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.

25 matches for “Same Store”; 5 quoted, at least 25 words apart.

Greg Lemenchickcompanyprepared

…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 Lemenchickcompanyprepared

…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…

Greg Lemenchickcompanyprepared

…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…

Greg Lemenchickcompanyprepared

…positive 1.6%, due to the previously noted initiatives. For the year, our same store sales in the US grew 3%, which was primarily driven by…

Greg Lemenchickcompanyprepared

…foreign currency. This was driven by net store growth of 296, and same store sales of 0.7%, both of which met our expectations. For the…

Where the listed words were said

Greg Lemenchickcompany“Same Store” · prepared

…macro environment will remain pressured throughout 2026. Second, we expect our international same store sales to be 1% to 2% due to continued pressures at…

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

…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