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Startups Are Eating Big Food’s Lunch

1. Insurgent brands capture 39% of food category gains in 2024. 2. General Mills and Kraft Heinz face competition from private labels and niche brands. 3. The shift in consumer spending affects legacy food giants' market share. 4. Online retail and social media accelerate small brand growth over big brands. 5. Portfolio reshaping is crucial for Big Food's future sustainability.

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FAQ

Why Bearish?

General Mills is struggling as market share declines due to competition. Historical patterns show large incumbents often suffer during such transitions.

How important is it?

The article directly addresses consumer trends impacting General Mills, indicating a significant negative shift.

Why Long Term?

The shift toward niche brands and online retail will reshape the food industry. Past transitions indicate that established brands may take years to adjust fully.

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