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.

9 matches for “Hungry”; 5 quoted, at least 25 words apart.

Greg Lemenchickcompanyprepared

…am of our team and franchisees as we continue to bring our Hungry For More strategy to life and deliver some of the best results…

Greg Lemenchickcompanyprepared

…have never been greater because our brand has never been stronger. Our Hungry For More strategy is working, and we're leveraging the scale and advantages…

Greg Lemenchickcompanyprepared

…impacted the entire restaurant industry, we proved when we execute against our Hungry For More strategy, we deliver more sales, more stores, more market share,…

Greg Lemenchickcompanyprepared

…strategy directly. Our initiatives were effective effective across all four of our Hungry For More strategic pillars in 2025, I'm going to focus, though, on…

Greg Lemenchickcompanyprepared

…better experience for our customers and our brand refresh that has given Hungry For More a unique look sound, and heartbeat. Lastly, our scale advantages…

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

…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…

Greg Lemenchickcompany“Parmesan” · prepared

…to positively impact 2026 and beyond. We are really happy with the Parmesan Stuffed Crust launched and and the way it performed throughout the year.…

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