Loading
Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Cheerios ran a display campaign in the U.K. recently using retail data for audience targeting on Kokai. They saw 88% more conversions and 7x better CPA.”
General Mills' Cheerios brand saw strong campaign performance on The Trade Desk's Kokai platform using retail data.
“We're launching an exclusive partnership with PetSmart, and that's already in market in Q1, and our turns are in line, or a little bit ahead of expectations.”
General Mills launched its super-premium Edgard & Cooper line exclusively through PetSmart, a distribution win with early turns ahead of plan.
“our Whitebridge acquisition, which we're also executing well”
General Mills is integrating its Whitebridge Pet Brands acquisition, expanding its pet treats/super-premium portfolio.
“We have spicy innovation coming, think spicy dill and Chex mix and hot-and-spicy Chex mix, and we've got a partnership with TABASCO and Bugles.”
General Mills is launching a co-branded product partnership between its Bugles snack brand and McIlhenny Company's TABASCO hot sauce, part of a broader push into bold and spicy flavor innovation for the coming fiscal year.
Revenue declined 8.4% as the investment year continued with remarkability investments building penetration and share momentum across the portfolio. Profit was severely pressured by reinvestment spending, divestiture timing, and supply chain disruptions from weather events. Q4 profit recovery anchored on trade timing reversal and the 53rd week, while a Totino's price pack architecture misstep created drag in hot snacks. FY2026 guidance was reaffirmed with implied Q4 organic sales growth.
Competitive Dynamics | Revenue Growth | Demand | Pricing | Margin | Product Launch | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 5 | 5 | 3 | 4 | 3 | 2 | 2 | 1 |
| 2025Q4 | 3 | 5 | 3 | 4 | 3 | 6 | 2 | |
| 2026Q1 | 4 | 4 | 4 | 3 | 1 | 2 | 5 | 1 |
| 2026Q2 | 8 | 5 | 6 | 6 | 5 | 2 | 3 | |
| 2026Q3 | 5 | 5 | 4 | 3 | 4 | 3 | 1 | 2 |
| 2026Q4 | 3 | 2 | 6 | 2 | 1 | 2 | 4 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 3 | 4 | 8 | 5 | 3 |
| Revenue Growth | 5 | 5 | 4 | 5 | 5 | 2 |
| Demand | 3 | 3 | 4 | 6 | 4 | 6 |
| Pricing | 4 | 4 | 3 | 6 | 3 | 2 |
| Margin | 3 | 3 | 1 | 5 | 4 | 1 |
| Product Launch | 2 | 6 | 2 | 2 | 3 | |
| Innovation & R&D | 2 | 2 | 5 | 1 | 2 | |
| Cost Pressure | 1 | 1 | 3 | 2 | 4 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Lavery | Piper Sandler | 8 (13%) |
| Andy Lazar | Barclays | 8 (13%) |
| Dave Palmer | Evercore ISI | 8 (0%) |
| Peter Galbo | Bank of America | 8 (25%) |
| Max Gumport | BNP Paribas | 7 (29%) |
| Chris Carey | Wells Fargo | 6 (17%) |
| Leah Jordan | Goldman Sachs | 5 (0%) |
| Alexia Howard | Bernstein | 5 (20%) |
| Rob Moskow | TD Cowen | 4 (50%) |
| Matt Smith | Stifel | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 8 (25%) |
| Evercore ISI | 1 | 8 (0%) |
| Piper Sandler | 1 | 8 (13%) |
| Barclays | 1 |
| 8 (13%) |
| BNP Paribas | 1 | 7 (29%) |
| JPMorgan | 2 | 6 (17%) |
| Wells Fargo | 1 | 6 (17%) |
| Goldman Sachs | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GIS General Mills | 6 | +1.2% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CPB Campbell Soup Company | 1 | -4.4% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | 4 | +0.8% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 8 | +5.8% |