General Mills is experiencing positive momentum in several key areas, with strong commitments to innovation and expansion, particularly in fresh pet food. However, there are notable challenges in pricing strategies, pet segment volatility, and underperformance in the salty snacks category. The focus on volume growth over pricing mix reflects a strategic adaptation to current market conditions.

Company Guidance -

Q1 2026

During the General Mills Fourth Quarter Fiscal 2025 Earnings Conference Call, the company emphasized its focus on returning to volume growth, particularly in North America Retail (NAR). They highlighted successful investments in brands like Pillsbury, Totino's, and new categories such as fresh pet food, which contributed to share growth across international, foodservice, health care, and pet divisions. The company plans to back these efforts with record levels of holistic margin management and productivity initiatives. Although they anticipate a year of investment, they are confident that these actions will yield positive results, as reflected in their guidance of a flat to slightly positive organic sales growth range of -1% to +1% for fiscal '26. The company also noted that it expects temporary factors, such as tariffs and stranded costs from the Yoplait divestiture, to impact margins, but they are focused on overcoming these challenges through strategic reinvestment and marketing efforts.

Expansion into Fresh Pet Food

General Mills announced a national launch of their fresh pet food line, Love Made Fresh, across all 50 states. This expansion builds on positive test market results and aims to establish a profitable and growing fresh pet food business.

Volume Growth in North America Retail

The company reported encouraging volume growth in North America Retail (NAR), driven by strategic investments in products like Pillsbury, Totino's, soup, cereal, and fruit snacks.

International and Pet Segment Performance

Share growth was observed in international businesses, foodservice, healthcare, and pet segments, providing confidence in the company's global strategy.

Investment in Innovation and Marketing

General Mills is investing in new product lines and core renovations, with an expected increase in new product offerings by 25% in North America Retail and 30% company-wide, supported by significant marketing efforts.

General Mills (GIS) Earnings, Revenues Date & History

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GIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 17, 2025	2026 (Q1)	0.82 / -	1.07	―	―	―
Jun 25, 2025	2025 (Q4)	0.71 / 0.74	1.01	-26.73% (-0.27)
Mar 19, 2025	2025 (Q3)	0.96 / 1.00	1.17	-14.53% (-0.17)
Dec 18, 2024	2025 (Q2)	1.22 / 1.40	1.25	12.00% (+0.15)	―
Sep 18, 2024	2025 (Q1)	1.06 / 1.07	1.09	-1.83% (-0.02)
Jun 26, 2024	2024 (Q4)	0.99 / 1.01	1.12	-9.82% (-0.11)	―	―
Mar 20, 2024	2024 (Q3)	1.04 / 1.17	0.97	20.62% (+0.20)
Dec 20, 2023	2024 (Q2)	1.16 / 1.25	1.1	13.64% (+0.15)	―
Sep 20, 2023	2024 (Q1)	1.08 / 1.09	1.11	-1.80% (-0.02)
Jun 28, 2023	2023 (Q4)	1.07 / 1.12	1.12	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 25, 2025	$52.77	$50.08	-5.10%
Mar 19, 2025	$59.10	$57.89	-2.05%
Dec 18, 2024	$63.84	$61.88	-3.07%
Sep 18, 2024	$71.53	$72.02	+0.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.