에 대한 최신 뉴스 General Mills (NYSE:GIS) 주식

GENERAL MILLS INC

General Mills

General Mills is a global packaged food company that produces snacks, cereal, convenient meals, dough, baking mixes and ingredients, pet food, and superpremium ice cream. Its largest brands are Nature Valley, Cheerios, Old El Paso, Pillsbury, Betty Crocker, Blue Buffalo, and Haagen-Dazs. In fiscal 2024, 81% of its revenue was derived from the United States, although the company also operates in Canada, Europe, Australia, Asia, and Latin America. Although most of General Mills' products are sold through retail stores to consumers, the company also sells products to the foodservice channel and the commercial baking industry.

The Coca-Cola Co.

Analyst Color

Analyst Ratings

Trading Ideas

뱅크오브아메리카 증권(BofA Securities) 애널리스트인 브라이언 D. 스필레인(Bryan D. Spillane), 리사 K. 르완도프스키(Lisa K. Lewandowski), 피터 T. 갈보(Peter T. Galbo)는 화요일(8일) 잠재적인 경기침체를 대비한 필수소비재 기업에 대한 연구 결과를 발표했다.

경기 침체기에도 시장수익률 상회할 음료, 포장식품, 담배 등 필수소비재 주식은?

General Mills, Inc.

Earnings

News

Price Target

Markets

제너럴 밀스(NYSE:GIS)는 3월 19일 수요일 개장 전, 3분기 재무 실적을 발표할 예정이다.애널리스트들은 제너럴 밀스의 분기 주당순이익 96센트를 예상하고 있으며, 이는 전년 동기의 1.17달러에서 하락한 수치다. 또한 매출은 전년 동기 51억 달러에 비해 49억 5천만 달러로 줄어들 것으로 예상한다.

제너럴 밀스 3분기 실적 발표 앞두고, 월가 애널리스트 의견 변동은?

Herd,Of,Dairy,Cows,In,The,Middle,Of,Fields,In

Government

Large Cap

Health Care

General

COKE

MDLZ

수요일(5일) 미국 농무부(USDA)는 네바다주 6개 낙농 목장에서 조류독감 변종에 양성 반응을 보인 것으로 나타났다고 밝혔다. 이 변종은 지난 1월 사망한 남성과 관련이 있는 것으로 알려져 있다. 가축의 조류독감에 대한 불확실성 때문에 낙농업에 노출된 기업들은 주의해야 한다. 

치명적인 조류독감 변종이 젖소에도 영향, 주목해야 할 관련 주식은?

General Mills Inc

B of A Securities analyst Bryan Spillane maintains General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) with a Buy and lowers the price target from $68 to $63.

B of A Securities Maintains Buy on General Mills, Lowers Price Target to $63

Reported Earlier, General Mills To Remove Certified Colors From All US Cereals And K-12 School Foods By Summer 2026, Full Retail Portfolio By 2027

Wells Fargo analyst Chris Carey maintains General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) with a Equal-Weight and lowers the price target from $61 to $55.

Wells Fargo Maintains Equal-Weight on General Mills, Lowers Price Target to $55

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Redburn Atlantic raised the price target for The Charles Schwab Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>) from $65 to $82. Redburn Atlantic analyst Charles Bendit upgraded the stock from Sell to Neutral. Charles Schwab shares closed at $88.22 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/SCHW/analyst-ratings">view this stock</a>.</li>
<li>Jefferies raised Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) price target from $190 to $200. Jefferies analyst Brent Thill maintained a Buy rating. Oracle shares closed at $174.00 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/ORCL/analyst-ratings">view this stock</a>.</li>
<li>RBC Capital raised the price target for Cintas Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTAS#NASDAQ">CTAS</a>) from $215 to $240. RBC Capital analyst Ashish Sabadra maintained a Sector Perform rating. Cintas shares closed at $227.66 on Friday. <a href="https://www.benzinga.com/quote/CTAS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>DA Davidson cut the price target for The Toro Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTC#NYSE">TTC</a>) from $80 to $76. DA Davidson analyst Michael Shlisky maintained a Neutral rating. Toro shares closed at $68.50 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/TTC/analyst-ratings">view this stock</a>.</li>
<li>Compass Point raised Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) price target from $10 to $13. Compass Point analyst Joe Flynn downgraded the stock from Buy to Neutral. Applied Digital shares settled at $13.86 on Friday. <a href="https://www.benzinga.com/quote/APLD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>CIBC raised Rubrik, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBRK#NYSE">RBRK</a>) price target from $110 to $125. CIBC analyst Todd Coupland maintained an Outperformer rating. Rubrik shares closed at $97.98 on Friday. <a href="https://www.benzinga.com/quote/RBRK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>B of A Securities boosted Zscaler, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) price target from $285 to $340. B of A Securities analyst Tal Liani maintained a Buy rating. Zscaler shares closed at $303.03 on Friday.  <a href="https://www.benzinga.com/quote/ZS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>RBC Capital increased the price target for Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) from $102 to $103. RBC Capital analyst Steven Shemesh maintained an Outperform rating. Walmart shares settled at $97.43 on Friday. <a href="https://www.benzinga.com/quote/WMT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs slashed General Mills, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) price target from $68 to $58. Goldman Sachs analyst James Yaro downgraded the stock from Buy to Neutral. General Mills shares closed at $54.76 on Friday. <a href="https://www.benzinga.com/quote/GIS/analyst-ratings">See how other analysts view this stock</a>.</li>
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APLD

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ORCL

RBRK

SCHW

Oracle To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Deutsche Bank analyst Imron Zafar downgraded the rating for Intuitive Surgical, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) from Hold to Sell and lowered the price target from $515 to $440. Intuitive Surgical shares closed at $557.08 on Friday. <a href="https://www.benzinga.com/quote/isrg/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Argus Research analyst Bill Selesky downgraded the rating for Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) from Buy to Hold. Tesla shares closed at $295.14 on Friday. <a href="https://www.benzinga.com/quote/tsla/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst James Yaro downgraded the rating for General Mills, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) from Buy to Neutral and lowered the price target from $68 to $58. General Mills shares closed at $54.76 on Friday. <a href="https://www.benzinga.com/quote/gis/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Christopher Allen downgraded Interactive Brokers Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>) from Buy to Neutral but raised the price target from $205 to $215. Interactive Brokers shares closed at $211.83 on Friday. <a href="https://www.benzinga.com/quote/ibkr/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Sidoti &amp; Co. analyst John Franzreb downgraded AZZ Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZZ#NYSE">AZZ</a>) from Buy to Neutral and maintained the price target of $101. AZZ shares closed at $94.44 on Friday. <a href="https://www.benzinga.com/quote/azz/analyst-ratings">See how other analysts view this stock.</a></li>
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Downgrades

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This Tesla Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Goldman Sachs analyst James Yaro downgrades General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) from Buy to Neutral and lowers the price target from $68 to $58.

Goldman Sachs Downgrades General Mills to Neutral, Lowers Price Target to $58

Conagra Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAG#NYSE">CAG</a>) <a href="https://www.benzinga.com/pressreleases/25/06/n45811981/conagra-brands-enters-into-a-definitive-agreement-with-high-liner-foods-to-divest-the-van-de-kamps" target="_blank" rel="noreferrer noopener">agreed to sell</a> its Van de Kamp&#8217;s and Mrs. Paul&#8217;s frozen seafood brands to High Liner Foods for $55 million in cash.
The transaction is expected to close by the end of July 2025. The two seafood brands generated roughly $75 million in net sales during fiscal 2024.
The divestiture is projected to reduce Conagra&#8217;s adjusted earnings per share by one cent in fiscal 2026.
Conagra CEO Sean Connolly described the sale as a strategic move to redirect resources toward faster-growing segments. 
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Proceeds from the transaction will be applied toward debt reduction, aligning with Conagra&#8217;s broader goal of improving its balance sheet while enhancing focus on innovation and brand development.
The divestiture is part of a wider shift in the packaged food industry, where companies are reassessing portfolios to match evolving consumer demands and improve operational efficiency.
Related ETFs: Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>), iShares U.S. Consumer Goods ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYK#NYSE">IYK</a>).
Price Action: Conagra shares are trading lower by 0.45% at $22.36 on Friday&#8217;s last check.
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Asset Sales

iShares Trust Dow Jones USnsumer Goods Sector Index Fund

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UBS analyst Peter Grom maintains General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) with a Sell and lowers the price target from $54 to $52.

UBS Maintains Sell on General Mills, Lowers Price Target to $52

U.S. Health Secretary Robert F. Kennedy Jr. has championed &#8220;medical freedom&#8221; while simultaneously limiting access to COVID-19 vaccines and restricting food stamp purchases, creating what public health experts call a dichotomy in his approach to healthcare policy.
What Happened: Kennedy announced last week that the Centers for Disease Control and Prevention would remove COVID-19 vaccines from <a href="https://www.benzinga.com/news/25/05/45661031/robert-f-kennedy-jr-says-cdc-drops-covid-vaccine-for-healthy-pregnant-women-children">recommended </a>immunization schedules for healthy children and pregnant women.
The decision bypassed traditional advisory committee processes and shifted coverage from routine recommendations to shared clinical decision-making between doctors and patients.
&#8220;Regarding the vaccines, HHS is restoring the doctor-patient relationship,&#8221; HHS spokesperson Andrew Nixon said in a <a href="https://abcnews.go.com/Health/rfk-jr-promoted-freedom-choice-limiting-vaccines-food/story?id=122526364">statement</a> to ABC News. &#8220;We are encouraging those groups to consult with their health care provider to help them make an informed decision.&#8221;
Kennedy has also pushed to ban Supplemental Nutrition Assistance Program recipients from purchasing candy and soda with food stamps. Ten state governors have submitted waivers to the Agriculture Department requesting permission for such restrictions, according to Kennedy&#8217;s statements at a Make America Healthy Again event in May.
The Food and Drug Administration began <a href="https://www.benzinga.com/government/regulations/25/05/45399804/robert-kennedy-jr-cheers-fda-plan-to-ban-fluoride-supplements-for-children-calls-move-long-overdue">removing fluoride supplements for children </a>from the market, earning Kennedy&#8217;s praise as &#8220;long overdue.&#8221; The agency cited a lack of FDA approval and evidence that these products alter gut microbiomes.
Kennedy&#8217;s broader MAHA initiative has influenced restaurant chains to eliminate seed oils. Biglari Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BH#NYSE">BH</a>) subsidiary Steak &#8216;n Shake switched to beef tallow for French fries, while Sweetgreen Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SG#NYSE">SG</a>), Bloomin&#8217; Brands Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLMN#NASDAQ">BLMN</a>), and Restaurant Brands International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) have initiated similar transitions.
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Why It Matters: Critics argue Kennedy&#8217;s policies contradict his &#8220;medical freedom&#8221; messaging by limiting choices. Removing COVID vaccines from CDC schedules restricts access while claiming to promote freedom.
&#8220;If you restrict access, you necessarily restrict choice,&#8221; Dr. Matthew Ferrari of Pennsylvania State University told ABC News. Public health experts warn Kennedy&#8217;s approach individualizes community health decisions. &#8220;We&#8217;re losing a lot of that underpinning, which has led to a lot of the gains in public health,&#8221; Dr. Craig Spencer of Brown University told ABC News.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image Via Shutterstock

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General Mills And Lactalis Receive Regulatory Clearance For Sale OF U.S. Yogurt Transaction

On May 20, General Mills Approved Multi-Year Global Transformation Initiative; Transformation Initiative To Result In $130M Total Charges

Health and Human Services Secretary Robert F. Kennedy Jr. faces mounting pressure from Republican lawmakers and farming communities as his highly anticipated &#8220;Make America Healthy Again&#8221; report approaches Thursday&#8217;s release, with glyphosate pesticide regulations emerging as the primary flashpoint between public health advocates and agricultural interests.
What Happened: The MAHA Commission report, mandated by President Donald Trump within 100 days to analyze childhood disease factors, has sparked preemptive opposition from 79 Republican lawmakers representing farming states, <a href="https://apnews.com/article/rfk-jr-kennedy-farmers-maha-trump-pesticides-5d5a83bde6b88290cf9c3536e74523be">according</a> to AP. Iowa Republican Sen. Chuck Grassley warned Wednesday that farmers have expressed concerns about being excluded from the report&#8217;s input process.
Kennedy addressed Senate Appropriations Committee concerns from Mississippi Republican Sen. Cindy Hyde-Smith, stating &#8220;there&#8217;s not a single word in them that should worry the American farmer&#8221; and promising not to &#8220;jeopardize that business model.&#8221; The commission, established by Trump&#8217;s February executive order, was tasked with examining prescription drugs, chemicals, and food ingredients affecting children.
The report comes alongside a proposed $500 million budget boost for Kennedy&#8217;s MAHA initiative, while simultaneously cutting infectious disease prevention, maternal health, and medical research programs. Kennedy supporters, including 360 MAHA advocates and former campaign staffers, have submitted pesticide studies pressing for chemical industry accountability.
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Why It Matters: The report&#8217;s potential glyphosate restrictions could significantly impact agricultural productivity and food company operations. Kennedy&#8217;s broader MAHA agenda has already influenced restaurant industry practices, with Biglari Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BH#NASDAQ">BH</a>) subsidiary Steak &#8216;n Shake switching from seed oils to beef tallow for French fries, earning Kennedy&#8217;s public praise for <a href="https://www.benzinga.com/general/restaurants/25/03/44280041/rfk-jr-thanks-steak-n-shake-for-rfking-the-french-fries-restaurant-goes-all-in-on-make-america-healthy-again">&#8220;RFKing the French fries.&#8221;</a>
Other restaurant chains, including Sweetgreen Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SG#NYSE">SG</a>), Bloomin&#8217; Brands Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLMN#NASDAQ">BLMN</a>)-owned Outback Steakhouse, and Restaurant Brands International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)-owned Popeyes, have initiated similar transitions. Kennedy has scheduled meetings with food giants PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) and General Mills Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) to <a href="https://www.benzinga.com/markets/equities/25/03/44209953/rfk-jr-takes-on-food-giants-calls-meeting-with-pepsico-and-general-mills">address processed food concerns.</a>
The MAHA initiative&#8217;s budget proposal threatens the <a href="https://www.benzinga.com/personal-finance/25/05/45522362/we-have-no-details-says-food-program-director-as-trumps-maha-boxes-threaten-730000-seniors-grocery-lifeline">$425 million Commodity Supplemental Food Program</a>, potentially affecting 730,000 seniors&#8217; grocery access through replacement &#8220;MAHA boxes.&#8221; Food program directors report logistical challenges and communication gaps, with Connecticut Foodshare experiencing 34 canceled federal shipments affecting over 600 food banks statewide.
The World Health Organization classifies glyphosate as a probable human carcinogen, while farmers argue it remains essential for weed control without excessive soil tilling, creating a regulatory tension between public health priorities and agricultural economics.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Politics

RFK Jr.'s 'Make America Healthy Again' Report Stirs GOP, Farmers Over Glyphosate Concerns Ahead Of Release

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the consumer staples sector.
<h3 class="wp-block-heading">Altria Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 7.03%</li>
<li>Barclays analyst Gaurav Jain maintained an Underweight rating and raised the price target from $46 to $49 on May 2, 2025. This analyst has an accuracy rate of 65%.</li>
<li>B of A Securities analyst Lisa Lewandowski upgraded the stock from Neutral to Buy and raised the price target from $55 to $65 on Dec. 6, 2024. This analyst has an accuracy rate of 64%.</li>
<li>Recent News: On April 29, Altria Group posted upbeat quarterly earnings.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest MO <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516">news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516"><img loading="lazy" decoding="async" width="913" height="847" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065718/image-196.png" alt="" class="wp-image-917747" style="width:637px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065718/image-196.png 913w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065718/image-196-300x278.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065718/image-196-768x712.png 768w" sizes="(max-width: 913px) 100vw, 913px" /></a></figure>
<h3 class="wp-block-heading">Conagra Brands, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAG#NYSE">CAG</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 6.15%</li>
<li>JP Morgan analyst Ken Goldman maintained a Neutral rating and cut the price target from $26 to $25 on May 6, 2025. This analyst has an accuracy rate of 76%.</li>
<li>Morgan Stanley analyst Megan Alexander initiated coverage on the stock with an Equal-Weight rating and a price target of $27 on March 24, 2025. This analyst has an accuracy rate of 67%.</li>
<li>Recent News: On May 1, Hometown Food Company announced plans to acquire Chef Boyardee Brand from Conagra Brands for $600 million.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest CAG <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516">news </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516"><img loading="lazy" decoding="async" width="848" height="792" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065756/image-197.png" alt="" class="wp-image-917749" style="width:606px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065756/image-197.png 848w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065756/image-197-300x280.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065756/image-197-768x717.png 768w" sizes="(max-width: 848px) 100vw, 848px" /></a></figure>
<h3 class="wp-block-heading">General Mills, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 4.41%</li>
<li>Morgan Stanley analyst Megan Alexander initiated coverage on the stock with an Underweight rating and a price target of $53 on March 24, 2025. This analyst has an accuracy rate of 67%.</li>
<li>Mizuho analyst John Baumgartner maintained a Neutral rating and cut the price target from $62 to $60 on March 20, 2025. This analyst has an accuracy rate of 67%.</li>
<li>Recent News: On March 19, General Mills reported mixed third-quarter results and said it expects macroeconomic uncertainty to continue impacting consumers in the fourth quarter.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516">latest GIS news</a> </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0516"><img loading="lazy" decoding="async" width="916" height="827" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065837/image-198.png" alt="" class="wp-image-917750" style="width:574px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065837/image-198.png 916w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065837/image-198-300x271.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16065837/image-198-768x693.png 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
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<li><a href="https://www.benzinga.com/25/05/45462276/applied-materials-flowers-foods-and-3-stocks-to-watch-heading-into-friday">Applied Materials, Flowers Foods And 3 Stocks To Watch Heading Into Friday</a> </li>
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Photo via Shutterstock

Dividends

Pre-Market Outlook

Wall Street's Most Accurate Analysts Give Their Take On 3 Defensive Stocks Delivering High-Dividend Yields

Jim Cramer thinks that the bond market now offers a clearer risk-reward trade-off than so-called "safety" stocks, warning that rising 10-year Treasury yields and a political "wild card" in Washington make even dividend stalwarts feel shaky.
What Happened: The 10-year Treasury yield's jump to its highest level in more than a month has tightened the spread between bond payouts and blue-chip dividends, dulling the appeal of AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) and Colgate-Palmolive (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>), Cramer <a href="https://www.cnbc.com/2025/05/14/jim-cramer-explains-why-its-hard-to-own-usual-safety-stocks-here.html">told</a> CNBC&#8217;s &#8216;Mad Money&#8217; viewers on Wednesday.
"In a very uncertain tape for what <a href="https://www.benzinga.com/content/44809259/3-safe-dividend-stocks-as-investors-seek-to-reset-diversification">used to be called</a> ‘safety stocks,' I'd rather just own a piece of paper like the 10-year Treasury, where, if worst comes to worst, at least I get my money back," Cramer said.
Cramer flagged Robert F. Kennedy Jr., newly installed as Health and Human Services secretary, as an <a href="https://www.benzinga.com/markets/equities/24/11/42254495/trumps-hhs-pick-rfk-jr-has-a-long-history-of-challenging-global-health-policies">unpredictable force</a> who could clamp down on pharmaceutical pricing and food additives. "Investors don't know whether Kennedy will act in favor of the companies he's tasked with regulating," he cautioned.
See also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45426516/chuck-schumer-says-trump-is-letting-cartel-members-into-the-us-asks-how-much-memecoin-did-they-pay">Chuck Schumer Says Trump Is &#8216;Letting Cartel Members&#8217; Into The US, Asks How Much &#8216;Memecoin&#8217; Did They Pay</a>
What To Know: That uncertainty compounds existing headaches. Johnson &amp; Johnson is <a href="https://www.benzinga.com/general/biotech/25/04/44586129/us-judge-rejects-another-johnson-johnson-attempt-to-use-bankruptcy-for-talc-cancer-claims">still wrestling</a> with talc-related lawsuits that have already cost billions in settlements and reserves, a cloud Wall Street <a href="https://www.benzinga.com/25/04/44920880/expert-flags-never-before-observed-trio-falling-stocks-and-short-yields-bucking-rising-long-yields-nothing-is-normal-about-this">fears could grow</a> heavier if bond yields <a href="https://www.benzinga.com/25/05/45399783/gordon-johnson-warns-of-potential-liberation-day-20-as-30-year-treasury-yields-approach-5-amid-dollar-weakness?utm_source=chatgpt.com">keep luring</a> income-seekers away. AbbVie's rich dividend likewise looks less generous when a risk-free Treasury pays nearly the same rate with zero headline risk.
Consumer staples aren't immune either, says Cramer. Procter &amp; Gamble and Colgate boast recession-proof brands, yet their 2–3% yields no longer tower over Treasuries, and Cramer said "the yields may simply not be high enough to justify the risk."
Snack titan PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) and cereal maker General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) could also <a href="https://www.benzinga.com/government/regulations/24/11/42144709/kennedys-war-on-food-dyes-could-be-coming-to-your-breakfast-table">come under fire</a> if Kennedy pushes to restrict artificial colors and other additives, Cramer warned, asking rhetorically whether kids would still eat Lucky Charms without its rainbow marshmallows.
Why It Matters: For now, Cramer said he is "tempted to buy General Mills" on weakness, but fears Washington's next pitch more than the stock's upside.
Cramer also told "Mad Money" viewers that recession worries can be a buying opportunity, saying high-quality retailers look cheap so long as you don't think the economy will "fall off a cliff." Despite earlier warning, the sector was in the trade-war "blast radius," he now does have a <a href="https://www.benzinga.com/25/05/45416455/jim-cramer-says-these-retail-stocks-rl-gap-can-survive-a-market-correction">couple of clear favorites</a> to scoop up on any dip.
Benzinga Edge Stock Rankings indicate Johnson &amp; Johnson has a Momentum in the 47th percentile and Growth in the 63rd, how do other &#8220;safety&#8221; stocks rank in terms of these metrics? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Check them out here</a>.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="442" height="282" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15010652/Screenshot-2025-05-15-at-14.06.33.png" alt="" class="wp-image-915950" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15010652/Screenshot-2025-05-15-at-14.06.33.png 442w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15010652/Screenshot-2025-05-15-at-14.06.33-300x191.png 300w" sizes="(max-width: 442px) 100vw, 442px" /></figure>
Photo courtesy: katz / Shutterstock.com
Read next: <a href="https://www.benzinga.com/general/travel/25/05/45427289/peter-schiff-warns-qatars-200-billion-boeing-deal-could-spike-us-inflation-interest-rates-says-treasury-sell-off-may-follow">Peter Schiff Warns Qatar&#8217;s $200 Billion Boeing Deal Could Spike US Inflation, Interest Rates — Says Treasury Sell-Off May Follow</a>

Equities

ABBV

Jim Cramer Says Even 'Safety' Stocks Look Risky, Warns Of 'Wild Card' In Washington And Rising Treasury Yields As Reasons To Stay Away From Sure Bets

In a recent interview, United States Secretary of Agriculture Brooke Rollins signaled a new wave of regulatory scrutiny headed for America&#8217;s largest food, beverage, and retail brands.
What Happened: Speaking on the All-in Podcast on Sunday, Secretary Rollins discussed the Supplemental Nutrition Assistance Program (SNAP), highlighting its $123 billion annual cost.
She noted that SNAP accounts for 70% of the U.S. Department of Agriculture's budget and roughly 2% of the entire federal budget.
Rollins further adds that roughly 10% of this budget, or $15 billion a year, is spent on soda, with 75% of the population on SNAP being clinically obese. &#8220;Taxpayer dollars be[ing] spent on sugary drinks and junk food that&#8217;s making our kids sick? Absolutely not,&#8221; she says.
See More: <a href="https://www.benzinga.com/general/market-summary/25/05/45187807/sp-500s-9-day-climb-not-a-recession-signal-argue-analysts-amid-conflicting-research-simply-wrong-lazy-analysis">S&amp;P 500&#8217;s 9-Day Climb Not A Recession Signal, Argue Analysts Amid Conflicting Research: &#8216;Simply Wrong/Lazy Analysis&#8217;</a>
She blames this squarely on the lobbyists, saying that &#8220;the amount of money that is at stake is reflected in the amount of lobbyists that are out and about,&#8221; but adds that the program will not be eliminated, and will instead be realigned to &#8220;make America healthy again.&#8221;
Why It Matters: SNAP benefits have been in focus ever since the new administration took over, with <a href="https://benzinga.com/news/25/02/43901558/snap-benefits-in-focus-trump-admin-targets-bidens-food-assistance-policies">plenty of pushback</a> against potential cuts, coming from the likes of Rep. Ro Khanna (D-CA), who called it &#8220;slashing benefits for working-class Americans to pay for tax breaks for the ultra-rich.&#8221; 
Several leading food, beverage, and retail brands too face a top-line hit if these changes come into effect, with a substantial portion of their revenues coming from purchases made using SNAP.
According to analyst Alexia Howard from Bernstein, a wide-scale cut to SNAP could hit General Mills Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) the hardest, given its cereal line-up.
Besides this, there are beverage stocks such as Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), and Monster Beverage Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>), which are likely to be hit hard, according to a Citi Research note.
Among retailers, dollar stores such as Dollar General Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) and Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) are the most likely to be impacted by cuts to the SNAP program, according to Bernstein analyst Zhihan Ma. &#8220;If you're a dollar store, your full value proposition is predicated on servicing the lower-income consumers,&#8221; Ma said, in a report <a href="https://www.cnbc.com/2025/04/16/proposed-snap-cuts-pressure-low-income-shoppers-retailers.html">by</a> CNBC. 
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Stock</td>
<td class="has-text-align-center" data-align="center">Year-To-Date Performance</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">General Mills Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)</td>
<td class="has-text-align-center" data-align="center">-12.79%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)</td>
<td class="has-text-align-center" data-align="center">+15.86%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>)</td>
<td class="has-text-align-center" data-align="center">-10.96%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Monster Beverage Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>)</td>
<td class="has-text-align-center" data-align="center">+14.80%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Dollar General Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>)</td>
<td class="has-text-align-center" data-align="center">+19.40%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>)</td>
<td class="has-text-align-center" data-align="center">+10.23%</td>
</tr>
</tbody>
</table>
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<iframe loading="lazy" title="Brooke Rollins, Secretary of Agriculture &#x7C; All-In in DC!" width="500" height="281" src="https://www.youtube.com/embed/Avlm1GWEgQI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Photo courtesy: New Africa / Shutterstock.com

DLTR

MNST

SNAP Spending Shift Could Hit General Mills, PepsiCo Hard, Warns Analyst

Government health agencies are pushing forward an <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply" rel="noreferrer noopener">overhaul of food additive rules</a> to remove petroleum-based artificial dyes from products sold in the U.S.
The effort, revealed on Wednesday, falls under health secretary&nbsp;Robert F. Kennedy Jr's larger "Make America Healthy Again" plan, which seeks to boost national health by tightening dietary guidelines.
The U.S. Food and Drug Administration (FDA) and the Department of Health and Human Services introduced a roadmap outlining the shift toward plant-based food colorings across the industry.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44909706/tariff-pressures-could-reshape-restaurant-buildout-economics-says-analyst" rel="noreferrer noopener">Tariff Pressures Could Reshape Restaurant Buildout Economics, Says Analyst</a>
"For too long, some food producers have been feeding Americans petroleum-based chemicals without their knowledge or consent," said HHS Secretary Robert F. Kennedy, Jr.
"These poisonous compounds offer no nutritional benefit and pose real, measurable dangers to our children's health and development. That era is coming to an end.
As part of the plan, approvals for two synthetic dyes, Citrus Red No. 2 and Orange B, will be rescinded in the coming months.
Regulators are coordinating with manufacturers to eliminate six commonly used food colorings: FD&amp;C Red No. 40, FD&amp;C Yellow Nos. 5 and 6, FD&amp;C Green No. 3, and FD&amp;C Blue Nos. 1 and 2 by the end of next year.
The FDA also encouraged companies to retire FD&amp;C Red No. 3 ahead of the current 2027-2028 target. To support a seamless shift, the agency intends to authorize four new naturally derived color additives in the near future.
It is also speeding up the evaluation process for substitutes such as butterfly pea flower extract, Galdieria blue, gardenia blue, and calcium phosphate. In addition, updated regulatory guidelines are being developed to assist manufacturers in meeting the new requirements.
In collaboration with the National Institutes of Health (NIH), the FDA will undertake a broad research effort to assess how food dyes influence children's development and well-being.
Read Next:
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Photo by Tada Images via Shutterstock

FDA Targets Synthetic Food Dyes In Sweeping Nutrition Overhaul

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Compass Point analyst Dominick Gabriele initiated coverage on PayPal Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) with a Sell rating and announced a price target of $56. PayPal shares closed at $61.42 on Tuesday. <a href="https://www.benzinga.com/quote/PYPL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. analyst Sameer Joshi initiated coverage on Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) with a Buy rating and announced a price target of $55. Oklo shares closed at $21.53 on Tuesday. <a href="https://www.benzinga.com/quote/OKLO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Peter Grom initiated coverage on General Mills, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) with a Sell rating and announced a price target of $54. General Mills shares closed at $58.06 on Tuesday. <a href="https://www.benzinga.com/quote/GIS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Roth MKM analyst Taz Koujalgi initiated coverage on SentinelOne, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) with a Buy rating and announced a price target of $26. SentinelOne shares closed at $16.36 on Tuesday. <a href="https://www.benzinga.com/quote/S/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JMP Securities analyst Silvan Tuerkcan initiated coverage on Foghorn Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FHTX#NASDAQ">FHTX</a>) with a Market Outperform rating and announced a price target of $9. Foghorn Therapeutics shares closed at $4.24 on Tuesday.  <a href="https://www.benzinga.com/quote/FHTX/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying PYPL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="578" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23091816/image-136-1024x578.png" alt="" class="wp-image-884194" style="width:551px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23091816/image-136-1024x578.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23091816/image-136-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23091816/image-136-768x434.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23091816/image-136.png 1103w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>
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Initiation

FHTX

OKLO

PYPL

This PayPal Analyst Begins Coverage On A Bearish Note; Here Are Top 5 Initiations For Wednesday

UBS analyst Peter Grom initiates coverage on General Mills (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) with a Sell rating and announces Price Target of $54.

UBS Initiates Coverage On General Mills with Sell Rating, Announces Price Target of $54

U.S. health officials announced Tuesday that the Food and Drug Administration will phase out petroleum-based synthetic food dyes by the end of 2026 in a major shift for <a href="https://www.benzinga.com/government/regulations/25/01/43011207/fda-bans-red-dye-no-3-effective-january-2027-cites-cancer-risks-food-stocks-to-watch">the nation's food industry.</a>
"For the last 50 years, we have been running one of the largest uncontrolled scientific experiments in the world on our nation's children without their consent," FDA Commissioner Marty Makary said at a news conference.
Read Next: <a href="https://www.benzinga.com/25/04/44935272/tesla-reports-q1-after-the-bell-68-expect-the-company-to-miss-analysts-estimates">Will Tesla Beat The Street? 68% Expect Something Markets May Not Be Ready For</a>
Artificial color additives such as Red 40, Yellow 5 and Blue 1 are used to give products like cereals, chips and sports drinks their vivid colors, but concerns about their safety have been growing for years. Health advocates have cited research linking these dyes to hyperactivity and other neurobehavioral issues in children, though the FDA maintains most children do not experience adverse effects from consuming them.
The new regulations will require major food manufacturers like PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) and Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) to reformulate products and transition to natural color alternatives. 
Industry representatives have argued that there is insufficient evidence to justify a ban, but the FDA is moving forward with a national standard and clear timeline for the transition.
The eight synthetic dyes targeted for elimination include Red No. 40, Red No. 3, Yellow No. 5, Yellow No. 6, Blue No. 1, Blue No. 2, Green No. 3, and possibly Orange B or Citrus Red No. 2. Red No. 3, already linked to cancer in laboratory animals, was previously scheduled for a federal ban by January 2027.&nbsp;
The FDA is also expected to authorize additional natural color additives and accelerate the review of others to support the industry's transition.
"For companies that are currently using petroleum-based red dye, try watermelon juice or beet juice. For companies currently combining petroleum-based yellow chemical and red dyes together, try carrot juice," Makary said. 
Health and Human Services Secretary Robert F. Kennedy Jr., who oversees the FDA, has made eliminating artificial dyes a priority, citing the need to address chronic disease and improve children's health as part of his "Make America Healthy Again" campaign.
"We are betraying our children by letting these industries poison them,&#8221; Kennedy said at a Trump campaign rally in November 2024.&nbsp;
General Mills Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) may have seen the ban coming as the mega-manufacturer of processed foods released a statement last November after President Donald Trump announced Kennedy as his choice for the position  
&#8220;Because this is always an evolving space, we work in close partnership with policymakers on this issue,&#8221; General Mills said in the statement. &#8220;We will engage with federal regulators as they consider any additional changes they may propose.&#8221;
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</ul>
Photo: Shutterstock

Regulations

RFK Jr. Will Phase Out Artificial Food Dyes By End Of 2026: What It Means For Pepsi, Coca-Cola, General Mills

<a href="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD" title="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD">https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD</a>.
<a href="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD" title="https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD">https://www.fda.gov/news-events/press-announcements/hhs-fda-phase-out-petroleum-based-synthetic-dyes-nations-food-supply#:~:text=%E2%80%9CToday%2C%20the%20FDA%20is%20asking,obesity%2C%20depression%2C%20and%20ADHD</a>.

U.S. FDA Commissioner Makary Says FDA Is Taking Action To Remove Petroleum-Based Synthetic Dyes From Food Supply And Medications; FDA Food Policy Is Justified By Studies Raising Concern About Link Between Dyes And Health Conditions

Press Releases

General Mills to Webcast Remarks at dbAccess Global Consumer Conference on June 5, 2025

Cinnamon Toast Crunch and Pit Viper Unleash Epic Cereal-Inspired Sunglasses, Just in Time for Summer

General Mills and Lactalis Receive Regulatory Clearance for U.S. Yogurt Transaction

General Mills Gives Its Cereals and Mascots a Heroic Makeover with Marvel Studios' "The Fantastic Four: First Steps"

General Mills to Webcast Fiscal 2025 Fourth Quarter and Full Year Earnings Results on June 25, 2025

Soft Baked, Snackable, and Ready for Backpacks — New Mott's Apple Filled Bars Come in 3 Fruity Flavors for Summer Adventures and Back-to-School Snacking

General Mills Announces Plans to Remove Certified Colors from All U.S. Cereals and All Foods Served in K-12 Schools by Summer 2026

Old El Paso Taps Keith Urban in 'Castin' the Cowboy' to Crown the Voice of Taco Night

General Mills' Progresso Soup Drops Campaign Wins Gold and Silver Lions at Cannes Lions International Festival of Creativity

General Mills Accelerates Growth With Blue Buffalo Expansion Into Fresh and Edgard & Cooper U.S. Launch

Conagra Brands

Cal-Maine Foods

The Campbell's

Flowers Foods

Freshpet

Hormel Foods

Hershey

Kellanova

Kraft Heinz

Lancaster Colony Corporation - Common Stock

Lancaster Colony

Lamb Weston Hldgs

Mondelez International, Inc. - Class A Common Stock

Mondelez International

McCormick & Company, Incorporated Common Stock

McCormick & Co

Nomad Foods

Post Holdings

Pilgrim's Pride Corporation - Common Stock

Pilgrims Pride

Seaboard

Smithfield Foods

JM Smucker

The Simply Good Foods Company - Common Stock

Simply Good Foods

Tootsie Roll Industries, Inc. Common Stock

Tootsie Roll Industries

Tyson Foods

B of A Securities

Wells Fargo

Goldman Sachs

Morgan Stanley

뱅크오브아메리카 증권(BofA Securities) 애널리스트인 브라이언 D. 스필레인(Bryan D. Spillane), 리사 K. 르완도프스키(Lisa K. Lewandowski), 피터 T. 갈보(Peter T. Galbo)는 화요일(8일) 잠재적인 경기침체를 대비한 필수소비재 기업에 대한 연구 결과를 발표했다.
애널리스트들은 최근 경기 침체기에 필수소비재 주식이 역사적으로 S&amp;P 500 시장수익률 상회를 기록해 방어적 우위를 보였다고 말했다. 그러나 고물가 지속과 낮은 물량 증가율 등 현재 상황이 향후 경기 침체 시 회복력을 제한할 수 있다고 경고했다.
그럼에도 불구하고 새로운 관세에 대한 노출이 제한적이기 때문에 다른 업종보다 매력적일 수 있으며, 잠재적으로 밸류에이션 배수를 유지하는 데 도움이 될 수 있다.
경기 침체기에 필수소비재 섹터의 주가는 매출 성장보다는 주당순이익(EPS)에 주로 영향을 받는다.
분석에 따르면 음료, 가정용품 및 개인용품(HPC), 포장식품, 담배와 같은 주요 하위 섹터에서 주당순이익 추정치가 주가 움직임의 90% 이상을 차지하며, 음료와 HPC의 상관관계가 가장 높은 것으로 나타났다.
이는 불확실한 경제 상황에서 주식 성과를 평가할 때 실적 강세가 매우 중요하다는 점을 강조한다고 지적했다.
과거 6차례 경기 침체기를 검토한 결과 특정 필수소비재 주식이 지속적으로 S&amp;P 500 시장수익률 상회한 것으로 나타났다.
캠벨 수프(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>), 콜게이트 팜올리브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>), 제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>), 맥코믹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MKC#NYSE">MKC</a>), 펩시코(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), 그리고 호멜 푸드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>)는 모두 이러한 하강기 동안 지수를 초과 성과를 거둔 100%의 성공률을 기록했다.
가장 포괄적인 데이터가 있는 최근 4차례 경기 침체에서 맥코믹, 제너럴 밀스, 그리고 처치 앤 드와이트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>)가 상대적으로 가장 강한 성과를 냈다.
잠재적 경기 침체기에 실적이 우수한 필수소비재 주식은 매출 압박과 비용 상승을 상쇄할 수 있는 수익 유연성, 관세 관련 인플레이션을 제한하는 강력한 미국 제조업 입지, 주당 순이익을 높이기 위해 자사주 매입을 지속할 수 있는 견고한 대차대조표라는 세 가지 특징을 공유할 가능성이 높다.
애널리스트들은 맥코믹, 코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), 그리고 필립 모리스 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>)을 좋은 방어주로 보며, 큐리그 닥터페퍼(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>), 몰슨 쿠어스 베버리지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>), 그리고 알트리아(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>)를 잠재적으로 시장 초과 성과를 낼 수 있는 다음 그룹으로 보았다.
이미지 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)는 3월 19일 수요일 <a href="https://www.benzinga.com/quote/GIS/earnings" target="_blank" rel="noopener">개장 전, 3분기 재무 실적을 발표할 예정이다.</a>
애널리스트들은 제너럴 밀스의 분기 주당순이익 96센트를 예상하고 있으며, 이는 전년 동기의 1.17달러에서 하락한 수치다. 또한 매출은 전년 동기 51억 달러에 비해 49억 5천만 달러로 줄어들 것으로 예상한다.
1월 27일, 제너럴 밀스는 캐나다 요거트 사업부를 소디알(Sodiaal)에 매각하는 계약을 체결했다. 이 거래에는 요플레(Yoplait)와 리버떼(Liberté)와 같은 유명 요거트 브랜드의 캐나다 운영 및 퀘벡주 생히야신스의 생산 시설이 포함되어 있다.
제너럴 밀스 주가는 월요일 2.3% 상승한 60.94달러에 마감했다.
벤징가 독자들은 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie" target="_blank" rel="noopener">애널리스트 주식 평가</a> 페이지에서 최신 애널리스트 평가에 액세스할 수 있다. 벤징가의 가장 정확한 애널리스트들이 최근 <a href="https://www.benzinga.com/quote/gis/analyst-ratings" target="_blank" rel="noopener">제너럴 밀스를 어떻게 평가했는지 살펴보자.</a>
<ul>
<li>JP 모건 애널리스트 켄 골드만(Ken Goldman): 2025년 3월 11일, 중립 등급 유지, 목표주가를 62달러에서 60달러로 하향 조정, 정확도는 78%</li>
<li>제프리스 애널리스트 롭 디커슨(Rob Dickerson): 2025년 3월 10일, 보유 등급 유지, 목표주가를 58달러에서 62달러로 상향 조정, 정확도는 68%</li>
<li>파이퍼 샌들러 애널리스트 마이클 라버리(Michael Lavery): 2025년 2월 25일, 중립 등급 유지, 목표주가를 84달러에서 71달러로 하향 조정, 정확도 66%</li>
<li>웰스파고 애널리스트 크리스 캐리(Chris Carey): 2025년 2월 19일, 중립 등급 유지, 목표주가를 64달러에서 61달러로 하향 조정, 정확도 63%</li>
<li>뱅크오브아메리카 증권 애널리스트 브라이언 스필란(Bryan Spillane): 2025년 2월 19일, 매수 등급 유지, 목표주가를 78달러에서 70달러로 하향 조정, 정확도 62%</li>
</ul>
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/18042257/image-142-1024x575.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="575" />
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

수요일(5일) 미국 농무부(USDA)는 네바다주 6개 낙농 목장의 젖소가 조류독감 변종에 양성 반응을 보인 것으로 나타났다고 밝혔다. 이 변종은 <a href="https://www.benzinga.com/general/restaurants/25/02/43511263/high-egg-prices-drive-waffle-house-to-add-50-cent-surcharge" target="_blank" rel="noopener">지난 1월 사망한 남성과 관련이 있는 것으로 알려져 있다.</a>
세부 정보: 네바다주에서 감염된 젖소들은 H5N1 조류독감의 D1.1 변종이 소에서 발견된 최초의 사례로, 이는 다른 소 무리에서가 아니라 조류로부터 바이러스에 감염되었음을 의미한다.
CNN <a href="https://www.cnn.com/2025/02/05/health/bird-flu-cattle-nevada/index.html" target="_blank" rel="noopener">보도</a>에 따르면, 야생 조류에 의해 가축에 조류독감 유형이 유입된 것은 이번이 두 번째라고 한다. 야생 조류가 가축에 질병을 퍼뜨리고 있다면, 이 질병은 풍토병이 될 수도 있고, 지속적으로 순환할 수도 있다.
펜실베이니아 대학의 병리생물학자인 루이스 몽클라 박사(Dr. Louise Moncla)는 CNN과의 인터뷰에서 "내 생각에는 이 바이러스는 이제 풍토성 바이러스로 분류되어야 한다&#8221;고 말했다.
D1.1 변종은 지난 1월 루이지애나에서 사망한 남성과 지난해 가을 중태에 빠진 채로 입원한 브리티시 컬럼비아의 10대 청소년이 감염된 바이러스와 관련된 변종이다.
마이클 워로비(Michael Worobey)는 애리조나 대학의 진화 생물학자로, 소에서 H5N1 바이러스를 연구한 바 있다. 그는 포춘과의 인터뷰에서 이 바이러스가 "코로나19를 아무것도 아닌 일로 만들 수 있는 잠재력을 가지고 있다"고 <a href="https://fortune.com/well/2025/02/06/new-bird-flu-spread-cows-nebraska-expert-warns-could-worse-covid/" target="_blank" rel="noopener">말했으며</a>, 연방 당국은 확산을 막기 위해 신속하게 정보를 공유해야 한다고 주장했다.
하지만 트럼프 2기 행정부가 1월 말 질병통제예방센터(CDC)의 모든 통신을 <a href="https://www.benzinga.com/general/health-care/25/01/43194764/trump-administration-halts-all-communications-from-the-centers-for-disease-control-as-bird-flu-spreads" target="_blank" rel="noopener">중단하도록 명령</a>한 것을 고려하면, 상황은 어려울 수 있다. 통신 중단에는 CDC의 주간 사망률 및 사망률 보고서, 건강 정보 및 권고 사항에 관한 과학 간행물도 포함된다.
주목해야 할 주식: <a href="https://www.aphis.usda.gov/livestock-poultry-disease/avian/avian-influenza/hpai-detections/hpai-confirmed-cases-livestock" target="_blank" rel="noopener">미국 농무부</a>에 따르면, H5N1 조류독감은 16개 주에 있는 957개 목장에서 발견되었다. 가축의 조류독감에 대한 불확실성 때문에 낙농업에 노출된 기업들은 주의해야 한다.
코카콜라 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)는 페어라이프(Fairlife) 우유와 코어 파워(Core Power) 단백질 셰이크를 포함한 15개 브랜드의 80개 이상 유제품을 보유하고 있으며, 유제품 가격 인상이나 부족에 민감할 것으로 보인다.
허쉬 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)와 몬델레즈 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>) 같은 초콜릿 제조업체들도 우유를 주요 재료로 사용하기 때문에 낙농업에 크게 노출되어 있다.
제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) 역시 하겐다즈(Häagen-Dazs) 아이스크림, 요플레(Yoplait), 위(Oui) 프랑스 스타일 요거트를 제조하는 업체로, 조류독감 사태가 전개되는 동안에 계속 주시해야 할 업체다.
사진: Labellepatine via Shutterstock
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<h2 class="wp-block-heading">신규 블록</h2>
세이지 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAGE#NASDAQ">SAGE</a>)는 주주들을 만족시키기 위한 &#8220;전략적 대안&#8221;을 공식적으로 탐색하고 있다. 이 과정에는 가능한 사업 결합부터 전면적인 매각까지 모든 것이 포함된다.
누가 관심이 있나요? 바로 바이오젠(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/biib" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BIIB" data-google-interstitial="false">BIIB</a>)이다. 바이오젠은 세이지가 거부한 자발적 제안을 제출했다. 매사추세주 케임브리지에 본사를 둔 세이지는 PPD 여성 치료제인 주르주베(ZURZUVAE)로 유명하다. 골드만삭스가 재무 자문을 제공하고, 스캐든 압스(Skadden, Arps, Slate, Meagher &amp; Flom LLP)가 법적 문제를 감독한다.
실버스 테크놀로지스는 로스앤젤레스에 본사를 둔 모바일 통신 회사로, TJC가 소유하고 있다. 실버스는 매각 또는 초기 공모(IPO)를 탐색하기 위해 모건 스탠리를 고용했다. TJC는 실버스에 대해 최대 50억 달러의 가치를 추구할 수 있다고 블룸버그가 <a href="https://www.bloomberg.com/news/articles/2025-01-30/tjc-is-said-to-weigh-sale-ipo-of-radio-tech-provider-silvus" target="_blank" rel="noopener">보도</a>했다. TJC는 조던 컴퍼니(The Jordan Company)로 알려져 있으며, 2019년 12월에 실버스를 인수했다.
알라코스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/allk" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for ALLK">ALLK</a>)는 AK006 프로그램을 중단하고, 회사의 약 75%를 해고할 것이라고 발표했다. 이 생명공학 회사는 전략적 대안을 탐색하기 위해 약 15명의 직원을 유지할 계획이다. CEO 로버트 알렉산더는 이를 &#8220;일반적인 것들&#8221;이라고 설명했다.
이 움직임은 알라코스의 현금 보유고를 크게 줄일 것이며, 지난해 말 기준으로 8,100만 달러였던 현금 보유고는 구조조정 비용으로 3,400만 달러에서 3,800만 달러를 소모한 후 중반까지 3,500만 달러에서 4,000만 달러로 줄어들 것으로 예상된다. 새로운 전략적 방향을 신속하게 찾는 압박이 가해지고 있다.
<h2 class="wp-block-heading">블록 업데이트</h2>
유튜브 스타 지미 도널드슨(일명 미스터비스트)는 틱톡 인수 제안에 대해 200억 달러 이상의 자금을 확보했다. 기술 기업가 제시 틴슬리(Jesse Tinsley)가 이끄는 투자 그룹에는 로블록스(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/rblx" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for RBLX">RBLX</a>)의 CEO 데이비드 바수츠키(David Baszucki)와 &#x2A;앵커리지 디지털의 CEO 네이선 맥컬리(Nathan McCauley)가 포함되어 있다. 틴슬리는 블룸버그에 그들의 제안이 200억 달러의 경쟁 입찰보다 &#8220;상당히 높다&#8221;고 말했다. 틴슬리가 언급한 경쟁 입찰이 전 LA 다저스 구단주 프랭크 맥코트(Frank McCourt)와 "샤크 탱크" 스타 케빈 오리어리가 참여한 <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">프로젝트 리버티 입찰</a>인지 불확실하다. 또한, <a href="https://www.benzinga.com/25/01/43260646/microsoft-eyes-tiktok-us-deal-as-trump-confirms-acquisition-talks-are-underway" target="_blank" rel="noopener" data-google-interstitial="false">트럼프 대통령이 지적한 것</a>처럼 마이크로소프트가 진지하게 입찰을 했는지 여부도 불확실하다.
휴렛 팩커드 엔터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)의 140억 달러 규모의 <a href="https://www.benzinga.com/pressreleases/25/01/b43347867/hewlett-packard-enterprise-and-juniper-networks-strongly-oppose-department-of-justices-decision-to">주니퍼 네트웍스(</a><a href="https://www.benzinga.com/pressreleases/25/01/b43347867/hewlett-packard-enterprise-and-juniper-networks-strongly-oppose-department-of-justices-decision-to" target="_blank" rel="noopener" data-google-interstitial="false">Juniper Networks</a><a href="https://www.benzinga.com/pressreleases/25/01/b43347867/hewlett-packard-enterprise-and-juniper-networks-strongly-oppose-department-of-justices-decision-to">)</a> 인수는 도로에 장애물을 만났다. 법무부가 기술 회사를 상대로 소송을 제기한 것은 트럼프의 두 번째 임기 첫 반독점 조치이다. 이 거래는 시스코 시스템즈(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/csco" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for CSCO" data-google-interstitial="false">CSCO</a>)와 HPE-주니퍼 결합체가 무선 네트워킹 산업의 70%를 차지하는 결과를 초래한다고 규제 당국이 밝혔다. 이 합병은 지난해 1월에 발표되었으며, 이미 영국 및 EU 규제 승인을 받았다.
블라디미르 푸틴 러시아 대통령은 골드만삭스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)가 러시아 자회사를 발추그 캐피털(Balchug Capital)에 매각하도록 허용하는 법령에 서명했다. 이번 거래로 이 미국 은행은 미국에서 완전히 철수한 몇 안 되는 서방 은행 중 하나가 되었다고 블룸버그가 <a href="https://www.bloomberg.com/news/articles/2025-01-31/putin-allows-goldman-sachs-to-sell-its-business-in-russia?srnd=phx-deals" target="_blank" rel="noopener">보도</a>했다.
일본제철은 자회사 산요특수강(Sanyo Special Steel)의 잔여 지분에 대해 4억 5,600만 달러의 공개 매수 청구를 발표했다. 이는 37% 프리미엄에 해당한다.
월스트리트 저널에 따르면 아웃브레인(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ob" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for OB">OB</a>)은 알티스(Altice)로부터 네덜란드 디지털 광고 플랫폼을 10억 달러에 인수하여 영국 반독점 당국으로부터 <a href="https://www.wsj.com/business/deals/outbrain-teads-1-billion-merger-deal-cleared-by-u-k-antitrust-regulator-dbc95d74?mod=deals_news_article_pos1" target="_blank" rel="noopener">승인</a>을 받았다.
웰타워(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/well" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for WELL">WELL</a>)는 노스스타 헬스케어 인컴(NorthStar Healthcare Income)을 9억 달러에 인수했다. 노스스타 헬스케어는 뉴욕에 본사를 둔 노인 주택에 중점을 둔 부동산 투자 신탁이다.
에머슨 일렉트릭(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/emr" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for EMR">EMR</a>), 자동화 기술 제공업체는 소프트웨어 공급업체 아스펜 테크놀로지(AspenTech)의 나머지 지분을 주당 265달러 현금 인수 제안으로 인수하기로 합의했다. 현재 인수되는 소수 지분의 <a href="https://www.benzinga.com/news/large-cap/25/01/43229951/emerson-electric-to-buy-out-aspentech-minority-stake-in-7-2-billion-cash-deal" target="_blank" rel="noopener">가치는 72억 달러</a>이다.
<h2 class="wp-block-heading">블록에서 제외됨</h2>
제너럴 밀스(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/gis" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for GIS">GIS</a>)는 21억 달러에 미국 및 캐나다 요거트 사업부를 프랑스 유제품 업체 락탈리스 그룹(Groupe Lactalis)과 소디알(Sodiaal)에 매각했다.
<h2 class="wp-block-heading">파산 블록</h2>
스피릿 항공은 프론티어 그룹 홀딩스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ulcc" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for ULCC">ULCC</a>)의 4억 달러 인수 제안을 거부했다. 제안이 충분히 높지 않았다고 이 파산 항공사가 밝혔다. 시피릿은 미국 최대 저가 항공사로 여겨지며, 11월에 챕터 11 <a href="https://www.benzinga.com/24/11/42032477/spirit-airlines-eyes-financial-stability-with-chapter-11-filing-and-equity-injection">파산 청원</a>을 제출했다.
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딜 디스패치: 세이지와 실버스가 매각 중, 미스터비스트가 틱톡을 위해 20억 달러를 확보

CNN 머니 공포·탐욕 지수는 시장 심리가 급격히 악화된 것을 보여 주었다. 수요일(18일)에 지수눈 &#8220;공포&#8221; 영역으로 이동했다.
수요일 미국 증시는 하락 마감했다. 특히 다우존스 지수는 10거래일 연속 하락했고 세션 중에 1,100포인트 이상 급락했다.
제롬 파월 연준 의장은 12월 연준 FOMC 회의 후 기자회견에서 매파적 태도를 취했다. 연준은 예상대로 기준 금리를 0.25% 인하해 4.25%-4.5% 범위로 조정했지만, 업데이트된 경제 전망은 2025년에 단 두 차례 금리인하 가능성을 시사했다. 이는 9월에 예상된 네 차례 금리인하 그리고 회의 직전의 3차례 금리인하 예상보다 적은 수치였다.
경제지표 측면에서, 미국은 3분기에 3,109억 달러의 경상수지 적자를 기록했으며, 이는 이전 기간의 수정된 2,750억 달러 적자와 시장 예상치 2,840억 달러 적자에 비해 악화된 수치다. 미국의 주택 착공은 11월에 131만 2천 채에서 128만 9천 채로 연율 기준 1.8% 감소했다.
제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) 주식은 수요일에 2분기 실적 발표 후 약 3% 하락했다. 워딩턴 엔터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOR#NYSE">WOR</a>) 주식은 2분기 실적이 예상보다 좋게 나타나면서 수요일 세션 동안 약 10% 상승했다.
S&amp;P 500 지수의 모든 섹터는 하락 마감했고 특히 소비재, 부동산, 통신 서비스 섹터가 가장 큰 손실을 기록했다.
다우존스는 수요일에 약 1,123포인트 하락하여 42,326.87포인트에 마감했다. S&amp;P 500 지수는 2.95% 하락한 5,872.16포인트, 나스닥 종합 지수는 3.56% 하락한19,392.69포인트였다.
투자자들은 오늘 액센추어NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), 나이키(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), 페덱스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)의 실적 발표를 기다리고 있다.
<h3>CNN 비즈니스 공포·탐욕 지수란?</h3>
공포·탐욕 지수는 현재 33.9으로 수요일 &#8220;공포&#8221; 영역에 진입했다. 이전 수치는 50.7이었다.
공포·탐욕 지수는 현재 시장 심리를 측정하는 지표다. 공포가 높을수록 주가에 압력을 가하고, 탐욕이 높을수록 주가를 상승시킨다는 전제를 바탕으로 한다. 이 지수는 동일한 가중치를 가진 7가지 지표를 기준으로 계산된다. 지수의 범위는 0에서 100까지이며 0은 최대 공포를, 100은 최대 탐욕을 나타낸다.
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다우 지수, 연준의 매파적 입장 속 10거래일 연속 하락: 탐욕 지수는 "공포" 영역으로 이동

제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>) 주가가 수요일 2% 이상 하락했다. 이 회사가 실적을 발표했으나 월스트리트는 그 내용을 좋게 보지 않았다.
우리 기술 분석 팀은 이를 <a href="https://kr.benzinga.com/?s=%EC%98%A4%EB%8A%98%EC%9D%98+%EC%A3%BC%EC%8B%9D+" target="_blank" rel="noopener">오늘의 주식</a>으로 선정했다. 현재 수준에서 주가가 반등할 가능성이 높다.
이 회사는 예상보다 좋은 실적을 발표했다. 1분기 동안 제너럴 밀스는 주당 1.40달러를 벌어들였으며, 이는 월스트리트가 예상한 1.22달러보다 훨씬 높은 수치이다.
매출도 예상보다 높게 나타났다. 매출은 52억 4천만 달러로, 애널리스트들이 예상한 51억 4천만 달러를 상회했다.
하지만 주가는 이 회사가<a href="https://www.benzinga.com/news/earnings/24/12/42552249/general-mills-beats-on-q2-earnings-stock-slumps-on-lackluster-outlook"> 연간 실적 전망을 하향 조정</a>했기 때문에 하락하고 있다.
제너럴 밀스는 이제 실적이 1%에서 3% 감소할 것으로 예상하고 있다. 이는 이전의 1% 감소에서 1% 증가로의 가이던스와 비교된다.
주가가 반전되어 상승할 가능성이 높다.
이 차트를 보면, 지난 1년 동안 주가가 약 62.50달러에 도달할 때마다 지지선을 찾아 반등이 있었다. 다시 일어날 수 있다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-698287" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18124838/GeneralMills.1220241-1024x565.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18124838/GeneralMills.1220241-1024x565.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18124838/GeneralMills.1220241-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18124838/GeneralMills.1220241-768x424.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18124838/GeneralMills.1220241.png 1489w" alt="" width="1024" height="565" /></figure>
또한 읽어보세요: <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42554114/all-eyes-on-december-fed-meeting-as-traders-await-interest-rate-projections">12월 연방준비제도 회의에 모든 시선이 집중되며, 거래자들은 금리 전망을 기다린다.</a>
주식 시장에서는 특정 가격 수준이 다른 가격 수준보다 더 중요하다. 여기서도 마찬가지이다. 62.50달러는 중요한 지지선 수준이다.
때때로, 중요한 가격 수준은 오랜 시간 동안 그 중요성을 유지할 수 있다. 이를 &#8220;시장 기억(market memory)&#8221;이라고 한다.
지지선 수준이 유지되는 이유는 심리적 요인이다. 주가가 이전에 지지선에 도달했을 때 주식을 판매한 트레이더들이 있다. 주가가 곧 상승하자 그 결정을 후회하게 되는 경우가 많다.
많은 트레이더들이 동일한 가격에 주식을 다시 사기 원한다. 따라서 주가가 이전의 지지선으로 다시 떨어졌을 때 매수 주문을 넣는다.
이러한 매수 주문이 충분히 많으면 다시 그 가격에서 지지선이 형성된다. 여기서도 그런 일이 발생했다.
때때로 주식은 지지선에서 반등한다. 이는 매수 주문으로 지지선을 만든 사람들이 다른 누군가가 더 높은 가격을 지불할 것이라고 두려워할 때 발생한다.
그들은 판매자가 다른 사람에게 팔 것을 알고 있기 때문에 놓치고 싶지 않아 가격을 올린다. 다른 사람들도 이를 보고 같은 행동을 취하게 된다.
이로 인해 주가가 급등하는 눈덩이 효과가 발생할 수 있다. 이전에도 제너럴 밀스에서 이런 일이 발생했었으며, 다시 발생할 가능성이 있다.
주가 움직임: 제너럴 밀스의 주식은 수요일 미국 동부 시간 오후 3시 53분에 2.68% 하락한 64.16달러에 거래되었다.
 
다음 읽어보세요: • <a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%A0%ED%94%8C-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EB%B0%8F-%EA%B1%B0%EB%8C%80-%EA%B8%B0%EC%88%A0-%EA%B8%B0%EC%97%85%EB%93%A4%EC%9D%B4-%EC%A3%BC%EB%8F%84%ED%95%98%EB%8A%94-%EB%AF%B8%EA%B5%AD/" target="_blank" rel="noopener">미국 주식, 애플, 엔비디아 등 주요 기술주가 MSCI 세계 지수의 3분의 2를 차지하며 1980년대 정점과 유사한 영향력 되살림</a>
사진: T. Schneider via Shutterstock


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Technicals

Movers

오늘의 주식: 제너럴 밀스의 주식이 주요 지지선에 근접, 매수해야할까?

CNN 머니 공포·탐욕 지수는 전반적인 시장 심리가 하락한 것을 보여 주었고, 화요일에 &#8220;중립&#8221; 영역에 머물렀다.
미국 주식은 화요일에 하락세를 보였으며, 특히 다우존스 산업평균 지수는 9거래일 연속 하락하면서 1978년 이후 최장 하락세를 기록했다.
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) 주가는 화요일에 미즈호기 중립에서 시장수익률 상회로 투자의견을 상향 조정하고 목표주가를 230달러에서 515달러로 올린 후 3.6% 급등했다. 하지만 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) 주가는 세션 동안 약 1.2% 하락했다.
경제지표 측면에서, 11월 미국 소매판매는 전월 대비 0.7% 증가하여 이전 달의 수정된 0.5% 증가와 시장 예상치 0.5%를 상회했다. 또한, 11월 미국 산업생산은 전월 대비 0.1% 감소했으며, 이는 10월의 0.4% 감소보다는 나아졌으나 시장 예상치 0.2% 증가에 비해서는 부진한 결과였다.
S&amp;P 500 대부분 섹터가 하락 마감했고 특히 산업, 에너지, 금융 섹터가 가장 큰 손실을 기록했다. 그러나 소비재 섹터는 전체 시장 추세와 달리 상승했다.
화요일에 다우전ㅅ, 지수는 약 268포인트 하락하여 43,449.90포인트로 마감했다. S&amp;P 500 지수는 0.39% 하락하여 6,050.61포인트로 마감했고, 나스닥 종합 지수는 0.32% 하락하여 20,109.06포인트로 마감했다.
투자자들은 오늘 제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>), 자빌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>), 마이크론 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)의 실적 발표를 기다리고 있다.
<h3>CNN 비즈니스 공포·탐욕 지수란?</h3>
공포·탐욕 지수는 현재 51.8로 화요일에 &#8220;중립&#8221; 영역에 머물렀다. 이전 수치는 54.4였다.
공포·탐욕 지수는 현재 시장 심리를 측정하는 지표다. 공포가 높을수록 주가에 압력을 가하고, 탐욕이 높을수록 주가를 상승시킨다는 전제를 바탕으로 한다. 이 지수는 동일한 가중치를 가진 7가지 지표를 기준으로 계산된다. 지수의 범위는 0에서 100까지이며 0은 최대 공포를, 100은 최대 탐욕을 나타낸다.
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

NVDA

다우 지수 1978년 이후 최장 하락세 기록, 엔비디아 하락: 공포·탐욕 지수는 '중립' 영역

수요일(18일) 아침 미국 주식 선물이 상승하고 있는 가운데, 오늘 투자자의 관심을 끌 수 있는 주식은 다음과 같다.
1. 제너럴 밀스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)
제너럴 밀스의 분기 주당순이익은 1.22달러, 매출은 51억 4천만 달러로 예상된다. 주식은 시간외 거래에서 0.3% 하락한 65.75달러에 거래되었다.
2. 워딩턴 엔터프라이즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOR#NYSE">WOR</a>)
화요일에 실적을 발표한 워딩턴 엔터프라이즈의 2분기 실적은 예상치를 상회했다. 주가는 시간외 거래에서 14.3% 상승한 43.66달러에 거래되었다.
3. 자빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>)
자빌의 분기 주당순이익은 1.88달러, 매출은 66억 1천만 달러로 예상된다. 주식은 시간외 거래에서 0.2% 상승한 134.20달러에 거래되었다.
자세한 내용은 <a href="https://www.benzinga.com/premarket/">프리마켓 커버리지</a>를 확인하세요.
4. 어플라이드 DNA 사이언시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APDN#NASDAQ">APDN</a>)
어플라이드 DNA의 4분기 매출은 예상치를 하회했고, 일부 사업 부문의 매각을 포함한 전략적 구조조정 계획을 발표했다. 주식은 시간외 거래에서 9.6% 하락한 0.2079달러에 거래되었다.
5. 마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)
오늘 장 마감 후 실적을 발표할 마이크론의 분기 주당순이익은 1.76달러, 매출은 87억 2천만 달러로 예상된다. 주식은 시간외 거래에서 0.8% 상승한 109.48달러에 거래되었다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%98%AC%ED%95%B4-350-%EA%B8%89%EB%93%B1%ED%95%9C-%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4%EB%8A%94-%EC%BB%AC%ED%8A%B8-%EC%A3%BC%EC%8B%9D/">올해 350% 급등한 팔란티어는 &#8216;컬트 주식&#8217;</a>
사진 제공: 마이크론
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

APDN

수요일 주목해야 할 주식: 제너럴 밀스, 워딩턴 엔터프라이즈, 자빌, 어플라이드 DNA 및 마이크론

도널드 트럼프 당선인이 공약한 광범위한 <a href="https://www.benzinga.com/news/global/24/12/42451262/canadian-oil-sector-hedges-trump-tariff-risk-us-midwest-refineries-could-be-affected">관세를 부과할 경우,</a> 캐나다는 우라늄, 원유, 칼륨 등에 대한 수출세를 고려하고 있다.
세부 내용: 블룸버그의 <a href="https://www.bloomberg.com/news/articles/2024-12-12/canada-weighs-export-taxes-on-uranium-oil-if-trump-starts-trade-war?srnd=homepage-americas">보도</a>에 따르면, 미국산 제품에 대한 보복 관세와 특정 캐나다 제품에 대한 수출 통제가 가장 가능성이 높으며, 수출 부과금도 최후의 수단으로 고려되고 있다. 블룸버그 보고서는 저스틴 트뤼도 캐나다 총리의 정부 내부 논의에 정통한 관계자를 인용했다.
또한, 이 소식통은 트뤼도 정부가 캐나다의 재정 및 경제 상황에 대한 예정된 업데이트의 일환으로 수출 통제에 대한 권한을 확대하는 것을 고려할 수 있다고 말했다.
왜 중요한가: 미국 정유사, 특히 중서부 지역의 정유사들은 캐나다산 원유 수입에 크게 의존하고 있다. 수출 관세는 캐나다산 원유 수입 비용을 증가시키고, 잠재적으로 정유사 마진을 압박할 것아다. 미국에서 가장 큰 정유사에는 마라톤 페트롤리엄(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>), 발레로 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>)가 있다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%B7%A8%EC%9E%84-%EC%A0%84-%EB%A7%A4%EC%88%98%ED%95%B4%EC%95%BC-%ED%95%A0-2025%EB%85%84-%EC%9D%B8%EC%88%98-%EB%8C%80%EC%83%81-%EA%B8%B0%EC%97%85-5%EA%B3%B3/">트럼프 취임 전 매수해야 할 2025년 인수 대상 기업 5곳</a>
캐나다의 우라늄 수출세는 미국 원자력 발전소에 치명적일 수 있다. 캐나다가 미국 원자력 발전소의 원자로에 사용되는 우라늄의 약 25%를 공급하고 있기 때문이다.
미국에서 비규제 원자력 발전소의 최대 소유주인 콘스텔레이션 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)와 노스캐롤라이나와 사우스캐롤라이나에서 11개의 원자력 발전소를 운영하는 듀크 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>)는 미국 내 우라늄 생산은 없기 때문에 공급 차질에 직면할 수 있다. 이들은 원자력 발전소가 있는 지역의 소비자들에게 그 증가된 비용을 전가할 수 있다.
한편, 미국 농부들은 비료의 주요 공급원으로 캐나다산 칼륨을 많이 수입하고 있다. 만약 캐나다가 칼륨에 대한 수출세를 부과한다면, 미국 농업이 비료에 의존하고 있기 때문에 여러 미국 농장 관련 주식에 영향을 미칠 것이다.
콩, 옥수수, 사탕무, 감자 등 칼륨에 크게 의존하는 작물과 관련된 기업들은 비용 증가를 겪을 수 있다. 이러한 기업에는 아처 대니얼스 미들랜드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>)와 번지 리미티드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BG#NYSE">BG</a>)가 포함된다. 제너럴 밀스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>)와 켈라노바(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/K#NYSE">K</a>) 같은 식품 생산업체 역시 칼륨 비료에 의존하는 농산물의 생산 비용 상승으로 인해 소비자에게 이러한 비용을 전가할 수도 있다.
이미지: Shutterstock
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