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.

1 match for “Insurance”; 1 quoted, at least 25 words apart.

Sandeep Reddycompanyqa · 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.

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.

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