Form 8-K GENERAL MILLS INC For: Dec 17

Go back to Form 8-K GENERAL MILLS INC For: Dec 17

Morgan Stanley on General Mills (GIS): 'Promo Mix Creating Incremental Margin Pressure'

December 17, 2025 8:48 AM EST

Morgan Stanley analyst Megan Clapp reiterated an Underweight rating and $48.00 price target on General Mills (NYSE: GIS).

The analyst comments "Muted Price Reaction: GIS reported a ~8% EPS beat driven by topline and gross margin upside. That said, the bottom-line beat appears driven by timing-related profit favorability vs. managements expectations, which is expected to unwind in Q3, with FY guidance reiterated. Nevertheless,... More

Jefferies on General Mills (GIS): 'Q2 Beat Down the P&L But Cost of Volume Growth Increasing'

December 17, 2025 8:48 AM EST

Jefferies analyst Scott Marks reiterated a Hold rating and $47.00 price target on General Mills (NYSE: GIS).

The analyst comments "GIS posted an FQ2 beat down the P&L, though mgmt noted expectations for a Q3 profit unwind after outperformance in Q2. Volumes were... More

Mizuho on General Mills (GIS): 'FQ2 Beat Helped by Timing; Model on Track; F26 Maintained'

December 17, 2025 8:47 AM EST

Mizuho analyst John Baumgartner reiterated a Neutral rating and $52.00 price target on General Mills (NYSE: GIS).

The analyst comments "First Take: FY26 Remains on Track; Green Shoots but Tough Consumer Headwinds Persist: Similar with FQ1, FQ2's EPS beat was supported by... More