst Background - Vladimir Dimitrov, CFA, has a background in strategy consulting, focusing on brand and intangible assets valuation [1] - He has worked with major global brands in technology, telecom, and banking sectors, and holds a degree from the London School of Economics [1] - Dimitrov is interested in identifying reasonably priced businesses that possess sustainable long-term competitive advantages [1]