DPZ
Domino's Pizza, Inc.433.90
-3.60-0.82%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Details path to double US sales
Q&A reinforced management's 3% US comp guidance for 2026 amid macro pressures and January weather disruptions, emphasizing multi-year legs from carryout, loyalty, and aggregators not yet at fair share. Executives detailed the path to doubling US retail sales to ~$10B over time via steady share gains, now aided by a rival's mid-single-digit negative comps and 250 store closures. All income cohorts grew; no GLP-1 impact seen. Tech pilots like an orchestration engine promise real-time efficiency. Insurance hit company stores hard, but franchisees held margins. Competitors falter. Investors will eye delivery share and DPE turnaround.
Key Stats
Market Cap
14.73BP/E (TTM)
25.37Basic EPS (TTM)
17.10Dividend Yield
0.02%Recent Filings
8-K
Strong Q4 sales, ops growth
Domino's reported Q4 and fiscal 2025 results on February 23, 2026, with global retail sales up 4.9% in Q4 (excluding FX) and 5.4% yearly, fueled by 3.7% U.S. same-store sales growth and 392 net new stores in Q4. Income from operations rose 8.0% to $295.7M amid higher royalties, yet U.S. company-owned margins fell 5.4 pp on labor and insurance. Board hiked dividend 15% to $1.99/share. Profits surged.
10-K
FY2025 results
Domino's delivered FY2025 revenues of $4.94B, up 5.0% y/y, with global retail sales rising 5.4% (excluding FX) on 3.0% U.S. and 1.9% international same-store gains, plus 776 net store adds. Supply chain drove topline via 5.1% volume/pricing lift, while U.S. franchise royalties climbed 6.1% on sales momentum; income from operations hit $954M, up 8.5%. Q4 capped the year with refranchising 37 Maryland stores for $4M gain, $354M buybacks, and $237M dividends amid $4.82B debt post-refinancing. Operating cash surged to $792M. Yet supply disruptions shadow quarterly flows.
8-K
Director Goldman retires
8-K
Q3 sales growth, ops up 12%
Domino's reported Q3 2025 results with global retail sales up 6.3% (ex-FX), U.S. same-store sales +5.2%, and 214 net store openings. Income from operations rose 12.2% to $223.2M on stronger royalties and supply chain margins, yet net income dipped 5.2% to $139.3M from investment losses. Free cash flow soared 31.8%. Solid execution.
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