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🔹 Revenue: $4.86B (Est. $4.78B) 🟢; -7% YoY
🔹 Adj EPS: $1.10 (Est. $1.03) 🟢; -21% YoY (CC)
🔹 Organic Net Sales: DOWN -1% YoY
Guidance FY26 (Reaffirmed):
🔹 Organic Net Sales: -1% to +1% YoY
🔹 Adj Operating Profit: DOWN -10% to -15% YoY (CC)
🔹 Adj EPS: DOWN -10% to -15% YoY (CC)
🔹 Free Cash Flow: at least 95% of adjusted after tax earnings
Segment Performance (Q2):
🔹 North America Retail: Net sales -13%; Organic net sales -3%; Operating profit -21%
🔹 North America Pet: Net sales +11% (Organic +1%); Operating profit -12%
🔹 International: Net sales +6% (Organic +4%); Operating profit +19% reported
Other Metrics:
🔹 Adjusted Gross Margin: 34.8%; DOWN -150 bps YoY
🔹 Adjusted Operating Profit: $848M; DOWN -20% YoY; margin 17.4%
🔹 GAAP EPS: $0.78; DOWN -45% YoY
Capital Return (6M FY26):
🔹 Dividends Paid: $659M
🔹 Share Repurchases: $500M
#gis
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