Domino's (DPZ): FY25 Q3 earnings call, Oct 14, 2025
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.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| Carryout 5+ times | Yes | 20 | 20 | ✓ | –new new word, no probability yet | – |
| Stuffed 3+ times | Yes | 13 | 13 | ✓ | –new new word, no probability yet | – |
| Parmesan 3+ times | Yes | 4 | 4 | ✓ | –new new word, no probability yet | – |
| Most Delicious | Yes | 3 | 3 | ✓ | –new new word, no probability yet | – |
| Competition | Yes | 2 | 2 | ✓ | –new new word, no probability yet | – |
| Acquisition | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Inflation | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Recession | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Sauce | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Tariff | No | 0 | 0 | ✓ | –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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
31 matches for “Best Deal Ever”; 5 quoted, at least 25 words apart.
…more sales, more stores, and more profits. Let's start with our Best Deal Ever promotion, which was a meaningful driver of our strong US results…
…want, Domino's gives customers their favorite pizzas at our best price. Best Deal Ever also highlights the operational excellence our system has achieved. We wouldn't…
…our training programs, and DomOS systems. Last but certainly not least, Best Deal Ever is driving franchisee profitability. Because of the scale of our media…
…ahead of our expectations due to the strong performance from our Best Deal Ever promotion. We also paced well ahead of the QSR pizza category,…
…Delivery was positive 2.5% primarily driven by the strength of our Best Deal Ever promotion and stuffed crust. It also benefited from aggregators coming from…
Where the listed words were said
…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…
…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.…
…about in the prepared remarks, Best Deal Ever was a huge factor. Parmesan stuffed crust is a huge factor. Compounding impact from the loyalty program…
…do is we'll continue to mix this, the renowned value, with the most delicious food aspects. And so, you know, you're seeing that actually play…
…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…
…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…
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