DPZ

A month has gone by since the last earnings report for Domino's Pizza (DPZ). Shares have lost about 8.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Domino's Pizza due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Domino's Pizza Inc before we dive into how investors and analysts have reacted as of late. Domino's reported first-quarter fiscal 2026 results, with earnings missing the Zacks Consensus Estimate and decreasing on a year-over-year basis. However, total revenues also missed the same but increased from the prior year's reported figure.Domino’s first-quarter results were underpinned by higher supply chain revenues and increased global franchise royalties and advertising revenues. Management noted that supply chain gains reflected higher food basket pricing and increased order volumes, partially offset by an unfavorable product mix.However, underlying trends were mixed. International same-store sales declined, indicating softness in key overseas markets. Additionally, revenue growth was partly price-driven rather than purely volume-led, while product mix remained a drag. On the profitability side, margins were pressured by unfavorable swings in investment-related gains and losses, and free cash flow also decreased, reflecting working capital headwinds. In the quarter under discussion, Domino's reported adjusted earnings per share (EPS) of $4.13, missing the Zacks Consensus Estimate of $4.29 by 3.7%. The bottom line declined 4.6% from $4.33 in the year-ago quarter.Quarterly revenues were $1.15 billion, up 3.5% year over year, but fell short of the $1.17 billion consensus estimate by 1.4%. Results reflected higher supply chain and franchise-related revenues, while international demand trends remained choppy. On the demand side, global retail sales (excluding foreign currency impact) increased 3.4% year over year, with U.S. retail sales up 2.8% and international retail sales (excluding foreign currency impact) up 4%. These retail sales are a key systemwide gauge because royalties and certain fees are tied to franchisee sales rather than being recorded as company revenues.Same-store sales trends were uneven. U.S. same-store sales (i...

Domino's has gotten torched over the last six months - since November 2025, its stock price has dropped 24.6% to $305.10 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation. Is there a buying opportunity in Domino's, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free. Even though the stock has become cheaper, we don't have much confidence in Domino's. Here are two reasons why DPZ doesn't excite us and a stock we'd rather own. Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last seven years, Domino's grew its sales at a tepid 5.2% compounded annual growth rate. This was below our standard for the restaurant sector. Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Domino’s revenue to rise by 6%, close to This projection is underwhelming and suggests its newer menu offerings will not accelerate its top-line performance yet. Domino’s business quality ultimately falls short of our standards. Following the recent decline, the stock trades at 15.6× forward P/E (or $305.10 per share). While this valuation is fair, the upside isn’t great compared to the potential downside. We're pretty confident there are superior stocks to buy right now. We’d suggest looking at the most entrenched endpoint security platform on the market. ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%. Nvidia before it ran 1,178%. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+...

Berkshire Hathaway bought a sizable stake in Delta Air Lines in Greg Abel’s first quarter at the helm since succeeding Warren Buffett, returning to a stock the conglomerate previously invested in several years ago. Abel took over as CEO in January. In his first letter to shareholders in February, Abel made clear there are positions he considers “core,” such as Apple, American Express, Coca-Cola and Moody’s, and wrote that Berkshire would continue its “concentrated approach” to stock investing.

Interested in Papa John's International, Inc.? Here are five stocks we like better. International sales were a bright spot, with comparable sales up 3.6% in Q1 and six straight quarters of growth. Gains in the U.K., Middle East, and Asia Pacific helped offset weakness elsewhere. North America remained under pressure as comparable sales fell mid-single digits due to lower transactions and softer new-customer acquisition. Papa John’s said it is leaning on value offers, loyalty growth, and menu changes to improve traffic. The turnaround plan is focused on product innovation and margin improvement, including new items like Pan Pizza, Oven-Toasted Sandwiches, and Cheesy Garlic Bread, plus technology upgrades, supply chain savings, and store closures. The company reiterated its 2026 outlook and expects consolidated adjusted EBITDA of $200 million to $210 million. Correction Equals Opportunity in Domino’s Pizza Stock Papa John's International (NASDAQ:PZZA) executives said the pizza chain is continuing a broad transformation plan as it navigates softer North American demand, a promotional quick-service restaurant environment and a more cautious consumer. On the company’s first-quarter 2026 earnings call, President and Chief Executive Officer Todd Penegor said Papa John’s is taking a “disciplined approach” that extends beyond price, focusing on customer value, restaurant-level margins, fleet improvement and franchisee support. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Is Domino’s Recent Dip a Recipe for Long-Term Gains? “While transformation work is neither linear nor instant, we are confident that the progress we are making in Papa John's transformation, combined with the strength of our brand and quality of our pizza, will fuel profitable growth and value creation over the long term,” Penegor said. Papa John’s international business delivered comparable sales growth of 3.6% in the first quarter, marking six consecutive quarters of positive comparable sales, according to Penegor. The company cited gains in Europe, the Middle East and Asia Pacific. Comparable sales in the U.K. rose 11%, accelerating from 7% in the fourth quarter, helped by operational execution, improved customer experience and higher media investment. Comparable sales in the Middle East increased 9%, driven by transaction growth. Asia Pacific comparable sales increased 5%, s...

Domino’s Pizza, Inc. (NASDAQ:DPZ) is included among the 10 Best Value Stocks to Buy in 2026 According to Warren Buffett. On April 29, BofA analyst Sara Senatore lowered the firm’s price recommendation on Domino’s Pizza, Inc. (NASDAQ:DPZ) to $445 from $496. It reiterated a Buy rating on the shares. The analyst said the firm reduced its Q2 EPS estimate due to softer topline trends, while its FY26 EPS estimate also moved lower following the weaker Q2 guidance and the company’s Q1 earnings miss. In a research note, the firm added that it expects Domino’s shares to trade largely in line with the broader market until investors gain more confidence in the company’s long-term growth algorithm. Even so, the firm said it still expects Domino’s to sustain that growth model over the medium to long term. On April 28, RBC Capital analyst Logan Reich lowered the firm’s price target on Domino’s Pizza to $350 from $400 and kept a Sector Perform rating on the stock. The analyst said Domino’s Q1 results were challenging, with both top and bottom line figures coming in below consensus estimates. That result also led the company to lower its outlook, according to the research note. RBC added that it continues to view Domino’s as a high-quality company that is likely to keep gaining market share over time. At the same time, the firm said it remains on the sidelines because visibility into same-store-sales improvement through the rest of the year remains limited. Domino’s Pizza, Inc. (NASDAQ:DPZ) is a pizza company with a large business in both delivery and carryout. The company operates through three segments: U.S. stores, international franchise, and supply chain. While we acknowledge the potential of DPZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Blue Chip Stocks to Invest In According to Billionaires and 10 Best Performing Dividend Stocks So Far in 2026 Disclosure: None. Follow Insider Monkey on Google News.

Domino’s faced a challenging first quarter, with management citing intensified competitive activity and persistent consumer uncertainty as primary factors behind the company’s performance. CEO Russell Weiner acknowledged that while Domino’s maintained positive order counts and gained market share in the U.S., same-store sales growth fell short of the company’s expectations due to heightened promotional competition and inflation-driven shifts in consumer behavior. Weiner described the quarter as a “miss” relative to internal plans and emphasized the impact of severe weather and increased value-driven promotions across the quick-service restaurant pizza segment. Is now the time to buy DPZ? Find out in our full research report (it’s free). Revenue: $1.15 billion vs analyst estimates of $1.16 billion (3.5% year-on-year growth, 1% miss) Adjusted EPS: $4.13 vs analyst expectations of $4.27 (3.3% miss) Adjusted EBITDA: $250.8 million vs analyst estimates of $248.1 million (21.8% margin, 1.1% beat) Operating Margin: 20%, up from 18.9% in the same quarter last year Locations: 22,322 at quarter end, up from 21,358 in the same quarter last year Same-Store Sales were flat year on year (1.6% in the same quarter last year) Market Capitalization: $11.23 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. David Tarantino (Baird) asked about the rationale behind the positive comp outlook despite tougher comparisons. CEO Russell Weiner explained that the company is adjusting its marketing and innovation calendar to increase momentum and expects new product launches to drive growth. Gregory Francfort (Guggenheim) questioned the sustainability of competitor promotions and store closures. Weiner responded that Domino’s scale allows it to weather competitive promotions and that competitor closures are expected to accelerate, benefiting Domino’s market share. John Ivankoe (JPMorgan) inquired about the opportunity for non-pizza category expansion, such as premium chicken and sandwiches. Weiner said Domino’s has a robust innovation pipeline and is testing new products internationally, but current focus remains on pizza. Christine Cho (G...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Domino's Pizza (DPZ) is back in focus after first quarter results missed analyst expectations, U.S. same-store sales growth lagged forecasts, and management cut its full year sales outlook citing competition, inflation, and changing customer habits. See our latest analysis for Domino's Pizza. The share price reaction has been sharp, with a 7 day share price return of 8.85% and a 90 day share price return of 17.28%, leaving the year to date share price return at 20.19%. Over a longer view, total shareholder return is 28.30% over 1 year, 13.91% over 3 years and 15.71% over 5 years, which offers a mixed picture of momentum around Domino's latest earnings miss, buyback announcements and dividend affirmation. If this quarter's reset has you rethinking where growth might come from next, it could be worth widening your watchlist to include 18 top founder-led companies With Domino's trading at US$339.42 and sitting at an estimated 18% discount to one intrinsic value estimate and roughly 22% below the average analyst target, you have to ask whether there is a buying opportunity here or whether the market is already pricing in future growth. Compared with Domino's last close at $339.42, the most followed narrative fair value of $408.07, based on an 8.14% discount rate, points to a clear valuation gap according to andre_santos. Read the complete narrative. Want to see what underpins that wide moat, high returns on invested capital and relatively modest growth rate in one coherent story? The full narrative joins earnings power, capital returns and cash flow assumptions into a single fair value view that is very different from just looking at the current share price. Result: Fair Value of $408.07 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if competition keeps pressuring U.S. same store sales or if inflation continues to squeeze customer spending and franchisee economics. Find out about the key risks to this Domino's Pizza narrative. Mixed messages on growth, value and competition can be hard to reconcile, so act while the details are fresh. Weigh the company's upsides and downsides for yourself with 5 key rewards...

Domino’s Pizza, Inc. (NASDAQ:DPZ) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. When a caller asked about the stock, Cramer was quick to say: A technical stock market chart. Photo by Energepic from Pexels Domino’s Pizza, Inc. (NASDAQ:DPZ) operates and franchises pizza restaurants under the Domino’s brand that sell pizzas, sides, sandwiches, pastas, and desserts. Discussing the company on December 17, 2025, Cramer said: While we acknowledge the potential of DPZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

This article first appeared on GuruFocus. Release Date: April 29, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alsea SAB de CV (ALSSF) reported a 1.4% year-over-year increase in total sales, reaching 20.1 billion pesos, with a 5.8% increase excluding foreign exchange effects. Same-store sales grew by 4.1%, with notable performances from Starbucks in South America and Domino's Pizza in Colombia. The company opened 32 new stores in the first quarter, focusing on high-return locations and formats. Digital platforms contributed significantly to growth, with loyalty sales increasing by 12% and digital orders accounting for 41.2% of total sales. Alsea SAB de CV (ALSSF) continued to advance its ESG initiatives, including a record fundraising campaign and efforts to reduce emissions and support vulnerable communities. Net income for the first quarter decreased by 65.7% year-over-year, impacted by a one-off effect from debt refinancing. Sales in South America fell by 10.7% due to currency effects, affecting overall performance in the region. The gross margin was adversely affected by segment and geographic mix, with higher-cost businesses representing a larger share of sales. Disruptions in Jalisco and surrounding states resulted in a negative one-off impact of approximately 60 million pesos in revenues. Burger King's same-store sales in Chile decreased by 2.3%, reflecting softer trends during the quarter. Warning! GuruFocus has detected 6 Warning Signs with ALSSF. Is ALSSF fairly valued? Test your thesis with our free DCF calculator. Q: How is the recovery in Europe evolving, and what are the plans for digital capabilities given the significant growth in digital sales? A: (CEO) In Europe, Spain shows stable performance with positive trends, while France is experiencing a slow but steady recovery. For digital capabilities, we continue to expand our loyalty base and improve app functionalities, aiming to reduce dependency on aggregators and enhance customer engagement. Q: Starbucks Mexico's performance was below other banners. What are the expectations for the remainder of the year, and how do you see gross margin evolving? A: (CFO) Gross margin was positively impacted by FX but offset by business mix and startup costs in Guadalajara. We expect margin expansion in the second half. (CEO) Starbucks Mexico face...

Wingstop (WING) reduced its 2026 domestic same-store sales outlook as the restaurant chain reported

Domino's Pizza, Inc. DPZ reported first-quarter fiscal 2026 results, with earnings missing the Zacks Consensus Estimate and decreasing on a year-over-year basis. However, total revenues also missed the same but increased from the prior year's reported figure. Following the announcement, the company’s shares declined 5% in the pre-market trading session. Domino’s first-quarter results were underpinned by higher supply chain revenues and increased global franchise royalties and advertising revenues. Management noted that supply chain gains reflected higher food basket pricing and increased order volumes, partially offset by an unfavorable product mix. However, underlying trends were mixed. International same-store sales declined, indicating softness in key overseas markets. Additionally, revenue growth was partly price-driven rather than purely volume-led, while product mix remained a drag. On the profitability side, margins were pressured by unfavorable swings in investment-related gains and losses, and free cash flow also decreased, reflecting working capital headwinds. In the quarter under discussion, Domino's reported adjusted earnings per share (EPS) of $4.13, missing the Zacks Consensus Estimate of $4.29 by 3.7%. The bottom line declined 4.6% from $4.33 in the year-ago quarter. Domino's Pizza Inc price-consensus-eps-surprise-chart | Domino's Pizza Inc Quote Quarterly revenues were $1.15 billion, up 3.5% year over year, but fell short of the $1.17 billion consensus estimate by 1.4%. Results reflected higher supply chain and franchise-related revenues, while international demand trends remained choppy. On the demand side, global retail sales (excluding foreign currency impact) increased 3.4% year over year, with U.S. retail sales up 2.8% and international retail sales (excluding foreign currency impact) up 4%. These retail sales are a key systemwide gauge because royalties and certain fees are tied to franchisee sales rather than being recorded as company revenues. Same-store sales trends were uneven. U.S. same-store sales (including company-owned and franchise stores) increased 0.9%, supported by higher average ticket and higher customer transaction counts. We estimated the metric to decrease 0.5% year over year. At domestic company-owned stores, Domino’s comps increased 1.5% compared with the 2.9% decline reported a year ago. We estimated the metric to d...

Domino's Pizza Inc. (NASDAQ: DPZ) shares fell after a rare double miss on revenue and earnings revealed a growing delivery deficit. While the market remains fixated on the headline miss, the real story is a sharp decline in delivery demand that is forcing a shift in how Americans buy pizza. This trend led management to slash guidance and sparked a debate: Is this a value trap or a strategic entry point? Domino’s reported revenue of $1.151 billion, missing the $1.175 billion consensus, while EPS of $4.13 fell short of the $4.31 estimate. This triggered a sell-off as the company lowered its full-year U.S. same-store sales guidance from a 3% target to low single-digits. This struggle to maintain premium growth in a saturated market is not unique to the food service industry. In fact, many ask: Is Philip Morris (PM) International Stock A Trap Or A Missed Opportunity? PM faces a similar debate; while boasting an operating margin and strong cash flow, it must balance a smoke-free transition against decelerating growth in products like ZYN. Domino’s is finding its core delivery engine stalling, with U.S. delivery comps declining 0.3%. Domestic sales stayed positive at 0.9% only because of a 2.4% surge in carryout, as peer groups like McDonald’s (MCD) and Yum! Brands (YUM) also report consumer fatigue. Bears are focused on the top line miss, but they are overlooking a significant operational win. Despite the sales slowdown, income from operations grew 9.6%. Domino’s improved its supply chain gross margins by 0.6 percentage points, proving that the business can remain profitable even when volume is soft. This cash flow over growth story draws a parallel to the analysis in Stop Valuing CHTR Stock Like It Is Going Out Of Business. Much like Charter Communications (CHTR), which trades at a discount due to structural concerns despite generating strong free cash flow, Domino’s appears to be facing investor skepticism tied to competitive pressures, even as its underlying cash generation remains solid. Importantly, Domino’s scale and vertically integrated supply chain provide an efficiency advantage that peers like Papa John’s (PZZA) lack, allowing it to sustain margins even as industry conditions tighten. The Q1 EPS miss was also skewed by a $30.0 million non-cash valuation hit from an investment in DPC Dash Ltd, a factor that does not diminish the company's core domestic...