Domino's (DPZ): FY26 Q1 earnings call, Apr 27, 2026
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.
UpdatedMarkets
13 words · 6 settled yes · our count agreed on 13 of 13- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Same Store | Yes | 15 | 18 | ✓ | 95%n=1+tx from settlement history blended with transcripts | Hear it 2:02, Same Store | – |
| Closure | Yes | 10 | 13 | ✓ | 84%n=1+tx from settlement history blended with transcripts | Hear it 3:34, Closure | – |
| Tailwind | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | Hear it 45:27, Tailwind | – |
| Insurance | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | Hear it 57:22, Insurance | – |
| Inflation | Yes | 1 | 1 | ✓ | 45%n=1+tx from settlement history blended with transcripts | Hear it 2:27, Inflation | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 23%n=1+tx from settlement history blended with transcripts | Hear it 4:31, AI / Artificial Intelligence | – |
| Parmesan | No | 0 | 0 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – | |
| DoorDash 5+ times | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – | |
| Emergency Pizza | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – | |
| Craveable | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – | |
| Spicy | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – | |
| Automation | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Competition”; 5 quoted, at least 25 words apart.
Competition within the QSR pizza space also increased in Q1 as the national pizza players offered deals comparable, if not identical, to the renowned value…
…QSR pizza category growth and my confidence that we can outperform the competition and capture meaningful market share in 2026 and beyond. That view remains…
…ones we have out there profitable. I do not believe that our competition can drive those kinds of volumes because their advertising budget, you know,…
…impact in the quarter. In the long term, we believe that the competition's not gonna be able to drive the profitability they need to sustain…
…they're looking for. Clearly they're looking for that, and that's why the competition is, you know, is leaning in on value. You know, the thing…
Where the listed words were said
…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…
…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…
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.
…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.
…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