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GENERAL MILLS INCEvidence as of 2026-10-13The desk's Snapshot
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Overview · GENERAL MILLS INC
General Mills, Inc. manufactures and markets branded consumer foods worldwide. The company operates in five segments: North America Retail; Convenience Stores & Foodservice; Europe & Australia; Asia & Latin America; and Pet. It offers ready-to-eat cereals, refrigerated yogurt, soup, meal kits, refrigerated and frozen dough products, dessert and baking mixes, bakery flour, frozen pizza and pizza snacks, snack bars, fr…
Management team
- Mr. Jaime Montemayor · Chief Digital & Technology OfficerFind on LinkedIn
- Mr. Jeff Siemon · Vice President of Investor Relations & TreasurerFind on LinkedIn
- Ms. Dana M. McNabb · Group President of North America RetailFind on LinkedIn
- Mr. Jonathon J. Nudi · Group President of Pet & International and North America Foodservice (NAF)Find on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.4 of a possible +2; confidence high). Share-count evidence is mixed: entity common shares outstanding rose from 533,416,422 as of 2025-09-10 to 534,687,144 as of 2026-09-16, while weighted‑average diluted shares declined from 542,500,000 in fiscal Q1 2026 to 537,300,000 in fiscal Q3 2026 and were 537,900,000 in Q1 2027 (fiscal quarter ended 2026-09-16).
Operational results show quarter-to-quarter volatility: reported revenue ranged from $ 4,517,500,000 in fiscal Q1 2026 to $ 4,860,800,000 in fiscal Q2 2026 and $ 4,389,500,000 in Q1 2027 (fiscal quarter ended 2026-09-16). Operating income and net income swung materially, including operating income of $ 1,725,800,000 in fiscal Q1 2026 down to $ 728,000,000 in fiscal Q2 2026 and net income that included a $ -2,007,900,000 loss in the quarter ended 2026-05-31. Cash and cash equivalents declined across the reported points to $ 433,100,000 as of 2026-08-30, and long‑term debt is sizable (LongTermDebt $ 13,469,600,000 as of 2026-05-31; total debt and noncontrolling interests $ 13.6 billion as of 2026-05-31).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Entity common shares outstanding rose from 533,416,422 as of 2025-09-10 to 534,687,144 as of 2026-09-16.
XBRL companyfacts · 0001193125-25-206304Weighted-average diluted shares declined from 542,500,000 in the fiscal quarter 2025-05-26 to 2025-08-24 (fiscal Q1 2026) to 537,300,000 in the quarter ended 2026-02-22 (fiscal Q3 2026) and were 537,900,000 in the quarter ended 2026-08-30 (fiscal Q1 2027).
XBRL companyfacts · 0001628280-26-063201Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
In fiscal 2026, Walmart accounted for 22 percent of consolidated net sales and 31 percent of net sales of the North America Retail segment.
Item 1A risk-factor diff · 0001628280-26-046466 vs 0001193125-25-147079As of May 31, 2026, total debt and noncontrolling interests were $13.6 billion.
Item 1A risk-factor diff · 0001628280-26-046466 vs 0001193125-25-147079Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the trailing 12-month (12_1) period is -23.9% and ranks in the 13th percentile of the 881-stock research universe.
Moneyta signal set · 2026-10-12weakened in debatePrice is below both short- and long-term moving averages: -10.8% versus the 50-day simple moving average and -13.1% versus the 200-day simple moving average, and the 'golden_cross' flag is false.
Moneyta signal set · 2026-10-12Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F holdings reported as of 2026-06-30 total "$16.47B", with 1,348 holders; reported value changed "-2.3%" quarter-over-quarter and 160 positions were exited in that period.
13F holdings · 1348 filers · as of 2026-06-30Top institutional holders reported as of 2026-06-30 include BlackRock, Inc. at "$2.18B", VANGUARD CAPITAL MANAGEMENT LLC at "$1.21B", and STATE STREET CORP at "$1.18B".
13F holdings · 1348 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple articles report that General Mills completed cash tender offers for several long‑dated senior notes, accepting hundreds of millions of dollars of bonds for early repayment and confirming settlement with accrued interest on October 14, 2026.
News · simplywall.st · 2026-10-10A company release published via a news outlet announced the pricing terms, expiration and results of those cash tender offers on October 10, 2026.
News · finance.yahoo.com · 2026-10-10Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Jorge A. Uribe (Director) reported acquisition of 748 shares on 2026-08-30 for "$30k" (action code A) and also reported disposition of 160 shares on 2026-08-30 for "$6k" (action code F).
Form 4 · Uribe Jorge A. (Director) · $30k code A · 2026-08-30John G. Morikis (Director) reported acquisition of 654 shares on 2026-08-30 for "$26k" (action code A).
Form 4 · MORIKIS JOHN G (Director) · $26k code A · 2026-08-30Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free cash flow (FCF) growth rate of 0.0137 (1.37%) that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is $1,215,100,000, which implies FCF per share of $2.259 and a price-to-FCF of 14.48 at the quoted price of $32.7.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the record jointly support a favorable read: General Mills shows a very high trailing dividend yield (market-3) and a solid trailing‑12m free cash flow base (valuation-1) with an inexpensive EV/EBITDA multiple (valuation-2), indicating cash generation and valuation metrics that underlie income-oriented appeal. Recent corporate actions and management signals bolster this view — completed tender offers for long‑dated notes (news-0, news-1) and earlier share repurchases (fundamentals-6) point to active capital allocation, while the MD&A lists disciplined capital allocation and a $3 billion cumulative cost-savings target with $750M expected savings in fiscal 2027 (filings-4). Institutional ownership is substantial and broad (ownership-0, ownership-1) and several insider acquisitions are documented (insider-0, insider-1, insider-2, insider-4), which together strengthen the interpretation that informed stakeholders are engaged. A declining weighted‑average diluted share count over recent quarters (fundamentals-1) supports per‑share cash-flow metrics, and reported tender settlements could reduce leverage pressure noted on the balance sheet (filings-1, valuation-4).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
40 surviving claims rest on 19 distinct sources; the heaviest analyst carries 20% of them, and 98% of what the desk raised survived the debate.
The evidence set is reasonably large and most claims survived review, which increases confidence in the read, but a meaningful portion of the surviving claims come from a relatively small set of sources and one analyst contributes a noticeable share of the items — that concentration raises risk that any single source or analyst error could change parts of the picture. In short, the read is informative for education and context but should be treated as moderately fragile where source- or analyst-specific corrections would matter.
Peer context · computed, not argued
12-1 momentum ranks 5th of 7 in Packaged Foods (as of 2026-10-12).
90-day volatility ranks 3rd of 7 in Packaged Foods (as of 2026-10-12).
dividend yield ranks 2nd of 7 in Packaged Foods (as of 2026-10-12).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
10 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−0.3 to the score
12 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.6 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.6 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
18 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot+0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
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