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.

5 matches for “India”; 4 quoted, at least 25 words apart.

Greg Lemenchickcompanyprepared

…brands were negative over this period. In our international business, China and India continue to perform extremely well and opened almost 600 net stores combined…

Greg Lemenchickcompanyprepared

…meaningful net store growth from our two largest growth markets, China and India. All this leads to operating income growth of approximately 8% excluding the…

Patrickanalystqa

…paths to get back to that $9.75 a year over time? Can India accelerate or China Or does it have to be DPE getting back…

Sandeep Reddycompanyqa

…We're In Line With The Rest Of The International Portfolio. And While India and China have been doing fantastically and accelerating, that was already in…

Where the listed words were said

Greg Lemenchickcompany“Same Store” · prepared

…international business where we delivered a remarkable thirty second straight year of same store sales growth in 2025. We expect another year of same store…

Russell Weinercompany“Closure” · qa

…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…

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

…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