Chipotle (CMG): FY25 Q3 earnings call, Oct 29, 2025
On its Oct 29, 2025 earnings call (FY25 Q3), Chipotle said 7 of the 11 words Kalshi and Polymarket listed; Parrot’s count agreed with 10 of 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 7 settled yes · our count agreed on 10 of 11- Kalshi: company speakers + operator
Kalshi - 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 |
|---|---|---|---|---|---|---|
| Carne Asada | Yes | 6 | 6 | ✓ | 60%transcripts from the transcript model | – |
| Promotion | Yes | 4 | 4 | ✓ | 73%transcripts from the transcript model | – |
| Transaction Growth | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Chipotle Lane / Chipotlane | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | – |
| Wage Inflation | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | – |
| Supply Chain | Yes | 1 | 1 | ✓ | 86%transcripts from the transcript model | – |
| Share Purchase | Yes | 0 | 0 | ✗ | 50%transcripts from the transcript model | – |
| Honey Chicken | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – |
| Autocado | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Automation | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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.
6 matches for “Carne Asada”; 5 quoted, at least 25 words apart.
…out Red Chimichurri, which pairs exceptionally well with our limited time offer, carne asada. The sauce is prepared with only real ingredients, no artificial preservatives,…
…see encouraging results as we accelerated our marketing spend and rolled out carne asada, and Red Chimichurri, our underlying trends remained challenged throughout the quarter…
…high 30% range as we have a full quarter of our premium carne asada limited time offer as well as higher beef prices. Labor costs…
…and September. And we also saw a strong reaction when we launched carne asada and even Red Chimichurri in early October. However, during this whole…
…if not more successful. And it's even driving an incremental trial on carne asada. What's exciting about 2026 is there could be a blend of…
Where the listed words were said
…brand's extraordinary value through menu innovation, our rewards platform and high engagement promotions like the college football BOGO and Chipotle IQ. Based on our data,…
…However, we are moving quickly with a clear actionable plan to accelerate transaction growth. Let me first review our third quarter results. Sales grew 7.5%…
…7% over last year. And we opened 84 new restaurants, including 64 Chipotlane. Now I want to spend a minute addressing a few of the…
…expect our labor cost to be in the high 25% range with wage inflation in the low single-digit range. Other operating costs for the quarter…
…drive growth and productivity at our restaurants, support centers and in our supply chain; and expanding access and convenience by accelerating new restaurant openings in…
Agents: this page as TSV at /api/v1/appearances/chipotle:2025-10-29:earnings_call · words: /api/v1/brief?appearance=chipotle:2025-10-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP