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.

6 matches for “International”; 5 quoted, at least 25 words apart.

Sandeep Reddycompanyprepared · 11:41Hear it 11:41, Sandeep Reddy

…2025. This increase in operating income, which came in slightly below our expectations, was primarily driven by higher U.S. and international franchise royalties and fees.

Sandeep Reddycompanyprepared · 14:30Hear it 14:29, Sandeep Reddy

…restaurants have been the biggest beneficiary of this shift. Shifting to our international business, where retail sales grew 4.1%, excluding the impact of foreign currency…

Sandeep Reddycompanyprepared · 16:17Hear it 16:15, Sandeep Reddy

…in the first half of the year. We continue to expect our international same-store sales growth to be up low single digits, inclusive of the…

Sandeep Reddycompanyprepared · 16:55Hear it 16:51, Sandeep Reddy

…franchisee profitability. We continue to expect approximately 800 net stores in our international business. We continue to expect our global retail sales growth to be…

Russell Weinercompanyqa · 44:22Hear it 44:18, Russell Weiner

…the time. The lava cake that we launched years ago came from international. This particular product, the team developed here in the U.S. We're excited…

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…

Russell Weinercompany“Soccer / World Cup” · qa · 49:23Hear it 49:22, Russell Weiner

Sandeep, you want to start with World Cup and then I'll take it from there?

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