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.
12 matches for “Stuffed Crust”; 5 quoted, at least 25 words apart.
…and will address it moving forward. In Q2, we were lapping our Stuffed Crust Pizza launch, which carried a higher ticket and mix in the…
…expect this drag to be lower in Q3 as a mix of Stuffed Crust came down in the prior year when we shifted media to…
…Best Deal Ever and made it even better with the addition of Stuffed Crust. Customer reaction has shown that it was the right thing to…
…is unlike anything we've offered before at Domino's. Similar to the opportunity Stuffed Crust created by filling a gap in our menu offerings, we believe…
…Russell noted, our ticket was impacted by rolling over our launch of Stuffed Crust in the prior year, which carried a higher ticket and a…
Where the listed words were said
…calendar and making changes, and we have. We looked at our Best Deal Ever, which was of a renowned value promotion for us, and we…
…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