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Bear of the Day: General Mills (GIS)

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General Mills (GIS - Free Report) is a global manufacturer and marketer of branded consumer foods sold through retail stores.

Its principal product categories include ready-to-eat cereals, convenient meals, snacks, yogurt, super-premium ice creams, baking mixes and ingredients, and more. Analysts have taken a bearish stance on the company’s outlook, landing it into a Zack Rank #5 (Strong Sell).

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Let’s take a closer look at the company.

GIS Shares Face Pressure

GIS shares have faced consistent selling pressure over the last year, down 26% compared to the S&P 500’s impressive 17% gain. Quarterly results haven’t been enough to boost performance, despite GIS regularly exceeding consensus EPS expectations over recent years.

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Organic net sales were down 3% year-over-year in its latest period, driven by lower volumes and an unfavorable price mix. The company’s profitability has also taken a notable hit, with its gross margin falling 340 basis points to 32.4% throughout the above-mentioned quarter.

The profitability hit is certainly notable, helping explain the poor share performance and downward revisions. Operating profit of $504 million fell 35% year-over-year. Still, CEO Jeff Harmening remains positive, stating –

“With a clear framework centered on remarkability and positive early returns from our Q4 investments, I’m confident our fiscal 2026 plans will put us on a path back to driving long-term growth in line with our shareholder return model.”

The company’s next release is slated for mid-September, with sales revisions also showing a similarly bearish nature as the EPS outlook.

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Image Source: Zacks Investment Research

Bottom Line

Negative earnings estimate revisions paint a challenging picture for the company’s shares in the near term.

General Mills (GIS - Free Report) is a Zacks Rank #5 (Strong Sell), indicating that analysts have taken a bearish stance on the company’s earnings outlook.

For those seeking strong stocks, the best idea would be to focus on stocks with a Zacks Rank #1 (Strong Buy) or a Zacks Rank #2 (Buy) – these stocks sport a notably stronger earnings outlook paired with the potential to deliver explosive gains in the near term.


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