General Mills (GIS)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
Research Workspace
Put GIS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskGeneral Mills rests on execution: cost savings must offset falling revenue and sustain free cash flow. Revenue fell 3% year over year in Q1 FY2027, despite an earnings beat. Its 9.7× P/E compares with the 12.5× peer median; expectations look modest versus our view. The risk is weak cash backing, plus execution behind a stated management commitment. Our model puts the next-quarter miss probability near 21%. peer multiples imply a price about 3% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. GIS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering GIS (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for GIS in the last 4 months.
Continue this research
Compare GIS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GIS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put GIS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
New CEO may align with growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $33.32
The last 12 months of price, then the range of analyst 12-month targets from today’s $33.32.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

New CEO may align with growth objectives.

Price target cut indicates potential sales growth challenges.

Advances: Achieve $3 billion cumulative cost savings by fiscal 2030
$750M cost savings support fiscal objectives.

Advances: Maintain free cash flow conversion at least 95%
High free cash flow supports capital allocation objectives.

Threatens: Organic net sales guidance down 1.5% to 2%
Higher costs impact sales growth outlook.

Threatens: Restore volume-driven organic net sales growth
Sales slip indicates challenges in restoring growth.
Advances: Achieve $3 billion cumulative cost savings by fiscal 2030
Cost savings offset volume challenges.
