General Mills

Walmart, Coca-Cola each rose nearly 2%.

Among the best-performing names in the winning basket today, though, Constellation Brands, General Mills, PepsiCo, and Colgate Palm Olive.

A clear bid for steadier everyday consumer businesses.

The question now, though, is whether rotation lasts if tech stabilizes.

And exactly to your point, those input costs.

If you look at some of these charts going out year to date, I pulled some of the ones who are winners today.

Consolation Brands, General Mills, PepsiCo, Hershey, Hormel, McCormick.

Those are all down year to date because the fundamentals don't support to your point there.

Who made that decision? So this is a really simple thing.

General Mills.

General Mills.

Someone who wanted five bucks for the cereal in the morning.

So please, let's think about this.

And also, who says giving everything over to Palantir makes us...

That's like if we were to trust, I don't know, General Mills with all cereals.

I'm confused about the mention of AI slop.

Is he saying that people who believe that AI is slop don't like us? Or are they like...

So my path was charted.

I just had to figure out what grad school would give me relevant experience, not academic experience, such that I would be attractive to a company like a Procter & Gamble, to General Mills, Clorox, what have you.

But I had to create that path.

I knew that nobody else could because my parents did not come from that kind of background.

And some of that is find the right people who can help you ultimately identify.

that path.

So even though I knew I was going into market research, right, and then after going to grad school, getting a master's degree in applied statistics, and I knew I needed an applied degree, and I ended up starting off my career in consumer packaged goods at General Mills.

And it was great.

And he saw the devastation that that hurricane had done to that country.

And he came back here and he got with some of his constituents from Archer Daniels, General Mills, and Cargill.

And they put together the food packet that we still package today.

And that's how all of this kind of got started.

But in most countries, most people's diets aren't like ours.

And so the kids were throwing up as a result of eating that type of food.

So that's why they really came back and got with the food scientists from Archer Daniels, General Mills, and Cargill just to make that food so that it would be adequate to sustain life-supporting or life-sustaining food for people of any culture.

A lot of thought has gone into this.

Okay, who funded that? Oof-da.

Oh, Kellogg funded that? General Mills funded that?

Got it.

Got it.

I moved to, I guess, big brands.

So I worked at General Mills, followed by Clorox, where I was working on category management, merchandising, analytics, trade and promotion strategy, pricing, et cetera.

And so really interesting work spread across a lot of brands that I think We're all very familiar with from Cheerios to bleach.

I ran category services for cat litter at one point.