Revenue of $4.56 billion for General Mills falls short by $40 million, while Non-GAAP EPS is reported at $0.74; company offers guidance for fiscal year ahead.
Spicy Take: General Mills drops the mic (NYSE:GIS**): Q4 Non-GAAP EPS of $0.74.* Revenue of $4.56B (-3.2% Y/Y) misses by $40M, but still shows a lil' fight.* Cash provided by operating activities totaled $2.9 billion in fiscal 2025 compared to $3.3 billion a year ago. A bit less coin in the piggy bank, eh?* The General Mills board, unfazed by the reduced financial haul, upped the quarterly dividend by 2% to $0.61 per share, maintaining the company's record-breaking 126-year streak of uninterrupted dividend payments.
In the heated kitchen that is the food industry, General Mills put up a respectable fight in Q4, slightly beating revenue estimations despite a 3% year-over-year decline. However, the real heat came from the significant drop in Earnings Per Share (EPS) and operating profits, taking a 46% and 35% nosedive, respectively. This downward spiral was particularly notable within the North America segment, which saw a 10% dip in net sales.
On the bright side, the General Mills crew sprinkled a touch of good news by highlighting investments made in the second half of fiscal 2025, designed to deliver more consumer value. Adjusted operating profit guidance revealed expectations of a 10 to 15 percent decline in constant currency from the fiscal 2025 base of $3.4 billion.
So, while General Mills might be serving up slightly cooler profits, hot sauce and a crispy quarterly dividend still land on the table for investors. Time to take a bite, folks!
In the business realm, despite General Mills experiencing a significant decrease in earnings and operating profits, they continue to invest in consumer value, offering a promising outlook for investors. For those interested in finance and investing, this slowdown could present an opportunity to delve into this established food company's shares.
