Zacks Investment Research has assigned General Mills a Zacks Rank #5 (Strong Sell), citing multiple headwinds. The 'Make America Healthy Again' movement, led by Health and Human Services Secretary Robert F. Kennedy Jr., is pressuring the company to remove artificial dyes from its U.S. products by 2027, which will require millions in research and development spending to find natural replacements. Additionally, General Mills is battling stagnant demand as value-seeking consumers shift to private-label brands, with Zacks Consensus Analyst Estimates projecting negative earnings growth through 2026 and flat growth into 2027. The stock is also underperforming the S&P 500 amid a strong bull market and faces stiff competition from Kraft Heinz, Conagra Brands, and Mondelez International.
General Mills IncMAHA movement led by HHS Secretary Kennedy requires removal of artificial dyes by 2027, costing millions in R&D.
Conagra Brands, Inc.
The Kraft Heinz Company
Mondelez International Inc
Tyson Foods Inc
Eli Lilly and Company
Novo Nordisk A/S