General Mills faces sustained volume declines across cereal and snacks as GLP-1 adoption and natural channel competition erode legacy brands. Pet food (Blue Buffalo) is the bright spot but cannot offset center-store weakness. International segment struggling with European consumer pressure. Dividend safety intact but earnings algorithm is broken. Defensive premium not warranted.
Thesis reviewed May 29, 2026
General Mills Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπΎAgriculture17REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NTR | Nutrien Ltd. | 24 | +11% | β85% | EARLY |
| DE | Deere & Company | 24 | +6% | β85% | NEUTRAL |
| TSN | Tyson Foods Inc. | 24 | -11% | β85% | AVOID |
| ICL | ICL Group Ltd. | 24 | +14% | β85% | EARLY |
| ANDE | The Andersons, Inc. | 24 | +7% | β85% | NEUTRAL |
| BG | Bunge Global SA | 24 | +12% | β85% | EARLY |
| FMC | FMC Corporation | 24 | -6% | β85% | AVOID |
Investors who hold GIS may also have indirect exposure through these country funds.
GIS Q3 North America Retail volumes down 5%
Cereal category continues secular volume decline
Blue Buffalo growth decelerates as fresh competitors gain share
Estimates Β· Yahoo Finance Β· Not audited figures
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Feb 10, 26 | -20.8% |
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| Tina Smith | Sell | $100kβ$250k | Feb 11, 25 | -39.0% | |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -51.0% |