Domino's (DPZ): FY26 Q1 earnings call, Apr 27, 2026

Mon, Apr 27Earnings callSpeaker-labelled transcriptDomino's

On its Apr 27, 2026 earnings call (FY26 Q1), Domino's said 6 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

13 words · 6 settled yes · our count agreed on 13 of 13

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 speakersAgreesProbabilityClipMarket
Same Store Yes1518✓95%n=1+tx from settlement history blended with transcriptsHear it 2:02, Same Store–
Closure Yes1013✓84%n=1+tx from settlement history blended with transcriptsHear it 3:34, Closure–
Tailwind Yes22✓78%transcripts from the transcript modelHear it 45:27, Tailwind–
Insurance Yes11✓62%transcripts from the transcript modelHear it 57:22, Insurance–
Inflation Yes11✓45%n=1+tx from settlement history blended with transcriptsHear it 2:27, Inflation–
AI / Artificial Intelligence Yes11✓23%n=1+tx from settlement history blended with transcriptsHear it 4:31, AI / Artificial Intelligence–
Parmesan No00✓82%n=1+tx from settlement history blended with transcripts–
DoorDash 5+ timesNo00✓70%n=1+tx from settlement history blended with transcripts–
Emergency Pizza No00✓41%n=1+tx from settlement history blended with transcripts–
Tariff No00✓29%n=2+tx from settlement history blended with transcripts–
Craveable No00✓20%n=1+tx from settlement history blended with transcripts–
Spicy No00✓15%n=1+tx from settlement history blended with transcripts–
Automation No00✓12%n=1+tx from settlement history blended with transcripts–

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.

Where the listed words were said

Russell Weinercompany“Same Store” · prepared · 2:04Hear it 1:58, Russell Weiner

…the rest of the quarter did not meet our expectations, resulting in same-store sales of 0.9%. We are very clear on the drivers of our…

Russell Weinercompany“Closure” · prepared · 3:36Hear it 3:31, Russell Weiner

…economics. Over time, we expect this pressure to contribute to more store closures on top of the roughly 450 closures our two public pizza competitors…

Russell Weinercompany“Tailwind” · qa · 45:29Hear it 45:23, Russell Weiner

Yeah. I'd just say that maybe another way to think about it is that short-term headwind competitively, I think is a long-term tailwind.

Sandeep Reddycompany“Insurance” · qa · 57:24Hear it 57:23, Sandeep Reddy

…had some pressure from the food basket, which actually was impacting on the business. We had some pressures on insurance as well, as we outlined.

Russell Weinercompany“Inflation” · prepared · 2:29Hear it 2:26, Russell Weiner

…of growing consumer uncertainty. Consumer sentiment hit COVID level lows and ongoing inflation continued to impact purchase decisions. Weather also affected our business in the…

Russell Weinercompany“AI / Artificial Intelligence” · prepared · 4:33Hear it 4:28, Russell Weiner

…time. The updated tracker provides more precise ready time based on new AI technology, live activities for iOS users, and a more detailed view of…

Agents: this page as TSV at /api/v1/appearances/dominos:2026-04-27:earnings_call · words: /api/v1/brief?appearance=dominos:2026-04-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP