General Mills (GIS): FY26 Q4 earnings call, Jul 1, 2026
On its Jul 1, 2026 earnings call (FY26 Q4), General Mills said 18 of the 28 words Kalshi and Polymarket listed; Parrot’s count agreed with all 28 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
28 words · 18 settled yes · our count agreed on 28 of 28- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Price | Yes | 26 | 26 | ✓ | 96%transcripts from the transcript model | Hear it 1:18, Price | – |
| Fiscal | Yes | 26 | 26 | ✓ | 94%transcripts from the transcript model | Hear it 0:15, Fiscal | – |
| Sales 5+ times | Yes | 19 | 19 | ✓ | 68%transcripts from the transcript model | Hear it 11:02, Sales 5+ times | – |
| Protein | Yes | 7 | 7 | ✓ | 90%transcripts from the transcript model | Hear it 8:18, Protein | – |
| Headwind | Yes | 7 | 7 | ✓ | 83%n=1+tx from settlement history blended with transcripts | Hear it 1:35, Headwind | – |
| Cheerios | Yes | 7 | 7 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 2:30, Cheerios | – |
| Inventory | Yes | 6 | 6 | ✓ | 84%transcripts from the transcript model | Hear it 34:31, Inventory | – |
| Totino | Yes | 6 | 7 | ✓ | 83%n=1+tx from settlement history blended with transcripts | Hear it 1:38, Totino | – |
| Snack | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | Hear it 8:20, Snack | – |
| Wilderness | Yes | 5 | 6 | ✓ | 46%n=1+tx from settlement history blended with transcripts | Hear it 1:39, Wilderness | – |
| Supply Chain | Yes | 4 | 4 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 18:38, Supply Chain | – |
| Tariff | Yes | 4 | 5 | ✓ | 48%n=1+tx from settlement history blended with transcripts | Hear it 30:09, Tariff | – |
| Confidence | Yes | 3 | 3 | ✓ | 77%transcripts from the transcript model | Hear it 1:49, Confidence | – |
| Marketing | Yes | 2 | 2 | ✓ | 92%transcripts from the transcript model | Hear it 5:52, Marketing | – |
| Management | Yes | 2 | 2 | ✓ | 80%transcripts from the transcript model | Hear it 0:33, Management | – |
| Divestiture | Yes | 2 | 2 | ✓ | 77%n=1+tx from settlement history blended with transcripts | Hear it 40:22, Divestiture | – |
| Blue Buffalo | Yes | 2 | 2 | ✓ | 57%n=1+tx from settlement history blended with transcripts | Hear it 2:31, Blue Buffalo | – |
| Accelerate | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | Hear it 2:44, Accelerate | – |
| GLP-1 / Ozempic | No | 0 | 0 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – | |
| Fiber | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – | |
| GLP-1 | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – | |
| Appetite | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| Distributor | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| 250 | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Ozempic | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Surge | No | 0 | 0 | ✓ | 16%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Cheerios”; 5 quoted, at least 25 words apart.
Whether it's Cheerios or Blue Buffalo or Häagen-Dazs or Annie's, we have really good plans going into fiscal 2027 to meet consumers where they are…
…of our focus on remarkability. When we do that well, like on Cheerios Protein or renovated Chex Mix snacks or Tastefuls and Tiki Cat offerings,…
…is the right path. I have confidence in our plans. Dana mentioned Cheerios Protein, and that's off to a great start. She talked about Tiki…
…bringing a significant amount of new product innovation. Think the example of Cheerios Protein that we had this year in almost every category. Our humanization…
…to pay for, and you can manage margins appropriately. For example, our Cheerios Protein was a benefit that consumers were willing to pay for, and…
Where the listed words were said
…reinvest in remarkability. Most importantly, I think, was in adjusting our base prices across a meaningful part of our portfolio to strengthen the fundamentals of…
…today for our live Q&A session on our Q4 and full year fiscal 2026 results. I hope you all had time to review our press…
…really helpful. Just maybe just some perspective on the phasing of organic sales growth. You mentioned below in the first quarter, any way to put…
…lot about value, which is why the base pricing worked so well last year. They care about health, and now it's really all about protein.
…over time. While fiscal 2027 will include elevated inflation and some mechanical headwinds, we believe the combination of stronger brand remarkability, sharper execution, and a…
Cheerios Protein, which I think is now a $100 million business for us, doubling down on that and Cheerios Granola and kind of getting that…
…have been okay, certainly better than reported results in certain quarters. The inventory volatility has been a kind of, it happens here and there, right,…
…our dollar share performance for NAR, you can miss the fact that Totino's was a real problem for us this year. We just didn't execute…
…Think Blasted Totino's Rolls, Ultimate Pizza that's doing really well. Then in the frozen segment, we see Asian snacks and Mexican snacks growing really well.
…well, I think Dana was pretty clear on that in Totino's and Wilderness. Totino's was a bigger challenge, by the way, than Wilderness, just due…
…talked about on the prepared remarks that we're thinking about is our supply chain transformation. I really want to emphasize that our supply chain is…
Sure, Matt. It does include expectations for tariff refunds. I think as a reminder, our biggest tariff exposure is on steel and aluminum. Those tariffs…
Agents: this page as TSV at /api/v1/appearances/general-mills:2026-07-01:earnings_call · words: /api/v1/brief?appearance=general-mills:2026-07-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP