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.
6 matches for “Delivery”; 5 quoted, at least 25 words apart.
…last call, what I will tell you is that our order counts were up meaningfully in total and individually in our delivery and carryout businesses.
…was up 0.2% in the quarter. Our carryout comp was up 1.1%. Delivery was down 0.7%. I wanted to take a moment to share some…
…we've got the pizza right out of the oven and in a delivery driver's hands or in a consumer's hands as quickly as possible. What…
We need to make it so it's hot when the delivery driver gets back." Now, Gregory, those orders, that orchestration agent, that works not only…
…orders meaningfully up on the total business, but they also were on delivery and carry out separately. I think that's really important. Both parts of…
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