The in-line quarter and reaffirmed guidance suggest no near-term catalyst. Monitor the next quarter for organic sales trajectory and margin recovery, as the company faces headwinds from lapping the 53rd week and divestitures.
Price Chart
Executive Summary
General Mills reported fiscal Q1 2027 adjusted diluted EPS of $0.75, a 4.2% beat vs consensus of $0.72, and reaffirmed its full-year fiscal 2027 guidance. Organic net sales were flat year-over-year, with adjusted operating profit down 11% in constant currency. The company maintained its FY2027 outlook for adjusted EPS of $3.00-$3.20 and organic net sales growth of -1.5% to +0.5%.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $0.75 beat consensus of $0.72 by 4.2%
- Reported net sales of $4.39B were down 3% YoY, but organic net sales were flat
- Adjusted operating profit of $634M was down 11% in constant currency
- Full-year FY2027 guidance reaffirmed: adjusted EPS $3.00-$3.20, organic net sales -1.5% to +0.5%
- No share repurchases in Q1 vs $500M in prior-year quarter
- Brazil divestiture completed on September 2, 2026, subsequent to quarter end
Financial Impact
Adjusted EPS beat consensus by $0.03 (4.2%) on $4.39B revenue vs $4.35B estimate
Risk Factors
- Organic net sales growth remains flat to negative, with North America Retail down 3% organically
- Adjusted operating profit down 11% in constant currency, with margin compression of 130 bps
- No share repurchases in Q1 vs $500M a year ago, signaling reduced capital return
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-063141 |
| Document: gis-20260923.htm | 0001628280-26-063141 |
| Document: 0001628280-26-063141-index-headers.html | 0001628280-26-063141 |
| Document: 0001628280-26-063141-index.html | 0001628280-26-063141 |
| Document: 0001628280-26-063141.txt | 0001628280-26-063141 |
| 8-K Data (Synthetic) | 0001628280-26-063141 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Institutional Cluster | $34.15 | awaiting T+5 | — | $33.70 (−1.32%) |
Sep 30, 2026 27d ago | 8-K | $31.56 $31.18 | ▼ −1.21% | ▼ −3.13% | $33.70 (+6.78%) |
Sep 28, 2026 29d ago | Court Ruling | $33.19 $31.58 | ▼ −4.85% | ▼ −6.80% | $33.70 (+1.54%) |
Sep 23, 2026 4w ago | 8-K | $35.82 $32.16 | ▼ −10.22% | ▼ −9.54% | $33.70 (−5.92%) |
Aug 13, 2026 10w ago | DEFA14A | $38.91 $39.61 | ▲ +1.80% | ▲ +3.76% | $33.70 (−13.39%) |
May 12, 2026 24w ago | Insider Cluster | $34.12 $33.77 | ▼ −1.02% | ▼ −0.42% | $33.70 (−1.22%) |
May 6, 2026 24w ago | 8-K | $35.70 $33.61 | ▼ −5.84% | ▼ −7.35% | $33.70 (−5.59%) |
Apr 16, 2026 27w ago | 8-K | $35.32 $35.47 | ▲ +0.43% | ▼ −0.56% | $33.70 (−4.58%) |
Apr 13, 2026 28w ago | 424B5 | $34.70 $35.05 | ▲ +1.01% | ▼ −0.39% | $33.70 (−2.87%) |
Apr 8, 2026 28w ago | 424B5 | $36.72 $35.32 | ▼ −3.81% | ▼ −7.00% | $33.70 (−8.21%) |
US Market Status
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