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Added to YB: 2026-06-08

Pitch date: 2026-06-04

GIS [bullish]

General Mills, Inc.

Author Info

Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.

Company Info

General Mills, Inc. manufactures and markets branded consumer foods in the United States and internationally.

Market Cap

$17.7B

Pitch Price

N/A

Price Target

N/A

Dividend

7.36%

EV/EBITDA

8.98

P/E

8.14

EV/Sales

1.68

Sector

Food Products

Category

dividend

Show full summary:
NCP is adding to food stocks - General Mills, Inc.

GIS (added to position): Market leader controlling ~1/3 of US cereal market w/ dominant staple brands (Cheerios, Chex). Author's Costco/grocery checks confirm GIS dominance vs Post/Kellogg's. Trades at 10%+ FCF yield, half historical multiple. 7.3% fully-covered yield, no cut in 127yrs.

Read full article (1 min)