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.
12 matches for “International”; 5 quoted, at least 25 words apart.
…Double. We've already achieved this higher market share in some of our international markets, and in some US markets today. I believe there is meaningful…
…results. We also drove positive order counts in both our US and international businesses, as you know, order count growth is key to long-term success…
…top 10 public QSR brands were negative over this period. In our international business, China and India continue to perform extremely well and opened almost…
…level EBITDA to continue to grow in 2026. Now turning to our international business where we delivered a remarkable thirty second straight year of same…
…As it is key for us in order to return to our international algorithm. In closing, I want to reinforce the same message I've shared…
Where the listed words were said
…the quarter, retail sales grew by 5.5% in the US, driven by same store sales and net store growth which was in line with our…
…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