Subtext

General Mills, Inc. GIS

SectorConsumer Staples
Transcripts71
Date range2007-09-23 – 2025-03-19
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-26-13+0+13+262008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Overall: +4.82008 Q2 · Overall: +6.82008 Q3 · Overall: +14.72008 Q4 · Overall: +16.82009 Q1 · Overall: +15.22009 Q2 · Overall: +10.52009 Q3 · Overall: +8.42009 Q4 · Overall: +19.32010 Q1 · Overall: +16.32010 Q2 · Overall: +12.82010 Q3 · Overall: +13.92010 Q4 · Overall: +2.62011 Q1 · Overall: +11.92011 Q2 · Overall: +15.42011 Q3 · Overall: +13.22011 Q4 · Overall: +6.32012 Q1 · Overall: +6.92012 Q2 · Overall: +13.62012 Q3 · Overall: +14.22012 Q4 · Overall: +10.42013 Q1 · Overall: +10.32013 Q2 · Overall: +13.12013 Q3 · Overall: +14.12013 Q4 · Overall: +16.22014 Q1 · Overall: +8.72014 Q2 · Overall: +11.32014 Q3 · Overall: +8.62014 Q4 · Overall: +13.52015 Q1 · Overall: +9.22015 Q2 · Overall: +17.82015 Q3 · Overall: +11.82015 Q4 · Overall: +9.42016 Q1 · Overall: +11.52016 Q2 · Overall: +9.62016 Q3 · Overall: +11.72016 Q4 · Overall: +12.62017 Q1 · Overall: +13.62017 Q2 · Overall: +9.02017 Q3 · Overall: +4.22017 Q4 · Overall: +13.52018 Q1 · Overall: +10.02018 Q2 · Overall: +21.22018 Q3 · Overall: +12.52018 Q4 · Overall: +10.42019 Q1 · Overall: +12.12019 Q2 · Overall: +13.32019 Q3 · Overall: +16.62019 Q4 · Overall: +11.92020 Q1 · Overall: +16.42020 Q2 · Overall: +17.92020 Q3 · Overall: +8.02020 Q4 · Overall: +9.72021 Q1 · Overall: +5.42021 Q2 · Overall: +7.72021 Q3 · Overall: +2.72021 Q4 · Overall: -0.32022 Q1 · Overall: -0.52022 Q2 · Overall: +2.82022 Q3 · Overall: +3.12022 Q4 · Overall: -3.52023 Q1 · Overall: -1.02023 Q2 · Overall: +13.12023 Q3 · Overall: +4.52023 Q4 · Overall: +6.42024 Q1 · Overall: +3.72024 Q2 · Overall: +7.62024 Q3 · Overall: +10.32024 Q4 · Overall: +9.62025 Q1 · Overall: +15.72025 Q2 · Overall: +22.22025 Q3 · Overall: +11.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-38-19+0+19+382008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · CEO: +8.52008 Q2 · CEO: +12.52008 Q3 · CEO: +26.82008 Q4 · CEO: +15.32009 Q1 · CEO: +22.92009 Q2 · CEO: +18.22009 Q3 · CEO: +18.42009 Q4 · CEO: +26.12010 Q1 · CEO: +18.12010 Q2 · CEO: +21.02010 Q3 · CEO: +20.02011 Q1 · CEO: +23.12011 Q2 · CEO: +22.22011 Q3 · CEO: +16.22011 Q4 · CEO: +20.02012 Q1 · CEO: +12.72012 Q2 · CEO: +18.62012 Q3 · CEO: +25.32012 Q4 · CEO: +21.32013 Q1 · CEO: +21.32013 Q2 · CEO: +14.62013 Q3 · CEO: +23.22013 Q4 · CEO: +27.92014 Q1 · CEO: +15.52014 Q2 · CEO: +15.72014 Q3 · CEO: +17.02014 Q4 · CEO: +23.02015 Q1 · CEO: +18.22015 Q2 · CEO: +23.12015 Q3 · CEO: +18.82015 Q4 · CEO: +21.02016 Q1 · CEO: +21.22016 Q2 · CEO: +14.82016 Q3 · CEO: +15.32016 Q4 · CEO: +18.52017 Q1 · CEO: +29.12017 Q2 · CEO: +16.52017 Q3 · CEO: +8.82017 Q4 · CEO: +21.82018 Q1 · CEO: +16.12018 Q2 · CEO: +29.22018 Q3 · CEO: +19.12018 Q4 · CEO: +17.82019 Q1 · CEO: +19.52019 Q2 · CEO: +20.52019 Q3 · CEO: +23.32019 Q4 · CEO: +22.12020 Q1 · CEO: +21.92020 Q2 · CEO: +29.52020 Q3 · CEO: +12.62020 Q4 · CEO: +17.22021 Q1 · CEO: +5.62021 Q2 · CEO: +9.62021 Q3 · CEO: +2.32021 Q4 · CEO: +5.32022 Q2 · CEO: +5.82022 Q3 · CEO: +8.62022 Q4 · CEO: -1.42023 Q1 · CEO: +8.82023 Q2 · CEO: +19.82023 Q3 · CEO: +11.32023 Q4 · CEO: +12.92024 Q1 · CEO: +3.72024 Q2 · CEO: +11.92024 Q3 · CEO: +13.42024 Q4 · CEO: +23.42025 Q1 · CEO: +22.22025 Q2 · CEO: +33.42025 Q3 · CEO: +16.42008 Q2 · CFO: -0.52008 Q3 · CFO: +8.82008 Q4 · CFO: +6.92009 Q1 · CFO: +13.82009 Q2 · CFO: +3.42009 Q3 · CFO: +3.42009 Q4 · CFO: +17.42010 Q1 · CFO: +9.42010 Q2 · CFO: +11.62010 Q3 · CFO: +11.72010 Q4 · CFO: +5.92011 Q1 · CFO: +7.42011 Q2 · CFO: +11.62011 Q3 · CFO: +4.52011 Q4 · CFO: +2.92012 Q1 · CFO: -3.12012 Q2 · CFO: +6.82012 Q3 · CFO: +2.12012 Q4 · CFO: +8.12013 Q1 · CFO: +2.82013 Q2 · CFO: +4.92013 Q3 · CFO: +7.12013 Q4 · CFO: +6.02014 Q1 · CFO: +10.02014 Q2 · CFO: -0.42014 Q3 · CFO: +1.82014 Q4 · CFO: +4.72015 Q1 · CFO: +3.02015 Q2 · CFO: +3.42015 Q3 · CFO: +9.52015 Q4 · CFO: +2.62016 Q1 · CFO: +8.32016 Q2 · CFO: +0.82016 Q3 · CFO: +8.92016 Q4 · CFO: +7.22017 Q1 · CFO: +9.92017 Q2 · CFO: +2.52017 Q3 · CFO: +2.82017 Q4 · CFO: +3.62018 Q1 · CFO: +12.72018 Q2 · CFO: +6.12018 Q3 · CFO: +11.62018 Q4 · CFO: +8.02019 Q1 · CFO: +12.92019 Q2 · CFO: +14.92019 Q3 · CFO: +17.92019 Q4 · CFO: +11.52020 Q1 · CFO: +17.22020 Q2 · CFO: +19.12020 Q3 · CFO: +9.32020 Q4 · CFO: +1.62021 Q1 · CFO: +1.12021 Q2 · CFO: -1.42021 Q3 · CFO: +3.02021 Q4 · CFO: -1.12022 Q2 · CFO: -19.02022 Q3 · CFO: -8.52022 Q4 · CFO: -15.22023 Q1 · CFO: -6.32023 Q2 · CFO: +7.32023 Q3 · CFO: -3.42023 Q4 · CFO: +3.62024 Q1 · CFO: +5.82024 Q2 · CFO: +6.42024 Q3 · CFO: +5.82024 Q4 · CFO: -0.72025 Q1 · CFO: +14.22025 Q2 · CFO: +8.12025 Q3 · CFO: +12.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-55-28+0+28+552008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Prepared remarks: +11.82008 Q2 · Prepared remarks: +12.02008 Q3 · Prepared remarks: +24.32008 Q4 · Prepared remarks: +17.62009 Q1 · Prepared remarks: +25.42009 Q2 · Prepared remarks: +21.32009 Q3 · Prepared remarks: +12.52009 Q4 · Prepared remarks: +20.32010 Q1 · Prepared remarks: +22.72010 Q2 · Prepared remarks: +18.22010 Q3 · Prepared remarks: +20.02010 Q4 · Prepared remarks: +12.12011 Q1 · Prepared remarks: +25.32011 Q2 · Prepared remarks: +26.12011 Q3 · Prepared remarks: +19.02011 Q4 · Prepared remarks: +18.12012 Q1 · Prepared remarks: +14.02012 Q2 · Prepared remarks: +20.62012 Q3 · Prepared remarks: +16.72012 Q4 · Prepared remarks: +17.12013 Q1 · Prepared remarks: +20.72013 Q2 · Prepared remarks: +19.92013 Q3 · Prepared remarks: +19.22013 Q4 · Prepared remarks: +17.42014 Q1 · Prepared remarks: +18.62014 Q2 · Prepared remarks: +14.52014 Q3 · Prepared remarks: +14.62014 Q4 · Prepared remarks: +17.12015 Q1 · Prepared remarks: +14.02015 Q2 · Prepared remarks: +21.82015 Q3 · Prepared remarks: +19.52015 Q4 · Prepared remarks: +14.62016 Q1 · Prepared remarks: +18.82016 Q2 · Prepared remarks: +13.82016 Q3 · Prepared remarks: +11.92016 Q4 · Prepared remarks: +15.62017 Q1 · Prepared remarks: +17.62017 Q2 · Prepared remarks: +10.52017 Q3 · Prepared remarks: +12.02017 Q4 · Prepared remarks: +19.12018 Q1 · Prepared remarks: +48.12018 Q2 · Prepared remarks: +26.02018 Q3 · Prepared remarks: +21.22018 Q4 · Prepared remarks: +16.02019 Q1 · Prepared remarks: +23.82019 Q2 · Prepared remarks: +21.52019 Q3 · Prepared remarks: +23.92019 Q4 · Prepared remarks: +19.92020 Q1 · Prepared remarks: +25.12020 Q2 · Prepared remarks: +26.02020 Q3 · Prepared remarks: +15.12020 Q4 · Prepared remarks: +14.42021 Q1 · Prepared remarks: +0.02021 Q2 · Prepared remarks: +0.02021 Q3 · Prepared remarks: +0.02021 Q4 · Prepared remarks: +0.02022 Q1 · Prepared remarks: +19.22022 Q2 · Prepared remarks: +0.02022 Q3 · Prepared remarks: +0.02022 Q4 · Prepared remarks: +0.02023 Q1 · Prepared remarks: +0.02023 Q2 · Prepared remarks: +18.42023 Q3 · Prepared remarks: +0.02023 Q4 · Prepared remarks: +0.02024 Q1 · Prepared remarks: +0.02024 Q2 · Prepared remarks: +0.02024 Q3 · Prepared remarks: +11.22024 Q4 · Prepared remarks: +0.02025 Q1 · Prepared remarks: +0.02025 Q2 · Prepared remarks: +22.22025 Q3 · Prepared remarks: +0.02008 Q1 · Q&A responses: +8.62008 Q2 · Q&A responses: +7.42008 Q3 · Q&A responses: +15.62009 Q1 · Q&A responses: +20.02009 Q2 · Q&A responses: +6.12009 Q3 · Q&A responses: +10.62010 Q1 · Q&A responses: +12.02010 Q2 · Q&A responses: +16.82010 Q3 · Q&A responses: +13.82010 Q4 · Q&A responses: +2.22011 Q1 · Q&A responses: +9.62011 Q2 · Q&A responses: +8.52011 Q3 · Q&A responses: +15.72011 Q4 · Q&A responses: +4.22012 Q1 · Q&A responses: +5.12012 Q2 · Q&A responses: +8.92012 Q3 · Q&A responses: +16.82012 Q4 · Q&A responses: +8.72013 Q1 · Q&A responses: +8.72013 Q2 · Q&A responses: +14.02013 Q3 · Q&A responses: +14.52013 Q4 · Q&A responses: +20.52014 Q1 · Q&A responses: +8.32014 Q2 · Q&A responses: +13.32014 Q3 · Q&A responses: +8.02014 Q4 · Q&A responses: +16.12015 Q1 · Q&A responses: +10.92015 Q2 · Q&A responses: +20.92015 Q3 · Q&A responses: +9.42015 Q4 · Q&A responses: +10.32016 Q1 · Q&A responses: +8.82016 Q2 · Q&A responses: +9.02016 Q3 · Q&A responses: +19.62016 Q4 · Q&A responses: +13.92017 Q1 · Q&A responses: +16.32017 Q2 · Q&A responses: +11.42017 Q3 · Q&A responses: +6.62017 Q4 · Q&A responses: +14.22018 Q1 · Q&A responses: +13.32018 Q2 · Q&A responses: +22.22018 Q3 · Q&A responses: +9.22018 Q4 · Q&A responses: +12.82019 Q1 · Q&A responses: +10.22019 Q2 · Q&A responses: +15.62019 Q3 · Q&A responses: +15.42019 Q4 · Q&A responses: +14.02020 Q1 · Q&A responses: +16.72020 Q2 · Q&A responses: +15.12020 Q3 · Q&A responses: +7.12020 Q4 · Q&A responses: +9.22021 Q1 · Q&A responses: +6.72021 Q2 · Q&A responses: +10.32021 Q3 · Q&A responses: +7.32021 Q4 · Q&A responses: +4.02022 Q1 · Q&A responses: +4.12022 Q2 · Q&A responses: +7.02022 Q3 · Q&A responses: +7.92022 Q4 · Q&A responses: -1.32023 Q1 · Q&A responses: +2.42023 Q2 · Q&A responses: +13.62023 Q3 · Q&A responses: +8.72023 Q4 · Q&A responses: +10.52024 Q1 · Q&A responses: +6.42024 Q2 · Q&A responses: +10.02024 Q3 · Q&A responses: +12.92024 Q4 · Q&A responses: +14.62025 Q1 · Q&A responses: +20.52025 Q3 · Q&A responses: +15.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.82$3.83$4.842008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $3.052014 Q2: $3.122014 Q3: $3.062014 Q4: $2.962015 Q1: $2.962015 Q2: $3.002015 Q3: $3.042015 Q4: $3.032016 Q1: $3.032016 Q2: $3.062016 Q3: $3.202016 Q4: $3.282017 Q1: $3.262017 Q2: $3.232017 Q3: $3.152017 Q4: $3.162018 Q1: $3.372018 Q2: $3.162018 Q3: $3.122018 Q4: $3.172019 Q1: $3.212019 Q2: $3.332019 Q3: $3.392019 Q4: $3.402020 Q1: $3.452020 Q2: $3.482020 Q3: $3.572020 Q4: $3.692021 Q1: $3.732021 Q2: $3.722021 Q3: $3.782021 Q4: $3.862022 Q1: $3.882022 Q2: $3.982022 Q3: $4.082022 Q4: $4.262023 Q1: $4.362023 Q2: $4.512023 Q3: $4.562023 Q4: $4.612024 Q1: $4.642024 Q2: $4.702024 Q3: $4.582024 Q4: $4.55

Forward P/E

11.4316.7021.962008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 16.622014 Q2: 17.542014 Q3: 16.592014 Q4: 17.622015 Q1: 17.842015 Q2: 18.442015 Q3: 18.812015 Q4: 19.552016 Q1: 20.282016 Q2: 21.232016 Q3: 20.442016 Q4: 19.192017 Q1: 18.762017 Q2: 18.192017 Q3: 17.532017 Q4: 17.862018 Q1: 15.372018 Q2: 14.142018 Q3: 14.192018 Q4: 12.162019 Q1: 14.662019 Q2: 16.012019 Q3: 16.092019 Q4: 15.652020 Q1: 16.742020 Q2: 17.772020 Q3: 16.442020 Q4: 15.952021 Q1: 15.902021 Q2: 16.442021 Q3: 15.522021 Q4: 17.442022 Q1: 16.142022 Q2: 16.652022 Q3: 18.242022 Q4: 20.522023 Q1: 18.592023 Q2: 17.872023 Q3: 14.312023 Q4: 14.722024 Q1: 14.242024 Q2: 14.192024 Q3: 16.372024 Q4: 14.03

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↑ +4.8 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2015 Q3 tone ↓ -6.0 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.5 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↑ +11.2 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2018 Q4 tone ↓ -2.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -10.0 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -4.3 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -5.0 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -6.6 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -8.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↑ +2.7 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-03-19+11.5——View →
2025 Q22024-12-18+22.2——View →
2025 Q12024-09-18+15.7——View →
2024 Q42024-06-26+9.6$4.5514.0View →
2024 Q32024-03-20+10.3$4.5816.4View →
2024 Q22023-12-20+7.6$4.7014.2View →
2024 Q12023-09-20+3.7$4.6414.2View →
2023 Q42023-06-28+6.4$4.6114.7View →