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General Mills shares are down around 30% over the past year, while the average consumer staples stock is up nearly 10%, and Bank of America and Evercore ISI cut their price targets after fiscal first-quarter 2027 results. Sales fell 3% and organic sales were flat, an improvement from the 5% drop and 2% organic decline a year earlier, with food service and international businesses growing. The article says the company is adjusting after cutting prices in fiscal 2026, but the dividend is a risk: adjusted EPS of $0.75 against a $0.61 dividend implies a payout ratio of roughly 80%. With a 7.3% yield, investors are paid while they wait for a turnaround, and a 27-year company veteran becomes CEO at the start of 2027.
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On October 15, KFC said it will switch from Pepsi to Coca-Cola products across its 4,000 U.S. locations, a deal PepsiCo is expected to cost about $50 million in revenue. It is the third major account PepsiCo has lost to Coca-Cola this year, following Marriott and Costco, as KFC tries to win back customers from rivals. PepsiCo's third-quarter revenue was $25.3 billion, up 5.6%, with EPS of $2.34, slightly above forecasts, but management lowered its full-year 2026 guidance for organic revenue and earnings growth. The article also points to pressure from consumers cutting processed snacks and from GLP-1 drug use, while about 68% of Coca-Cola's portfolio is low- or no-calorie. PepsiCo shares are down 8.7% this year, while Coca-Cola is up 34%.
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