Will GIS Q4 2025 earnings beat forecasts?

General Mills' Q4 2025 earnings are unlikely to beat forecasts. Here's why:

1. Mixed Q4 Results: General Mills' fourth-quarter earnings for 2024 revealed a mixed outcome, with adjusted EPS of $1.01, slightly above expectations, but revenue fell short of targets.
2. Sales Outlook Concerns: The company's shares dropped 4% due to concerns about the sales outlook for 2025. This sentiment could persist if Q4 2025 earnings fail to show significant improvement in revenue growth.
3. Fiscal 2025 Outlook: General Mills maintained its fiscal 2025 outlook, stating that foreign currency exchange rates and acquisitions are not expected to significantly impact net sales growth. However, this does not guarantee that earnings will beat forecasts.
4. Q3 Performance: The third-quarter net sales for fiscal 2025 decreased by 5%, and the company cut its fiscal 2025 guidance, citing retailer inventory-related headwinds. These headwinds could continue to affect performance in Q4.
5. Estimate EPS and Revenue: The estimated EPS for Q4 2025 is $0.75, and the estimated revenue is $4.75 billion. If these estimates are met or slightly undershot, it would indicate that earnings may not beat forecasts.

In conclusion, while General Mills has shown some positive signs in its recent performance, such as slightly exceeding EPS expectations in Q4 2024, the overall outlook and recent guidance adjustments suggest that Q4 2025 earnings are more likely to be in line with or slightly below forecasts, rather than exceeding them.