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.
7 matches for “Cilantro Lime”; 5 quoted, at least 25 words apart.
…by the high protein line, the return of Chicken al Pastor, and the launch of Cilantro Lime Sauce, all of which helped drive incremental transactions.
…the launch as it drove incremental transactions. Last month, we rolled out Cilantro Lime Sauce, which is prepared fresh daily in our restaurants using chopped…
…menu launch, the return of Chicken al Pastor, and the launch of Cilantro Lime Sauce. For the full year, our comp guidance remains about flat.…
…prior year, but a bigger part of it was the launch of Cilantro Lime Sauce. It's really done an amazing job. It's actually outperforming Red…
…lift as well as sides. I mean, first it was Red Chimichurri kind of earlier in the quarter Cilantro Lime Sauce later in the quarter.
Where the listed words were said
…and avocado prices and menu price increases were more than offset by inflation, primarily in beef and freight, as well as higher produce usage. Relative…
…trends improve even further, that was really around the launch of Chicken al Pastor. This was the third time that we've had app in our…
…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…
…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