A Century-Old Dividend Streak Confronts Mounting Business Challenges

The packaged food sector is undergoing significant transformation, and General Mills finds itself at the center of this shift. The consumer goods behemoth is responding with plant closures and cost-saving initiatives, yet recent financial disclosures paint a concerning picture. The central question for investors is whether this 127-year-old dividend payer can preserve its legacy or if it faces a fundamental decline.

Financial data released on September 17, 2025, underscores the company’s structural difficulties. Revenue fell 7 percent to $4.5 billion, while adjusted operating profit contracted by 18 percent. Although adjusted earnings per share of $0.86 surpassed market forecasts, a headline surge to $2.22 per share is misleading. This apparent profit jump is primarily attributable to the $1.05 billion divestiture of its US yogurt operations.

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