DPZ Earnings Prediction
The chart below shows how DPZ performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DPZ sees a +3.11% change in stock price 10 days leading up to the earnings, and a +0.57% change 10 days following the report. On the earnings day itself, the stock moves by -1.33%. This data can give you a slight idea of what to expect for the next quarter's release.
DPZ Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.44B
2.92%
33.68%
Gross Margin
39.19%
2.00%
-0.10%
Operating Margin
18.95%
3.38%
2.93%
Net Margin
11.74%
4.73%
-13.68%
EPS
4.91
9.35%
17.18%
No Data Available
DPZ Earnings Analysis
Domino's Pizza Inc Corporation (DPZ.N) Earnings Conference Call
Positive
US Retail Sales Growth: Domino's Pizza reported a 5.3% growth in retail sales in the US for 2024, indicating strong performance despite market challenges.
Market Share Gain Strategy: The company achieved a 1% market share gain in QSR Pizza in the US, consistent with its historical growth rates, demonstrating the effectiveness of its Hungry for More strategy.
Carryout Sales Growth: Domino's saw significant same-store sales growth in its carryout business, which was up over 6% for the year, showcasing its strength in this segment.
Product Innovation Success: The successful launch of new products, including New York style pizza and mac and cheese pasta, reflects Domino's commitment to innovation and meeting customer preferences.
Rewards Program Growth: The Domino's rewards program grew to 35.7 million active members, up approximately 2.5 million from 2023, enhancing customer engagement and repeat purchases.
Aggregator Market Entry: The company entered the aggregator market with Uber, achieving 3% of sales through this channel, which is expected to grow significantly in 2025.
Franchise Expansion Potential: Domino's added almost 60 new franchisees in 2024, with a pipeline of 120 future franchisees, indicating strong interest and growth potential in its franchise model.
Consistent Sales Growth: Internationally, Domino's has achieved 31 consecutive years of same-store sales growth, demonstrating resilience and strong performance in global markets.
Dividend Increase Announcement: The company announced a 15% increase in its dividend, reflecting confidence in its financial health and commitment to returning value to shareholders.
Negative
Earnings Miss Report: Domino’s Pizza, Inc. misses on earnings expectations, reporting an EPS of $4.89 against expectations of $4.98.
Retail Sales Performance Q4: Total retail sales grew only 2.3% in the US for Q4, with same-store sales at just 0.4%, indicating weaker performance than anticipated.
Decline in Delivery Sales: Delivery sales were down 1.4%, attributed to macro and competitive pressures affecting low-income customers, which is a concerning trend for the company.
Customer Engagement Stagnation: Traffic was flat for the quarter, suggesting stagnation in customer engagement and potential challenges in attracting new customers.
Sales Mix Impact Analysis: The shift in sales mix towards carryout, which has a lower ticket average than delivery, could negatively impact overall revenue and profitability.
Performance Challenges Overview: The company faced challenges in the back half of the year, which weighed on overall performance despite a strong start in the first half.
Macro Pressures Impacting Growth: The expected macro pressures in 2025 could hinder the company's ability to achieve its long-term growth targets, particularly in the US market.
International Business Challenges: The international business is facing challenges due to the strategic plan of Domino’s Pizza Enterprises, which includes closing over 200 underperforming stores, primarily in Japan, indicating potential instability in that market.
DPZ FAQs
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DPZ Earning Call Sentiment
Domino’s Pizza, Inc. (NASDAQ:DPZ) Q4 2024 Earnings Call Transcript
DPZ.N
1.6%Positive
The earnings call presents a mixed outlook. While there is a positive dividend increase and share repurchase, EPS missed expectations and delivery sales declined. The international growth is promising, but store closures in Japan could hinder progress. The Q&A reveals management's reluctance to provide specific guidance, which may concern investors. Overall, the financial performance and strategic initiatives are balanced, resulting in a neutral sentiment.
