General Mills, Inc. filings document material events for a packaged-food company with NYSE-listed common stock and multiple listed debt securities. Recent 8-K reports cover operating results and financial condition, executive and board changes, director independence and committee assignments, bylaw amendments, material-event disclosures, shareholder voting matters and capital-structure disclosures.
The company’s regulatory record also identifies registered securities including common stock and notes with varying maturities, as well as junior subordinated notes. Form 25 filings document the removal from listing and registration of specified note classes on the New York Stock Exchange.
General Mills Inc. (GIS) director Benno O. Dorer received an automatic grant of 5,323 restricted stock units on September 29, 2026, under the 2022 Stock Compensation Plan. Each unit represents a contingent right to receive one common share and vests on the date of the next annual meeting of General Mills stockholders. Dorer's reported direct holdings after the grant were 14,592 shares; he also held 43 shares indirectly by Trust.
General Mills director Diane L. Neal acquired 5,323 restricted stock units on September 29, 2026, through an automatic grant under the General Mills, Inc. 2022 Stock Compensation Plan. Each unit is a contingent right to receive one share of common stock and vests on the date of the next annual meeting of General Mills stockholders. Her reported position following the grant was 34,182 shares.
General Mills (GIS) director Jo Ann Jenkins received an automatic grant of 5,323 restricted stock units under the 2022 Stock Compensation Plan on September 29, 2026. The units vest on the date of the next annual meeting of General Mills stockholders. Her reported direct holdings following the award were 25,925 shares.
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.
General Mills reported first-quarter fiscal 2027 net sales of $4,389.5 million, down 3% from a year earlier, while organic net sales were flat. Net earnings attributable to General Mills were $397.0 million and diluted earnings per share were $0.74, each down 67%. The prior-year quarter included a $1,054.4 million divestitures gain from the U.S. yogurt business sale.
Adjusted operating profit was $634.0 million, down 11% on a constant-currency basis, and adjusted diluted EPS was $0.75, down 13% on a constant-currency basis. Management cited higher input costs and lower contributions from volume growth, partly offset by favorable net price realization and mix.
General Mills completed the sale of its Brazil business to 3corações on September 2, 2026, after quarter-end. The agreement set a R$800.0 million base price, subject to specified deductions and customary post-closing adjustments; the company expects to record customary sale-price adjustments in fiscal 2027’s second quarter. It recorded an additional $23.7 million non-cash pre-tax valuation loss on the business in the first quarter. Management expects at least $750 million in fiscal 2027 savings amid forecast input-cost inflation of 4 to 5%.
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.
GENERAL MILLS INC (GIS) is the subject of an exempt solicitation by Friends Fiduciary Corporation supporting Proposal 7, which requests a report assessing the effectiveness of General Mills’ existing human rights policies and due diligence processes. The materials note that General Mills identifies forced labor and child labor as its most salient human rights issues and flags sugarcane as a higher-risk ingredient. Disclosed audit activity includes 673 audited sites, 109 significant incident analyses, and Corrective Action Plans in 2025, with 62% of incidents closed, 22% under a CAP, and 16% open as of February 2026, but the proponent argues these statistics do not show how effective controls are against salient risks or beyond Tier 1 suppliers. The solicitation compares General Mills’ disclosure with peers such as Nestlé, Unilever, and Mondelēz International, which are cited as providing more detailed coverage, outcomes, and remediation reporting, and contends that a focused effectiveness report would offer incremental, financially relevant, company-specific risk information at reasonable cost.
GENERAL MILLS INC (GIS) reported that director Maria Henry received an equity grant of common stock as part of board compensation. On 2026-08-30, she acquired 842 shares of common stock at a value of $40.08 per share in lieu of a cash retainer under the 2022 Stock Compensation Plan, bringing her direct holdings to 53,144 shares.
GENERAL MILLS INC (GIS) director Jorge A. Uribe reported equity compensation–related transactions in company common stock. On 2026-08-30, he received 748 shares of common stock as a grant in lieu of a director retainer under the 2022 Stock Compensation Plan, valued at $40.08 per share. On the same date, 160 shares were disposed of at $40.08 per share as shares delivered or withheld for payment of exercise price or tax liability. The filing indicates these transactions were not made pursuant to a Rule 10b5-1 trading plan.
GENERAL MILLS INC (GIS) reported that director John G. Morikis acquired common stock through a compensation grant. On 2026-08-30, he received 654 shares of General Mills common stock at a value of $40.08 per share, issued to him as a Non-Employee Director in lieu of a retainer under the company’s 2022 Stock Compensation Plan. Following this award, he directly holds 20,503 common shares of General Mills.