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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Lazar | Barclays | 9 questions · 11% challenging |
| Michael Lavery | Piper Sandler | 9 questions · 11% challenging |
| Peter Galbo | Bank of America | 9 questions · 22% challenging |
| Dave Palmer | Evercore ISI | 8 questions · 0% challenging |
| Max Gumport | BNP Paribas | 8 questions · 25% challenging |
| Chris Carey | Wells Fargo | 7 questions · 14% challenging |
| Alexia Howard | Bernstein | 7 questions · 14% challenging |
| Leah Jordan | Goldman Sachs | 6 questions · 0% challenging |
| Rob Moskow | TD Cowen | 5 questions · 60% challenging |
| Scott Marks | Jefferies | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 9 questions · 22% challenging |
| Barclays | 1 analyst | 9 questions · 11% challenging |
| Piper Sandler | 1 analyst | 9 questions · 11% challenging |
| Evercore ISI | 1 analyst | 8 questions · 0% challenging |
| BNP Paribas | 1 analyst | 8 questions · 25% challenging |
| Wells Fargo | 1 analyst | 7 questions · 14% challenging |
| Bernstein | 1 analyst | 7 questions · 14% challenging |
| JPMorgan | 2 analysts | 6 questions · 17% challenging |
General Mills closed fiscal 2026 with roughly flat GAAP revenue (+1.17% YOY), capping a year in which a bold base-price reset moved base volume from down about 10% to up about 1% and restored household penetration growth. GAAP results swung to a large loss, with EPS of -$3.74 and negative operating income, driven by a sizable one-time non-cash impairment, so the headline profitability decline overstates underlying operating performance, which was roughly flat. Management framed fiscal 2027 as a pivot from price investment toward innovation and renovation, introducing new full-year guidance (organic sales expected down modestly) alongside a $3 billion four-year cost-savings program targeting $750 million in fiscal 2027. The outlook assumes a still-pressured consumer, 4 to 5% net inflation, and low single digit retail inventory headwinds, with Totino's and Wilderness stabilization and continued pet share gains as the key swing factors.
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 |
Calendar quarter Q2 2026Earnings call Jul 1, 2026
FY2026 Q4 in brief
General Mills closed fiscal 2026 with roughly flat GAAP revenue (+1.17% YOY), capping a year in which a bold base-price reset moved base volume from down about 10% to up about 1% and restored household penetration growth.
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for General Mills (GIS), FY2026 Q4: 6/10. Scores: General Mills’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: GIS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $5.24B | +2.0% | $1.42 | +39.2% | 36.9% | 20.6% | 15.2% | $990M |
| FY2025 Q3 | $4.84B | -5.0% | $1.12 | -4.3% | 33.9% | 18.4% | 12.9% | $428M |
| FY2025 Q4 | $4.56B | -3.3% | $0.52 | -46.9% | 32.4% | 11.1% | 6.5% | $391M |
| FY2026 Q1 | $4.52B | -6.8% | $2.22 | +115.5% | 33.9% | 38.2% | 26.7% | $288M |
| FY2026 Q2 | $4.86B | -7.2% | $0.78 | -45.1% | 34.8% | 15.0% | 8.5% | $676M |
| FY2026 Q3 | $4.44B | -8.4% | $0.56 | -50.0% | 30.6% | 11.8% | 6.8% | $296M |
| FY2026 Q4Selected | $4.61B | +1.2% | $-3.74 | -819.2% | 34.2% | -45.4% | -43.6% | $368M |
| FY2027 Q1 | $4.39B | -2.8% | $0.74 | -66.7% | 33.9% | 14.4% | 9.0% | $207M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $20.09B | +5.8% | $4.31 | -2.5% | 32.6% | 17.1% | 12.9% | $2.09B |
| FY2024 | $19.86B | -1.2% | $4.31 | -0.0% | 34.9% | 17.3% | 12.6% | $2.53B |
| FY2025 | $19.49B | -1.9% | $4.09 | -5.1% | 34.6% | 17.0% | 11.8% | $2.29B |
| FY2026Selected | $18.42B | -5.4% | $-0.18 | -104.4% | 33.4% | 4.8% | -0.5% | $1.63B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +1.17% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GIS General Mills | 6 | +1.2% | |
| CAG Conagra Brands | 6 | +3.6% | |
| CPB Campbell Soup Company | 1 | -4.4% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | 4 | -1.4% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 8 | +5.8% |