Feed / GIS

General Mills, Inc.

GIS

Consumer Defensive · 35.96 -3.1% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

General Mills, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 13 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company-3.1% todayVolume comparison unavailable
Market group13 of 35 activePackaged Foods & Beverages · inactive
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HELE begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

No new filing conclusion is available. 13 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HELE begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements130
Verified relationships3
Evidence supporting the case
  • Foreign exchange has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Latest annual revenue changed -5.4% year over year.
  • Operating margin changed -12.2 percentage points in the latest annual period.
  • Net margin changed -12.3 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

35.96
6m-11.6%12m-28.6%24m-51.7%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-05-29$19.0B+4.8%$4.42-1.0%
2023-05-28$20.1B+5.8%$4.31-1.9%
2024-05-26$19.9B-1.2%$4.31-3.6%
2025-05-25$19.5B-1.9%$4.10-3.8%
2026-05-31$18.4B-5.4%$-0.16-3.6%

What management says matters

Persistent and emerging business drivers

Foreign exchangepositive · 4 filings
International net sales increased 6 percent in the nine-month period ended February 22, 2026 , compared to the same period in fiscal 2025 , driven by favorable foreign currency exchange impacts, an increase in contributions from volume growth, and favorable n…
10-Q · Mar 18, 2026
Input and raw-material costsmixed · 4 filings
Segment operating profit decreased 15 percent to $232 million in the nine-month period ended February 22, 2026 , including the impact from the Divestitures, compared to $272 million in the same period in fiscal 2025 , primarily driven by a decrease in contrib…
10-Q · Mar 18, 2026
Restructuring and cost reductionsnegative · 4 filings
As a result of lower future sales and profitability projections for the business supporting our Uncle Toby’s brand intangible asset, we determined that the fair value of the brand intangible asset was less than its book value and recorded a $53 million non-ca…
10-Q · Mar 18, 2026
Demand and volumemixed · 1 filings
Due to the offsetting impact of these demand trends, as well as the different seasons in the northern and southern hemispheres, our International segment’s net sales are generally evenly balanced throughout the year.
10-K · Jun 26, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.96-3.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GIS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GIS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GIS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

WMT22.0% of GIScustomerJul 1, 2026

During fiscal 2026 , Walmart Inc.

Depended on by

DRIDarden Restaurants, Inc.investeeJul 18, 2025

We were acquired by General Mills, Inc.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GIS is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.