General Mills, Inc. Q4 2025 Earnings & Fiscal Year Update | June 25, 2025

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General Mills, Inc. (NYSE: GIS) reported its Q4 and full-year 2025 results on June 25, 2025, reflecting a challenging but strategically pivotal year for the global food giant. Fourth-quarter net sales were $4.6 billion, down 3% year-over-year, with organic net sales also declining 3% as the company prioritized investments in consumer value and innovation. Operating profit for the quarter fell 35% to $504 million, while adjusted operating profit dropped 22% in constant currency to $622 million. Diluted EPS was $0.53, a 46% decrease, but adjusted diluted EPS of $0.74 exceeded analyst expectations, reflecting a 27% decline in constant currency. For the full fiscal year, General Mills reported net sales of $19.5 billion, a 2% decrease from the prior year. Operating profit was $3.3 billion, down 4%, and adjusted operating profit was $3.4 billion, down 7% in constant currency. Diluted EPS came in at $4.10, with adjusted diluted EPS at $4.21, both marking year-over-year declines. Despite these headwinds, the company’s investments in the second half of the year improved volume and share trends, particularly in North America Retail, where organic pound volume was down just 1% in Q4 and the segment held or gained pound share in 64% of its top 10 U.S. categories. CEO Jeff Harmening emphasized that the company’s number one goal for fiscal 2026 is to restore volume-driven organic sales growth. General Mills plans further investment in consumer value, product innovation, and brand building, highlighted by the national launch of Blue Buffalo fresh pet food later in 2025. The company also announced a dividend increase and reaffirmed its commitment to cost savings and operational transformation to unlock resources for growth. Outlook: Fiscal 2026: Adjusted EPS is expected to decline 10–15% from fiscal 2025’s $4.21, with organic net sales guidance ranging from a 1% decline to 1% growth. Continued focus on volume-driven growth, brand reinvestment, and innovation. Major product launches and transformation initiatives to drive improved performance. About Inside Ticker: For more expert analysis and real-time updates on General Mills, Inc. (NYSE: GIS) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #GeneralMills #GIS #Q42025 #Earnings #ConsumerGoods #FoodIndustry #FinancialResults #Dividend #InvestorUpdate #InsideTicker