General Mills "Protein" M&A Predictions | Staying Relevant in Today's Protein-ified Grocery World

With the balance sheet in a great place, I think it’s the perfect time for General Mills to “reshape the brand portfolio” in hopes of staying relevant in today’s high protein grocery world. Over a very recent period of seven days…General Mills (NYSE: GIS) signaled loudly twice that the 168-year-old multinational CPG company is ready to reshape its brand portfolio for growth. The first signal happened on September 12th, when General Mills announced that it has entered into definitive agreements to sell its North American Yogurt business to two leading French dairy companies…in cash transactions that totaled $2.1 billion. And then on September 18th, during the fiscal 2025 first quarter earnings call…General Mills CEO explicitly stated that the intended usage for those divestiture proceeds would be acquire smaller-size bolt-on assets that would enhance growth. For those that don’t follow the architecture of the General Mills brand portfolio, the North America Retail operating unit (which makes up 62% of total sales) is still dependent on what the company calls “morning foods,” with the largest of those foods being cereal. And if we eliminate the “Great Shutdown” outlier period, cereal has been facing long-term sales decline...forcing General Mills to communicate the category's ability to be consumed more as a snack food, but also utilize new product launches that contain much higher protein content (e.g. recent collaboration deal with GHOST Lifestyle Protein Cereal). And this makes sense…especially when you consider that protein has become a kind of "holy water" that instantly anoints any food or beverage with a health halo. In addition to the ubiquitous protein bars, protein powders, and protein beverages, more grams of protein seem to be making its way into anything and everything that’s quick, easy, and accessible…thus penetrating more diverse food and beverage categories. But then based on the previously mentioned investment specifics by General Mills CEO…which handful of CPG brands (focused in/around protein) could be highly probable targets? I'll provide M&A base cases for the following CPG brands; Kodiak, Aloha, IQBAR, Lenny & Larry's, Chomps, and the public company Simply Good Foods (NASDAQ: SMPL) that owns Quest Nutrition, Atkins Nutritionals, and OWYN.

#generalmills #protein #grocery

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About Joshua Schall of J. Schall Consulting:
Joshua is consumer packaged goods (CPG) Strategist and Entrepreneur that focuses on the product categories of value-added (or functional) food, beverage, beauty, and nutritional supplements. He was an early advocate for digital grocery optimization and is an expert at the entrepreneurial ideation to consumerization cycle. Recently, he has shifted that decade of knowledge into early-stage investments, board membership, and public speaking engagements. His YouTube channel is a walk through his daily life and a peek into his business musings. Enjoy a look into his life through the lens!

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Видео General Mills "Protein" M&A Predictions | Staying Relevant in Today's Protein-ified Grocery World канала Joshua Schall