What is your opinion on $GIS (-1.21%) about?
To buy or not?
As I am a newcomer, I would be grateful for any advice.
Have a nice Sunday!
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37What is your opinion on $GIS (-1.21%) about?
To buy or not?
As I am a newcomer, I would be grateful for any advice.
Have a nice Sunday!
$GS (+1.14%) warns that the Q2 2025 figures will reveal the impact of US tariffs on companies' profit margins for the first time. Companies with low price leadership in particular could be forced to bear the higher costs themselves. $GIS (-1.21%) warned of higher costs and was punished on the market. $NKE (-0.44%) was able to calm the market by successfully passing on costs. Analysts expect earnings growth of only 2.6% for the S&P 500, a considerable decline. According to Estimates, only Communications and Info Tech are likely to increase their margins year-on-year. The 9 other sectors, especially Energy, are most likely to report margin declines.
𝖣𝖾𝗎𝗍𝗅𝗂𝖼𝗁𝖾 𝖵𝖾𝗋𝗅𝖺𝗇𝗀𝗌𝖺𝗆𝗎𝗇𝗀 𝖽𝖾𝗌 𝖦𝖾𝗐𝗂𝗇𝗇𝗐𝖺𝖼𝗁𝗌𝗍𝗎𝗆𝗌 (𝖸𝗈𝖸 𝖤𝖯𝖲) 𝗂𝗆 𝖲&𝖯 500 𝖿ü𝗋 𝖰2
General Mills is a US food manufacturer that is (more or less) well known in Germany and Austria for its Nature Valley muesli bars and still has a lot of growth potential.
The company has been on a downward trend since mid-2023 and has already lost over 40 % of its share price.
The slide could continue down to around USD 45, which corresponds to a further downside potential of around 15 %. A level that could possibly be reached in the first half of 2026, provided there is no trend reversal before then.
Looking at past cycles, a subsequent price increase of up to 150 % to around USD 113 in the following years seems realistic to me.
It could also become interesting again in the short term, as quarterly figures will be announced on June 25 and these are expected to be positive again.
I am not invested, but find this quality company interesting in the long term.
Simply bought at a favorable valuation. 🤑
Believe in the future of $GIS (-1.21%)
Top dividend payer 💸
Today I made a small initial purchase of $GIS (-1.21%) into the depot today.
General Mills $GIS (-1.21%) (fair-favorable, interesting)
Wal-Mart de Mexico $WALMEX* (-2.23%) (downtrend - weak peso?)
P&G $PG (-1.94%)
Costco $COST (+0.69%)
Church & Dwight $CHD (-0.95%) (very expensive - silent expansion underway? see German website)
Pepsi $PEP (+0.46%)
Monster $MNST (+2.34%)
Coca Consol $COKE (-1.02%)
Lotus Bakeries $LOTB (+2.54%)
Mondelez $MDLZ (+1%)
Hershey $HSY (+0.13%)
Most of them are still "very" expensive in my opinion, despite the current price declines.
I would be interested to know which are your favorites for a long-term investment?
🔹 Adj. EPS: $1.00 (Est. $0.97) 🟢
🔹 Revenue: $4.84B (Est. $4.97B) 🔴 (-5% YoY)
🔹 Organic Net Sales: -5% (Est. -2.67%) 🔴
🔹 Oper. Profit: $891M (-2% YoY)
Cuts FY25 Guidance:
🔹 Organic Net Sales: -1.5% to -2.0% (Prev. 0% to +1%) 🔴
🔹 Adj. EPS (Constant FX): Now -7% to -8% (Prev. -1% to -3%) 🔴
🔹 Free Cash Flow Conversion: Expected at least 95% of adj. after-tax earnings
Key Takeaways & Commentary
🔹 Missed revenue estimates & cut guidance, reflecting weaker demand and retailer inventory reductions.
🔹 Higher competition from private labels, particularly in snacking & foodservice categories.
🔹 Pet segment & Pillsbury refrigerated dough saw improvements but were offset by softness in other key categories.
🔹 Cost savings efforts (HMM productivity & new initiatives) expected to fund growth investments in FY26.
The week of March 17, 2025 brings with it some of the most anticipated earnings releases.
Here are some highlights:
📅 Monday: SAIC $SAIC (+0.52%) ) and Getty Images publish their figures. Will the AI revolution continue to drive Getty's growth?
📅 TuesdayHealthEquity $HQY (+2.79%) Tencent Music ($TCEHY (+0.46%) ) are in focus. Particularly exciting: Can Tencent Music continue to benefit from the streaming boom?
📅 Wednesday: General Mills ($GIS (-1.21%) ) and Joyy ($YY (+1.09%) ) report. Will General Mills remain profitable despite inflation?
📅 Thursday: Big names like Nike ($NKE (-0.44%) ), FedEx ($FDX (-0.96%) ) and Micron ($MU (-4.27%) ) are on the agenda. FedEx in particular could surprise with its performance in the logistics sector.
📅 Friday: The Chinese electric car manufacturer NIO ($9866 (+4.06%) ) will publish its figures. Can NIO convince despite the competition with Tesla?
Which earnings are you following with particular interest? 📊💬
#Investing
#Aktien
#Earnings
#Nike
#NIO
#FedEx
#Micron
#GrowthStocks
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