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Posted by
Two Blokes May 20 -
Filed in
Stock
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3 views
General Mills faces persistent negative business momentum, with declining sales, lowered guidance, and no turnaround in sight, challenging its defensive reputation. Despite a 4%+ dividend yield and a safe payout, the current valuation (17x EV/FCF) offers no margin of safety for investors. Consumer shift to value brands and weak demand undermine the company's brand strength and organic growth prospects, making the stock unattractive now.
