Domino's Pizza Set to Release Q4 Earnings on February 23
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy DPZ?
Source: seekingalpha
- Earnings Announcement: Domino's Pizza is set to announce its Q4 earnings on February 23 before market open, with consensus EPS estimate at $5.38 and revenue expected to reach $1.52 billion, reflecting a 5.6% year-over-year growth, which could significantly impact the company's stock performance.
- Historical Performance: Over the past two years, Domino's has beaten EPS estimates 100% of the time, while only achieving a 25% beat rate on revenue estimates, indicating stability in profitability but potential volatility in revenue growth that may affect investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 5 upward revisions and 13 downward revisions, while revenue estimates experienced 5 upward and 11 downward revisions, suggesting market uncertainty regarding the company's future growth prospects.
- Market Sentiment Shift: Despite gaining popularity in the restaurant sector and being favored by Berkshire Hathaway, Morgan Stanley notes a lack of clear catalysts could hinder its performance through 2026, prompting investors to exercise caution in their evaluations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DPZ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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
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 Preview
- Earnings Forecast: Domino's Pizza is set to release its Q4 earnings before the market opens on February 23, with analysts expecting earnings per share to reach $5.38, up from $4.89 in the same period last year, indicating sustained profitability.
- Revenue Expectations: According to Benzinga Pro, Domino's quarterly revenue is projected at $1.52 billion, an increase from last year's $1.44 billion, reflecting the company's robust performance and growth potential in the market.
- Dividend Yield: Currently, Domino's boasts an annual dividend yield of 1.81%, with a quarterly dividend of $1.74, totaling $6.96 annually, which attracts investor interest in its potential dividend income amidst the current market conditions.
- Investment Demand Analysis: To achieve a monthly dividend income of $500, an investor would need approximately 862 shares, valued at around $331,982, highlighting the appeal of Domino's dividend strategy and its significance in dividend investing.
See More
Domino's Pizza Set to Release Q4 Earnings on February 23
- Earnings Announcement: Domino's Pizza is set to announce its Q4 earnings on February 23 before market open, with consensus EPS estimate at $5.38 and revenue expected to reach $1.52 billion, reflecting a 5.6% year-over-year growth, which could significantly impact the company's stock performance.
- Historical Performance: Over the past two years, Domino's has beaten EPS estimates 100% of the time, while only achieving a 25% beat rate on revenue estimates, indicating stability in profitability but potential volatility in revenue growth that may affect investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 5 upward revisions and 13 downward revisions, while revenue estimates experienced 5 upward and 11 downward revisions, suggesting market uncertainty regarding the company's future growth prospects.
- Market Sentiment Shift: Despite gaining popularity in the restaurant sector and being favored by Berkshire Hathaway, Morgan Stanley notes a lack of clear catalysts could hinder its performance through 2026, prompting investors to exercise caution in their evaluations.
See More
Hims & Hers Acquires Eucalyptus for Up to $1.15B
- Acquisition Announcement: Hims & Hers Health has announced the acquisition of Australian digital health provider Eucalyptus in a cash and stock deal valued at up to $1.15 billion, which will enhance its market position in the digital health sector.
- Eucalyptus Performance: As Australia's largest digital health provider with an annual revenue exceeding $450 million, the acquisition is expected to provide Hims & Hers with significant revenue growth potential, thereby strengthening its competitive edge in the Asia-Pacific market.
- Walmart Earnings Report: Walmart's fourth-quarter earnings report revealed a 4.6% increase in U.S. comparable sales, aligning with market expectations, although its stock fell 2.20%; the increase in transaction volume and average ticket size indicates robust consumer spending.
- Phillips 66 Strategy: Phillips 66 gained 2.64% in premarket trading as it seeks to buy heavy crude directly from Venezuela's state oil company PDVSA in collaboration with Citgo Petroleum, a strategy aimed at maximizing profits by bypassing other suppliers.
See More
Berkshire Hathaway Increases Stake in Domino's Pizza
- Increased Holdings: Berkshire Hathaway has once again increased its stake in Domino's Pizza to approximately 9.9% in Q4 2024, indicating strong confidence in the company and likely enhancing Domino's market performance.
- Investment Scale: Berkshire first initiated a position of about 1.3 million shares in Q3 2024 at an average price in the mid-$430s, which was raised to roughly 2.4 million shares by Q4 2024, reflecting a high-conviction investment in Domino's.
- Ongoing Accumulation: In the first half of 2025, Berkshire continued to add to its Domino's position, purchasing approximately 239,000 shares in Q1 and increasing total holdings to around 2.6 million shares by Q2 2025, despite trimming its Apple holdings, showcasing its commitment to Domino's.
- Market Appeal: Analysts have highlighted that Domino's global scale, asset-light franchising model, and aggressive capital returns are attributes that resonate with Warren Buffett's investment philosophy, suggesting long-term growth potential for the company.
See More
Warren Buffett Steps Down as CEO but Remains Chairman of Berkshire Hathaway
- Buffett's Leadership Legacy: Although Warren Buffett has stepped down as CEO of Berkshire Hathaway, his role as chairman ensures his lasting influence on the company's culture and investment philosophy, particularly his advocacy for long-term holding strategies.
- Bank Stock Reduction Strategy: In recent years, Berkshire has sold 29% of its stake in Bank of America, which remains the third-largest position in its portfolio, reflecting concerns over bank stock valuations while also indicating interest in diversifying investments into other sectors.
- Investment in Domino's Pizza: Under Buffett's leadership, Berkshire has increased its stake in Domino's Pizza for four consecutive quarters, holding nearly $1.3 billion by the end of Q3 2025, despite the company facing competitive pressures and cost challenges, highlighting its long-term growth potential.
- Market Competition and Growth Strategy: Domino's Pizza has seen its stock decline over 21% in the past year, but the company plans to address market challenges by introducing new menu items, providing consumer value, and focusing on profitable growth, demonstrating resilience and adaptability in adversity.
See More
Buffett's Investment Strategy and Domino's Pizza
- Buffett's Investment Philosophy: Buffett's long-term stock holding strategy has led him to reduce interest in the banking sector in recent years, shifting focus to other areas, particularly consumer goods, demonstrating his adaptability to market changes.
- Investment in Domino's Pizza: Buffett invested nearly $1.3 billion in Domino's Pizza over the past four quarters, despite the company facing a 21% stock price decline and fierce market competition, its recession-proof characteristics and tech-driven business model continue to attract investor interest.
- Reduction in Bank Stocks: Buffett sold 29% of his stake in Bank of America in Q3 2024, although the stock remains the third-largest holding in Berkshire's portfolio, reflecting concerns over bank valuations and a search for alternative investment opportunities.
- Market Outlook and Strategic Adjustments: Despite challenges, Domino's management plans to achieve profitable growth by introducing new menu items and providing consumer value, showcasing the company's determination to seek transformation in adversity.
See More
Domino's Pizza Q4 Earnings Preview
- Earnings Forecast: Domino's Pizza is set to release its Q4 earnings before the market opens on February 23, with analysts expecting earnings per share to reach $5.38, up from $4.89 in the same period last year, indicating sustained profitability.
- Revenue Expectations: According to Benzinga Pro, Domino's quarterly revenue is projected at $1.52 billion, an increase from last year's $1.44 billion, reflecting the company's robust performance and growth potential in the market.
- Dividend Yield: Currently, Domino's boasts an annual dividend yield of 1.81%, with a quarterly dividend of $1.74, totaling $6.96 annually, which attracts investor interest in its potential dividend income amidst the current market conditions.
- Investment Demand Analysis: To achieve a monthly dividend income of $500, an investor would need approximately 862 shares, valued at around $331,982, highlighting the appeal of Domino's dividend strategy and its significance in dividend investing.
See More
Domino's Pizza Set to Release Q4 Earnings on February 23
- Earnings Announcement: Domino's Pizza is set to announce its Q4 earnings on February 23 before market open, with consensus EPS estimate at $5.38 and revenue expected to reach $1.52 billion, reflecting a 5.6% year-over-year growth, which could significantly impact the company's stock performance.
- Historical Performance: Over the past two years, Domino's has beaten EPS estimates 100% of the time, while only achieving a 25% beat rate on revenue estimates, indicating stability in profitability but potential volatility in revenue growth that may affect investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen 5 upward revisions and 13 downward revisions, while revenue estimates experienced 5 upward and 11 downward revisions, suggesting market uncertainty regarding the company's future growth prospects.
- Market Sentiment Shift: Despite gaining popularity in the restaurant sector and being favored by Berkshire Hathaway, Morgan Stanley notes a lack of clear catalysts could hinder its performance through 2026, prompting investors to exercise caution in their evaluations.
See More
Hims & Hers Acquires Eucalyptus for Up to $1.15B
- Acquisition Announcement: Hims & Hers Health has announced the acquisition of Australian digital health provider Eucalyptus in a cash and stock deal valued at up to $1.15 billion, which will enhance its market position in the digital health sector.
- Eucalyptus Performance: As Australia's largest digital health provider with an annual revenue exceeding $450 million, the acquisition is expected to provide Hims & Hers with significant revenue growth potential, thereby strengthening its competitive edge in the Asia-Pacific market.
- Walmart Earnings Report: Walmart's fourth-quarter earnings report revealed a 4.6% increase in U.S. comparable sales, aligning with market expectations, although its stock fell 2.20%; the increase in transaction volume and average ticket size indicates robust consumer spending.
- Phillips 66 Strategy: Phillips 66 gained 2.64% in premarket trading as it seeks to buy heavy crude directly from Venezuela's state oil company PDVSA in collaboration with Citgo Petroleum, a strategy aimed at maximizing profits by bypassing other suppliers.
See More
Berkshire Hathaway Increases Stake in Domino's Pizza
- Increased Holdings: Berkshire Hathaway has once again increased its stake in Domino's Pizza to approximately 9.9% in Q4 2024, indicating strong confidence in the company and likely enhancing Domino's market performance.
- Investment Scale: Berkshire first initiated a position of about 1.3 million shares in Q3 2024 at an average price in the mid-$430s, which was raised to roughly 2.4 million shares by Q4 2024, reflecting a high-conviction investment in Domino's.
- Ongoing Accumulation: In the first half of 2025, Berkshire continued to add to its Domino's position, purchasing approximately 239,000 shares in Q1 and increasing total holdings to around 2.6 million shares by Q2 2025, despite trimming its Apple holdings, showcasing its commitment to Domino's.
- Market Appeal: Analysts have highlighted that Domino's global scale, asset-light franchising model, and aggressive capital returns are attributes that resonate with Warren Buffett's investment philosophy, suggesting long-term growth potential for the company.
See More
Warren Buffett Steps Down as CEO but Remains Chairman of Berkshire Hathaway
- Buffett's Leadership Legacy: Although Warren Buffett has stepped down as CEO of Berkshire Hathaway, his role as chairman ensures his lasting influence on the company's culture and investment philosophy, particularly his advocacy for long-term holding strategies.
- Bank Stock Reduction Strategy: In recent years, Berkshire has sold 29% of its stake in Bank of America, which remains the third-largest position in its portfolio, reflecting concerns over bank stock valuations while also indicating interest in diversifying investments into other sectors.
- Investment in Domino's Pizza: Under Buffett's leadership, Berkshire has increased its stake in Domino's Pizza for four consecutive quarters, holding nearly $1.3 billion by the end of Q3 2025, despite the company facing competitive pressures and cost challenges, highlighting its long-term growth potential.
- Market Competition and Growth Strategy: Domino's Pizza has seen its stock decline over 21% in the past year, but the company plans to address market challenges by introducing new menu items, providing consumer value, and focusing on profitable growth, demonstrating resilience and adaptability in adversity.
See More
Buffett's Investment Strategy and Domino's Pizza
- Buffett's Investment Philosophy: Buffett's long-term stock holding strategy has led him to reduce interest in the banking sector in recent years, shifting focus to other areas, particularly consumer goods, demonstrating his adaptability to market changes.
- Investment in Domino's Pizza: Buffett invested nearly $1.3 billion in Domino's Pizza over the past four quarters, despite the company facing a 21% stock price decline and fierce market competition, its recession-proof characteristics and tech-driven business model continue to attract investor interest.
- Reduction in Bank Stocks: Buffett sold 29% of his stake in Bank of America in Q3 2024, although the stock remains the third-largest holding in Berkshire's portfolio, reflecting concerns over bank valuations and a search for alternative investment opportunities.
- Market Outlook and Strategic Adjustments: Despite challenges, Domino's management plans to achieve profitable growth by introducing new menu items and providing consumer value, showcasing the company's determination to seek transformation in adversity.
See More
