Domino's (DPZ): FY26 Q3 earnings call, Oct 13, 2026
On its Oct 13, 2026 earnings call (FY26 Q3), Domino's said 14 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
27 words · 14 settled yes · our count agreed on 27 of 27- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Pizza 20+ times | Yes | 25 | 25 | ✓ | 75%transcripts from the transcript model | Hear it 0:02, Pizza 20+ times | – |
| Delivery 5+ times | Yes | 9 | 9 | ✓ | 86%transcripts from the transcript model | Hear it 6:27, Delivery 5+ times | – |
| Same Store | Yes | 7 | 9 | ✓ | 96%n=3+tx from settlement history blended with transcripts | Hear it 9:53, Same Store | – |
| International | Yes | 6 | 6 | ✓ | 92%transcripts from the transcript model | Hear it 9:15, International | – |
| Retail / Retailer | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | Hear it 9:33, Retail / Retailer | – |
| Fantastic | Yes | 3 | 3 | ✓ | 64%transcripts from the transcript model | Hear it 36:55, Fantastic | – |
| Productivity | Yes | 3 | 3 | ✓ | 53%transcripts from the transcript model | Hear it 9:28, Productivity | – |
| Joe Jordan | Yes | 3 | 3 | ✓ | 53%n=1+tx from settlement history blended with transcripts | Hear it 0:45, Joe Jordan | – |
| Closure | Yes | 2 | 4 | ✓ | 76%n=3+tx from settlement history blended with transcripts | Hear it 25:13, Closure | – |
| Hungry | Yes | 1 | 1 | ✓ | 91%transcripts from the transcript model | Hear it 2:51, Hungry | – |
| Stuffed Crust | Yes | 1 | 1 | ✓ | 88%transcripts from the transcript model | Hear it 15:49, Stuffed Crust | – |
| DoorDash | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | Hear it 17:20, DoorDash | – |
| India | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | Hear it 40:44, India | – |
| Andrew Gregory | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | Hear it 28:32, Andrew Gregory | – |
| Parmesan | No | 0 | 0 | ✓ | 78%n=3+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – | |
| Insurance | No | 0 | 0 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – | |
| Flywheel | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – | |
| Signature | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – | |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 30%n=3+tx from settlement history blended with transcripts | – | |
| Inflation | No | 0 | 0 | ✓ | 30%n=3+tx from settlement history blended with transcripts | – | |
| Pepperoni | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| Crispy | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Sponsorship | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Detroit | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 14%n=4+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Delivery”; 5 quoted, at least 25 words apart.
…continue to drive order count growth, with orders increasing in both our delivery and carryout businesses. We also continue to gain share within the QSR…
…sequential decline in items per order in both our carryout and first-party delivery business. We believe this was due to the challenging consumer environment. Pricing…
…for those opening comments, Joe. I'm wondering how you see Domino's U.S. delivery channel playing out now that third-party delivery has been fully rolled out…
…that this bigger consumer connectivity funnel might ultimately lead to more 1P delivery and growth in that channel over time, even though it doesn't look…
…Very importantly, we continue to measure that incrementality very closely to make sure that we are growing our overall delivery business and not cannibalizing 1P.
Where the listed words were said
…thank you for standing by. Welcome to the third quarter 2026 Domino's Pizza earnings conference call. At this time, all participants are in a listen-only…
…net store growth, inclusive of 26 net new stores in the quarter. Same-store sales grew 0.3%. Our business continued to be impacted by a challenging…
…came in slightly above expectations, was primarily driven by higher U.S. and international franchise royalties and fees. It also benefited from gross margin dollar growth…
We now expect global retail sales growth in the low to mid-single digits for the year, reflecting our current year same-store sales outlook. Based on…
…had on supply chain performance. We are really pleased. It has been fantastic all year, and it continues to be fantastic in the third quarter…
…the supply chain. I was under the impression that most of the productivity improvements were already completed, but was surprised on the magnitude of the…
…our Executive Chairman Designate, Russell Weiner, followed by our Chief Executive Officer, Joe Jordan, and our Chief Financial Officer, Sandeep Reddy. We will then open…
…stores the last couple of years. This is not at all about closures. This is really about the franchisees are looking up at a bit…
…franchisees and team members proved we could. That's the Domino's Effect. Always hungry for more, always getting better, and never satisfied with where we are…
We continue to evolve that promotion by introducing stuffed crust to it, getting consumers to try one of our most delicious products, and then getting…
…call, we believe we are now the number one player on both DoorDash and Uber within pizza, but we are not anywhere near our fair…
…markets have been performing mostly up to expectations, particularly you look at India and China and the store growth in China, remarkable, trailing 12 months.…
Agents: this page as TSV at /api/v1/appearances/dominos:2026-10-13:earnings_call · words: /api/v1/brief?appearance=dominos:2026-10-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP