General Mills sells Canadian yogurt business to Sodiaal

Published 27/01/2025, 23:06
General Mills sells Canadian yogurt business to Sodiaal

MINNEAPOLIS - General Mills , Inc. (NYSE: NYSE:GIS), currently valued at $34 billion by market capitalization, has finalized the sale of its Canadian yogurt operations, including the Yoplait and Liberté brands, to Sodiaal, according to a recent announcement. The transaction also involves the transfer of a production facility located in Saint-Hyacinthe, Québec.

The completion of this divestiture is part of a series of strategic moves by General Mills, which also anticipates the closure of its U.S. yogurt business sale to Lactalis within the 2025 calendar year, pending regulatory approvals and customary closing conditions.

Following these developments, General Mills has revised its fiscal 2025 outlook. The company now projects its adjusted diluted earnings per share (EPS) to decrease between 4 percent and 2 percent in constant currency. This is a slight dip from the previously forecasted range of a 3 percent to 1 percent decrease. This adjustment accounts for the increased interest expenses associated with the debt incurred from the acquisition of North American Whitebridge Pet Brands. According to InvestingPro data, 15 analysts have revised their earnings downward for the upcoming period, while the stock trades at a modest P/E ratio of 13.4.

Despite these transactions, General Mills maintains its fiscal 2025 expectations for organic net sales growth and reaffirms that these deals do not materially influence the company's projections for constant-currency adjusted operating profit growth and free cash flow conversion.

General Mills, known for making food products that are popular globally, operates under the Accelerate strategy, which emphasizes brand building, innovation, leveraging scale, and social responsibility. The company's portfolio includes well-known brands such as Cheerios, Nature Valley, Blue Buffalo, HÄagen-Dazs, Old El Paso, and others. In fiscal 2024, General Mills reported net sales of $20 billion, with an additional $1 billion from its share of non-consolidated joint venture net sales. InvestingPro analysis indicates the company maintains strong dividend credentials, having maintained payments for 55 consecutive years with a current yield of ~4%. For deeper insights into General Mills' financial health and future prospects, investors can access comprehensive Pro Research Reports, available exclusively on InvestingPro, covering over 1,400 top US stocks.

The company has issued cautionary statements concerning forward-looking statements, acknowledging that actual results could differ from expectations due to various factors such as supply chain disruptions, competitive dynamics, and economic conditions.

The information in this article is based on a press release statement from General Mills, Inc.

In other recent news, General Mills has seen a variety of developments. The food company reported a 12% rise in earnings per share to $1.40 in its second quarter, surpassing estimates. However, the firm has revised its full-year 2025 guidance downward, incorporating increased investment to maintain market share advancements. In response, financial services firm Stifel reduced General Mills' stock price target to $78 from $82 while sustaining a Buy rating. Bernstein SocGen Group also revised its price target for General Mills to $68 from $69, maintaining a Market Perform rating.

Meanwhile, General Mills reported a 2% year-over-year revenue increase to $5.2 billion, surpassing analyst expectations. Analyst firms Mizuho (NYSE:MFG), Citi, and Jefferies have maintained Neutral stances on General Mills, while Stifel reaffirmed its Buy rating on the company. The company has also been linked to potential mergers and acquisitions that could dilute earnings per share by approximately 4%. These are among the recent developments shaping the narrative around General Mills.

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