Omor Ibne Ehsan
Wed, April 29, 2026 astatine 8:23 AM CDT 5 min read
Quick Read
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General Mills (GIS), Flowers Foods (FLO), and J&J Snack Foods (JJSF) commercialized astatine historically inexpensive valuations (GIS astatine 8.5x net with 7% dividend yield, FLO astatine 6x escaped currency travel with 11.1% yield, JJSF astatine 20x guardant net with 3.66% yield) and are positioned for 100%-plus upside arsenic involvement rates diminution and GLP-1 fears fade.
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These packaged nutrient and snack companies were deed by precocious involvement expenses and user pullback from GLP-1 drugs, but their established marketplace positions and coagulated dividend sum suggest betterment is apt arsenic margins stabilize and rates fall.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Flowers Foods wasn't 1 of them. Get them present FREE.
Dividend stocks are not each the same, and portion immoderate commercialized astatine implicit 30 times guardant earnings, others are trading astatine bargain-basement prices. Stocks similar General Mills (NYSE:GIS), Flowers Foods (NYSE:FLO), and J&J Snack Foods (NASDAQ:JJSF) could beryllium loaded springs that tin present 100%-plus upside successful the adjacent 12-24 months.
Each of these stocks pays you a coagulated dividend output and is simply a currency cow. The occupation is, each of them has gotten deed by a slowdown oregon is grappling with precocious involvement rates oregon debased margins. It has frightened distant investors, but buying the dip close present tin beryllium the smarter determination for the agelong tally since these are well-established companies that are apt to retrieve eventually. Dividend-paying businesses spot dips each the time, but if you tin bargain the dips and reinvest the dividends done them, the betterment volition springiness you much than a maturation banal ever could.
General Mills (GIS)
General Mills sells packaged foods similar snacks, cereal, and convenient meals, among others. This is the marketplace that got deed by the GLP-1 scare, but investors are misjudging however large the interaction is and wherever the existent symptom is coming from.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Flowers Foods wasn't 1 of them. Get them present FREE.
If we look astatine sales, it declined from a highest of $20.09 cardinal successful FY2023 to $19.5 cardinal successful FY2025. This isn't a disastrous decline, and the maturation slowdown isn't without precedent either. General Mills saw gross diminution from $17.9 cardinal successful FY2014 to $15.6 cardinal successful FY2017. The banal fell from a 2016 highest of $64 to a debased of astir $44.
The diminution we are seeing present is from a $90 highest to a existent terms of $34.8. The diminution we saw successful the 2010s had a akin interaction connected profits. So what's antithetic this time?
It's involvement rates.
General Mills posted $524.2 cardinal successful nett involvement losses successful FY2025. In FY2023, nett involvement losses were $379.6 million. Moreover, isolated from involvement losses, consumers themselves felt the pinch, and snacks and cereals saw mislaid sales.

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