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.
4 matches for “Inventory”; 3 quoted, at least 25 words apart.
…But maybe the other thing that stood out was just the retailer inventory headwind wasn't maybe as dramatic as you all would've anticipated in Q1.…
…basis points for the company. So not frankly all that large. On inventory, what I would tell you is we've been doing this long enough…
…as our mix skews more and more towards customers who carry lower inventory levels. Can't probably get too precise on a quarterly basis about how…
Where the listed words were said
…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…
…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…
…for the question. Just to give you some texture, we did see inflation roughly within the range, maybe a touch lower than we expected in…
…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…
…that does have an inflationary impact. It's been about a low single-digit headwind the past year. We'd expect that to be flipped to a tailwind…
…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…
…price pack architecture, and we are seeing that work on things like Cheerios Protein, Love Made Fresh, Chex Mix Tubs, et cetera. So that is…
…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…
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