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.
55 matches for “Pizza”; 5 quoted, at least 25 words apart.
…At this time, I'd like to welcome everyone to the rescheduled Domino's Pizza Inc. Second quarter 2026 earnings conference call. All lines have been placed…
This formula has helped make Domino's the number one pizza company in the world, and our growth opportunity remains substantial. With roughly 23% share of…
…Uber and DoorDash and believe that we are now the number one pizza player on both platforms. Despite being number one, we have a significant…
…buy pizza, we see an opportunity in our portfolio and in the pizza segment for a new offering. We're bringing this product to market later…
…address it moving forward. In Q2, we were lapping our Stuffed Crust Pizza launch, which carried a higher ticket and mix in the prior year.
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…
…net store growth inclusive of 26 net new stores in the quarter. Same-store sales grew 0.1%. Our business continued to be impacted by a challenging…
…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