General Mills (GIS): FY27 Q1 earnings call, Sep 23, 2026
On its Sep 23, 2026 earnings call (FY27 Q1), General Mills said 13 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
25 words · 13 settled yes · our count agreed on 25 of 25- 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 | Market |
|---|---|---|---|---|---|---|
| Inflation / Inflationary | Yes | 19 | 19 | ✓ | 91%transcripts from the transcript model | – |
| Quarter 15+ times | Yes | 16 | 16 | ✓ | 56%transcripts from the transcript model | – |
| Inflation | Yes | 6 | 15 | ✓ | 87%transcripts from the transcript model | – |
| Protein | Yes | 4 | 4 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 4 | 7 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Totino | Yes | 4 | 4 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Wilderness | Yes | 4 | 5 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – |
| Humanization | Yes | 3 | 3 | ✓ | 56%transcripts from the transcript model | – |
| Cheerios | Yes | 2 | 2 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| Divestiture | Yes | 1 | 1 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Blue Buffalo | Yes | 1 | 1 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
| Nielsen | Yes | 1 | 1 | ✓ | 41%transcripts from the transcript model | – |
| Customer 10+ times | No | 2 | 2 | ✓ | 10%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – |
| GLP-1 / GLP1 | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Brazil | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| GLP-1 / Ozempic | No | 0 | 0 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Certified Color | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Progresso | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Grands / Croissants | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Iran | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Peptide | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Ozempic | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
15 matches for “Inflation”; 5 quoted, at least 25 words apart.
…was hoping you could shed a little bit more light on the inflation guidance. Obviously, having moved kind of up towards the higher end of…
…see it pacing over the balance of the year and where that kind of exit rate on inflation might be as things currently stand today.
…as we go through the year, just putting together the input cost inflation commentary you highlighted, which accelerated in fourth quarter as you think about…
…if at sort of at the macro level, if you take our inflation guide and our guidance on HMM cost savings, those still roughly will…
…I am just wondering if your pricing plans are similar, namely in the context of the current inflation backdrop, and then I have a follow-up.
Where the listed words were said
…Kofi did mention in his prepared remarks, though, we expect input cost inflation in the higher end of what we previously communicated in the 4%-5%.
…for joining us today for this live Q&A session on our first quarter fiscal 2027 results. I hope you all had time to review our…
…very strong strategic revenue management toolkit as well. Given this level of inflation, I would assume all levers in that toolkit are on the table,…
…have launched in Q1, we have seen really strong performance behind our protein cereals, particularly Honey Nut Cheerios. Our Blasted Totino's rolls that are bringing…
…the customer mix progression, that we still expect a low single digit headwind from inventory over the course of the year, mainly as our mix…
…on that. Again, we still have work to do. We had the Totino's business that was a problem for us all last year. We've cut…
…Formula pretty much hung in there with the category, and it was Wilderness where we saw declines accelerate. Wilderness is a place you will have…
…that it has been for the last couple of decades, which is humanization. Which is why we're really thrilled with the development of Love Made…
…that's fit for future growth. Part of that will be reimagining our supply chain, and that's looking at capacity utilization, our manufacturing network, logistics. Part…
…to EBITDA. Setting aside any impact from extraordinary items like, for example, divestitures, which we have in the course of the past couple of years…
…were before, and that there are smaller dogs rather than larger dogs. Blue Buffalo actually over-indexes to smaller dogs, and so we'll see how that…
…to improve dollar share trends. I'm not going to get into quarterly Nielsen estimates, but we are pleased with the improvement. We saw a 2-point…
Agents: this page as TSV at /api/v1/appearances/general-mills:2026-09-23:earnings_call · words: /api/v1/brief?appearance=general-mills:2026-09-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP