)
Company Research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
General Mills (GIS) investor relations material
General Mills J.P. Morgan U.S. Opportunities Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan U.S. Opportunities Forum summary12 Nov, 2025
Market environment and consumer trends
Consumers remain highly price sensitive due to inflation outpacing wage growth, especially for those earning under $200,000 and without stock market exposure.
Marketing and pricing adjustments were made, notably lowering prices on Pillsbury and Totino’s, which improved volume share in key categories.
Protein and fiber are major health trends, with consumers seeking products that balance taste, price, and efficacy.
GLP-1 usage is rising, but its impact on food demand is expected to be modest and manageable.
The company is adapting to both cyclical and structural shifts, focusing on innovation and consumer preferences.
Brand and product innovation
Introduced protein-rich products like Cheerios Protein and expanded granola offerings, now leading in granola within cereal.
Launched new formats and flavors, such as Ghost Bars and improved Cinnamon Toast Crunch, to address evolving consumer needs.
The Remarkable Experience Framework guides tailored strategies across categories, balancing core product changes and new product launches.
Ingredient changes, such as reducing artificial dyes, are made selectively based on brand and category fit.
Pet food segment developments
Blue Buffalo entered the fresh pet food market with Love Made Fresh, rapidly expanding to over 4,500 stores and receiving positive consumer feedback.
The path to profitability in fresh pet food relies on scaling operations and maintaining capital expenditures within historical norms.
Tiki Cat, acquired via White Bridge, has significant growth potential due to low current awareness and untapped distribution channels.
Integration of White Bridge is progressing smoothly, with plant consolidations in Joplin yielding synergies.
Blue Buffalo’s core business has stabilized, with innovation and pricing adjustments supporting future growth.
Protein trend: taste vs. efficacy vs. price
Fresh pet food: path to profitability?
M&A strategy: balancing with organic growth
GMI's strategy for taste/affordability in protein
Love Made Fresh profitability path and capital needs
International segment's margin inflection drivers
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next General Mills earnings date
Q2 2026 Prepared Remarks18 Dec, 2025
Next General Mills earnings date
Q2 2026 Prepared Remarks18 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
An American Staple in Consumer Foods
General Mills, Inc. is an American company with global operations that produces a large number of various processed consumer foods. Its portfolio includes well-known brands that have become staples in pantries all over the world. It is one of the leaders in the sector, and the company’s products are sold all over the world. General Mills is headquartered in a suburb of Minneapolis, Minnesota, and its shares are listed on the NYSE.
Minneapolis Milling Company
General Mills began as the Minneapolis Milling Company, founded in 1866 by Cadwallader C. Washburn. Initially, it focused on milling wheat into flour, using the flow of the Mississippi to do so. The company introduced a revolutionary milling technique in the 1870s, which produced superior-quality flour and positioned Minneapolis as a milling center in the US.
In 1928, several milling companies, including the Washburn-Crosby Company (successor to Minneapolis Milling Company), merged to form General Mills and in the subsequent decade, the company diversified beyond flour. From the 1960s to the 1990s, the company grew rapidly through acquisitions as well as through the introduction of several now-iconic food products.
Subsidiary Brands
General Mills operates a substantial portion of its business through a diverse range of subsidiary brands, each catering to specific market segments and consumer needs. This model allows the company to maintain a broad and varied product portfolio, appealing to a wide audience. Subsidiaries like Pillsbury, Cheerios, Betty Crocker, and Yoplait, among others, operate under the General Mills umbrella while maintaining individual brand identities. Some similar companies that are also publicly listed are Conagra, Kellogg Company, and J.M. Smucker.
Global Scale
The company operates in well over 100 countries, and General Mills sells a combination of local and international brands around the world. The company's international operations are not just limited to sales; they include a vast network of manufacturing facilities, distribution channels, and supply chains.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage