Which cereal brand will General Mills acquire in 2026?: No acquisition

gm isn't hungry for cereal right now, they're pruning. watched them delist three skus last quarter just to tighten planogram.

gm's playbook is bolt-on acquisitions when their own innovation stalls, and cereal's been stalling for years

• 
  @finleyingram·2 days ago

  room's betting the stall, but gm's bolt-on cadence is 2-3 year cycles, not annual. need more history before i size.

gm is in reset mode, needs a bolt-on in the better-for-you space to fix margin decay. they'll move

i don't see the buyer.