Domino's (DPZ): FY25 Q4 earnings call, Feb 23, 2026

Mon, Feb 23Earnings callSpeaker-labelled transcriptDomino's

On its Feb 23, 2026 earnings call (FY25 Q4), Domino's said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 4 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
Same Store Yes2225✓93%transcripts from the transcript model–
Closure Yes67✓79%transcripts from the transcript model–
DoorDash 5+ timesYes67✓60%transcripts from the transcript model–
Parmesan Yes55✓70%transcripts from the transcript model–
Emergency Pizza No00✓71%transcripts from the transcript model–
AI / Artificial Intelligence No00✓40%transcripts from the transcript model–
Tariff No00✓39%n=1+tx from settlement history blended with transcripts–
Craveable No00✓34%transcripts from the transcript model–
Spicy No00✓21%transcripts from the transcript model–
Automation 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.

6 matches for “Best Deal Ever”; 5 quoted, at least 25 words apart.

Greg Lemenchickcompanyprepared

…Parmesan Stuffed Crust, and the other from our renowned value pillar, Best Deal Ever. Each of these initiatives had a strong 2025 and will continue…

Greg Lemenchickcompanyprepared

…year when customers continued to seek value, we innovated with our Best Deal Ever promotion. This price point screamed renowned value and a taste of…

Greg Lemenchickcompanyprepared

…great job of handling these customized pizza. Finally, and most importantly, Best Deal Ever drove franchisee profitability. The scale of our media and purchasing power…

Greg Lemenchickcompanyprepared

…We already have proven winners such as Boost Weeks and our Best Deal Ever promotion, that we relaunched today. And we have a team focused…

Russell Weinercompanyqa

…then Renown Value, we're out out there right now with a Best Deal Ever. And so it's just it it's important to understand that when…

Where the listed words were said

Greg Lemenchickcompany“Same Store” · prepared

…600 net stores combined last year. Market share. In the US, our same store sales growth of 3% and success in net store openings led…

Greg Lemenchickcompany“Closure” · prepared

…800 stores. This increase is primarily due to DPE's expectation of fewer closures and continued meaningful net store growth from our two largest growth markets,…

Greg Lemenchickcompany“DoorDash (5+)” · prepared

…not fully rolled out until midyear 2025. We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful,…

Greg Lemenchickcompany“Parmesan” · prepared

…promotions, inclusive of best delever as well as our successful launch of Parmesan Stuffed Crust pizza. We also paced well ahead of the QSR pizza…

Agents: this page as TSV at /api/v1/appearances/dominos:2026-02-23:earnings_call · words: /api/v1/brief?appearance=dominos:2026-02-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP