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.

20 matches for “Carryout”; 5 quoted, at least 25 words apart.

Russell Weinercompanyprepared

…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…

Sandeep Reddycompanyprepared

…offset by a slight decline in our mix, due to a higher carryout business that has a lower ticket than delivery. Our carryout comps were…

Russell Weinercompanyqa

…part of why we're happy that both our delivery business and our carryout business was up for the quarter. There are a lot of pressures…

Russell Weinercompanyqa

…I think, you know, whereas we've got a lot of growth in carryout, and continued growth in delivery as more and more people come into…

Russell Weinercompanyqa

…renowned value. We've got that. We've got BoostWeeks. We've got emergency pizza, carryout tips. All of these things we come up with new every year…

Where the listed words were said

Patrickanalyst“Carryout (5+)” · qa

…Thanks, guys. This is Patrick on for Chris. My question was on carryout. I mean, you had a nice sequential pickup in the comp. Two-year…

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+)” · qa

…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…

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…

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