Domino's Pizza Gains Market Share with Q4 Results

Written by Emily J. Thompson, Senior Investment Analyst

Source: stocktwits

Updated: 1 hour ago

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DPZ-0.14%

Should l Buy DPZ?

Source: stocktwits

Earnings Beat: Domino's reported Q4 earnings per share (EPS) of $5.35 on revenue of $1.54 billion, slightly below the expected EPS of $5.38 and revenue of $1.52 billion, indicating strong profitability despite minor misses.
Market Share Growth: The company gained an additional point in U.S. market share, maintaining its lead in the Quick Service Restaurant (QSR) pizza segment, showcasing the effectiveness of its 'Hungry for More' strategy.
Consistent Growth: Domino's achieved its 32nd consecutive year of same-store sales growth internationally, reflecting the stability and expansion potential of its global operations, further solidifying its market position.
Bullish Retail Sentiment: Retail sentiment around Domino's on Stocktwits trended in the 'extremely bullish' territory, indicating strong investor confidence in the company's future performance, which could drive further stock price increases.

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Analyst Views on DPZ

Wall Street analysts forecast DPZ stock price to rise

15 Analyst Rating

6 Buy

8 Hold

1 Sell

Moderate Buy

Current: 385.130

Low

370.00

Averages

464.83

High

556.00

Current: 385.130

Low

370.00

Averages

464.83

High

556.00

BTIG

Buy

downgrade

$530 -> $500

2026-02-19

New

Reason

BTIG

Price Target

$530 -> $500

AI Analysis

2026-02-19

New

downgrade

Buy

Reason

BTIG lowered the firm's price target on Domino's Pizza to $500 from $530 and keeps a Buy rating on the shares. The firm is citing the lack of confidence in Domino's ability to deliver on their stated 3% annual same-store sales targets.

UBS

Dennis Geiger

Buy

downgrade

$540 -> $500

2026-02-13

Reason

UBS

Dennis Geiger

Price Target

$540 -> $500

2026-02-13

downgrade

Buy

Reason

UBS analyst Dennis Geiger lowered the firm's price target on Domino's Pizza to $500 from $540 and keeps a Buy rating on the shares. Domino's Pizza is positioned for U.S. sales momentum into 2026, supported by multiple initiatives, with accelerating global new store development over the coming years, and a solid multiyear earnings growth trajectory, the analyst tells investors in a research note.

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About DPZ

Domino’s Pizza, Inc. is a pizza company with a significant business in both delivery and carryout. The Company operates through three segments: U.S. stores, international franchise, and supply chain. The U.S. stores segment is comprised primarily of its franchise operations, which consists of franchised stores located in the United States. The segment also operates a network of United States Company-owned stores. The international franchise segment primarily includes operations related to the Company’s franchising business in foreign markets. The supply chain segment primarily includes the distribution of food, equipment and supplies to stores from the Company’s supply chain center operations in the United States and Canada. It is primarily a franchisor, with approximately 99% of its global stores owned and operated by its independent franchisees. In its international markets, the Company generally grants geographical rights to the Domino’s Pizza brand to master franchisees.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Domino's Pizza Q4 Earnings Analysis

3 hours agoseekingalpha

Earnings Performance: Domino's reported a Q4 GAAP EPS of $5.35, missing estimates by $0.04, indicating pressure on profitability, although revenue grew 6.4% year-over-year to $1.54 billion, surpassing market expectations by $20 million.
Revenue Growth Drivers: The revenue increase was primarily driven by higher supply chain revenues, attributed to increased order volumes and a 1.7% rise in food basket pricing, demonstrating effective cost management and responsiveness to market demand.
Franchise Revenue Boost: U.S. franchise advertising revenues rose due to reduced advertising incentives, higher same-store sales, and net store growth, reflecting the brand's competitive strength and enhanced customer loyalty in the market.
Global Sales Dynamics: U.S. same-store sales grew by 3.7%, global retail sales increased by 4.9%, and international same-store sales rose by 0.7%, showcasing the company's robust performance and expansion potential in the global market.

Domino's Pizza Earnings Analysis and Outlook

24 minutes agoBenzinga

Earnings Highlights: Domino's Pizza reported earnings per share of $5.35, slightly below the analyst consensus of $5.39, yet sales reached $1.536 billion, a 6.4% year-over-year increase, surpassing the market expectation of $1.520 billion, indicating strong performance in supply chain and franchise revenues.
Operational Income Growth: Operating income rose 8.0% year-over-year to $295.7 million, driven by increases in franchise royalties and supply chain gross margin, with gross margin expanding from 39.2% last year to 39.7%, reflecting successful cost control and revenue optimization strategies.
Store Expansion: The company added a net 392 stores globally, with 96 openings in the U.S. and 320 internationally, demonstrating the effectiveness of its global expansion strategy, which enhances market share and brand influence.
Increased Shareholder Returns: With a free cash flow of $671.5 million, the company announced a 15% increase in its quarterly dividend to $1.99, reflecting its commitment to shareholders, while repurchasing 188,526 shares and retaining $459.7 million in buyback authorization, boosting investor confidence.

Domino's Pizza Achieves 32nd Year of Growth

1 hour agoseekingalpha

Strong Performance: Domino's Pizza reported a 6.4% revenue increase in Q4, reaching $1.54 billion, exceeding expectations by $20 million, driven by sustained growth in international markets and increased market share in the U.S.
Profit Growth: The company achieved a 9% increase in overall profits, reaching a record high, primarily due to a 1.7% rise in food basket pricing and higher franchisee profits, despite adjusted earnings slightly missing market expectations.
Dividend Increase: Domino's announced a more than 14% increase in its quarterly dividend, reflecting the company's robust financial performance and boosting investor confidence, which drove shares nearly 6% higher at Monday's open.
Market Outlook: CEO Russell Weiner indicated expectations to significantly increase market share within the U.S. QSR pizza category by 2026, demonstrating the company's confidence and strategic planning for future growth.