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.
🇺🇸United States82EXITView United States risk detail →🌾Agriculture20REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ICL | ICL Group Ltd. | 26 | +14% | ↓90% | EARLY |
| ANDE | The Andersons, Inc. | 26 | +7% | ↓90% | NEUTRAL |
| FMC | FMC Corporation | 26 | -6% | ↓90% | AVOID |
| ADM | Archer-Daniels-Midland Company | 26 | +4% | ↓90% | NEUTRAL |
| CF | CF Industries Holdings, Inc. | 26 | +11% | ↓90% | EARLY |
| IPI | Intrepid Potash, Inc. | 26 | +11% | ↓90% | EARLY |
| BG | Bunge Global SA | 26 | +12% | ↓90% | EARLY |
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 · Yahoo Finance · Not audited figures
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[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] LEGISLATIVE HEARING ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON ECONOMIC OPPORTUNITY OF THE COMMITTEE ON VETERANS' AFFAIRS U.S. HOUSE O…
[Senate Hearing 119-35] [From the U.S. Government Publishing Office] S. Hrg. 119-35 HEARING TO CONSIDER PENDING LEGISLATION ======================================================================= HEARING BEFORE THE COMMITTEE ON VETERANS' AFFAIRS UNITED STATES SENATE ONE HUNDRED NINETEENTH …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | Jun 16, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | -20.8% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | -20.9% |
| Tina Smith | Sell | $100k–$250k | Feb 11, 25 | -39.0% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | -51.0% |