Chipotle (CMG): FY26 Q2 earnings call, Jul 29, 2026
On its Jul 29, 2026 earnings call (FY26 Q2), Chipotle said 7 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 · 7 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 |
|---|---|---|---|---|---|---|---|
| Inflation | Yes | 9 | 10 | ✓ | 96%n=2+tx from settlement history blended with transcripts | Hear it 24:34, Inflation | – |
| Honey Chicken | Yes | 6 | 6 | ✓ | 66%n=3+tx from settlement history blended with transcripts | Hear it 2:55, Honey Chicken | – |
| Cilantro Lime | Yes | 4 | 4 | ✓ | 57%transcripts from the transcript model | Hear it 2:57, Cilantro Lime | – |
| Chipotle Lane / Chipotlane | Yes | 2 | 2 | ✓ | 71%n=3+tx from settlement history blended with transcripts | Hear it 17:41, Chipotle Lane / Chipotlane | – |
| Al Pastor | Yes | 1 | 2 | ✓ | 79%n=2+tx from settlement history blended with transcripts | Hear it 58:34, Al Pastor | – |
| Supply Chain | Yes | 1 | 1 | ✓ | 66%n=3+tx from settlement history blended with transcripts | Hear it 37:07, Supply Chain | – |
| Chipotle Kitchen | Yes | 1 | 1 | ✓ | 39%transcripts from the transcript model | Hear it 8:50, Chipotle Kitchen | – |
| Tariff | No | 0 | 0 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – | |
| Carne Asada | No | 0 | 0 | ✓ | 61%n=3+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – | |
| Share Purchase | No | 0 | 0 | ✓ | 40%n=3+tx from settlement history blended with transcripts | – | |
| Iran | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – | |
| Tailwind | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – | |
| Autocado | No | 0 | 0 | ✓ | 22%n=3+tx from settlement history blended with transcripts | – | |
| Automation | No | 0 | 0 | ✓ | 13%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.
2 matches for “Wage Inflation”; 2 quoted, at least 25 words apart.
…30 basis points from last year. The increase was primarily driven by wage inflation and performance bonuses, in addition to labor execution in restaurants as…
…expect our labor costs to be in the mid 25% range, with wage inflation in the low single-digit range. Other operating costs for the quarter…
Where the listed words were said
…price, alongside lower avocado and dairy prices, were more than offset by inflation, primarily in beef and freight, as well as increased usage of several…
…the last several months, we have seen the successful return of Chipotle Honey Chicken, continued strength from our Cilantro Lime sauce, our revamped rewards program,…
…year's launch and achieving a cumulative attachment rate north of 25%. Our Cilantro Lime Sauce, which is prepared fresh daily in our restaurants, also continues…
…to open approximately 350 restaurants this year with about 80% including a Chipotlane. We see substantial growth potential in North America. We're applying the same…
…have seen, especially with Chipotle Honey Chicken this year and even Chicken al Pastor earlier in the year, is that we're seeing an increase in…
…closely with various governments and agencies, and they monitor issues in the supply chain and conduct their investigations and take responsive action as appropriate, including…
This is complemented by Chipotle Kitchen, our proprietary crew interface on the digital make line, which is designed to improve digital order accuracy, speed, and…
Agents: this page as TSV at /api/v1/appearances/chipotle:2026-07-29:earnings_call · words: /api/v1/brief?appearance=chipotle:2026-07-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP