Domino's (DPZ): FY25 Q3 earnings call, Oct 14, 2025

Tue, Oct 14Earnings callSpeaker-labelled transcriptDomino's

On its Oct 14, 2025 earnings call (FY25 Q3), Domino's said 6 of the 10 words Polymarket listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Carryout 5+ timesYes2020✓–new new word, no probability yet–
Stuffed 3+ timesYes1313✓–new new word, no probability yet–
Parmesan 3+ timesYes44✓–new new word, no probability yet–
Most Delicious Yes33✓–new new word, no probability yet–
Competition Yes22✓–new new word, no probability yet–
Acquisition Yes11✓–new new word, no probability yet–
Inflation No00✓–new new word, no probability yet–
Recession No00✓–new new word, no probability yet–
Sauce No00✓–new new word, no probability yet–
Tariff No00✓–new new word, no probability yet–

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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “AI / Artificial Intelligence”.

Where the listed words were said

Russell Weinercompany“Carryout (5+)” · prepared

…US business. We grew in all areas key to our success. Our carryout business was positive, our delivery business was positive, and our order count…

Russell Weinercompany“Stuffed (3+)” · prepared

…to bring it back. Domino's franchisees are truly hungry for more. Parmesan stuffed crust pizza was another contributor to our strong results in the quarter.…

Sandeep Reddycompany“Parmesan (3+)” · prepared

…the quarter, on the strength of our Best Deal Ever promotion and Parmesan Stuffed Crust which drove positive transaction counts. Average ticket benefited from 1.3%…

Russell Weinercompany“Most Delicious” · prepared

…restaurants. The price point screams renowned value, and the taste drives our most delicious food perceptions. After all, consumers are building and eating their dream…

Russell Weinercompany“Competition” · qa

…what that does is it really puts distance between us and our competition. It puts pressure on the economics of their stores. So even some…

Patrickanalyst“Acquisition” · qa

…from. And, you know, how much is higher frequency versus new customer acquisition, but additionally, I know historically you said that there hasn't really been…

Agents: this page as TSV at /api/v1/appearances/dominos:2025-10-14:earnings_call · words: /api/v1/brief?appearance=dominos:2025-10-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP