Domino's (DPZ): FY26 Q2 earnings call, Jul 20, 2026

Mon, Jul 20Earnings callSpeaker-labelled transcriptDomino's

On its Jul 20, 2026 earnings call (FY26 Q2), Domino's said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

15 words · 5 settled yes · our count agreed on 15 of 15

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
Best Deal Ever Yes1112✓89%transcripts from the transcript modelHear it 8:20, Best Deal Ever–
Same Store Yes810✓96%n=2+tx from settlement history blended with transcriptsHear it 7:03, Same Store–
Parmesan Yes55✓65%n=2+tx from settlement history blended with transcriptsHear it 28:38, Parmesan–
Soccer / World Cup Yes57✓15%transcripts from the transcript modelHear it 16:22, Soccer / World Cup–
Joe Jordan Yes33✓19%transcripts from the transcript modelHear it 0:45, Joe Jordan–
DoorDash 5+ timesNo34✓48%n=2+tx from settlement history blended with transcriptsHear it 6:22, DoorDash (5+ times)–
Closure No00✓89%n=2+tx from settlement history blended with transcripts–
Tailwind No00✓83%n=1+tx from settlement history blended with transcripts–
Insurance No00✓72%n=1+tx from settlement history blended with transcripts–
Inflation No00✓66%n=2+tx from settlement history blended with transcripts–
DomOS No01✓54%transcripts from the transcript model–
AI / Artificial Intelligence No00✓43%n=2+tx from settlement history blended with transcripts–
Emergency Pizza No00✓31%n=2+tx from settlement history blended with transcripts–
Craveable No00✓18%n=2+tx from settlement history blended with transcripts–
Tariff No00✓15%n=3+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“Best Deal Ever” · prepared · 8:22Hear it 8:19, Russell Weiner

To start the third quarter, we changed our Best Deal Ever and made it even better with the addition of Stuffed Crust. Customer reaction has…

Russell Weinercompany“Same Store” · prepared · 7:05Hear it 6:59, Russell Weiner

…long-term prospects, given our ability to drive order counts in this environment, same-store sales in Q2 did not meet our expectations due to a miss…

Sandeep Reddycompany“Parmesan” · qa · 28:40Hear it 28:34, Sandeep Reddy

…where I think the premium series that was intended to lap the Parmesan Stuffed Crust from last year didn't give us the results that we…

Sandeep Reddycompany“Soccer / World Cup” · prepared · 16:24Hear it 16:18, Sandeep Reddy

…expect our international same-store sales growth to be up low single digits, inclusive of the benefit of the World Cup soccer tournament that just concluded.

Greg Lemenchickcompany“Joe Jordan” · prepared · 0:47Hear it 0:42, Greg Lemenchick

…will begin with our Chief Executive Officer, Russell Weiner, and incoming CEO, Joe Jordan, followed by our Chief Financial Officer, Sandeep Reddy. The call will…

Agents: this page as TSV at /api/v1/appearances/dominos:2026-07-20:earnings_call · words: /api/v1/brief?appearance=dominos:2026-07-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP