General Mills Stock Price, News & Analysis

General Mills (NYSE:GIS) and Hormel Foods have announced their latest breakfast collaboration: CINNAMON TOAST CRUNCH™ HORMEL® BLACK LABEL® Bacon Flavored Cereal. This limited-edition product combines the classic cinnamon taste of Cinnamon Toast Crunch with artificial bacon flavoring, following the success of their previous partnership that created bacon with Cinnamon Toast Crunch flavoring.

The new cereal will be available exclusively at Walmart.com starting July 8, 2025, priced at $5.84 per 6-ounce pouch. The product features Cinnaswirls and artificial bacon flavor, designed to deliver a unique sweet and savory breakfast experience.

General Mills (NYSE: GIS) has finalized the sale of its U.S. Yogurt business to Lactalis. The transaction includes popular brands such as Yoplait, Go-Gurt, Oui, Mountain High, and :ratio, along with manufacturing facilities in Murfreesboro, Tennessee and Reed City, Michigan.

The divested U.S. Yogurt business generated approximately $1.2 billion in net sales during fiscal 2025. General Mills plans to utilize the proceeds from the sale for share repurchases and debt reduction.

General Mills (NYSE:GIS) has launched an innovative marketing campaign for Cinnamon Toast Crunch centered around "The Last Square" phenomenon. The campaign playfully suggests that the cereal squares are eating each other, with evidence including mysterious crunching sounds, loose Cinnadust, and sealed boxes containing only one remaining square.

The company has created a promotional contest where consumers can visit cinnamontoastcrunch.com for a chance to win boxes containing "The Last Square." Lucky recipients who find these special boxes can redeem them for a year's supply of Cinnamon Toast Crunch. The campaign includes social media engagement through @cinnamontoastcrunch, where fans can follow updates and theories about the mysteriously disappearing squares.

General Mills (NYSE: GIS) reported its fiscal 2025 Q4 and full-year results, showing declines across key metrics. Full-year net sales decreased 2% to $19.5 billion, while operating profit fell 4% to $3.3 billion. The company's Q4 performance showed net sales down 3% to $4.6 billion, with operating profit declining 35% to $504 million.

CEO Jeff Harmening outlined the company's fiscal 2026 strategy, focusing on restoring volume-driven organic sales growth through increased investments in consumer value, innovation, and brand building. Key initiatives include Blue Buffalo's national launch into fresh pet food and continued cost savings through Holistic Margin Management.

Segment performance varied, with North America Retail seeing a 10% Q4 sales decline, while North America Pet grew 12%, benefiting from recent acquisitions. The company's adjusted diluted EPS for the full year was $4.21, down 7% in constant currency.

General Mills (GIS) announces two major expansions in its North America Pet segment. Blue Buffalo, the leading natural pet food brand in the U.S., will launch 'Love Made Fresh,' entering the $3 billion fresh pet food sub-category with multiple formats and recipes designed for standalone use or mixing with kibble. Additionally, following its April 2024 acquisition, European premium pet food brand Edgard & Cooper will debut in the U.S. through an exclusive partnership with PetSmart in July. The brand will offer dry food, wet food, and treats made with fresh ingredients like chicken, venison, and duck. These strategic moves align with General Mills' Accelerate strategy and target young pet parents, positioning the company to lead in both scale and innovation across the pet food market.

General Mills' Progresso brand achieved significant recognition at the 2025 Cannes Lions International Festival of Creativity, winning a Gold Lion for PR and Silver Lion for Brand Experience & Activation for their innovative 'Progresso Soup Drops' campaign. The unique product, launched in January during National Soup Month, transformed their classic Chicken Noodle Soup into hard candy drops, creating a novel approach to cold and flu relief. The limited-edition drops sold out within minutes of release and generated substantial media buzz across social platforms and television shows. The campaign, developed in collaboration with agencies including Edelman, successfully increased brand awareness and sales for Progresso's soup portfolio.

Old El Paso, a General Mills brand, launches 'Castin' the Cowboy' campaign featuring country music star Keith Urban. The marketing initiative showcases 10 musicians competing to become the brand's next taco night ambassador, capitalizing on the current cowboy-core trend. Urban will judge the contestants and crown a winner later this summer. The campaign includes fan engagement opportunities with prizes such as Urban-signed Old El Paso cowboy belt buckles and taco kits. The promotion coincides with Urban's HIGH AND ALIVE WORLD TOUR and aims to blend Tex-Mex cuisine with western entertainment. Content will be available on Old El Paso's Instagram and TikTok channels.

General Mills (NYSE: GIS) has announced a significant initiative to remove certified colors from its product portfolio. The company plans to eliminate certified colors from all U.S. cereals and K-12 school foods by summer 2026, followed by its complete U.S. retail portfolio by the end of 2027. Currently, 85% of General Mills' U.S. retail portfolio and most of its K-12 school offerings are already made without certified colors. The company has demonstrated its commitment to meeting consumer needs through various initiatives, including being the leading provider of whole grains to Americans, reducing sugar in school products, doubling vitamin D in cereals in 2023, and achieving a 20% sodium reduction across key product categories since 2019.

General Mills (GIS) has expanded its Mott's Soft Baked portfolio with new Apple Filled Bars, featuring real fruit puree in three kid-approved flavors: Apple, Strawberry, and Blueberry. The bars are designed for convenient on-the-go snacking, featuring a chewy whole wheat flour exterior and minimal mess. Available nationwide in five-count packs for $4.79 MSRP, these bars target families seeking portable snack options for summer activities and back-to-school season. The product launch represents Mott's first entry into the soft-baked apple-filled bar category, aiming to provide parents with a convenient snacking solution that contains ingredients they can trust.