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.
23 matches for “Price”; 5 quoted, at least 25 words apart.
…share performance in NAR, as we have lapped a lot of these price investments and the rest of our Remarkability Framework elements take hold. We…
Got it. Okay. And then price mix, obviously, in categories, I think, continued to be positive despite some of your price investments. What have you…
…is behind some small brand innovation. But predominantly, in terms of our price mix this year, as you know, in the front half, it was…
…cliffs and gaps in competition, getting that right, which is why our price mix is down. As we start to lap that, we saw it…
…we will start to see some of our fruit snacks come along. We do expect to get back to price mix growth in fiscal 2027.
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