$GIS General Mills Tape Reports
Per Ticker.id: $GIS General Mills Tape Reports — 7 podcast mentions across 5 podcasts (30 days), latest 2026-08-26 22:15 UTC.
We'll talk about it. But first, let's do the numbers. The Dow Jones Industrial Average fell 113 points, 0.2%, to finish at 53,463. The Nasdaq shed 21 points, just 0.1%, to close at 26,130. The S&P 500 lost a point, basically flat, ending at 7,675. Kaylee Wells reported on withering consumer confidence. With one big concern being the price of food, budget-conscious consumers helped J.M. Smucker forecast a smaller-than-expected sales decline in an earnings report today. Better known for jams and snacks, the company also makes ready-to-eat meals, and people are dining out less. J.M. Smucker rose 4.3%. Food giant General Mills added 0.75%. Bonds fell. The yield on the 10-year T-note rose to 4. 6-4%. You're listening to Marketplace.
Amy Scott — Marketplace · How much power does the Fed really have? · 2026-08-26What is it trying to do in the end? And if it gets passed, what real impact will it have on the sector as a whole? We have other topics on the docket as well. One is in regards to private credit, and there's a way to look into the private credit industry, and it is through public companies that invest in the same type of businesses these private private equity and private credit companies do. And those are the BDCs. So we're going to look at the, in aggregate, what kind of trends are happening underneath the surface within that part of the credit markets, because ultimately that is extremely important these days. It's not just what the big banks are doing. They're not really taking the, the, the, the risk. Even the corporate bond market is much safer than it had been in the past because Most of these companies are just finding capital in private markets or through BDCs. So it's going to be interesting to see what they're saying about that slice of— large slice now— of the credit markets. And then brands. We're talking about brands everybody knows, like Heinz ketchup, like Prego, like Smucker's. General Mills, et cetera. There are a million brands that were big in an era where if you just did some TV commercials, you could get a lot of brand recognition. Now the media environment's so dispersed and people care less about brands. They care more about, you know, is it organic or what is the price? Uh, is it, you know, have a certain flavor that I want? Etc., that these major brands are losing their shine. And what does that mean for the packaged food market in general long term? So we'll look at that. We also have voice bank questions on investment loss and then Rubrik Incorporated, RBRK, and of course questions that came in via the comment section on the Invest Talk, Invest Talk YouTube channel. But we're going to head into a quick break. You can call me anytime 24/7, 365 on the InvestTalk Voice Bank. Or if you're listening live on our website, our livestream there, or possibly on AM 1220 in the Bay Area, you can call right now at 888-99-CHART. Hang on because I plan to talk about today's market activity in the next segment.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25Thanks for the call. Lastly, let's talk about packaged food companies. We're talking about the big names from ConAgra, General Mills, Smucker's, Pepsi, etc. North American or US volumes were flat to falling at all of these food companies. And even in household products like Colgate-Palmolive. Why? These consumers are trading down. And it's showing in these, in the Consumer Staple Index. Since early 2023, that index is up 14% where the S&P has nearly doubled. And so the old marketing playbook of having commercials does not work anymore. And the middle class and Gen Z especially are trading down. And the boomer generation that have, that grew up on Heinz ketchup, yeah, they're, they have a lot of money, but they're not spending a lot more at the grocery store. And we know you get older, some of them are passing away. At US brick-and-mortar retailers, they sold 9.3 billion fewer units of food and consumer packaged food in the past 12 months than 5 years ago. And there's a health aspect of this as well. People are shopping not in the middle of the store, on the outside of the store, either in the fresh food section or the freezer section, not in the packaged food section. And then the brands that are taking share are the up-and-coming ones. So that's really what's happening. There's a lot of smaller brands that are organic or just more interesting than, you know, your Prego's of the world. And the volume decline continues to accelerate. So people are trading down to store-bought brands. There's a health food aspect to this. And then there's just a marketing aspect that they can't— they don't, they don't— the mac and cheese commercials aren't working anymore. And so when you go look at these companies on the market, understand why their stocks are struggling. It's not a great value. It's a value trap. So be aware. Well, I'm Justin Klein, reminding you about KPP Financial's parallel investing. We make a trade for our clients, make the same trade for ourselves, same day, same price, same percentage, no front running, no special treatment. We invest right alongside our clients. We share the same risk and potential for success. You can learn more at investtalk.com. Please tell your friends and family about our free podcast downloads.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25Let's start with a couple of extremely important terms that go hand in hand: cyclical and secular. Now, you hear these all the time, yet no one but me ever bothers to explain what they mean, even though they're crucial when it comes to picking stocks. Cyclical has nothing to do with the spin cycle on your washing machine or Wagner's Ring Cycle. Somewhat my classical music. And secular isn't about the separation of church and state or public versus parochial schools. Oh, yes. And kudos to the late, great Lou Rukeyser, who first cracked that cyclical washing machine joke. And I've always remembered it's probably been about 50 years now. We say a company's cyclical if it needs a strong economy in order to grow. It's cyclical because it depends on the business cycle. Cyclical cycle. So metals and mining companies and oil and gas, really any kind of raw materials, plus most of the industrials are cyclical. The homebuilders are cyclical. The automakers are cyclical. The commodity chemical makers like Dow are cyclical. You want a bunch of copper and iron mines like BHP? That's the definition of cyclical. These companies are all hostage to the vicissitudes of the economy. When the economy heats up, they earn a lot more money and we're willing to pay more for those earnings. And when the economy slows down or shifts into a recession mode, they earn a lot less money and investors pay less for their shares. I always say the cyclicals are boom and bust. Names. Ah, secular growth company, on the other hand, is one where the earnings keep coming regardless of the economy's overall health. Think anything you eat, drink, brush your teeth with, or use as medication. So you've got consumer staples like Procter Gamble, of course, the food companies like General Mills, the drug stocks like Pfizer or Merck or Eli Lilly. These are the classic recession-proof names that you want to buy when the economy slows down. Investors flock to the companies that can generate Safe, consistent earnings unless the GLP-1 drugs actually really take over the world, because you don't stop eating food or brushing your teeth just because of recession. Okay, so why is this secular versus cyclical distinction so important? Why is it the first piece of Wall Street jargon I'm translating for you?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21You know, Secretary Kennedy had praise for Kellogg's and Kraft Heinz and General Mills, ConAgra, Smucker. You know, that they're removing these dyes and promising to remove other additives. Is this what we're talking— these are the companies, right, that are giving us this. I know you, you don't want to criticize them too hard because you want to work with them and get them to do the right things here. But are they talking to HH? Are they saying like, you know what, yeah, titanium dioxide, potassium bromate, like, what are we doing? Like, yes, we should remove—
Jessica Rosenthal — The Fox News Rundown · Extra: "Poisoned at Scale" | Calley Means on Ultra-Processed Foods, Chemicals & RFK Jr.’s Mission · 2026-08-15