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.
UpdatedMarkets
9 words · 6 settled yes · our count agreed on 9 of 9- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Headwind | Yes | 6 | 7 | ✓ | 73%transcripts from the transcript model | Hear it 20:31, Headwind | – |
| Totino | Yes | 4 | 5 | ✓ | 77%transcripts from the transcript model | Hear it 27:47, Totino | – |
| Supply Chain | Yes | 4 | 4 | ✓ | 73%transcripts from the transcript model | Hear it 33:06, Supply Chain | – |
| Divestiture | Yes | 4 | 4 | ✓ | 62%transcripts from the transcript model | Hear it 3:16, Divestiture | – |
| Cheerios | Yes | 2 | 2 | ✓ | 77%transcripts from the transcript model | Hear it 9:28, Cheerios | – |
| GLP-1 / Ozempic | Yes | 2 | 2 | ✓ | 56%transcripts from the transcript model | Hear it 29:07, GLP-1 / Ozempic | – |
| Blue Buffalo | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – | |
| Wilderness | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Inflation”; 4 quoted, at least 25 words apart.
…up on that and drilling in a little bit more to the inflation piece of it. You cited some inflation pressure this quarter already. Looking…
…you have given some color on, but how hard does that have to work to offset some of the inflation you might be looking at?
Kofi, back to the question around inflation for next year. I know it is probably still a little too early to know fully, but a…
…range that I gave you earlier in the call on our expected inflation for next year. We will be prepared to give you a more…
Where the listed words were said
…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…
…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…
…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…
…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…
…our snacks items, and that is resonating really well. I will use Cheerios Protein as an example. The biggest brand gaining a protein benefit—that is…
…doing really well, and actually Fiber One is on the comeback with GLP-1 users, but it is still down. In Grain, consumers are moving towards…
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