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.

1 match for “India”; 1 quoted, at least 25 words apart.

Russell Weinercompanyqa · 51:52Hear it 51:49, Russell Weiner

…and I think that's super important to understand. Also, just shouts out to China and India that just continue over time being standouts for us.

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