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.
26 matches for “Fiscal”; 5 quoted, at least 25 words apart.
…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…
…of some of the main messages for today, really how we finished fiscal 2026, then where General Mills is headed in fiscal 2027. Recall, as…
…the fundamentals of our business. We certainly encountered some challenges this past fiscal year, including a more difficult consumer backdrop that impacted the pace and…
…to the path ahead, specifically to FY 2027. I'm equally confident that fiscal 2027 will be a better year for General Mills, and our priorities…
…Buffalo or Häagen-Dazs or Annie's, we have really good plans going into fiscal 2027 to meet consumers where they are on the brands and benefits…
Where the listed words were said
…start off, it seems like FY 2027 represents a big pivot from price-based investments in FY 2026 to innovation and renovation-based investments focusing on offering…
…deliver $3 billion in cumulative cost savings over the four years through fiscal 2030, primarily through our Holistic Margin Management Productivity Program and our Global…
…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…
…our focus on remarkability. When we do that well, like on Cheerios Protein or renovated Chex Mix snacks or Tastefuls and Tiki Cat offerings, we…
…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…
…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…
…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.
…is on fire. Tiki Cat and our BLUE Tastefuls and our BLUE Wilderness cat we think will continue to perform. To me, it is about…
…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