General Mills Stock (GIS): Revenue Down 7%, EPS Tops Estimates

By Patricia Miller

Sep 19, 2025

2 min read

General Mills' Q1 FY26 revenue fell 7% to $4.52B, but EPS beat at $0.86. Net income rose on asset sale; outlook remains cautious.

#General Mills Latest

General Mills has reported its Q1 fiscal 2026 results with a revenue drop of around 7% year-over-year, landing at $4.52 billion. Despite this, adjusted EPS stood at $0.86, beating analysts' estimates.

The company’s performance in international markets and its pet food segment (boosted by the Whitebridge acquisition) provided some relief, though organic growth in pet was negative, and North America retail and foodservice remained weak.

Net income rose significantly due to a gain from the divestiture of its U.S. yogurt business, while adjusted operating profit declined by 18% in constant currency.

The outlook for the fiscal year remains cautious; the company expects adjusted EPS to decline 10–15% in constant currency and organic net sales to range between −1% and +1%. Key challenges include margin pressure, declining unit volumes, and shifts in consumer preferences towards value or private-label products. General Mills aims to restore volume growth through innovation, promotional investments, and maintaining cost discipline.

#What Investors Need to Know About General Mills

  • Revenue decreased by approximately 7% YoY to $4.52 billion.

  • Adjusted EPS was $0.86, beating market estimates.

  • Organic net sales declined 3% year-over-year in Q1.

  • Net income rose primarily due to a one-time gain from the sale of its U.S. yogurt business.

  • Company reaffirmed guidance for a 10–15% decline in adjusted EPS (constant currency).

  • Key challenges include pressure on margins and declining unit sales.

  • Adjusted operating profit fell 18% in constant currency to $711 million.

#General Mills At A Glance

General Mills is a leading global food company known for its wide range of brands including Cheerios, Yoplait, Betty Crocker, and more. The company is focused on innovation and pursuing growth both in domestic and international markets while facing significant market challenges.

#Competitive Landscape

General Mills operates in a competitive environment alongside other major food companies like Kellogg’s, Nestlé, and Kraft Heinz. These companies all strive to capture market share while adapting to changing consumer preferences, particularly in health-conscious and value-driven segments.

#Near‑Term Catalysts and Risks

As General Mills moves forward, investors should keep an eye on its innovation strategies and promotional investments aimed at restoring growth. However, the company faces significant risks from declining volumes in key categories, pricing pressures, and increased competition from value and private-label brands. The effectiveness of its long-term plans, including cost management, will be crucial to navigating these challenges successfully.

#Trading General Mills Stock

For retail investors looking at General Mills (GIS) stock, it's important to assess both the company's fundamentals and market conditions. While the current environment poses challenges, the potential for recovery lies in management's ability to adapt to consumer trends and leverage its strong brand portfolio. Consider whether the anticipated drop in EPS might create a buying opportunity for long-term investors.

Exploring for Copper in a Grid-Hungry World?

Copper is a vital component in clean energy, EVs, and global electrification. One company is targeting a region with a history of mineral activity with modern tools and data-driven targeting, including 3D geophysics and AI-enhanced modeling.

Initial drilling has begun, and the company plans to release additional results as work progresses. While early-stage exploration is speculative by nature, interest in copper remains strong as demand rises and supply remains constrained.

Curious about how this exploration story is developing? Take a closer look at the region and the opportunity.

Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.