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.
4 matches for “Headwind”; 4 quoted, at least 25 words apart.
…I want to spend a minute addressing a few of the consumer headwinds we have experienced. Earlier this year, as consumer sentiment declined sharply, we…
…restaurants as well as many discretionary categories. This group is facing several headwinds, including unemployment, increased student loan repayment and slower real wage growth. We…
…a price point and menu innovation escalating throughout the year. Despite these headwinds, Chipotle maintained stable wallet share in the third quarter, but we aim…
…and deepened guest engagement, helping to offset some of the incremental consumer headwinds in August and September. This response reinforces our focus on transaction-led growth…
Where the listed words were said
…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,…
…most infrequent guests. Combination of Summer of Extras as well as incremental promotions like Chipotle IQ and Freepotle, resulted in loyalty comps accelerating versus non-loyalty…
…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%…
…including our first in Qatar. Additionally, this week, we opened our first Chipotlane outside of North America in Kuwait and we will open 2 additional…
…year, as higher pricing was more than offset by lower volumes and wage inflation. For Q4, we expect our labor cost to be in the…
…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