📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Domino's Pizza, Inc. operates as a pizza company worldwide. The company operates through three segments: U.S. Stores, International Franchise, and Supply Chain. It offers pizzas under the Domino's brand name through company-owned and franchised stores. The company also provides bread products, wings, boneless chicken, pastas, oven-baked sandwiches, soft drink products and desserts. In addition, it offers parmesan stuffed crust pizza; spicy chicken bacon ranch specialty pizza; and garlic, and cinnamon bread bites, as well as croissant, chocolate volcano, and chicken burst pizzas. Domino's Pizza, Inc. was founded in 1960 and is based in Ann Arbor, Michigan.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding DPZ

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	351.2K	$126.0M	0.20%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Mixed ↓ Deteriorating 3 quarters analysed

Q2 2025

Confident Specific

Management used strong, direct language: 'drove strong results', 'meaningful market share gains', 'Parmesan Stuffed Crust launch has gone extremely well', 'we have never had this many tools at our disposal'. They repeatedly cited specific numbers (e.g., U.S. comp of 3.4%, carryout comp of 5.8%) and reiterated full-year guidance without hedging.

Q4 2025

Confident Specific

The CEO repeatedly used phrases like 'dominated the QSR pizza category for over a decade', 'our growth prospects have never been greater', and 'our brand has never been stronger'. Specific guidance figures (3% U.S. comp, ~$166k franchisee profit, 172 net new U.S. stores) reinforce a data-driven, unapologetically bullish outlook.

Q1 2026 latest

Mixed

Management acknowledged missing internal expectations (0.9% same-store sales vs 3% target) and cited macro uncertainty, weather, and competitive activity as reasons, yet repeatedly expressed bullishness on long-term strategy, pointing to 11 years of market share gains, franchisee profit growth, and confidence in the 'Domino's effect'. They defended the value model and emphasised that competitive pressure is a short-term headwind but a long-term tailwind.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears weaker in the near term due to the macro environment and aggressive competitive pricing, evidenced by the lowered same-store sales guidance (from 3% to low single digits). However, management's conviction in long-term market share gains and franchisee profitability remains high, supported by historical data and structural advantages (advertising scale, profit power). The key watch item for next quarter is whether the planned H2 pizza innovation and marketing calendar adjustments can accelerate order counts and delivery/carryout growth, and whether competitors' store closures materialise as expected. If the macro environment stabilises and Domino's innovation delivers, the thesis could strengthen; if competitive pressure persists and macro deteriorates further, the stock may face continued headwinds. The commitment to buybacks and dividend growth provides some downside support.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Mixed ↓ Deteriorating 3 quarters Full tone analysis in Intelligence →

📊 MIXED Domino's reported 0.9% U.S. same-store sales growth in Q1 2026.

Revenue & Profitability

Income from operations increased 4.2% in Q1, excluding foreign currency and gain on sale of corporate aircraft. Global retail sales (ex-FX) grew 3.4%. The company repurchased $170 million in shares through April 21, 2026. For 2026, management expects operating income growth of mid- to high-single digits.

Outlook

Management expects the QSR pizza category to grow 1%-2% annually, consistent with historical trends. For 2026, U.S. same-store sales are expected to be positive low single digits, and international same-store sales are also expected to be low single digits, despite macro and geopolitical uncertainty. The long-term algorithm through 2028 remains unchanged.

Growth Drivers

Key growth levers include expanding carryout market share (currently 20% vs 33% in delivery), aggregator partnerships, and store growth (175+ U.S. and 800 international net new stores planned in 2026). Product innovation, particularly in pizza, is expected to drive second-half performance. Competitor store closures are seen as a tailwind for market share gains.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Operating margins are expected to expand at the company level in 2026, supported by positive supply chain margins and gross profit dollar growth. Company-owned store margins are less material due to a small portfolio, but overall cost pressures include labor, food basket, and insurance. The company expects to manage these while driving profit growth.

Key Risks

Key risks include ongoing macro uncertainty with consumer sentiment at COVID-era lows, inflation pressuring purchase decisions, adverse weather impacts, increased competitive activity, and geopolitical instability affecting international markets. Gas price increases could further pressure consumer disposable income. The turnaround of Domino's Pizza Enterprises remains a specific risk.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (4 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (4)

Q2 2026 Q2 2026 2026-07-20

Order count growth drove market share gains in both delivery and carryout, offsetting a modest same-store sales increase due to lower average ticket. Guidance remains for low single-digit comp growth and mid-single-digit global retail sales growth, with a new product launch expected to boost incremental orders.

Q1 2026 Q1 2026 2026-04-27

Q1 delivered modest same-store sales growth and market share gains amid macro and competitive pressures. Guidance for 2026 was lowered to low single-digit same-store sales growth, with continued focus on innovation, operational improvements, and disciplined capital allocation.

Q4 2025 Q4 2025 2026-02-23

Strong 2025 results included 3% U.S. same-store sales growth, 8%+ operating profit growth, and robust net store expansion. 2026 guidance calls for 6% global retail sales growth, 3% U.S. comps, and continued international expansion, despite macro and DPE headwinds.

Q2 2025 Q2 2025 2025-07-21

Q2 saw strong U.S. and international sales growth, driven by new product launches and aggregator partnerships. Operating income rose 14.9% (ex-FX), with robust carryout and delivery comps. 2025 guidance remains positive, with continued market share gains expected.

📊 Analysis Methodology

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Investment Risk:
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