The consumer backdrop is likely to get worse before it gets better, according to Kristoffer Inton, which he says will add pressure to General Mills (GIS). The company moved lower toward 52-week lows after earnings. Kristoffer says the company is number one or two in many of the brands it sells, it's primarily the macro factors plaguing consumers he sees as headwinds. Andrew Wang considers the earnings report "better, but not good yet." He talks about the green shoots he sees on the company's balance sheet but warns of caution with other key metrics. General Mills' dividend is something Andrew sees as a trap for investors.