General Mills Reports Fiscal 2026 Second-quarter Results and Reaffirms Full-year Outlook

Go back to General Mills Reports Fiscal 2026 Second-quarter Results and Reaffirms Full-year Outlook

Morgan Stanley on General Mills (GIS): 'Promo Mix Creating Incremental Margin Pressure'

December 17, 2025 8:48 AM EST

Morgan Stanley analyst Megan Clapp reiterated an Underweight rating and $48.00 price target on General Mills (NYSE: GIS).

The analyst comments "Muted Price Reaction: GIS reported a ~8% EPS beat driven by topline and gross margin upside. That said, the bottom-line beat appears driven by timing-related profit favorability vs. managements expectations, which is expected to unwind in Q3, with FY guidance reiterated. Nevertheless,... More

Jefferies on General Mills (GIS): 'Q2 Beat Down the P&L But Cost of Volume Growth Increasing'

December 17, 2025 8:48 AM EST

Jefferies analyst Scott Marks reiterated a Hold rating and $47.00 price target on General Mills (NYSE: GIS).

The analyst comments "GIS posted an FQ2 beat down the P&L, though mgmt noted expectations for a Q3 profit unwind after outperformance in Q2. Volumes were... More

General Mills (GIS) Tops Q2 EPS by 8c, Beats on Revenue; Offers Guidance

December 17, 2025 7:04 AM EST

General Mills (NYSE: GIS) reported Q2 EPS of $1.10, $0.08 better than the analyst estimate of $1.02. Revenue for the quarter came in at $4.9 billion versus the consensus estimate of $4.78 billion.

General Mills top priority in fiscal 2026 is to restore volume-driven organic net sales growth. The Company expects category growth to be below its long-term projections, reflecting less benefit from price/mix amid a continued challenging consumer backdrop. To strengthen its categories and market share... More