{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-019020","form_type":"8-K","ticker":"GIS","cik":"0000040704","company_name":"GENERAL MILLS INC","filed_at":"2026-03-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.407232+00:00","generated_at":"2026-05-15T09:59:12.173897+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"General Mills Q3 net sales down 8% to $4.4B; EPS $0.56, down 50%; reaffirms FY guidance","bullets":["Organic net sales down 3% with 6-point headwind from divestitures/acquisitions.","Adjusted diluted EPS of $0.64, down 37% in constant currency; operating profit $525M (-41%).","North America Retail net sales down 14% to $2.6B; yogurt divestitures cut 9 points.","North America Pet net sales up 3% to $640M; International up 7% to $696M.","FY 2026 guidance reaffirmed: organic net sales -1.5 to -2%; adj. op. profit and EPS -16 to -20% CC."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-019020","json":"https://secwatch.observer/filing/0001628280-26-019020.json","markdown":"https://secwatch.observer/filing/0001628280-26-019020.md","text":"https://secwatch.observer/filing/0001628280-26-019020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/40704/000162828026019020/0001628280-26-019020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/40704/000162828026019020/gis-20260318.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:59:12.173897+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3697e082c4cb6151f826fb86ca8a69d265012e48","claim":"GENERAL MILLS INC reported third quarter ended February 22, 2026 results: revenue $4.4 billion, net income $303 million, EPS $0.56. Guidance reaffirmed.","evidence_excerpt":"significant impacts from investments to improve brand remarkability, the North American yogurt divestitures, and an unfavorable trade expense timing comparison • Net sales of $4.4 billion were down 8 percent, including a 6-point headwind from the net impact of divestitures and acquisitions; organic net sales1 were down 3 percent • Operating profit of $525 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/40704/000162828026019020/0001628280-26-019020-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended February 22, 2026"},{"label":"Revenue","value":"$4.4 billion"},{"label":"Net income","value":"$303 million"},{"label":"EPS","value":"$0.56"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a7f52fb1a6a7a3e7a903fcf08a239716c3a77667","claim":"GENERAL MILLS INC reported nine months ended February 22, 2026 results: revenue $13.8 billion, net income $1.9 billion, EPS $3.56.","evidence_excerpt":"by lower adjusted operating profit and a higher adjusted effective tax rate, partially offset by lower net shares outstanding. Nine Month Results Summary • Net sales of $13.8 billion were down 7 percent, including a 5-point headwind from the net impact of divestitures and acquisitions and a 1-point benefit from foreign currency exchange. Organic net sales","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/40704/000162828026019020/0001628280-26-019020-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"nine months ended February 22, 2026"},{"label":"Revenue","value":"$13.8 billion"},{"label":"Net income","value":"$1.9 billion"},{"label":"EPS","value":"$3.56"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"efbd3c8a04d985aa7b3b29f4ef8f161ed006b250","claim":"GENERAL MILLS INC reported fiscal quarter ended February 22, 2026 results: revenue $4.4 billion, net income $303 million, EPS $0.56. Guidance reaffirmed.","evidence_excerpt":"significant impacts from investments to improve brand remarkability, the North American yogurt divestitures, and an unfavorable trade expense timing comparison • Net sales of $4.4 billion were down 8 percent, including a 6-point headwind from the net impact of divestitures and acquisitions; organic net sales1 were down 3 percent • Operating profit of $525 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/40704/000162828026019020/0001628280-26-019020-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended February 22, 2026"},{"label":"Revenue","value":"$4.4 billion"},{"label":"Net income","value":"$303 million"},{"label":"EPS","value":"$0.56"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}