Domino's (DPZ): FY26 Q2 earnings call, Jul 20, 2026
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.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Best Deal Ever | Yes | 11 | 12 | ✓ | 89%transcripts from the transcript model | Hear it 8:20, Best Deal Ever | – |
| Same Store | Yes | 8 | 10 | ✓ | 96%n=2+tx from settlement history blended with transcripts | Hear it 7:03, Same Store | – |
| Parmesan | Yes | 5 | 5 | ✓ | 65%n=2+tx from settlement history blended with transcripts | Hear it 28:38, Parmesan | – |
| Soccer / World Cup | Yes | 5 | 7 | ✓ | 15%transcripts from the transcript model | Hear it 16:22, Soccer / World Cup | – |
| Joe Jordan | Yes | 3 | 3 | ✓ | 19%transcripts from the transcript model | Hear it 0:45, Joe Jordan | – |
| DoorDash 5+ times | No | 3 | 4 | ✓ | 48%n=2+tx from settlement history blended with transcripts | Hear it 6:22, DoorDash (5+ times) | – |
| Closure | No | 0 | 0 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – | |
| Insurance | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – | |
| Inflation | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – | |
| DomOS | No | 0 | 1 | ✓ | 54%transcripts from the transcript model | – | |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – | |
| Emergency Pizza | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – | |
| Craveable | No | 0 | 0 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Competition”; 5 quoted, at least 25 words apart.
…The only difference is our brand has never been stronger and our competition has never been weaker. We have the best ingredients in the business,…
…quarter. Same-store sales grew 0.1%. Our business continued to be impacted by a challenging macro environment, which is pressuring consumers as well as heightened competition.
…last quarter's earnings call? On this earnings call, you said that your competition has never been weaker. I'm assuming that's more of a consistent structural…
…stuff going on in Q3 and Q4. When I talk about the competition, I'm also talking about relative to us. I've been here, as you…
We've never had a greater scale, and relative to our competition, they've never had less scale and momentum. Those two things add up well for…
Where the listed words were said
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…
…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…
…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…
…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.
…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