Domino’s Pizza Inc (NASDAQ:DPZ – Get Free Report) has received an average rating of “Moderate Buy” from the thirty-one research firms that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell rating, twelve have issued a hold rating and eighteen have issued a buy rating on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $402.1613.
Several brokerages have recently commented on DPZ. Jefferies Financial Group lowered their price target on shares of Domino’s Pizza from $400.00 to $350.00 and set a “hold” rating for the company in a research report on Tuesday, April 28th. Wells Fargo & Company boosted their price target on shares of Domino’s Pizza from $325.00 to $350.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Morgan Stanley cut their price objective on shares of Domino’s Pizza from $395.00 to $370.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Domino’s Pizza from $435.00 to $385.00 and set a “buy” rating on the stock in a research note on Thursday, July 9th. Finally, Stifel Nicolaus set a $400.00 target price on shares of Domino’s Pizza in a report on Monday, April 27th.
Get Our Latest Analysis on DPZ
Key Domino’s Pizza News Here are the key news stories impacting Domino’s Pizza this week:
Positive Sentiment: Domino’s reported quarterly revenue of about $1.19 billion, topping estimates and signaling that sales momentum is holding up better than expected. Domino’s Pizza shares rise as quarterly revenue tops estimates Positive Sentiment: Analysts responded with multiple price-target updates that still imply meaningful upside, including BMO, Oppenheimer, Wells Fargo and BTIG, which supports the stock after earnings. These Analysts Revise Their Forecasts On Domino’s After Q2 Results Positive Sentiment: Some commentary highlighted strong free cash flow and attractive valuation, suggesting investors may view DPZ as inexpensive relative to its earnings power. Domino’s Pizza Delivers Strong FCF and FCF Margins – Is DPZ Stock Too Cheap? Neutral Sentiment: Domino’s launched S’mores Lava Cakes nationwide, a marketing/menu move that could help traffic but is not a major near-term earnings catalyst. Domino’s Pizza (DPZ) Launches S’mores Lava Cakes Nationwide Across The U.S. Negative Sentiment: Adjusted EPS missed consensus, and several reports said the outlook remains murky due to weaker ticket trends, promotion pressure and higher costs. Domino’s revenue beats estimates as supply-chain business offsets weak demand Negative Sentiment: CEO Russell Weiner sold 10,850 shares for about $3.6 million, which may raise some investor caution about insider sentiment. Domino’s CEO Russell Weiner Sells 10,850 Shares for $3.6 Million — Should Investors Be Worried? Insider Activity at Domino’s Pizza In related news, EVP Kelly E. Garcia sold 487 shares of Domino’s Pizza stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $297.01, for a total transaction of $144,643.87. Following the completion of the sale, the executive vice president directly owned 9,352 shares of the company’s stock, valued at $2,777,637.52. The trade was a 4.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders sold 1,950 shares of company stock worth $611,451 over the last ninety days. 0.89% of the stock is owned by insiders.
Hedge Funds Weigh In On Domino’s Pizza Several institutional investors have recently modified their holdings of the stock. Teacher Retirement System of Texas grew its stake in Domino’s Pizza by 55.7% in the fourth quarter. Teacher Retirement System of Texas now owns 45,212 shares of the restaurant operator’s stock valued at $18,845,000 after acquiring an additional 16,179 shares during the period. Amica Mutual Insurance Co. increased its holdings in shares of Domino’s Pizza by 59.8% in the fourth quarter. Amica Mutual Insurance Co. now owns 16,576 shares of the restaurant operator’s stock worth $6,909,000 after acquiring an additional 6,203 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Domino’s Pizza by 10.2% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 67,117 shares of the restaurant operator’s stock worth $28,544,000 after acquiring an additional 6,223 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of Domino’s Pizza by 21,977.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 914,672 shares of the restaurant operator’s stock worth $381,254,000 after purchasing an additional 910,529 shares during the period. Finally, Fisher Asset Management LLC lifted its holdings in shares of Domino’s Pizza by 18.0% during the 4th quarter. Fisher Asset Management LLC now owns 34,632 shares of the restaurant operator’s stock valued at $14,436,000 after purchasing an additional 5,282 shares in the last quarter. 94.63% of the stock is currently owned by institutional investors and hedge funds.
Domino’s Pizza Stock Down 2.0% DPZ stock opened at $319.83 on Thursday. The company has a market cap of $10.58 billion, a P/E ratio of 18.14, a PEG ratio of 1.61 and a beta of 0.97. Domino’s Pizza has a twelve month low of $282.00 and a twelve month high of $486.68. The business has a fifty day moving average of $309.79 and a 200-day moving average of $356.34.
Domino’s Pizza (NASDAQ:DPZ – Get Free Report) last announced its quarterly earnings data on Monday, July 20th. The restaurant operator reported $4.07 EPS for the quarter, missing analysts’ consensus estimates of $4.17 by ($0.10). The firm had revenue of $1.19 billion during the quarter. Domino’s Pizza had a negative return on equity of 15.15% and a net margin of 11.86%.The firm’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same period last year, the firm posted $3.81 EPS. As a group, equities research analysts anticipate that Domino’s Pizza will post 18.86 earnings per share for the current fiscal year.
Domino’s Pizza Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be given a $1.99 dividend. This represents a $7.96 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Tuesday, September 15th. Domino’s Pizza’s dividend payout ratio (DPR) is currently 45.15%.
Domino’s Pizza Company Profile (Get Free Report)
Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.
Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.
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Generální ředitel Domino's Pizza Russell J. Weiner prodal 10 850 akcií za 3,6 milionu USD v rámci předem naplánovaného plánu 10b5-1. Po transakci drží 47 161 akcií.
Russell J. Weiner, Chief Executive Officer of Domino's Pizza, Inc. (DPZ -2.00%), reported a sale of 10,850 shares of common stock on July 17, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$3.6 millionShares sold10,850Post-transaction shares (total)47,161Post-transaction shares (directly held)43,828Post-transaction shares (indirectly held)3,333Post-transaction value$15.2 millionTransaction value based on SEC Form 4 weighted average sale price ($330.83); post-transaction value based on July 17, 2026, market close ($322.18).
Key questionsWhat was the structural nature of this disposition?
Russell J. Weiner employed an exercise-and-sell strategy, converting 10,850 options with a strike price of $136.89 into common stock, then immediately liquidating the shares at $330.83. This method allows executives to realize gains from equity compensation without an initial cash outlay for the exercise price.How is the insider's remaining equity distributed?
Following the transaction, the Chief Executive Officer retains 43,828 shares in direct ownership. Indirect exposure is maintained through 1,120 shares held by the Russell Weiner Trust Agreement U/A DTD 09/03/2003 and 2,213 shares held by the Russell J. Weiner 2023 Grantor Trust, totaling a $15.2 million stake.What governed the timing and execution of this trade?
The transaction was non-discretionary at the time of execution, as it was governed by a Rule 10b5-1 trading plan established on March 13, 2025, more than a year prior. This structural insulation means the trade was pre-scheduled regardless of the -31% one-year return for the stock as of the July 17, 2026, transaction date.What is the company's current financial profile relative to this activity?
Domino's Pizza continues to operate as a major global pizza purveyor with trailing twelve-month revenue of $5.0 billion and net income of $596.5 million. As of July 20, 2026, market close, the company had a market capitalization of $10.9 billion, with insiders collectively holding a 0.14% ownership stake.Company OverviewMetricValueShare Price (as of market close 2026-07-20)$328.97Market Capitalization$10.9 billionRevenue (TTM)$5.0 billionNet Income (TTM)$596.5 millionCompany SnapshotDomino's Pizza operates as a leading international and domestic pizza purveyor, generating revenue through the sale of Domino‘s-branded pizzas and complementary menu items, including oven-baked sandwiches, distributed across a vast network of corporate-owned and franchised outlets.The company operates through three distinct business segments—U.S. Stores, International Franchise, and Supply Chain—leveraging a franchise-based model that generates revenue from both direct store operations and royalties and fees from independent franchisees.Domino's serves consumers seeking convenient, value-oriented pizza delivery and carryout, with a primary customer base spanning residential and commercial markets across North America and internationally.Domino's Pizza has a market capitalization of $10.9 billion, TTM revenue of $5.0 billion, and net income of $596.5 million, positioning it as a significant player in the global quick-service restaurant sector. The company's franchise-centric operating model provides scalability and recurring revenue streams while minimizing capital intensity. Domino's competitive advantages include its established brand recognition, extensive distribution network spanning both domestic and international markets, and operational efficiency driven by technology-enabled ordering and delivery systems.
What this transaction means for investorsSince this transaction is part of a pre-planned, exercise-and-sell compensation strategy for Domino’s and its CEO, investors shouldn’t worry too much about it. We shouldn’t take this sale to heart too much in relation to DPZ stock or its recent performance.
From a Foolish perspective on Domino’s stock, I believe it is time for investors to start paying close attention to the steady-Eddie compounder. After completely reinventing its pizza in 2009, Domino’s went on to generate annualized total returns of 26% since -- even after the stock’s 34% pullback over the last year. While sales growth has slowed -- and the market may be sneaking up on saturation with over 22,500 locations globally -- the recent drawdown has Domino’s trading at a valuation it hasn’t seen since 2013.
Currently trading at just 17 times free cash flow (FCF), Domino’s would need to compound FCF by 5% annually over the long haul to live up to this discounted valuation, according to a reverse discounted cash flow calculation, which isn’t outrageous. Furthermore, the company has grown its dividend payments by 12% annually over the last decade, but these payments still use only 37% of Domino’s FCF, leaving ample room for further increases, and the 2.3% yield should be very secure. It may not be the most exciting investment right now, but Domino’s could be an excellent dividend-paying cornerstone for investors seeking more stability than many of today’s most popular AI or data center stocks offer.
Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Domino's Pizza. The Motley Fool has a disclosure policy.
Domino’s Pizza uvedla, že ve 2. čtvrtletí v USA rostly objednávky, ale slabší průměrná útrata stlačila tržby v porovnatelných prodejnách pod očekávání. Společnost zároveň potvrdila výhled na rok 2026.
Domino’s Pizza (NASDAQ:DPZ) executives said second-quarter U.S. demand remained strong in terms of order counts, but a weaker-than-expected ticket dragged on same-store sales as the company lapped last year’s Stuffed Crust Pizza launch.
On the company’s rescheduled second-quarter 2026 earnings call, Chief Executive Officer Russell Weiner said the company grew order counts “meaningfully” across both delivery and carryout, even as the broader quick-service restaurant industry faced pressure from macroeconomic uncertainty and heightened competition. However, he said same-store sales fell short of expectations because the company’s premium series and Slice Sauce promotion did not resonate with customers enough to offset the prior-year benefit from Stuffed Crust.
“The miss on ticket was largely within our control, which means we can and will address it moving forward,” Weiner said.
Leadership Transition Announced The call also featured comments from Joe Jordan, Domino’s incoming CEO. Weiner said the board unanimously elected Jordan, who has spent 15 years with the company and most recently served as chief operating officer. Jordan is expected to become CEO in October, while Weiner said he will transition to executive chairman next year.
Jordan said Domino’s priorities remain focused on serving customers with food, value and experience, supporting franchisees and executing with discipline to drive long-term growth.
“We have an exceptional global franchise system, talented people, a culture of innovation and operational excellence, and a brand that continues to earn the trust of customers every day,” Jordan said.
Second-Quarter Sales Lifted by Store Growth, Pressured by Ticket Chief Financial Officer Sandeep Reddy said income from operations increased 2.6% in the second quarter, excluding foreign currency impacts and refranchising gains from the sale of certain U.S. company-owned store markets in the second quarters of 2026 and 2025. The increase was driven primarily by higher U.S. and international franchise royalties and fees, along with supply chain gross margin dollar growth tied to U.S. order count growth. Those gains were partially offset by higher general and administrative expenses related to the company’s biennial worldwide rally.
Global retail sales rose 3% excluding foreign currency, supported by nearly 1,000 net new stores over the past 12 months. U.S. retail sales increased 1.9%, driven primarily by net store growth, including 26 net new U.S. stores during the quarter. U.S. same-store sales rose 0.1%, with carryout comps up 1.1% and delivery comps down 0.7%. Pricing was up 0.2%.
Reddy said the U.S. comp reflected strong order count growth in the core business and continued growth through aggregator channels, offset by lower average ticket. The company said it believes QSR industry order counts were flat during the quarter, while Domino’s grew orders in total and separately in delivery and carryout.
Weiner said the company’s order count growth is central to its strategy because orders bring customers into its loyalty program and support the company’s supply chain business. He said Domino’s has more than doubled U.S. system orders since he joined the company at the end of 2008, contributing to market share gains, additional retail sales, net new stores and higher franchisee store-level EBITDA.
Aggregator Business and Product Innovation in Focus Executives highlighted continued growth on third-party delivery platforms. Weiner said Domino’s believes it is now the No. 1 pizza company on both Uber and DoorDash, while still seeing “a significant amount of growth ahead” to reach what it views as fair share on those platforms.
In response to an analyst question, Weiner said Domino’s prices at a premium on aggregators and aims to be profit neutral for franchisees. Reddy added that the company is being deliberate in pursuing aggregator growth to protect profitability, calling the channel “one more lever” to drive franchisee profitability.
Weiner also discussed the company’s “orchestration agent,” a back-of-house technology designed to time pizza production so orders are hotter when handed to delivery drivers or customers. He said the system applies to orders placed through Domino’s own channels as well as aggregators.
Domino’s is also preparing to launch a new pizza product later in the third quarter. Weiner said the product is intended to address an unmet consumer need and hit an occasion that the pizza category does not serve well today. He described it as “unlike anything we’ve offered before at Domino’s” and said customer testing showed it was one of the best-tasting products the company has tested.
The company has already changed its third-quarter promotional calendar, including adding Stuffed Crust to its Best Deal Ever promotion. Weiner said customer reaction indicated the change was the right move.
International Results Mixed International retail sales grew 4.1% excluding foreign currency, primarily due to net store growth over the past year, including 183 net new international stores in the quarter. International same-store sales declined 0.1%.
Reddy said international comps continued to be affected by Domino’s Pizza Enterprises, which remains focused on turning around its business, as well as macroeconomic and geopolitical uncertainty across global markets. Weiner said Domino’s is looking forward to working with Andrew Gregory, the incoming CEO of Domino’s Pizza Enterprises, and noted that China and India have continued to be standouts over time.
Guidance and Capital Allocation Domino’s maintained its expectation for U.S. same-store sales to increase in the low single digits for 2026, excluding the impact of a 53rd week. The company also continues to expect international same-store sales growth in the low single digits, including the benefit of the recently concluded World Cup soccer tournament.
The company adjusted its U.S. net store outlook to approximately 175 stores from its prior expectation of 175-plus, citing some pressure on the pipeline from macro conditions and a challenging start to the year that affected franchisee profitability. Domino’s continues to expect approximately 800 net new international stores and mid-single-digit global retail sales growth for the year.
Domino’s also maintained its expectation for mid- to high-single-digit operating income growth, excluding foreign currency, refranchising gains and the gain on the sale of its corporate aircraft.
Through the second quarter, Domino’s repurchased about 632,000 shares for $231 million year to date. Reddy said the company had approximately $1.23 billion remaining on its share repurchase authorization at quarter end and continues to expect to return meaningful cash to shareholders in 2026 and beyond.
About Domino’s Pizza (NASDAQ:DPZ) Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.
Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.
Společnost Domino’s vidí růst hlavně v agregátorech a carryoutu; objednávky z agregátorů jsou podle vedení zhruba z 50 % inkrementální. Ve 2Q fiskálního roku 2026 byly srovnatelné tržby v USA o 0,1 % vyšší, ale počet objednávek rostl.
Key Takeaways Domino's sees aggregators and carryout as key growth levers, with meaningful order incrementality.DPZ uses premium aggregator pricing and better fulfillment timing to support franchisee economics.Domino's scale, store density and supply chain help it compete despite weak near-term momentum. Domino’s Pizza, Inc. (DPZ - Free Report) is entering a phase in which pizza demand is less about one ordering channel and more about capturing occasions across delivery, carryout, loyalty and aggregators.
The company’s second-quarter fiscal 2026 results showed that order growth remains central to the story, even as ticket pressure, promotions and cautious consumer spending complicate the near-term setup.
DPZ's Aggregators Are Changing the PlaybookDomino’s continued to expand on Uber and DoorDash and believes it is now the leading pizza player on both platforms. Management still sees room to grow because the brand remains below what it views as its fair share of the broader aggregator marketplace.
The economics matter. Management continues to point to roughly 50% incrementality from aggregator orders, while premium pricing on those platforms is intended to keep franchisee profitability broadly neutral across channels.
Domino’s Carryout White Space Stands OutCarryout remains one of Domino’s clearer long-term growth levers. Management has said that when a new store opens, about 80% of the carryout business is incremental, rather than shifted from an existing location.
That supports the case for more U.S. development over time. Domino’s ended the fiscal second quarter with 7,231 U.S. stores and added 26 net U.S. stores in the period, while its carryout share of about 20% leaves room for further penetration.
DPZ's Technology Supports Better FulfillmentDomino’s orchestration agent is designed to connect third-party ordering and the company’s own operating platform more effectively. The goal is to align food preparation with driver availability and customer pickup timing.
That coordination matters in pizza. A pie made too early can sit before handoff, hurting temperature and the delivery experience. Better timing can protect product quality while supporting aggregator, delivery and carryout growth.
Domino’s Scale Is a Strategic EdgeDomino’s scale gives it tools that smaller operators often lack. Management points to lower market-basket costs for franchisees, a large advertising budget and supply-chain infrastructure as advantages in a promotional restaurant market.
That edge may matter more when pricing flexibility is limited. Papa John's International, Inc. (PZZA - Free Report) , which currently carries a Zacks Rank #5 (Strong Sell), is part of the same pizza-demand discussion, as investors assess which brands can balance value messaging with franchisee economics.
Yum! Brands, Inc. (YUM - Free Report) , which carries a Zacks Rank #3 (Hold) at present, gives investors another large franchised restaurant model to compare against Domino’s through Pizza Hut. The contrast highlights why digital execution, store density and supply-chain support remain central in pizza competition.
How DPZ's Ratings Capture the CrosscurrentsThe bottom line is that Domino’s long-term growth story still has several visible supports, including aggregators, carryout, loyalty, technology and scale. The near term is less clean, with second-quarter U.S. same-store sales up only 0.1% and ticket pressure offsetting meaningful order-count growth.
DPZ currently carries a Zacks Rank #4 (Sell). That rank reflects pressure in the estimate picture, including a decline in fiscal 2026 earnings estimates over the past 30 days.
The Style Scores show the split. Domino’s has a Growth Score of A, underscoring favorable longer-term growth characteristics, while its Momentum Score of F signals weak price and earnings momentum. For investors, that combination points to a business with structural strengths, but a stock that still needs cleaner execution and estimate support before sentiment improves.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Domino's Pizza ve 2. čtvrtletí zvýšila tržby o 4,3 % na 1,19 mld. USD, mírně nad odhady, ale EPS 4,07 USD zaostal za konsensem. Porovnatelné tržby v domácích obchodech stagnovaly.
Americký řetězec rychlého občerstvení Domino's Pizza zveřejnil hospodářské výsledky za druhý kvartál roku 2026. Tržby mírně překonaly odhady analytiků, zisk na akcii však za očekáváním zaostal. Porovnatelné tržby v domácích obchodech stagnovaly.
Výsledky společnosti Domino's Pizza (DPZ) za 2Q 2026 2Q 2026 Konsensus 2Q 2026 2Q 2025 Tržby (mld. USD) 1,19 1,18 1,15 Čistý zisk (mil. USD) 135,8 -- 131,1 Zisk na akcii (EPS, USD/akcie) 4,07 4,18 3,81 Výsledky za 2Q Tržby zaznamenaly meziroční růst o 4,3 % na 1,19 mld. USD, když analytici projektovali 1,18 mld. USD. Za růstem stály především vyšší tržby segmentu dodavatelského řetězce, které táhly vyšší objemy objednávek a zdražení potravinového koše prodejnám o 2,2 %, a dále vyšší franšízové a reklamní poplatky.
Celkový růst porovnatelných tržeb v domácích obchodech činil +0,1 % (Očekávalo se +0,11 %). Porovnatelné tržby v domácích franšízách stagnovaly, zatímco trh počítal s růstem o 0,07 %. Růst porovnatelných tržeb v domácích spoluvlastněných obchodech dosáhl +2,1 %, což překonalo očekávání +0,55 %. Mezinárodní porovnatelné tržby (bez vlivu vývoje měnových párů) naopak poklesly o 0,1 % při konsensu +0,62 %.
Provozní zisk meziročně vzrostl o 3,1 % na 232 mil. USD, když analytici projektovali 225,5 mil. USD.
Čistý zisk meziročně vzrostl o 3,6 % na 135,8 mil. USD.
Řetězec ve 2Q zaznamenal čistý nárůst prodejen o 209 (26 v USA a 183 na mezinárodních trzích), zatímco se očekávalo 199 prodejen. Celkový počet prodejen ke konci kvartálu dosáhl 22 531.
Provozní hotovostní tok za první dvě fiskální čtvrtletí roku 2026 dosáhl 352,6 mil. USD (-3,9 % meziročně) a volný hotovostní tok činil 313,6 mil. USD (-5,5 % meziročně).
Dividenda a zpětný odkup akcií Ve 2Q společnost zpětně odkoupila akcie za 156,2 mil. USD. Představenstvo také deklarovalo kvartální dividendu ve výši 1,99 USD na akcii.
Komentář CEO „Ve druhém kvartále dosáhla společnost Domino’s významného růstu počtu objednávek,“ uvedl generální ředitel Russell Weiner. „Jsem přesvědčen, že růst počtu objednávek je tím nejdůležitějším hnacím motorem dlouhodobého úspěchu našeho podnikání. Ve kvartále, kdy širší americký trh rychlého občerstvení i nadále čelil tlaku na spotřebitelskou poptávku, vygenerovala společnost Domino’s růst počtu objednávek jak v segmentu rozvozu, tak u osobního odběru, a přivedla tak k naší značce miliony nových zákazníků. Tito noví zákazníci posilují náš dlouhodobý motor růstu tím, že se zapojují do našeho věrnostního programu, zatímco jejich objednávky pohánějí náš dodavatelský řetězec, podporují růst sítě poboček a zvyšují náš tržní podíl. Mé přesvědčení o dlouhodobém růstovém potenciálu společnosti Domino’s zůstává silné jako vždy. Naše velikost a konkurenční postavení nebyly nikdy silnější. Společnost Domino’s má jedinečnou pozici k tomu, aby i nadále zvyšovala svůj tržní podíl a přinášela akcionářům dlouhodobou hodnotu,“ dodal Weiner.
Vývoj akcie Akcie Domino's Pizza (DPZ) v předburzovní fázi obchodování posilují o 7,93 % na 347,73 USD.
Akcie Domino's Pizza (DPZ) před výsledky na 322,18 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 10,7 P/E 17,9 Vývoj za letošní rok (%) -22,7 Očekávané P/E 16,9 52týdenní minimum (USD) 282,0 Prům. cílová cena (USD) 388,5 52týdenní maximum (USD) 496,0 Dividendový výnos (%) 2,3 Zdroj: Domino's, Bloomberg
UBS čeká, že Domino's Pizza ve 2. čtvrtletí oznámí pokles srovnatelných tržeb v USA o 1,5 % proti konsenzu růstu o 0,3 %. Investoři budou sledovat plán na oživení prodejů a výhled na druhou polovinu roku.
Domino's Pizza Inc (NYSE:DPZ) is expected to report weaker-than-expected US same-store sales for the second quarter as macroeconomic pressures, elevated promotional activity across the pizza category and tougher year-over-year comparisons weigh on performance, according to UBS.
Ahead of the company's July 20 earnings report, the brokerage wrote that investors are likely to focus on current and planned sales initiatives, as well as management's outlook for sales in the second half of the year.
UBS forecasts US same-store sales will decline 1.5% in the second quarter, compared with Wall Street consensus expectations for 0.3% growth. The analysts wrote that softer consumer spending and heightened promotional competition are likely to offset benefits from value offers, marketing investments, the company's loyalty program and third-party delivery partnerships.
The firm expects management to highlight initiatives aimed at improving sales momentum, including continued value promotions, further growth through DoorDash, enhancements to Domino's app and loyalty platform, increased marketing and new menu offerings.
UBS also expects the company to discuss product innovation, including new sauces, expanded chicken options and additional crust platforms following the launch of Parmesan Stuffed Crust. The analysts added that store closures among competitors could help Domino's expand its market share over time.
While UBS continues to view Domino's as well-positioned for longer-term market share gains and global expansion, it sees risks to the company's current 2026 guidance.
UBS wrote that it sees downside risk to the company's current 2026 guidance, including low-single-digit growth in US and international same-store sales and mid- to high-single-digit operating income growth, excluding foreign exchange effects and the benefit of a 53rd week.
Outside the US, UBS forecasts global net store growth of 4.6% in the second quarter, in line with consensus estimates, including 31 net new stores in the US and 165 internationally. The analysts noted that global expansion outside Domino's Pizza Enterprises remains a relative strength, supported by attractive franchise economics, strong franchisee profitability, competitor closures and contributions from key international markets.
UBS added that investors are also likely to focus on Domino's Pizza Enterprises, including the arrival of its new chief executive in August, management's confidence in its turnaround strategy and potential portfolio changes to improve performance.
The firm maintained its $375 price target, saying Domino's valuation appears near a support level despite ongoing macroeconomic uncertainty, with longer-term upside supported by the company's potential to gain market share and accelerate sales growth through its strategic initiatives.
Shares of Domino’s traded hands at $305 on Wednesday afternoon.
Domino's Pizza letos klesla o 25 % a obchoduje se poblíž 52týdenního minima, zatímco její P/E 17 je nejnižší za více než 10 let. V 1. čtvrtletí zklamala tržbami i ziskem, ale hrubá marže vzrostla na 40,4 %.
Domino's Pizza (DPZ +3.21%) has not delivered for investors in 2026, but it is flashing a signal that long-term investors should take note of.
The world's largest pizza chain has been struggling over the past few years. This year, the stock price has plummeted 25% year to date as of June 19 and is trading at $312 per share, which is close to a 52-week low.
But even more notable is its valuation. Domino's stock is trading at 17 times earnings and 16 times forward earnings. That is not only a 52-week low valuation but also the lowest valuation for Domino's stock in more than 10 years.
The last time the price-to-earnings (P/E) ratio was this low was in 2012, some 14 years ago. Does this mean that Domino's stock is a buy?
Image source: Getty Images.
Domino's stock is as cheap as it's been in years Domino's stock really tanked in late April after the pizza chain released first-quarter earnings that missed revenue and earnings estimates. Overall, global sales were up about 3.5% year over year. U.S. sales were up 3%, with same-store U.S. sales increasing 1%. The miss was mainly due to lower international sales, as international same-store sales were down 0.4%.
Also, Domino's lowered its U.S. same-store growth guidance for the fiscal year from 3% to a more nebulous low-single-digits range -- which could be 3%, but it sounds worse. It cited macroeconomic pressures and challenges. Overall global sales are targeted for mid-single digits.
Domino's has been investing heavily in its website and app to increase its digital sales, including a new, more intuitive app. Last year, online orders accounted for 85% of all sales in the U.S.
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It has also expanded its relationship with third-party delivery services, adding DoorDash as a delivery provider, along with Uber Eats. The third-party delivery services expand Domino's market and result in higher margins, as third-party orders are, on average, higher due to a premium placed on menu items ordered through third-party apps.
Also, in Q1, Domino's increased its gross margin by 60 basis points year over year to 40.4% due to strong expense management and lower costs of sales. Further, CFO Sandeep Reddy said on the earnings call that the operating margin will continue to expand this year.
Also worth noting is that a challenging economic environment could lead more budget-conscious families to seek cheaper options to feed their families.
Domino's stock is a compelling option worth considering given its decade-low valuation, its expense management, and its digital and third-party delivery strategies. Wall Street analysts see the stock as a buy, with a median price target of $400 per share, which would suggest 28% upside.
Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Domino's Pizza, DoorDash, and Uber Technologies. The Motley Fool has a disclosure policy.
Domino's oznámila změnu ve vedení: od 1. října 2026 se novým CEO stane Joe Jordan. Russell Weiner přejde do role výkonného předsedy a David Brandon v roce 2027 odejde z představenstva.
Joe Jordan to Become Chief Executive Officer
Russell Weiner to Retire as CEO and Become Executive Chairman
David Brandon to Retire from the Board Following 28 Years of Service
, /PRNewswire/ -- Domino's Pizza Inc. (Nasdaq: DPZ), the largest pizza company in the world, today announced that Russell Weiner has informed the Company's Board of Directors of his intention to retire as Chief Executive Officer following a distinguished career with Domino's. Consistent with its multi-year succession planning process, the Domino's Board of Directors has appointed Joe Jordan, currently Chief Operating Officer and President – Domino's U.S., as Chief Executive Officer, effective October 1, 2026. Jordan will also join the Company's Board of Directors at that time. Russell Weiner will transition from Chief Executive Officer to Executive Chairman Designate on October 1, 2026, and become Executive Chairman following the Company's 2027 annual shareholder meeting. David Brandon, Executive Chairman, will retire and not stand for reelection to the Board in 2027, concluding 28 years of service to Domino's.
Domino's has announced the next chapter of the company's leadership. Joe Jordan (left), currently COO and President of Domino's U.S., has been appointed CEO effective Oct. 1, 2026, succeeding Russell Weiner (right), who will retire as CEO and transition to Executive Chairman in 2027. Current Executive Chairman David A. Brandon (middle) will retire from the Board in 2027 after nearly three decades of service to the company. "Joe is a proven leader whose experience spans virtually every aspect of our business," said David Brandon, Executive Chairman. "After a thoughtful succession planning process, the Board unanimously concluded that Joe is the right leader to serve as Domino's next CEO. He embodies Domino's culture of developing leaders from within, has earned the trust of franchisees across our global system and is uniquely qualified to guide the Company through its next phase of growth. At the same time, Russell is one of the most innovative, strategic leaders in our industry, and Domino's will continue to benefit from his creativity, franchisee relationships and extensive knowledge of the QSR category in his role as Executive Chairman."
Joe Jordan has spent nearly 15 years in leadership roles across Domino's marketing, U.S. and international operations, technology and franchisee support. He has built a proven track record of driving growth and innovation across the business, from delivering strong same store sales growth to leading Domino's international business through a period of record expansion, opening more than 3,000 stores worldwide during his tenure. Most recently, he has overseen key strategic initiatives, including the relaunch of the Company's loyalty and e-commerce platforms and the launch of Domino's global digital marketplace partnerships, leveraging strong relationships across the Company's system.
"I am honored by the Board's confidence and grateful for the opportunity to lead Domino's," said Joe Jordan, Chief Operating Officer and President – Domino's U.S. "What makes Domino's special is the strength of the people behind the brand, starting with our franchisees and including our team members and leaders around the world. I have also been fortunate to work closely with Russell over the past four years and am grateful for his leadership and contributions to Domino's. I look forward to continuing to benefit from his experience and perspective in his role on the Board. Domino's is one of the most innovative and resilient global systems in the restaurant industry and I am excited to build that foundation as we focus on reaccelerating growth and continuing to deliver delicious pizza and exceptional value to customers worldwide."
Russell Weiner will continue serving as Chief Executive Officer through September 30, 2026, after which he will become Executive Chairman Designate until Domino's annual shareholder meeting in April 2027, when he will assume the role of Executive Chairman. Weiner will help ensure continuity as the Company transitions to its next generation of leadership and will provide counsel to Joe Jordan and the Board, supporting Domino's continued growth leveraging his 18 years with the brand.
"Since joining Domino's in 2008, Russell has played a pivotal role in the Company's growth and success," said David Brandon. "Among his many contributions to the brand prior to becoming CEO, Russell led the highly successful, and somewhat infamous, 'Pizza Turnaround' campaign that was launched in 2010 and created many years of positive momentum for our brand and business. As CEO, Russell was the architect of the Hungry for MORE strategy, which continues to drive sales and store growth and expand Domino's dominant market share of the pizza category. During his tenure as CEO, the Company achieved net store growth of more than 3,200 locations, increased global retail sales by nearly $3 billion, and delivered close to a 30% increase in operating income. We owe Russell a great debt of thanks for his leadership and many accomplishments and look forward to his continued involvement as Executive Chairman of the Board."
David Brandon will retire from the Board and as Executive Chairman following the Company's 2027 annual shareholder meeting. He has served as Chairman of Domino's Board of Directors since 1999 and as Executive Chairman since 2022. He also served as Chief Executive Officer from 1999 to 2010. During his 28 years of leadership and board stewardship, Brandon helped transform Domino's into a global category leader, guiding the Company from its 2004 initial public offering through a period of significant international expansion and technological innovation, including the introduction of online ordering, Domino's Tracker and mobile ordering.
"Dave's impact on Domino's cannot be overstated," said Russell Weiner, Chief Executive Officer. "He led the Company through its transformation from a domestic pizza chain to a global technology and delivery leader, championing the digital innovations that revolutionized how customers order pizza. Beyond his strategic vision, Dave has been an invaluable mentor to countless leaders across our system. His relentless focus on franchisee success and operational excellence has shaped the culture that drives Domino's today, and his legacy will endure for generations to come."
With a leadership team that combines deep operational expertise, strategic vision and strong franchisee relationships, Domino's enters its next chapter focused on accelerating growth, strengthening its global leadership position and continuing to raise the bar on delicious food at renowned value for customers around the world.
About Domino's Pizza®
Founded in 1960, Domino's Pizza is the largest pizza company in the world, with a significant business in both delivery and carryout. It ranks among the world's top public restaurant brands with a global enterprise of more than 22,300 stores in over 90 markets. Domino's had global retail sales of over $20.4 billion in the trailing four quarters ended March 22, 2026. Its system is comprised of independent franchise owners who accounted for 99% of Domino's stores as of the end of the first quarter of 2026. In the U.S., Domino's generated more than 85% of U.S. retail sales in 2025 via digital channels and has developed many innovative ordering platforms.
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