Chipotle (CMG): FY26 Q1 earnings call, Apr 29, 2026
On its Apr 29, 2026 earnings call (FY26 Q1), Chipotle said 6 of the 15 words Kalshi listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 6 settled yes · our count agreed on 14 of 15- 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 |
|---|---|---|---|---|---|---|
| Inflation | Yes | 9 | 10 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Al Pastor | Yes | 4 | 5 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Honey Chicken | Yes | 3 | 4 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – |
| Transaction Growth | Yes | 1 | 2 | ✓ | 85%n=2+tx from settlement history blended with transcripts | – |
| Promotion | Yes | 1 | 1 | ✓ | 84%n=2+tx from settlement history blended with transcripts | – |
| Chipotle Lane / Chipotlane | Yes | 0 | 0 | ✗ | 84%n=2+tx from settlement history blended with transcripts | – |
| Supply Chain | No | 0 | 0 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Carne Asada | No | 0 | 0 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – |
| Share Purchase | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Queso | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Autocado | No | 0 | 0 | ✓ | 26%n=2+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 15%n=2+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.
Where the listed words were said
…also continue to invest in value for our guests by pricing below inflation because we believe reinforcing our value proposition is the right thing to…
…high-quality, clean protein. We also recently wrapped up the return of Chicken al Pastor, the first four of four limited time offerings we plan to…
…than both Red Chimichurri and Adobo Ranch. Yesterday, we brought back Chipotle Honey Chicken. Fan favorite that delivers a balance of smoky H.E.A.T from chipotle…
…to $3.1 billion, including positive comparable sales and a return to positive transaction growth. In addition to improvements to in-restaurant execution, this performance was supported…
…few hundred basis points of transaction lift over the life of the promotion. The biggest benefit occurs during the first few weeks as we see…
Agents: this page as TSV at /api/v1/appearances/chipotle:2026-04-29:earnings_call · words: /api/v1/brief?appearance=chipotle:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP