#ConsumerStaples

2개의 글

May 29, 2026

GIS General Mills Stock Outlook 2026: GLP-1 Fear Is Overdone, Blue Buffalo Is the Real Story

General Mills (GIS) stock analysis — Blue Buffalo pet food growth thesis, GLP-1 cereal demand fears examined, FY2025 revenue $19.49B, EPS $4.10, dividend yield 7%+. P/E 8.3x. Is this a value trap or the deepest discount in consumer staples right now?

GIS GeneralMills USStocks

May 29, 2026

KDP Keurig Dr Pepper Stock Outlook 2026: Coffee + Beverages Dual Moat, Is the Discount Justified?

Keurig Dr Pepper (KDP) stock analysis — JDE Peet's acquisition closed April 2026, Starbucks K-Cup partnership expanded, Q1 2026 net sales +8.1%. Forward P/E 12.6x vs Coca-Cola 24x. Is KDP's discount to peers an opportunity or a value trap?

KDP KeurigDrPepper USStocks