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Domino's Pizza Inc (DPZ)
NASDAQ:DPZ
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.31Last Year’s EPS
4.33Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantial operational momentum: multi-year initiatives (Parmesan Stuffed Crust, Best Deal Ever, loyalty, carryout) drove order growth, strong net store expansion, rising franchisee profitability, higher operating income and a shareholder-friendly capital allocation. Management acknowledged challenges—notably DPE underperformance, insurance-driven corporate store margin pressure, a pressured macro environment and modest delivery comps—but provided concrete guidance (2026 global retail sales ~6%, U.S. comp ~3%, operating income growth ~8%), higher international net store cadence, and technology/operational investments. Overall, the positives (broad sales growth, store expansion, franchisee economics, successful product/value initiatives, and shareholder returns) outweigh the manageable lowlights and identified risks.Company Guidance
Global Retail Sales Growth
Global retail sales grew 4.9% in Q4 (excluding foreign currency) and 5.4% for fiscal 2025, driven by positive US and international comps and global net store growth.
Strong U.S. Same-Store and Channel Performance
U.S. Q4 retail sales rose 5.5% with same-store sales up 3.7% for the quarter and 3.0% for the full year. Carryout comps were up 6.5% in Q4 and 5.6% for the year, while delivery comps were positive (Q4 +1.6%; full year +1%).
Net Store Expansion
Domino's opened 172 net U.S. stores in 2025 (96 net in Q4), bringing the U.S. system to 7,186 stores. International net store growth was 604 for the year (296 in Q4). Guidance targets 175+ U.S. net stores and ~800 international net stores in 2026.
Profitability and Operating Income
Income from operations rose 7.3% in Q4 (excluding FX) and ~8.1% for fiscal 2025 (excluding FX and refranchising gains). Company expects operating income growth of ~8% in 2026 (excluding FX and refranchising gains).
Franchisee Economics
Estimated average U.S. franchisee store profitability was ~$166,000 in 2025, up ~$4,000 year-over-year. Management highlighted best-in-class franchisee economics and growing enterprise-level profitability (average ~9 stores per franchisee).
Loyalty and Customer Engagement
Domino's Rewards finished 2025 with ~37.3 million active users, up almost 20% since the 2023 relaunch, contributing to multi-year growth in carryout and repeat business.
Successful Product and Value Initiatives
Parmesan Stuffed Crust and the Best Deal Ever promotion were cited as strong 2025 drivers—improving mix, attracting new customers, supporting incremental orders, and boosting franchisee profitability while demonstrating operational capabilities.
Capital Allocation and Shareholder Returns
Announced a 15% increase in the quarterly dividend and repurchased ~189,000 shares for ~$80 million in Q4, with ~$460 million remaining on the repurchase authorization.
Technology and Operations Enhancements
Launched an enhanced e-commerce platform (performing better than the prior site), mobile/web upgrades and store-side investments (DOMOS, smart dispatch and an orchestration engine pilot) to improve order flow and delivery efficiency.
International Consistency
Delivered a 32nd consecutive year of international same-store sales growth. International retail sales excluding FX grew 4.5% in Q4 and 5.9% for the year, with particularly strong expansion in China and India.
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 |
|---|---|---|---|
Feb 23, 2026 | $384.61 | $400.36 | +4.10% |
Oct 14, 2025 | $406.61 | $422.52 | +3.91% |
Jul 21, 2025 | $462.29 | $458.60 | -0.80% |
Apr 28, 2025 | $481.88 | $484.90 | +0.63% |
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 Apr 23, 2026, Before Open (Confirmed).
What is Domino's Pizza Inc (DPZ) earnings time?
Domino's Pizza Inc (DPZ) earnings time is at Apr 23, 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 (Q1) is 4.31.
