Organic Sales Growth
The company is focused on restarting volume-driven organic sales growth in its North America Retail business and driving dollar share growth in its pet business. This is seen as the most sustainable way to create long-term value for shareholders.
Pound Share Growth
The company is seeing pound share growth in 8 of its 10 categories in North America retail, with 7 of the 10 key categories showing improvement since Q4. This indicates that the company's strategies are yielding positive results.
Price Adjustments
The company has made progress on price corrections and price investments, ensuring prices are accessible and addressing price gaps to private labels. This is aimed at meeting consumer needs for value and driving growth.
GIS
$47.02+Infinity%1D
Analyst Views on GIS
Wall Street analysts forecast GIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GIS is 52.86 USD with a low forecast of 46.00 USD and a high forecast of 63.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast GIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GIS is 52.86 USD with a low forecast of 46.00 USD and a high forecast of 63.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
8 Hold
3 Sell
Hold
Current: 47.060
Low
46.00
Averages
52.86
High
63.00
Current: 47.060
Low
46.00
Averages
52.86
High
63.00
TD Cowen
Hold
downgrade
$48 -> $45
2025-12-15
New
Reason
TD Cowen
Price Target
$48 -> $45
2025-12-15
New
downgrade
Hold
Reason
TD Cowen lowered the firm's price target on General Mills to $45 from $48 and keeps a Hold rating on the shares. The firm lowered its 2026 estimates and with its store checks, found about 15% of the company's new Blue Buffalo Love Made Fresh dog food products either past their expiration date or two days away at two major chains and over 60% at a small regional chain.
Bernstein
Alexia Howard
Market Perform
maintain
$54 -> $55
2025-12-15
New
Reason
Bernstein
Alexia Howard
Price Target
$54 -> $55
2025-12-15
New
maintain
Market Perform
Reason
Bernstein analyst Alexia Howard raised the firm's price target on General Mills to $55 from $54 and keeps a Market Perform rating on the shares ahead of quarterly results. The firm notes pricing in U.S. measured channels remains down about 3%, which is similar to last quarter, but volumes are now up a little over 1%. In particular, Progresso's recent soup pricing investment boosted volumes by 16% over the past month. And RTE cereal takeaway has improved.
Wells Fargo
Chris Carey
Equal Weight
downgrade
$53 -> $50
2025-12-12
New
Reason
Wells Fargo
Chris Carey
Price Target
$53 -> $50
2025-12-12
New
downgrade
Equal Weight
Reason
Wells Fargo analyst Chris Carey lowered the firm's price target on General Mills to $50 from $53 and keeps an Equal Weight rating on the shares. The firm says Q2 doesn't look too directional. The challenge for the company's narrative is rather twofold, as absolute delivery is still soft, and estimates are expected to get better, namely into FY27 which implies an inflection.
Stifel
Buy
downgrade
$56 -> $52
2025-12-11
Reason
Stifel
Price Target
$56 -> $52
2025-12-11
downgrade
Buy
Reason
Stifel lowered the firm's price target on General Mills to $52 from $56 and keeps a Buy rating on the shares. While valuation remains compelling in relation to history for food stocks, the firm remains cautious and advises investors to remain selective in their food exposure, citing the uncertainty in volume improvement, the risk of accelerated private label share gains, and potential for further increased promotional activity, the analyst tells investors in a note on the group.
About GIS
General Mills, Inc. is a global manufacturer and marketer of branded consumer foods. Its segments include North America Retail; International; North America Pet, and North America Foodservice. The North America Retail segment reflects business with a variety of grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment consists of retail and foodservice businesses outside the United States and Canada. Its product categories include super-premium ice cream and frozen desserts, meal kits, salty snacks, snack bars, dessert and baking mixes, and shelf-stable vegetables. The North America Pet segment includes pet food products sold in the United States and Canada in national pet superstore chains, e-commerce retailers, and grocery stores. The North America Foodservice segment product categories include ready-to-eat cereals, snacks, and baking mixes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
