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Net Sales by Segment
Shows revenue generated by each business segment, indicating which products or services are most successful and where growth is occurring or slowing.North America Retail is losing momentum—sequential declines and weaker base volume contrast with accelerating International and Pet sales (both near-series highs), signaling a portfolio rotation. Management admits retail inventory/customer‑mix and the yogurt divestiture are headwinds to NAR and expects early FY27 inflation pressure; they’re relying on $3B of savings (≈$750M in FY27) plus innovation/price‑mix to stabilize results. Execution risk on Totino’s and pet remediation means the recovery is conditional, not guaranteed.
Date | North America Retail | International | North America Foodservice | North America Pet |
|---|---|---|---|---|
Sep 30, 2026 | $2.45B | $794.30M | $523.10M | $612.80M |
Jun 30, 2026 | $2.47B | $858.40M | $574.60M | $702.40M |
Mar 31, 2026 | $2.60B | $696.30M | $496.40M | $640.50M |
Dec 31, 2025 | $2.88B | $728.90M | $581.80M | $660.40M |
Sep 30, 2025 | $2.63B | $760.20M | $516.70M | $610.00M |
Jun 30, 2025 | $2.56B | $738.90M | $579.40M | $675.20M |
Mar 31, 2025 | $3.01B | $651.30M | $555.30M | $623.70M |
Dec 31, 2024 | $3.32B | $690.60M | $630.00M | $595.80M |
Sep 30, 2024 | $3.02B | $717.00M | $536.20M | $576.10M |
Jun 30, 2024 | $2.85B | $667.50M | $589.00M | $602.10M |