General Mills vs Constellation Brands
This page compares General Mills and Constellation Brands, examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares General Mills and Constellation Brands, examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial a...
Why It's Moving
General Mills Beats Q2 Earnings Forecasts, Sparking Pre-Market Gains Amid Strategic Optimism
- EPS beat estimates by 7.84% at $1.10 versus $1.02 expected, with revenue topping $4.78 billion forecast, boosting pre-market stock rise of 1.55%.
- Strong progress on 'remarkability agenda' drove better volume and sales trends quarter-over-quarter, led by brands like Old El Paso, Nature Valley, and pet food lines Tastefuls and Tiki Cat.
- Guidance held steady for fiscal 2026 with organic net sales flat to up 1% and second-half improvements expected from innovations, offsetting profit pressures from investments and divestitures.
Constellation Brands Beats Q3 Earnings as Beer Segment Powers Through Headwinds
- Beer sales edged down 1% to $2.01B on 2.2% shipment volume drop, but pricing gains and strong growth in Pacifico (15%+) and Victoria (13%+) cushioned the impact.
- Wine and spirits faced ongoing weakness with volume declines, prompting prior divestitures and impairments, yet overall results exceeded forecasts.
- Board hiked quarterly dividend to $1.02 per share while strong cash flow fueled $604M in share repurchases, underscoring confidence in capital returns.
General Mills Beats Q2 Earnings Forecasts, Sparking Pre-Market Gains Amid Strategic Optimism
- EPS beat estimates by 7.84% at $1.10 versus $1.02 expected, with revenue topping $4.78 billion forecast, boosting pre-market stock rise of 1.55%.
- Strong progress on 'remarkability agenda' drove better volume and sales trends quarter-over-quarter, led by brands like Old El Paso, Nature Valley, and pet food lines Tastefuls and Tiki Cat.
- Guidance held steady for fiscal 2026 with organic net sales flat to up 1% and second-half improvements expected from innovations, offsetting profit pressures from investments and divestitures.
Constellation Brands Beats Q3 Earnings as Beer Segment Powers Through Headwinds
- Beer sales edged down 1% to $2.01B on 2.2% shipment volume drop, but pricing gains and strong growth in Pacifico (15%+) and Victoria (13%+) cushioned the impact.
- Wine and spirits faced ongoing weakness with volume declines, prompting prior divestitures and impairments, yet overall results exceeded forecasts.
- Board hiked quarterly dividend to $1.02 per share while strong cash flow fueled $604M in share repurchases, underscoring confidence in capital returns.
Investment Analysis
Pros
- General Mills maintains a dominant portfolio of leading food brands with broad consumer loyalty and a strong presence in staple grocery categories.
- The company’s strong return on equity, recently above 30%, highlights efficient use of shareholder capital relative to many packaged food peers.
- Recent share price declines have led to valuation measures suggesting the stock is notably undervalued on several forward-looking metrics.
Considerations
- Revenue and earnings have declined year-on-year, reflecting weakening organic growth amid shifting consumer preferences and increased competition.
- The stock has significantly underperformed the market over the past year, with negative total returns for both short- and longer-term investors.
- General Mills faces ongoing execution risks adapting its product portfolio to evolving food trends, with innovation lagging behind some competitors.
Pros
- Constellation Brands holds exclusive US distribution rights for top-selling Mexican beer brands, underpinning a wide economic moat and pricing power.
- The company has consistently achieved premiumisation-driven growth in beer volumes despite a stagnant overall US beer market.
- Constellation’s stock currently trades at a substantial discount to analyst estimates of intrinsic value, suggesting potential upside.
Considerations
- The business is heavily reliant on the US market, particularly its Mexican beer portfolio, creating concentration risk if consumer tastes shift.
- Constellation’s growth prospects are closely tied to the cyclical and regulatory dynamics of the alcoholic beverage industry.
- Recent financials show a lower reported stock value compared to some large consumer staples peers, possibly reflecting tighter working capital management.
Related Market Insights
When the Going Gets Tough, the Tough Go Shopping: Why Consumer Staples Are Your Best Defence
Discover why consumer staples offer resilience during inflation & economic uncertainty. Learn how essential goods companies provide stable demand & defensive positioning for your portfolio.
Aimee Silverwood | Financial Analyst
August 17, 2025
Related Market Insights
When the Going Gets Tough, the Tough Go Shopping: Why Consumer Staples Are Your Best Defence
Discover why consumer staples offer resilience during inflation & economic uncertainty. Learn how essential goods companies provide stable demand & defensive positioning for your portfolio.
Aimee Silverwood | Financial Analyst
August 17, 2025
General Mills (GIS) Next Earnings Date
General Mills' next earnings announcement is estimated for March 18, 2026, though the company has not yet officially confirmed this date. This report will cover the company's Q3 2026 fiscal quarter results. Based on historical reporting patterns, the earnings release is expected to occur before market open, followed by a conference call with management. Analysts are currently projecting an EPS of $0.82 for this quarter.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 fiscal 2026 earnings, covering the quarter ended November 30, 2025, on January 7, 2026, with a conference call on January 8. As of February 2, 2026, the next earnings date is estimated for early April 2026, specifically around April 8-10, for Q4 fiscal 2026. This aligns with the company's historical pattern of releasing quarterly results shortly after quarter-end in late February.
General Mills (GIS) Next Earnings Date
General Mills' next earnings announcement is estimated for March 18, 2026, though the company has not yet officially confirmed this date. This report will cover the company's Q3 2026 fiscal quarter results. Based on historical reporting patterns, the earnings release is expected to occur before market open, followed by a conference call with management. Analysts are currently projecting an EPS of $0.82 for this quarter.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 fiscal 2026 earnings, covering the quarter ended November 30, 2025, on January 7, 2026, with a conference call on January 8. As of February 2, 2026, the next earnings date is estimated for early April 2026, specifically around April 8-10, for Q4 fiscal 2026. This aligns with the company's historical pattern of releasing quarterly results shortly after quarter-end in late February.
Which Baskets Do They Appear In?
Resilience In The Aisles: Consumer Staples
A recent survey shows U.S. consumer sentiment has fallen due to persistent inflation, reaching its lowest point in four months. This theme focuses on consumer staples companies, which tend to remain stable as households prioritize essential goods over discretionary purchases.
Published: August 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Resilience In The Aisles: Consumer Staples
A recent survey shows U.S. consumer sentiment has fallen due to persistent inflation, reaching its lowest point in four months. This theme focuses on consumer staples companies, which tend to remain stable as households prioritize essential goods over discretionary purchases.
Published: August 17, 2025
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