Professional
Added to YB: 2026-04-16
Pitch date: 2026-04-14
GIS [bullish]
General Mills, Inc.
-2.47%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
General Mills, Inc. manufactures and markets branded consumer foods in the United States and internationally.
Market Cap
$17.9B
Pitch Price
$34.75
Price Target
N/A
Dividend
7.26%
EV/EBITDA
9.05
P/E
8.26
EV/Sales
1.69
Sector
Food Products
Category
value
Capitulation in packaged food consumer staples? - General Mills, Inc.
GIS (added to position): Down to historical lows (8.7x P/E, ~10% FCF yield) on SNAP cuts & private label fears, but cereal demand growing +$5B by 2031. GIS holds 31% NA market share w/ iconic brands (Cheerios). 95% domestic sourcing limits tariff risk. Input commodity costs low. Bought back 41M shares. 127yr dividend streak. Up 126% 2018-23 off similar valuation trough.
Read full article (4 min)