Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users: Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users: Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers: Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey.  Matthew Paulson Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Just For You General Mills Is a Generational Opportunity for Income InvestorsWritten by Thomas Hughes. Published 9/18/2025. 
Key Points - General Mills presents a generational opportunity for income investors.
- The stock is at a historically low valuation and pays a historically high yield in 2025.
- Tailwinds are mounting and could push this stock back to all-time high levels in 2026.
General Mills (NYSE: GIS) has experienced a broad sell-off, warranted or not, that has aligned its share price with long-term trends and created what could be a generational buying opportunity. Trading at mid-September levels, the stock sits near historically low valuations while yielding almost 5%—a striking figure as interest rates begin to look more likely to decline. As rates fall over the next few years, high-yielding consumer staples stocks like General Mills should become increasingly attractive. Those with a track record of consistent dividend increases will stand out even more. What I just learned about what's unfolding in the White House is truly stunning…
And you need to see it for yourself.
Once you see what's unfolding behind the scenes, you'll understand why I rushed this interview and opportunity to you today. Click here to watch this video In other words, General Mills benefits from both technical and fundamental tailwinds—factors robust enough to sustain an uptrend and push the share price back toward the top of its historical range.  Looking at the long-term monthly price action, we see a 40-year uptrend driven by steady growth, strong profitability, capital returns and a resilient balance sheet that weathers economic and market downturns. This year's price action includes a pullback to the trend line, and key indicators suggest a rebound is imminent. The stochastic oscillator shows the stock is historically oversold, while the MACD signals that a market bottom may be in place. A divergence between the MACD histogram's recent peak and current prices highlights a loss of selling momentum, setting the stage for the bulls to reclaim control. Revitalization Efforts Begin to Bear Fruit General Mills' fiscal first quarter was underwhelming, and management still anticipates a modest full year, but the report contained encouraging signs. Revenue of $4.5 billion was down 7% year-over-year and fell just short of MarketBeat's consensus, largely due to divestitures; on an organic basis, sales declined only 3% as pricing and mix adjustments weighed on the top line. By segment, North American Retail was the weakest, declining 13%, offset by a smaller 4% drop in North American Foodservice and a 6% gain in North American Pet Food and International markets. Margins remain pressured by reinvestment and brand-awareness efforts, but gross‐margin improvements from these initiatives should stick, and elevated operating expenses—designed to drive unit growth and market share—will likely taper off over time. Overall, earnings were sufficient to maintain the company's financial health, and the yogurt‐business divestiture has further strengthened the balance sheet. There were no surprises in guidance: General Mills reaffirmed its targets, including flat revenue versus last year and margin headwinds tied to its repositioning plan. Management expects sales momentum to build through the remaining quarters, with year-over-year growth likely by year-end. Capital Return Program Remains Secure General Mills' capital return program remains well-supported. The primary risk is a deceleration of share repurchases, which would still offer a modest tailwind. Proceeds from the yogurt divestiture funded an accelerated buyback in Q1, reducing shares outstanding by roughly 4% on average. The balance sheet reflects this divestiture: higher cash levels, flat total assets, lower liabilities year-over-year and conservative leverage. Long-term debt stands at about 1.3 times the sum of equity and cash, underscoring a fortress-like financial position. Shareholder equity has increased by more than 3%, despite a significant reduction in share count. In sum, General Mills combines resilient fundamentals, a strong balance sheet and favorable technicals—positioning it as an attractive pick for investors seeking yield and stability in the consumer staples sector.
|
0 Response to "We're excited to have you on board"
Post a Comment