General Mills' fiscal 2026 fourth-quarter organic sales were flat, with North American retail (54% of quarterly sales) organic sales flat as category headwinds weighed on volume. Management expects continued category headwinds in fiscal 2027, guiding toward organic net sales down 1.5% to up 0.5%.
General Mills holds strong brands in pet food, which should benefit from growing pet ownership and humanization trends. The Blue Buffalo brand is particularly well positioned in the more attractive premium segment and should do well in the fresh pet category.
General Mills is particularly vulnerable to changing consumer preferences and health trends, given its reliance on cereal, snacks, and convenient foods (52% of fiscal 2025 sales). Losing market share could exacerbate the hit to its financial performance.
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Metric
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GIS
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SJM
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|---|---|---|
Price/Earnings (Normalized) | 10.39 | 13.12 |
Price/Book Value | 2.67 | 2.31 |
Price/Sales | 1.08 | 1.42 |
Price/Cash Flow | 7.50 | 9.26 |
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Metric
|
GIS
|
SJM
|
|---|---|---|
Quick Ratio | 0.35 | 0.28 |
Current Ratio | 0.68 | 0.78 |
Interest Coverage | 1.66 | 0.84 |
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Metric
|
GIS
|
SJM
|
|---|---|---|
Return on Assets (Normalized) | 5.93% | 5.72% |
Return on Equity (Normalized) | 21.35% | 16.95% |
Return on Invested Capital (Normalized) | 10.05% | 9.52% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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United States