Loading...
•
May 25, 2025
General Mills Q4 2025 Earnings Report
General Mills reported lower revenue and earnings for Q4 2025 amid trade expense headwinds and higher costs.
Key Takeaways
General Mills experienced a 3% revenue decline and a 46% drop in EPS in Q4 2025, driven by decreased volume and unfavorable price/mix. Adjusted EPS also declined, and net income nearly halved from the prior year.
Revenue for Q4 2025 was $4.56B, down 3% YoY.
EPS declined 46% to $0.53; adjusted EPS was $0.74.
Net income fell to $294M from $557.5M last year.
Unfavorable trade expense timing significantly impacted margins.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
General Mills expects flat to slightly negative organic net sales growth in FY26 and forecasts a decline of 10–15% in adjusted EPS and operating profit.
Positive Outlook
- Increased investments in consumer value and innovation.
- Blue Buffalo launch into fresh pet food planned for late 2025.
- Global transformation initiative expected to yield $100M in savings.
- Focus on restoring volume-driven growth in FY26.
- 53rd week expected to provide some benefit.
Challenges Ahead
- Adjusted EPS projected to decline 10–15% in FY26.
- Adjusted operating profit expected to drop 10–15%.
- Net impact of divestitures and acquisitions will reduce profit growth by ~5 points.
- Continued input cost inflation including tariffs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...