After the regular trading day gets underway, New Home Sales for May will hit the tape. Expectations are for a big cooling off to 695K seasonally adjusted, annualized units from the previous month's 12-month high of 743K. Mortgage rates remained elevated last month, within a range of 6.76-7.06%, which provides a natural headwind. On Monday, Existing Home Sales actually outperformed expectations. Fed Chair Jerome Powell spends his second of two days on Capitol Hill, today across the rotunda to testify before ...

General Mills (GIS) Q4 2025 Earnings Call June 25, 2025 09:00 AM ET Company Participants Jeff Siemon - VP, IRJeffrey Harmening - Chairman & CEOKen Goldman - Co-Head - Americas Equity ResearchDana McNabb - Group President, North America Retail & North America PetAndrew Lazar - Managing DirectorKofi Bruce - CFOPeter Galbo - Director - Equity ResearchRobert Moskow - Managing Director David Palmer - Senior Managing DirectorScott Marks - Equity Research (Consumer)Max Gumport - Director - Equity Research Conferen ...

General Mills (GIS) Q4 2025 Earnings Call June 25, 2025 09:00 AM ET Speaker0 Good morning, and welcome to General Mills' Fourth Quarter Fiscal twenty twenty five Earnings Conference Call. All participants are in a listen only mode. After the speakers' remarks, we will conduct a question and answer session. As a reminder, this conference call is being recorded. I would now like to turn the call over to Jeff Seaman, Vice President of Investor Relations and Corporate Finance. Thank you. Please go ahead. Speake ...

General Mills (GIS) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $1.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.23%. A quarter ago, it was expected that this maker of Cheerios cereal, Yoplait yogurt and other packaged foods would post earnings of $0.95 per share when it actually produced earnings of $1.00, delivering a surpr ...

General Mills (GIS) Q4 2025 Earnings Call June 25, 2025 07:00 AM ET Company Participants Jeff Siemon - VP - IR & TreasurerJeffrey Harmening - Chairman & CEOKofi Bruce - CFO Jeff Siemon Good morning. This is Jeff Seaman, Vice President of Investor Relations and Corporate Finance. Thank you for listening to General Mills' prepared remarks for our fiscal twenty twenty five fourth quarter and full year earnings. Later this morning, we will hold a live question and answer session on today's results, which you ca ...

General Mills (GIS) Q4 2025 Earnings Call June 25, 2025 07:00 AM ET Speaker0 Good morning. This is Jeff Seaman, Vice President of Investor Relations and Corporate Finance. Thank you for listening to General Mills' prepared remarks for our fiscal twenty twenty five fourth quarter and full year earnings. Later this morning, we will hold a live question and answer session on today's results, which you can hear via webcast on our Investor Relations website. Joining me for this morning's presentation are Jeff Ha ...

Wall Street expects a year-over-year decline in earnings on lower revenues when General Mills (GIS) reports results for the quarter ended May 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on June 25, 2025, might help the stock move higher if these key numbers are better than expectati ...

Summary of General Mills (GIS) 2025 Conference Call Company Overview - **Company**: General Mills (GIS) - **Date**: June 05, 2025 - **Key Speaker**: Jeff Harmening, Chairman and CEO Industry Insights Consumer Sentiment - **US Consumer Sentiment**: Currently at its second lowest level ever recorded by the University of Michigan, only higher than the pandemic's onset in 2020 [6][7] - **Financial Stress**: US consumers are financially stressed but still purchasing, with a notable increase in consumer debt [7] - **Eating Habits**: 87% of eating occasions in the US occur at home, benefiting General Mills' product categories [8] - **Consumer Preferences**: Increased demand for protein, bold flavors, and nostalgic products during tough economic times [9][10][12] Regional Performance - **Europe**: Consumer sentiment is less stressed than in the US, with growth in categories like ice cream and Nature Valley [13][14] - **China**: Similar stress levels as the US, with a decline in traffic at Haagen Dazs shops but growth in retail [15][16] - **Brazil**: Experiencing growth, indicating a healthier economic environment [15] Strategic Initiatives Accelerate Strategy - **Portfolio Reshaping**: 30% reshaping over the last seven years through acquisitions and divestitures, including a recent divestiture of yogurt in the US [22][23] - **Investment in Technology**: Focus on data and technology to enhance strategic revenue management and supply chain digitization, improving productivity savings from 4% to 5% [24] Marketing and Innovation - **Investment Focus**: Emphasis on organic growth, with significant investments in marketing and new product innovation for fiscal 2026 [27][35] - **Remarkable Experience Framework**: A disciplined approach to evaluate product performance against competitors, focusing on value, packaging, and communication [63][64] Financial Performance Sales and Volume Trends - **Pound Volume Improvement**: 65% of categories improved in the fourth quarter, with a decrease in pounds down to 1% from 3% earlier in the year [33][40] - **Dollar Sales Lag**: Dollar sales down 4%, expected to lag behind volume improvements due to pricing adjustments [34][42] Pet Food Segment - **Growth in Pet Food**: Successful acquisitions like Blue Buffalo and Tiki Cat, with a focus on the humanization trend in pet food [45][50] - **Advertising Improvements**: Enhanced advertising strategies leading to growth in specific pet food categories [47][48] Food Service Business - **Growth and Profitability**: Food service business growing at 3% top line and 15% profitability, with strong margins due to competitive R&D capabilities [53][56] - **Noncommercial Channels**: 60% of food service business in noncommercial channels, which are growing despite challenges in the restaurant sector [57] Challenges and Regulatory Environment Tariffs and Inflation - **Tariff Impact**: Limited exposure due to 97% of products made in the US, with some raw materials sourced internationally [95][96] - **Inflation Management**: Tariffs viewed as an addition to short-term inflation, manageable through productivity [98] Food Regulation - **Engagement with Government**: Active dialogue with federal authorities on food regulation, particularly regarding artificial colors [100][102] - **Competitive Advantage**: Strong R&D capabilities position General Mills favorably in adapting to regulatory changes [102] Future Outlook Key Building Blocks for Fiscal 2026 - **Focus on Organic Growth**: Priority on returning to organic growth through investments in value, marketing, and innovation [105][106] - **Productivity Goals**: Expected 5% productivity savings and additional savings from restructuring initiatives [108][89] - **Divestiture Impact**: Anticipated effects of the Yoplait divestiture on earnings and overall strategy [110] Conclusion - **Encouraging Trends**: Positive indicators in pound volume and household penetration, with confidence in the effectiveness of investments made [112]

Company Performance - Mama's Creations, Inc. reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and showing an increase from $0.01 per share a year ago, representing an earnings surprise of 50% [1] - The company posted revenues of $35.26 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 8.48%, compared to year-ago revenues of $29.84 million [2] - Over the last four quarters, Mama's Creations has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Mama's Creations shares have increased approximately 6.8% since the beginning of the year, outperforming the S&P 500's gain of 0.9% [3] - The current consensus EPS estimate for the coming quarter is $0.03 on revenues of $32.4 million, and for the current fiscal year, it is $0.15 on revenues of $139.8 million [7] Industry Outlook - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 39% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - General Mills, a competitor in the same industry, is expected to report quarterly earnings of $0.71 per share, reflecting a year-over-year decline of 29.7%, with revenues anticipated to be $4.6 billion, down 2.4% from the previous year [9]

Industry Overview - The natural foods industry has transitioned from a niche market to a mainstream sector due to increased health consciousness and environmental awareness among consumers [2] - There is a growing focus on clean eating, sustainability, and ethical sourcing, leading to rapid popularity of natural and organic food products [2] - Consumers are favoring transparency in sourcing and minimal processing, with a preference for organic, non-GMO, and preservative-free options [3] Market Dynamics - Governments worldwide are promoting clean eating and implementing stricter food labeling regulations, which is driving market expansion [3] - Natural food companies are experiencing stronger brand loyalty and the ability to command premium pricing as a result of these trends [3] - The global healthy foods market is projected to reach $2.26 trillion by 2035, indicating significant growth potential [5] Key Players - Companies like The Hain Celestial Group, Inc. and Vital Farms, Inc. are responding to the rising demand for organic and ethically sourced foods [4] - Sprouts Farmers Market, Inc. has seen substantial growth in a market estimated at approximately $290 billion, focusing on high-quality and ethically sourced products [7] - United Natural Foods, Inc. is one of the largest distributors of organic and natural products in North America, with a strategic shift to focus on natural, organic, specialty, and fresh products [10][11] Innovations and Strategies - Companies are investing in plant-based alternatives, functional foods, and sustainable farming technologies to meet evolving consumer preferences [5] - Sprouts Farmers Market has launched a new loyalty program and is self-distributing fresh meat and seafood to enhance customer experience and supply chain efficiency [8][9] - Beyond Meat is focusing on clean-label credentials and health-forward innovation, with product launches like Beyond Chicken Pieces and reformulated Beyond Burger [14][15] Future Outlook - The natural foods industry is expected to continue evolving with ongoing innovation and expanding product categories [5] - General Mills is strategically positioning itself in the natural and organic food space, with a focus on fewer but larger innovations targeting high-protein and sustainable foods [16][17] - Companies are refining existing products and adjusting marketing strategies to better meet consumer demands for natural ingredients and organic options [18][19]