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General Mills, Inc. 8-K Filings

GIS NYSE

Every 8-K that General Mills, Inc. (GIS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GIS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GIS filings page.

Rhea-AI Summary

General Mills, Inc. shareholders approved amendments to the company’s certificate of incorporation, effective October 1, 2026, providing for exculpation of certain officers and requiring claims under the Securities Act of 1933 to be brought only in federal district courts of the United States.

At the September 29, 2026 annual meeting, 444,390,002 common shares were represented in person or by proxy. The officer-exculpation amendment received 305,951,313 votes for and 40,791,774 against; the federal-forum amendment received 293,518,820 for and 53,155,316 against. Shareholders also approved the advisory executive-compensation vote, with 324,336,202 for and 22,238,319 against, and ratified the independent registered public accounting firm, with 414,677,845 for and 28,370,835 against.

Rhea-AI Summary

General Mills (GIS) elected Chief Operating Officer Dana M. McNabb as chief executive officer, effective January 1, 2027. She will succeed Jeffrey L. Harmening, who is retiring as CEO and will remain Executive Chair of the Board. The board approved compensation changes for both executives, also effective January 1, 2027.

As CEO, McNabb will receive a $1,350,000 base salary and an annual cash incentive target of 180% of base salary. Her incremental target long-term annual incentive award is $2,100,000, comprising performance share units (50%), restricted stock units (25%), and stock options (25%); it will be granted under the 2022 Stock Compensation Plan and is subject to related award agreements. Harmening’s Executive Chair base salary will be reduced to $1,100,000, and his annual cash incentive target will decrease to 125% of base salary.

Rhea-AI Summary

General Mills (GIS) reported fiscal 2027 first-quarter net sales of $4,389.5 million, down 3% year over year; organic net sales were flat. Operating profit was $633.6 million, down 63%, largely reflecting the prior-year $1,054.4 million gain on the U.S. yogurt sale and lower current-quarter gross profit. Adjusted operating profit was $634.0 million, down 11% in constant currency; adjusted diluted EPS was $0.75, down 13% on that basis, while diluted EPS was $0.74.

North America Retail sales fell 7% to $2,451.8 million; International sales rose 4% to $794.3 million, and Foodservice sales rose 1% to $523.1 million. Operating cash flow was $297.8 million versus $397.0 million a year earlier. General Mills reaffirmed its non-GAAP fiscal 2027 outlook: organic net sales down 1.5% to up 0.5%, adjusted operating profit down 13% to down 8% in constant currency, adjusted diluted EPS of $3.00 to $3.20, and free cash flow conversion of approximately 95%. It expects at least $750 million in cost savings. The Brazil business sale was completed September 2, 2026, for a base price of R$800 million, subject to post-closing adjustments.

Rhea-AI Summary

General Mills reported a difficult fiscal 2026, with net sales of $18.4 billion, down 5 percent, and operating profit dropping 73 percent to $885.8 million. Results were hit by $1.8 billion of non-cash goodwill and brand intangible impairments and a $1.0 billion valuation loss tied to the planned Brazil divestiture, leading to a net loss of $87.6 million, or a diluted loss of $0.16 per share, versus EPS of $4.10 last year.

On an adjusted basis, operating profit was $2.8 billion, down 16 percent in constant currency, and adjusted diluted EPS was $3.55, also down 16 percent. The fourth quarter was stronger: net sales rose 1 percent to $4.6 billion and adjusted diluted EPS increased 27 percent in constant currency to $0.95, even though GAAP results showed a $3.74 loss per share due to the large non-cash charges.

The company is targeting $3 billion of cumulative cost savings by fiscal 2030, including at least $750 million in fiscal 2027, mainly from its Holistic Margin Management program and a global transformation initiative. For fiscal 2027, it expects organic net sales between down 1.5 percent and up 0.5 percent, adjusted operating profit down 13 to 8 percent from the $2.8 billion 2026 base, and adjusted diluted EPS between $3.00 and $3.20 per share. The board declared a quarterly dividend of $0.61 per share, continuing a 127-year history of uninterrupted dividends.

Rhea-AI Summary

General Mills announced that its Board elected Dana M. McNabb as Chief Operating Officer and to the Board of Directors, effective June 1, 2026. Her role expands from leading North America Retail and North America Pet to overseeing all operating segments and key functions, including International, North America Foodservice, Digital & Technology, Innovation, Strategy and Growth, and Supply Chain.

To reflect her promotion, McNabb will receive a base salary of $1,000,000, an annual cash incentive target of 150% of base salary, and a target long-term annual incentive award of $4,000,000 in performance share units, restricted stock units, and stock options under the 2022 Stock Compensation Plan. She will not be paid separately for Board service.

The Compensation and Talent Committee also approved one-time restricted stock unit awards with 3-year vesting for two other executives: $3,500,000 for Chief Financial Officer Kofi A. Bruce and $2,500,000 for Chief Digital and Technology Officer Jaime Montemayor, both with a grant and stock price determination date of June 5, 2026 and retirement-related vesting conditions.

Rhea-AI Summary

General Mills, Inc. reported that long-time director Steve Odland, who has served the company for more than twenty years, has decided not to stand for reelection to the Board of Directors at the company’s 2026 Annual Meeting of Shareholders in September.

He will continue to serve as a director through the remainder of his current term, providing continuity on the Board until the annual meeting.

Rhea-AI Summary

General Mills, Inc. agreed to sell €1,000,000,000 of 4.750% Series A fixed-to-fixed reset rate junior subordinated notes due 2056 and €700,000,000 of 5.250% Series B junior subordinated notes due 2056. The notes are being sold under an Underwriting Agreement dated April 9, 2026 with Barclays Bank PLC, Deutsche Bank AG, London Branch, Citigroup Global Markets Limited, and J.P. Morgan Securities plc.

The notes will be issued under an existing Indenture with U.S. Bank Trust Company, National Association, and related Officers’ Certificates dated April 16, 2026. The offer and sale are registered on Form S-3 (No. 333-283277) and are expected to close on April 16, 2026, subject to customary conditions. This report files the underwriting agreement, officers’ certificates, and legal and tax opinions as exhibits.

Rhea-AI Summary

General Mills reported a weak fiscal 2026 third quarter but reaffirmed its full-year outlook. Net sales were $4.4 billion, down 8%, with organic net sales down 3% as divestitures and softer volume weighed on results. Operating profit fell 41% to $525 million and operating margin dropped to 11.8%.

Diluted EPS declined 50% to $0.56, while adjusted diluted EPS fell 37% in constant currency to $0.64, reflecting lower gross profit, higher input costs, and a higher tax rate. For the first nine months, net sales were $13.8 billion, down 7%, and diluted EPS was flat at $3.56, supported by a large yogurt divestiture gain, though adjusted EPS decreased 25% to $2.60.

The company is investing heavily in brand “remarkability,” price resets, and pet food innovation, which are pressuring near-term earnings. Even so, it reaffirmed fiscal 2026 guidance for organic net sales down 1.5–2% and adjusted operating profit and adjusted EPS down 16–20% in constant currency, while targeting free cash flow conversion of at least 95% of adjusted after-tax earnings.

Rhea-AI Summary

General Mills, Inc. reported that on January 26, 2026, Joan L. Bottarini was appointed to its Board of Directors as an independent director under New York Stock Exchange standards. She will serve on the Audit and Compensation and Talent Committees, bringing the Board size to twelve directors.

Ms. Bottarini will receive standard Board compensation, including restricted stock units with a grant date fair value of approximately $180,000 at her first Board meeting. On the same date, the Board amended and restated the company’s By-Laws to update director nomination and stockholder proposal procedures, clarify when director elections are considered contested under the majority voting provision, and make additional administrative and modernizing changes.

Rhea-AI Summary

General Mills, Inc. filed a current report stating that it issued a press release with financial results for its fiscal quarter ended November 23, 2025.

The press release, dated December 17, 2025, is attached as Exhibit 99 and is furnished rather than filed, which affects how it is treated under U.S. securities laws. The report also lists an Inline XBRL cover page data file as Exhibit 104.

Rhea-AI Summary

General Mills, Inc. reported final voting results from its 2025 Annual Meeting of Shareholders held on September 30, 2025. A total of 461,600,339 shares of common stock were represented in person or by proxy.

Shareholders elected 11 directors, with each nominee receiving far more votes "For" than "Against"; for example, Benno O. Dorer received 377,338,284 votes For versus 4,914,438 Against. Investors also voted on several additional proposals, including one that received 358,082,566 votes For and 22,852,942 Against, another with 427,774,470 For and 32,390,444 Against, and two others that received 106,120,881 and 137,222,367 votes For, respectively, with higher Against totals. These results outline how owners allocated voting power across governance and shareholder items.

Rhea-AI Summary

General Mills, Inc. approved a multi-year organizational initiative to increase the competitiveness of its supply chain. The company plans to close its North America Foodservice pizza crust manufacturing facility in St. Charles, Missouri, close two North America Pet manufacturing facilities in Joplin, Missouri that were acquired in the Whitebridge Pet Brands acquisition, and consolidate assets at certain other facilities.

General Mills expects to incur approximately $82 million of restructuring charges, including about $64 million of asset write-offs and $18 million of other costs such as severance, of which roughly $17 million will be cash. The company plans to recognize $43 million of asset write-offs and $6 million of other costs in the second quarter of fiscal 2026 and expects these actions to be completed by the end of fiscal 2029.

Rhea-AI Summary

General Mills, Inc. filed a current report to note that it issued a press release on September 17, 2025 reporting financial results for its fiscal quarter ended August 24, 2025. The company’s common stock and several series of notes remain listed on the New York Stock Exchange. The press release is provided as Exhibit 99 and is incorporated by reference, while the financial information furnished under Item 2.02 is not deemed filed for liability purposes under federal securities laws.

Rhea-AI Summary

General Mills (NYSE:GIS) filed an 8-K announcing the upcoming release of financial results for Q4 and full fiscal year ended May 25, 2025. The filing indicates that the company will issue a press release on June 25, 2025, detailing their quarterly and annual performance. This is a routine 8-K filing that serves as a notice of earnings release.