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.
30 matches for “Delivery”; 5 quoted, at least 25 words apart.
…more profits. Let's start with sales. We grew both our carryout and delivery businesses again this year in the US. Proving that our strategy and…
…the same level of carryout market share as we have in our delivery business. Another example of a multiyear growth driver is our loyalty program.…
…due to a higher carryout business that has a lower ticket than delivery. Pricing was flat in the quarter. Our carryout comps were up 6.5%…
…resulting in continued share gains. In terms of the breakout by channel, delivery represented 45% of our transactions, and 56% of our sales, while carryout…
You know, question on delivery. I I think one of the things that to this is a bit of a follow-up to Brian's question is…
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…
…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,…
…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