The earnings call reflects a strategic focus on returning to volume growth and investing in innovation, particularly in the pet food segment. Despite challenges in pricing and category growth, the company's strategic initiatives and successful product launches provide optimism for future growth.

Company Guidance

In 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 strategic investments in value and advertising for brands like Pillsbury and Totino's, which were expanded to soup, cereal, and fruit snacks, leading to expected positive outcomes. The company also noted significant new product launches and renovations, such as fresh pet food and Häagen-Dazs stick bars, aiming to drive business growth. International and foodservice sectors, alongside healthcare and pet categories, showed share growth, providing confidence for further investments. General Mills plans to support these efforts with record levels of holistic margin management and productivity initiatives, viewing fiscal 2026 as an investment year with expected payoffs based on recent positive trends.

Return to Volume Growth in North America Retail

Investments in Pillsbury, Totino's, soup, cereal, and fruit snacks have led to expected results, indicating a successful strategy in returning to volume growth in North America Retail (NAR).

Blue Buffalo National Launch

The Blue Buffalo brand is set for a national launch with new fresh pet food offerings. The company has learned from previous tests and is confident in building a profitable business with strong consumer reception and retailer support.

Share Growth in International and Other Segments

The company reported share growth in international markets, food service, health care, and pet segments, providing confidence in their strategic approach.

Strong Innovation Pipeline

The company highlighted significant innovation, particularly in protein products and fresh pet food, with a 25% increase in new product profiles in North America Retail and a 30% increase overall.

General Mills (GIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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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)	0.81 / -	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.