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General Mills

GIS Consumer Defensive Unknown Updated July 31, 2026
$35.77
52W $31.75 – $51.33
48/100
$19.08B
-210.3
-0.05
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+37.7%
-11.2%
3.36:1
Contested

Is GIS Bullish or Bearish?

Mixed. Innellis AI committee rates General Mills (GIS) Watch with a composite score of 48/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +12.12 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -7.88 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 1.84) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 6.7% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • ROE of only -1.0% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 1.84 adds balance-sheet risk to the value case — Value
  • Revenue declining -5.5% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 1.84) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.68 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
48/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 86%
of 50 Consumer Defensive peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 6.7% pays you to wait
− ROE of only -1.0% -- cheap may mean cheap for a reason
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -5.5% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.84) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score weakened significantly from 61.0 to 47.9.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 85->50 (-35); +1 bearish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst joined: bearish at 32.
  • Value Analyst joined: bearish at 40.

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
40.6
Neutral
MACD Histogram
-0.181
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$31.75
Resistance
$49.24
Bollinger %B
0.19
Inside Bands
Price vs Moving Averages
EMA 9
$36.71 Below
EMA 21
$36.54 Below
EMA 50
$36.06 Below
EMA 200
$40.61 Below

Fundamental Analysis

Valuation
77
Growth
65
Profitability
0
Financial Health
17
Cash Flow
37
Valuation
P/E Ratio -210.3×
P/B Ratio 2.60×
PEG Ratio 2.02
Dividend Yield 0.07%
52W High $51.33
52W Low $31.75
Quality & Growth
ROE -1.2%
ROA -0.3%
Gross Margin 33.4%
Operating Margin 20.0%
Revenue Growth YoY
Debt / Equity 1.84
AI Fundamental Assessment
P/E ratio of -210.3 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.0%; Return on assets of -0.0%; Net margin of -0.0%; Gross margin of 0.3%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 1.84; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (3.03); Most recent quarter beat estimates by 18.0%; EPS growth accelerating (-41.8% -> +48.4% QoQ); Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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