NYSE$GIS

General Mills Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

General Mills reported a decrease in net sales and operating profit for Q1 2025, but reaffirmed its full-year outlook, focusing on accelerating organic net sales growth.

General Mills reported a 1% decrease in net sales to $4.8 billion and an 11% decrease in operating profit to $832 million. Diluted EPS decreased by 10% to $1.03. The company reaffirmed its full-year fiscal 2025 outlook, emphasizing its commitment to accelerating organic net sales growth and reshaping its portfolio.

  • Net sales decreased by 1% to $4.8 billion; organic net sales also declined by 1%.
  • Operating profit decreased by 11% to $832 million; adjusted operating profit decreased by 4% in constant currency.
  • Diluted earnings per share (EPS) decreased by 10% to $1.03; adjusted diluted EPS decreased by 2% in constant currency.
  • Company reaffirms full-year fiscal 2025 outlook.

Headline financials

Total Revenue

$4.85B

Previous: $4.9B-1.2%
EPS

$1.03

Previous: $1.09-5.5%
Gross Margin

34.8%

No prior period
Operating Margin

17.2%

No prior period
Capital Expenditures

-$140M

Previous: -$142M+1.0%
Free Cash Flow

$440M

Previous: $532M-17.3%
Net Income

$580M

Previous: $674M-13.9%
Operating Income

$832M

Previous: $930M-10.6%
Gross Profit

$1.69B

Previous: $1.77B-4.6%
Cash & Equivalents

$468M

Previous: $491M-4.6%
Total Assets

$31.8B

Previous: $31.3B+1.4%
Stock-Based Comp

$20.3M

Previous: $35.3M-42.5%

Revenue & EPS history

General Mills · Revenue · Quarterly

$4.85B

Q1 2025-1.2%vs Q1 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

General Mills · $4.57B total across 3 segments · Q2 2024

  • N.A. Retail
    $3.31B-2.0%
  • International
    $683M+1.7%
  • N.A. Foodservice
    $582M-0.2%

Forward guidance

General Mills reaffirmed its full-year fiscal 2025 financial targets, expecting organic net sales to range between flat and up 1 percent, adjusted operating profit to range between down 2 percent and flat in constant currency, and adjusted diluted EPS to range between down 1 percent and up 1 percent in constant currency. Free cash flow conversion is expected to be at least 95 percent of adjusted after-tax earnings. These targets do not reflect an impact from the proposed North American Yogurt divestitures.

Tailwinds

  • Organic net sales are expected to range between flat and up 1 percent.
  • Adjusted operating profit is expected to range between down 2 percent and flat in constant currency.
  • Adjusted diluted EPS is expected to range between down 1 percent and up 1 percent in constant currency.
  • Free cash flow conversion is expected to be at least 95 percent of adjusted after-tax earnings.
  • Company expects to accelerate its organic net sales growth by delivering remarkable experiences across its leading food brands.

Headwinds

  • Targets do not reflect an impact from the proposed North American Yogurt divestitures.
  • Full-year category dollar growth is expected to be below the company’s long-term growth projections.
  • Continued uncertain macroeconomic backdrop for consumers across its core markets.
  • Volume trends in its categories will gradually improve in fiscal 2025
  • Company expects to incorporate the divestitures into its outlook after the transactions are closed.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-0.6%

Avg return

30 days after

42%

30 / 72 earnings

Positive

+8.5%

Q4 2016

Best reaction

-11.0%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+0.0%-3.6%-8.4%
Q2 2026+2.9%+0.8%-5.3%
Q1 2026-0.9%+1.0%-2.4%
Q4 2025-1.2%-1.7%-3.9%
Q3 2025-2.1%-3.8%-4.8%
Q2 2025-2.9%-3.6%-9.6%
Q1 2025+0.5%-0.4%-6.1%
Q4 2024-5.3%-5.9%-1.4%
Q3 2024+0.2%+0.7%+2.6%
Q2 2024-3.7%-3.3%-5.3%
Q1 2024-0.6%-1.7%-4.0%
Q4 2023-5.7%-4.7%-6.7%
Q3 2023+6.2%+6.1%+9.5%
Q2 2023-2.0%-2.0%-11.1%
Q1 2023+7.1%+4.3%+2.2%
Q4 2022+7.4%+7.9%+6.4%
Q3 2022+5.9%+6.7%+15.7%
Q2 2022-3.1%-2.7%+1.0%
Q1 2022+3.9%+2.8%+8.1%
Q4 2021+0.3%+0.3%-1.9%
Q3 2021-2.7%+2.1%+0.1%
Q2 2021+0.8%-0.5%-4.5%
Q1 2021+1.2%+3.3%+6.5%
Q4 2020-0.3%+0.9%+2.6%
Q3 2020-10.0%-20.8%+1.7%
Q2 2020+2.0%+1.1%+3.2%
Q1 2020-1.2%-2.1%-4.5%
Q4 2019-2.8%-0.7%-0.1%
Q3 2019+5.9%+8.1%+9.5%
Q2 2019+6.5%+2.4%+18.4%
Q1 2019-7.3%-6.9%-8.6%
Q4 2018-3.0%-5.7%-2.3%
Q3 2018-11.0%-9.3%-13.1%
Q2 2018+3.3%+4.3%+2.6%
Q1 2018-6.7%-5.6%-6.1%
Q4 2017-1.0%-0.6%-0.3%
Q3 2017-2.2%-1.8%-3.9%
Q2 2017-1.1%-1.4%-2.2%
Q1 2017+0.6%-1.2%-6.2%
Q4 2016+8.5%+9.4%+9.3%
Q3 2016+0.9%
Q2 2016-3.8%
Q1 2016+1.1%
Q4 2015+2.4%
Q3 2015+0.9%
Q2 2015+4.7%
Q1 2015-3.7%
Q4 2014-3.1%
Q3 2014+0.7%
Q2 2014-0.4%
Q1 2014-1.9%
Q4 2013+0.0%
Q3 2013+3.1%
Q2 2013-0.5%
Q1 2013+2.9%
Q4 2012-0.9%
Q3 2012-0.4%
Q2 2012+1.4%
Q1 2012+5.4%
Q4 2011-0.4%
Q3 2011-1.0%
Q2 2011-0.8%
Q1 2011+1.3%
Q4 2008-1.4%
Q4 2010-1.4%
Q3 2009-3.3%
Q3 2010-3.3%
Q2 2010+0.8%
Q1 2010-0.8%
Q4 2009-0.8%
Q1 2009-0.8%
Q2 2009-0.8%

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