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General Mills, Inc. (GIS) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5High Confidence

Consumer Defensive · Packaged Foods

Sell if holding. At $35.08, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.2): -1.5; Thin upside margin: 4.1%.

General Mills is a global manufacturer and marketer of branded consumer foods with 100+ brands in 100 countries, operating through four segments: North America Retail, International, North America Pet, and North America Foodservice. Walmart represented 22% of consolidated net... Read more

$35.08+4.1% A.UpsideScore 4.9/10#22 of 26 Packaged Foods
Stop $33.55Target $36.52(analyst − 10%)A.R:R 0.8:1
Analyst target$40.58+15.7%19 analysts
$36.52our TP
$35.08price
$40.58mean
$32
$57

Sell if holding. At $35.08, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.2): -1.5; Thin upside margin: 4.1%. Chart setup: Death cross but MACD improving, RSI 45. Score 4.9/10, high confidence.

Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 55d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.

Thesis

Rewards
Attractive valuation
Margin of safety: 44%
Risks
Thin upside margin: 4.1%
Leverage penalty (D/E 2.2): -1.5
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)8.4
P/E (Fwd)10.5
Mkt Cap$18.4B
EV/EBITDA6.4
Profit Mgn12.1%
ROE23.6%
Rev Growth2.2%
Beta0.00
Dividend7.08%
Rating analysts28

Quality Signals

Piotroski F6/9

Options Flow

P/C0.26bullish
IV39%normal
Max Pain$23-35.9% vs spot

Concentration Risks(10-K Item 1A)

  • LOWCustomerWalmart22%
    10-K Item 1A: 'In fiscal 2025, Walmart accounted for 22 percent of our consolidated net sales and 31 percent of net sales of our North America Retail segment.'

Material Events(8-K, last 90d)

  • 2026-01-27Item 5.02LOW
    Joan L. Bottarini appointed to General Mills Board of Directors on January 26, 2026, as an independent director. Assigned to Audit and Compensation and Talent Committees. Board size increased to twelve directors. No departure cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.0
Revenue Growth
3.0
GatesMomentum 4.0<4.5A.R:R 0.8 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 55d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
45 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $34.04Resistance $37.28

Price Targets

$34
$37
A.Upside+4.1%
A.R:R0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 4.0/10 — below 4.5 minimum
! Reward/Risk 0.8:1 at current price — below 1.5:1 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-06-24 (55d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is GIS stock a buy right now?

Sell if holding. At $35.08, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.2): -1.5; Thin upside margin: 4.1%. Chart setup: Death cross but MACD improving, RSI 45. Prior stop was $33.55. Score 4.9/10, high confidence.

What is the GIS stock price target?

Take-profit target: $36.52 (+4.1% upside). Prior stop was $33.55. Stop-loss: $33.55.

What are the risks of investing in GIS?

Thin upside margin: 4.1%; Leverage penalty (D/E 2.2): -1.5; Consecutive earnings misses (2).

Is GIS overvalued or undervalued?

General Mills, Inc. trades at a P/E of 8.4 (forward 10.5). TrendMatrix value score: 7.9/10. Verdict: Sell.

What do analysts say about GIS?

28 analysts cover GIS with a consensus score of 2.9/5. Average price target: $41.

What does General Mills, Inc. do?General Mills is a global manufacturer and marketer of branded consumer foods with 100+ brands in 100 countries,...

General Mills is a global manufacturer and marketer of branded consumer foods with 100+ brands in 100 countries, operating through four segments: North America Retail, International, North America Pet, and North America Foodservice. Walmart represented 22% of consolidated net sales and 31% of North America Retail segment sales in fiscal 2025.

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