Kellogg(US:K) ZACKS·2025-10-30 15:01Core Insights - Kellanova reported $3.26 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 0.8% and an EPS of $0.94, up from $0.91 a year ago, with revenue exceeding Zacks Consensus Estimate by 0.35% and EPS surpassing consensus by 6.82% [1] Financial Performance Metrics - Net Sales in AMEA showed a year-over-year change of 2.2%, outperforming the average estimate of 1.1% from three analysts [4] - Total reported growth was 0.9%, exceeding the average estimate of 0.2% based on three analysts [4] - North America net sales volume impact decreased by 1.7%, better than the average estimate of -3.5% [4] - North America price/mix impact declined by 0.9%, contrasting with the average estimate of 0.2% [4] - Europe net sales volume impact fell by 2.1%, better than the average estimate of -4% [4] - Europe price/mix impact decreased by 2.9%, compared to the average estimate of 0.7% [4] - Latin America net sales were reported at $308 million, below the average estimate of $318.94 million, representing a year-over-year change of -1% [4] - Europe net sales totaled $653 million, below the average estimate of $671.51 million, with a year-over-year change of -1.1% [4] - North America net sales reached $1.63 billion, slightly above the average estimate of $1.62 billion, reflecting a year-over-year decline of 2.8% [4] - AMEA net sales were reported at $672 million, exceeding the average estimate of $649.7 million, with a year-over-year change of +13.9% [4] Stock Performance - Kellanova shares returned +0.7% over the past month, compared to the Zacks S&P 500 composite's +3.6% change, with a current Zacks Rank of 3 (Hold), indicating potential performance in line with the broader market [3]