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.
13 matches for “DoorDash”; 5 quoted, at least 25 words apart.
…Q3 marked the first quarter where we were fully rolled out on DoorDash and we remain encouraged about its long-term potential for our business. We…
…stuffed crust. It also benefited from aggregators coming from the launch of DoorDash. Shifting to US unit count, we added 29 net new stores, bringing…
…running Best Deal Ever, as you know, right now. We're excited about DoorDash and the continuing impact of DoorDash as we called out from the…
…is because, well, one, we just started to we just got on DoorDash. But we're still growing, and there is pricing that in some places…
…are absolutely within our expectations. We're, you know, now fully on with DoorDash in Q3. And so, you know, we're just getting started. Q4 into…
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.…
…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%…
…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…
…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…
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