Wingstop (WING): FY25 Q4 earnings call, Feb 18, 2026

Wed, Feb 18Earnings callSpeaker-labelled transcriptWingstop

On its Feb 18, 2026 earnings call (FY25 Q4), Wingstop said 4 of the 8 words Kalshi listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.

Updated

Markets

8 words · 4 settled yes · our count agreed on 8 of 8

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
Delivery Yes1216✓89%transcripts from the transcript model–
Share Repurchase Yes33✓85%transcripts from the transcript model–
Tender Yes22✓89%transcripts from the transcript model–
Chicken Yes22✓80%transcripts from the transcript model–
NFL / NBA No00✓69%transcripts from the transcript model–
Packaging No00✓60%transcripts from the transcript model–
Lemon Pepper No00✓36%transcripts from the transcript model–
Habanero No00✓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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

16 matches for “Delivery”; 5 quoted, at least 25 words apart.

Michael Skipworthcompanyprepared

…of service the Wingstop Smart Kitchen enables can meaningfully increase consideration among delivery consumers, where speed is a critical factor. We're making good progress here.…

Michael Skipworthcompanyprepared

…that being said, we are not seeing the reduction in our overall delivery times match, the reduction we're seeing in the speed of service within…

Christopher O'Cullanalystqa

Helpful. And then you mentioned delivery times, we're not seeing the same level of progress as the speed of service improvements in the back of…

Alex Kaleidacompanyqa

…also have some operational things we're working through with driver performance on delivery times. So we're working through that. But we've had a step down…

Alex Kaleidacompanyqa

…restaurants are delivering 10-minute service times, but if you look at the delivery times of those getting under 30 minutes, you could probably cut that…

Where the listed words were said

Michael Skipworthcompany“Delivery” · qa

…maybe it strengthen as it relates to our partnerships with our third-party delivery providers. And we've talked about it over the years, but they value…

Alex Kaleidacompany“Share Repurchase” · prepared

…$250 million of capital to shareholders through a combination of dividends and share repurchases. On February 17, 2026, our Board of Directors authorized and declared…

Michael Skipworthcompany“Tender” · qa

…menu today, whether that's an entry-level price point for chicken sandwich or tenders. And so I think there's some opportunity there. But I think for…

Alex Kaleidacompany“Chicken” · qa

…we can bring forward these compelling entry points into the brand with chicken sandwich or tenders, but they'll also -- in a daypart that speed…

Agents: this page as TSV at /api/v1/appearances/wingstop:2026-02-18:earnings_call · words: /api/v1/brief?appearance=wingstop:2026-02-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP