$GIS

General Mills announced all U.S. cereals, including Lucky Charms and Trix, are now free of artificial colors, completing 90% of its U.S. retail portfolio transition. The company plans to remove certified colors from its full U.S. portfolio by 2027 and will launch more products with protein and fiber options. This follows broader industry trends and aligns with MAHA initiatives.

General Mills has removed artificial colors from all its U.S. cereals, using fruit-, vegetable-, and spice-based dyes instead. The company aims to phase out artificial dyes in all U.S. retail products by 2027. This follows similar moves by WK Kellogg and pressure from consumers, politicians, and retailers.

The Boston Symphony Orchestra (BSO) and musicians ratified a 3-year contract, avoiding a strike. Both sides praised the agreement for fostering collaboration. Separately, General Mills removed artificial colors from U.S. cereals, including Lucky Charms and Trix, using natural dyes.

General Mills and Conagra reported fiscal 2026 results. General Mills saw net sales decline 5% and North America Retail profit drop 20%, despite hitting elasticity targets. Conagra reported organic net sales down 0.4%, with volume and price/mix contributing negatively. Freshpet grew net sales 15.5% with volume up 15.7% and price/mix at negative 0.2%. Circana's outlook indicates US retail food and beverage growth is driven by price increases, not volume.

General Mills has removed artificial dyes from all its US cereals, including Trix, and plans to extend this to its full retail portfolio by the end of next year. The company aims to meet consumer demands for natural ingredients. According to General Mills, this change reflects evolving consumer needs while maintaining product quality and value. Kellogg previously announced similar plans for its cereals.

General Mills will withdraw Häagen-Dazs from Brazil as part of a portfolio restructuring. The brand was not included in the sale of General Mills' Brazilian operations to 3corações for $147 million. Häagen-Dazs has been in Brazil for nearly 30 years.

General Mills (GIS) launched a limited-edition Reese’s Puffs PB+J cereal, targeting younger consumers with nostalgia-driven marketing. The move aligns with its 'fewer, bigger bets' strategy, aiming for $18.3B revenue and $1.8B earnings by 2029. Analysts note risks from higher marketing spend and consumer trends.

General Mills, Inc. launched Reese’s Puffs PB+J, a cereal combining peanut butter, chocolate, and strawberry jelly flavors. The limited edition follows the December debut of dark chocolate Reese’s Puffs. General Mills said the new flavor was inspired by a lunchtime staple.

Gotham Asset Management's Q2 2026 13F filing revealed a defensive shift, with a $2.65B increase in SPDR S&P 500 ETF (SPY) holdings, now 20% of its portfolio. The firm also added positions in Humana (HUM), General Mills (GIS), Vornado Realty Trust (VNO), and KLA Corporation (KLAC), focusing on defensive sectors and market beta. Humana showed 26.2% revenue growth, while General Mills offers a 6.22% yield. Vornado's Manhattan office occupancy improved to 92.2%.

Morgan Stanley, using NielsenIQ All Measured Outlets data, reported pet food and cat litter sales trends for the latest four-week period. Pet category growth rose slightly vs prior 12-week trends. Colgate-Palmolive, Freshpet, General Mills, J.M. Smucker, Mars, Nestle and Post Holdings showed differing YoY changes; Church & Dwight and Clorox led cat litter growth.