Domino's Pizza Inc (DPZ)
NASDAQ:DPZ
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Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.27Last Year’s EPS
3.81Same Quarter Last Year
Moderate Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: Q1 results missed management expectations (same-store sales +0.9%) and competitive/macro pressures intensified in March, prompting a modestly lowered near-term outlook. However, there are multiple substantive positives — global retail growth, net store additions, supply chain margin improvement, strong cash generation and capital returns (including significant repurchases), a full app/UX launch and operational technology rollouts — and management emphasized long-term confidence, strategic adjustments and continued market-share gains. Short-term challenges are acknowledged and management outlined concrete mitigations and continued investment in value, product innovation and marketing.Company Guidance
Global Retail Sales Growth
Global retail sales grew 3.4% in Q1 excluding foreign currency, driven by positive U.S. comps and more than 900 net new stores globally over the past 12 months.
U.S. Retail and Same-Store Sales
U.S. retail sales increased 2.8% in Q1 and same-store sales were positive at +0.9%, supported by marketing promotions and aggregator growth.
International Retail Sales and Store Growth
International retail sales grew 4% in Q1 excluding foreign currency, with international net store growth contributing; management noted that excluding Domino's Pizza Enterprises (DPE) results, international performance would have met expectations.
Net New Stores and Unit Growth
The system added more than 900 net stores over the past 12 months globally; U.S. net adds were 19 in Q1 (U.S. system >7,200 stores). Company expects 175+ U.S. net stores and ~800 international net stores for 2026.
Operating Income and Supply Chain Performance
Income from operations increased 4.2% in Q1 excluding foreign currency and a corporate aircraft gain. Supply chain achieved gross margin dollar growth and management expects positive margin outlook for the supply chain business for the year.
Capital Return to Shareholders
Through April 21, the company repurchased ~446,000 shares for ~$170 million YTD and had ~$1.29 billion remaining on the repurchase authorization (includes a $1 billion board-approved add-on). Total returned to shareholders since 2015 is ~$7.7 billion.
Long-Term Track Record and Profitability
Over 11 years Domino's gained ~11 percentage points of U.S. market share, averaged >5% annual same-store-sales growth, opened >2,000 net new stores and increased average franchisee profit by about $80,000 per store (system profit ~$740M higher than 11 years ago).
Technology & Product Investment
Full launch of a modernized app and upgraded pizza tracker (2.5 billion orders tracked since 2008) with AI-driven ready times; back-of-house DomOS orchestration agent rolled out to improve production efficiency and just-in-time pizza making.
Carryout Strength and Delivery Strategy
Carryout comps were up +2.4% while delivery was down -0.3% in Q1. Management highlighted a 33% share in delivery and a 20% share in carryout, noting significant runway to grow carryout share.
Cash Flow & Leverage
Operating income and free cash flow have grown materially since 2015 (operating income from ~$400M to ~$950M; free cash flow from ~$230M to ~$670M in 2025). Leverage reduced to ~4.3x (within 4–6x target).
DPZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DPZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $367.83 | $335.30 | -8.84% |
Feb 23, 2026 | $382.68 | $398.35 | +4.09% |
Oct 14, 2025 | $404.57 | $420.40 | +3.91% |
Jul 21, 2025 | $459.96 | $456.30 | -0.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Domino's Pizza Inc (DPZ) report earnings?
Domino's Pizza Inc (DPZ) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Domino's Pizza Inc (DPZ) earnings time?
Domino's Pizza Inc (DPZ) earnings time is at Jul 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DPZ EPS forecast?
DPZ EPS forecast for the fiscal quarter 2026 (Q2) is 4.27.
