GIS General Mills, Inc.

$GIS Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $0.75 down -12.79% YoY • Reported revenue of $4.39B down -2.83% YoY • General Mills reaffirmed fiscal 2027 targets: organic sales down 1.5% to up 0.5%; adjusted operating profit down 13% to down 8% in constant currency; adjusted diluted EPS $3.00$3.20.

$GIS $KHC US investors seem to hate the companies who feed them and their families, instead they love AI companies selling mostly only hot air

$GIS relax and collect your dividends while waiting 🤠 General Mills said yesterday it is “fully committed to our dividend” and expects to maintain the current rate per share in the near term, while prioritizing deleveraging.

Added to our core long-term holdings in $GIS $KHC and $HRL The tape is full of short-term noise and broad market dislocation, but price disconnects like this in consumer staples are great opportunities, IMO. We’re talking about foundational American businesses with century-old brand equity, entrenched shelf space in virtually every pantry in the country, and defensive cash flows trading right at multi-year valuation troughs. While the crowd chases momentum at cycle highs, we’ll happily lock in generational value and get paid to wait. Accumulating weakness for the long haul.

$GIS if the dividend is safe, this has to be one of the best buys in the entire stock market right now. I'm banking on their 125+ year history with the dividend continuing

$GIS call me crazy but I pulled out of 20 year treasury and picked up 15k shares GIS sub $33 …long ! This 7.4 yield gonna be real good when rates come back down …meanwhile imma keep eating my Cheerios 💣🔥

$GIS the way I see it, they are executing on their plans and maintaining guidance. And this environment, that's very good. The story appears to be turning from bad to not so bad, and the next step is to go from not so bad to good. I think this is a step in the right direction.

$GIS trending for all the wrong reasons. Sell-off feels overdone, company has a long term turnaround plan. Funds continue to chase the red hot tech and AI stonks. Once the cost cutting kicks in and oil chills out this may get it's due

$GIS down 32% this year? Crazy Guess people stopped eating What a great buy One thing people will always need: food And they make a lot of it

$GIS 1200 shares at $32.13.. Should be around $36 by December 31, 2026.. will collect dividends while I wait.

$GIS Revenue down 2.8% in a brutal environment, yet profit up and this justifies a 22% drop over the past month? Ok.

$GIS me making sure everything I buy at the grocery store is General Mills to support the team

$GIS this is a very long-term IRA hold for me so I am liking these terrible prices to load up on for the next 20 to 30 years

General Mills is down 65% from its all time highs and is now entering the trading range of a major 2009 support level, sitting just 7% away from critical 28.82 support. This could really turn into something great on a longer time frame around these levels. $GIS $QQQ $DIA $SPY $IWM

$GIS I absolutely cannot believe that it is still sliding day after day, unwarranted … unfortunately, am at the wall of what I can do ‘dip-buying’

$GIS at this point this is just laughable. We need oil to stabilize first, and company specific pushes. Cost cutting and guidance appears to be on track, but this will need to be a multi year story.

$GIS I added 10% to my existing position when it dropped after the bell, kinda wish did a second add when I saw it had went further down (-0.8) now that it is green; at least I captured some alpha timing wise

$GIS Good morning, all. Quick thoughts on Q1 fiscal 2027 earnings & execution: The company delivered a fundamentally sound Q1 print this morning, reporting adjusted EPS of $0.75 and net sales of $4.39B while reaffirming full-year FY27 guidance. To be clear, the headline GAAP comps look dramatic on paper (-67% diluted EPS), but that is entirely comparability noise from lapping last year’s $1.05B pre-tax gain on the U.S. yogurt divestiture. Stripping out portfolio reshaping, organic net sales held flat, gross margins held steady at 33.9%, and Foodservice/International posted solid organic growth (+4% each). IMO, the CEO’s interview on CNBC this morning highlighted a management team operating with clear operational discipline... targeting $750M+ in Holistic Margin Management cost savings to defend margins while actively reinvesting into brand equity. For me, GIS remains the best-in-class operator in the packaged food space. Seeing the tape trade down on clean operational execution presents a clear disconnect. That said... I stepped in at the morning lows. • Sold the $32.50 puts @ $1.20 • Added the Jan 2028 $40 & $45 LEAP calls Exploiting knee-jerk selling to accumulate quality at cyclical floors. Buying these names when the street universally hates them is usually where the asymmetric upside lives. It just takes patience and knowing what you own. They will eventually trade much higher, IMO. Please do your own DD. NFA.

$GIS General Mills reported this morning: sales $4.39B, down 3% YoY, ahead of the $4.35B estimate. Adjusted EPS 75c vs 72c expected, down 13% from last year. GIS attributes the sales decline to the U.S. yogurt divestiture. Organic sales were flat. The pressure is in margins: adjusted gross margin fell 90bps to 33.3% on input costs, and North America Retail operating profit dropped 15%. Guidance reaffirmed. Premarket up about 1% near $35.83 after a 24% decline this year.

$GIS Solid numbers, solid dividends. Selling covered calls while pocketing the divs have been a great strategy on this one.