General Mills (GIS): FY26 Q3 earnings call, Mar 18, 2026

On its Mar 18, 2026 earnings call (FY26 Q3), General Mills said 6 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

9 words · 6 settled yes · our count agreed on 9 of 9

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Headwind Yes67✓73%transcripts from the transcript modelHear it 20:31, Headwind–
Totino Yes45✓77%transcripts from the transcript modelHear it 27:47, Totino–
Supply Chain Yes44✓73%transcripts from the transcript modelHear it 33:06, Supply Chain–
Divestiture Yes44✓62%transcripts from the transcript modelHear it 3:16, Divestiture–
Cheerios Yes22✓77%transcripts from the transcript modelHear it 9:28, Cheerios–
GLP-1 / Ozempic Yes22✓56%transcripts from the transcript modelHear it 29:07, GLP-1 / Ozempic–
Blue Buffalo No00✓76%transcripts from the transcript model–
Wilderness No00✓66%transcripts from the transcript model–
Tariff No00✓64%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

8 matches for “Fiber”; 5 quoted, at least 25 words apart.

Dana Mc Nabbcompanyqa · 9:24Hear it 9:19, Dana Mc Nabb

…We have really leaned into mainstream premium benefits such as protein and fiber, and better tasting news on some of our snacks items, and that…

Dana Mc Nabbcompanyqa · 10:27Hear it 10:27, Dana Mc Nabb

…turning very well. We are going to scale that nationally. We make fiber taste great. We have got Annie’s Fruit Snacks coming with fiber, Larabar…

Dana Mc Nabbcompanyqa · 28:32Hear it 28:26, Dana Mc Nabb

…we taste great and we have enough better-for-you innovation with protein and fiber, which we really do. We are leaning into the Annie’s business in…

Dana Mc Nabbcompanyqa · 29:07Hear it 29:01, Dana Mc Nabb

…doing really well, our wafers business is doing really well, and actually Fiber One is on the comeback with GLP-1 users, but it is still…

Dana Mc Nabbcompanyqa · 29:36Hear it 29:30, Dana Mc Nabb

…into everything that is working well on Nature Valley, and we will double down with GLP-1 users on our Fiber One and Protein One business.

Where the listed words were said

Kofi Brucecompany“Headwind” · qa · 20:33Hear it 20:28, Kofi Bruce

…week, which is a tailwind this year and will turn into a headwind next year. We have one month of U.S. yogurt results reflected in…

Dana Mc Nabbcompany“Totino” · qa · 27:49Hear it 27:44, Dana Mc Nabb

…before on hot snacks, one of the main drivers of that with Totino’s is that we did a price pack architecture conversion. We moved from…

Kofi Brucecompany“Supply Chain” · qa · 33:08Hear it 33:02, Kofi Bruce

…around shipment timing and the weather-related factors that impacted shipment timing and supply chain disruptions for us. Those added additional pressure to the results and…

Jeffrey Harmeningcompany“Divestiture” · prepared · 3:18Hear it 3:13, Jeffrey Harmening

…strong track record we have in portfolio shaping both in acquisitions and divestitures—nearly a third of our portfolio once this is complete over the last…

Agents: this page as TSV at /api/v1/appearances/general-mills:2026-03-18:earnings_call · words: /api/v1/brief?appearance=general-mills:2026-03-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP