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WK Kellogg cuts FY25 organic net sales growth view to (3%)-(2%) from ~(1%)

FY25 consensus $2.71B. Cuts FY25 adjusted EBITDA growth guidance range to flat to (2.0)% from 4.0%-6.0%. “Our 2025 financial outlook now includes a modest impact from tariffs, primarily related to the sourcing of raw materials outside of North America, and assumes that most of our production remains exempt from tariffs on imports from and exports to Canada and Mexico. However, there can be no assurance that this suspension will remain in place indefinitely or whether any new or expanded tariffs may further impact our business and results of operations.”

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