Domino's (DPZ): FY25 Q4 earnings call, Feb 23, 2026
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.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Same Store | Yes | 22 | 25 | ✓ | 93%transcripts from the transcript model | – |
| Closure | Yes | 6 | 7 | ✓ | 79%transcripts from the transcript model | – |
| DoorDash 5+ times | Yes | 6 | 7 | ✓ | 60%transcripts from the transcript model | – |
| Parmesan | Yes | 5 | 5 | ✓ | 70%transcripts from the transcript model | – |
| Emergency Pizza | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Craveable | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Spicy | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Automation | 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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Closure”; 5 quoted, at least 25 words apart.
…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,…
…there's actually an opportunity to accelerate share gains in light of competitive closures and just separately on the industry, it does continue to grow, which…
…times we close that store. And so if you think about competitive closures, that actually is more opportunities for more stores. And so that that's…
…better way to look at our store growth is actually look at closures. So we closed in the US last year on a base of…
…and both win. And and so you know, that to me, the closures is the more important thing. And that increases that and profits increasing.…
Where the listed words were said
…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…
…not go so fast and recklessly where you could have an impact where you end up having store closures. We want to protect against that.
…In 2026, we expect continued growth on aggregator platforms, in particular, on DoorDash, where we were not fully rolled out until midyear 2025. We expect…
…though, on two of them. One from our most delicious food pillar, Parmesan Stuffed Crust, and the other from our renowned value pillar, Best Deal…
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