DPZ

This article first appeared on GuruFocus. - Total Sales: Up 1.8% year-over-year to MXN21.2 billion; up 5.6% excluding FX effects. - Same-Store Sales: Increased 4.2% in Q3 2026. - EBITDA: Up 2.2% to MXN2.9 billion; margin expanded 10 bps to 13.9%. - Gross Margin: Contracted 10 bps to 67.2%. - Net Income: Up 15.3% year-over-year to MXN590 million. - Mexico Sales: Grew 5.9% to MXN12.2 billion; same-store sales up 3.6%. - Europe Sales: Grew 2.8% in euros but declined 4.6% in pesos to MXN6.1 billion. - South America Sales: Broadly stable in pesos at MXN3 billion. - Mexico Adjusted EBITDA: Up 6.3% with 10 bps margin expansion. - Europe Adjusted EBITDA: Down 1.8% in pesos but up 7.3% in euros with 40 bps margin expansion. - South America Adjusted EBITDA: Down 8.6% with 110 bps margin contraction. - Starbucks Same-Store Sales: Up 4.4%; Mexico +3.1%, Europe +6.1%, South America +7.6%. - Domino's Pizza Same-Store Sales: Up 3.6%; Spain +2.2%, Colombia +1.8%. - Full-Service Restaurant Same-Store Sales: Up 2.8%; Mexico +3.2% (Chili's +6.3%, Vips +3.8%, Foster's Hollywood +3.7%), Vips Spain +1.5%. - Store Openings: 46 new stores in the quarter (36 corporate, 10 franchisee); total store base of 4,835 units at end of September. - Loyalty Sales: Up 9% to MXN5.6 billion; 22.7 million orders; 28.1% of total sales; 9.1 million active users. - Digital Orders: Nearly 33.2 million orders generating MXN8.1 billion, or 40.7% of total sales. - CapEx: MXN3 billion for first nine months; 80% to store development, 20% to strategic projects. - Free Cash Flow: Positive MXN955 million year-to-date vs. ~MXN3 billion consumption last year (~MXN4 billion improvement). - Total Debt (pre-IFRS 16): MXN35.3 billion, up MXN747 million year-over-year; net debt MXN29 billion. - Consolidated Net Debt: MXN44.4 billion including lease liabilities. - Leverage Ratios: Total debt/pre-IFRS 16 EBITDA at 3x; net debt/EBITDA at 2.5x. - Cash Position: MXN6.3 billion. - Share Buyback: ~10 million shares held, ~MXN500 million of MXN1.5 billion authorized. - Warning! GuruFocus has detected 7 Warning Signs with ALSSF. - Is ALSSF fairly valued? Test your thesis with our free DCF calculator. Release Date: October 21, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. - Alsea SAB de CV (ALSSF) delivered positive same-store sales growth of 4.2% and a 5.6% sales increase excluding FX effects, with sequential monthly traffic improvements. - Free cash flow generation improved by nearly MXN4 billion year-over-year, turning from cash consumption of MXN3 billion to positive MXN955 million. - The company is executing a disciplined capital allocation strategy, including share buybacks (MXN500 million of MXN1.5 billion authorized) and selective store remodels that yield 10-20% same-store sales lifts. - Digital engagement is strong: loyalty sales grew 9% to MXN5.6 billion, representing 28.1% of total sales, with 9.1 million active users and 40.7% of sales from digital orders. - New brand ventures like Chipotle in Monterrey are exceeding expectations with sales 190% above initial projections, and the company plans further expansion with three additional locations and the first Raising Cane's in Q1 2027. - Alsea SAB de CV (ALSSF) faced a 10 basis point contraction in gross margin to 67.2%, partly due to higher costs from commercial activities and promotional efforts. - South America adjusted EBITDA declined 8.6% with a 110 basis point margin contraction, driven by negative traffic in Argentina and Chile. - Currency headwinds from a stronger peso reduced reported sales growth to 1.8%, with European and South American results negatively impacted by foreign exchange translation. - Rising labor costs in Mexico, including a 12% minimum wage increase and a reduction in work hours, are expected to create a 17% cost impact, though management aims to mitigate it. - Chile's consumer environment remains weak with no near-term recovery expected, and Burger King's performance in South America is underperforming, particularly in Argentina and Chile. Q: Ben Theurer of Barclays asked about the drivers behind the improved free cash flow and how management views the share buyback program, including its timeframe and remaining authorization.A: CFO Federico Rodriguez explained that the nearly MXN4 billion year-over-year free cash flow improvement came from lower CapEx, reduced interest paid after the refinancing completed earlier in the year, and lower taxes paid. On buybacks, he noted that of the MXN1.5 billion authorized by the shareholders' meeting, roughly MXN500 million (about 10 million shares) has been used, and the mandate will be up for renewal at the April 2027 shareholders' meeting. He said selective repurchases create value at current valuation levels, and stronger cash generation gives flexibility to either open more Chipotle, Raising Cane's and Starbucks units, pay down debt, or buy back more shares. Q: Ben Theurer of Barclays followed up on portfolio optimization, asking whether Alsea is looking to divest brands, geographies, or both.A: CEO Christian Gurria said the approach evaluates three dimensions: geographies, brands, and specific sites or locations. He noted Alsea has already divested casual dining brands in Chile and Colombia and TGI Fridays in Spain, and that this remains an ongoing journey. He added that multiple formats for concepts like Starbucks and Domino's allow smaller-footprint expansion into white space, and that new brands such as Chipotle are currently focused on Mexico, though opportunities in other geographies would be explored. Q: Froy Mendez of JPMorgan asked how trends are evolving in Q4, how much of the Q3 acceleration reflects easier comps versus genuine consumer improvement, and how to think about the gross margin balance between promotions, traffic recovery, and profitability into Q4 and 2027.A: CEO Christian Gurria said traffic recovery reflects customers returning to routines after the World Cup combined with value platforms (such as Vips' Menu of the Day, held at the same price for three years), seasonal campaigns, and innovation. He noted the third week of October was tracking similarly to September, the best month of the quarter, and that Q4 is the highest-sales quarter across brands and geographies. On margins, CFO Federico Rodriguez said the Mexico gross margin contraction reflected higher costs from commercial activities, partially offset by FX benefits on inputs, but stressed this is not a return to broad-based promotion; Mexico adjusted EBITDA still grew 6.3% with margin expanding to 22.7%. Detailed 2027 guidance will come in February. Q: Renata Cabral of Citi asked about the initiatives behind Starbucks Mexico's improvement, the pricing approach going forward, and the potential impact of the riots in France.A: CEO Christian Gurria attributed Starbucks Mexico's improvement to customers returning to routines post-World Cup, a management change with disciplined operational focus, store remodels and facelifts, and campaigns such as Peanuts and the fall classics including Pumpkin Spice Latte. He said Alsea has decided not to touch prices given the routine customer's sensitivity, instead finding margin gains elsewhere in the P&L. On France, he said an 18-month recovery plan has driven mid- to high-single-digit traffic growth; only two stores remain closed due to riot damage, and excluding the nine affected stores, no same-store sales impact has been seen. Q: Thiago Bortoluci of Goldman Sachs asked why Alsea is maintaining its low-single-digit same-store sales guidance despite year-to-date average growth of 3.6%, and which areas pose Q4 risks.A: CFO Federico Rodriguez said management is encouraged by the acceleration and positive October trends but considers it appropriate to keep guidance due to risks including European energy costs (about EUR1.5 million of impact in Q3, expected to repeat in Q4) and the fact that 30% of Alsea's food index is tied to dollar-denominated commodities. He said the company is not worried about these risks but wants to be cautious, remains confident in achieving the updated July guidance, and aims to beat it. Q: Melissa Byun of Bank of America asked about expected labor cost pressures in Mexico for 2027, including the work week reduction, and how much can be offset.A: CEO Christian Gurria said Alsea expects a 12% minimum wage increase plus a progressive reduction in the work week from 48 to 40 hours, totaling roughly a 17% impact (12% from minimum wage, 5% from fewer hours). He said the company worked six months ahead on productivity and P&L efficiencies to mitigate the first two hours, and will apply the same strategy for the remaining hours in the second half of 2027. He expressed confidence the impact will not cause margin loss in Mexico. Q: Melissa Byun of Bank of America also asked about the drivers of higher admin and other expenses in Mexico in Q3 and whether there were nonrecurring items in Europe.A: CFO Federico Rodriguez said there was no prior-year gain affecting the comparison; the increase reflects two main items: consolidation of certain South American corporate functions at the Mexico headquarters and costs associated with the ramp-up of openings concentrated in the second half. He acknowledged underlying store economics are improving but need to translate more effectively into consolidated profitability, with organizational simplification and cost discipline intended to improve that conversion over time. Q: Melissa Byun of Bank of America asked about the gross margin gain in Europe and the expense line dynamics there, including energy and wages.A: CFO Federico Rodriguez said it is too early to comment on 2027 energy costs, but the last five months of 2026 will see roughly a EUR5 million negative EBITDA impact from energy. He attributed the gross margin expansion to operating leverage from solid same-store sales, about half from traffic and the rest from mix rather than price increases. He added that Alsea is seeing negative inflation of around minus 2% in Europe and close to 0% in Mexico, supported by favorable FX and commodity contracts. Q: Antonio Hernandez of Actinver asked about the scope and progress of the Starbucks Mexico remodeling program and whether it can be quantified in terms of traffic.A: CEO Christian Gurria said the original scope was to remodel 85 to 100 stores, and the workranging from full remodels to faceliftsshould be completed by mid-November, ahead of the high season. He said part of the quarter's good results came from already-remodeled stores, but a precise attribution is difficult since remodels were staggered; more detail will be shared with the Q4 report. He added that remodeling is a portfolio-wide strategy, with For the complete transcript of the earnings call, please refer to the full earnings call transcript.

- Interested in Pool Corporation? Here are five stocks we like better. - Q3 sales rose 4% to $1.5 billion, driven by pricing, maintenance demand, building materials and equipment, while new-pool construction and discretionary spending remained weak. Adjusted EPS increased slightly to $3.40, aided by share repurchases. - Gross margin fell 60 basis points to 29% due to higher freight costs, customer mix and difficult comparisons, while operating income declined 3% to $172 million. Inventory and leverage both improved, and year-to-date operating cash flow surged 47% to $420 million. - Pool reaffirmed full-year adjusted EPS guidance of $10.87–$11.17 and expects 3%–4% sales growth, including a 3% pricing contribution. Management is preparing for 2027 with a focus on pricing, supply-chain discipline, sales execution and targeted acquisitions. - Berkshire Sells Visa, Domino's, and Pool Corp: Should You Follow? Pool (NASDAQ:POOL) reported third-quarter sales growth of 4% as pricing, maintenance demand and building-materials volumes helped offset a cautious discretionary-spending environment and continued weakness in new pool construction. Sales totaled $1.5 billion in the quarter, accelerating from 2% growth in the second quarter and bringing year-to-date sales growth to 4%. Chief Financial Officer Melanie Hart said pricing accounted for 3 percentage points of third-quarter growth, while volume contributed 1 percentage point. → Aurora Rejects Curaleaf's Higher Bid, But the Takeover Fight Isn't Over - Consumer-Driven Stocks Boost Buybacks, Including Visa's $20B Plan Adjusted diluted earnings per share rose to $3.40 from $3.39 a year earlier. Lower operating income was offset by share repurchases, which reduced the diluted share count and added about 3.5% to earnings per share year over year, Hart said. President and CEO John Watwood said maintenance and building-materials demand, pricing realization and market-share gains supported quarterly sales growth. Building materials posted its fifth consecutive quarter of growth despite what management described as a muted discretionary environment. Chemical sales increased 4%, primarily due to volume, while equipment sales rose 5% on pricing and healthy replacement activity in products such as pumps and filters. → Could Quantinuum's Breakthrough Make Its Sell-Off a Bargain? - Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Pool 360, the company's digital platform, represented just over 17% of sales, up from the prior-year quarter. Watwood said the company tracks the platform's progress on a year-over-year basis because its usage is seasonal and generally peaks in the second quarter. Florida, Arizona and Texas each recorded low- to mid-single-digit sales growth, while California performed similarly to the prior quarter. European sales grew 8% in local currency. Sales to retail customers increased 3%, improving from a 1% decline in the second quarter, while Pinch A Penny franchise sales to end users rose 3% after being flat in the previous quarter. → IonQ's Bold Expansion Could Leave Shareholders Paying the Price Commercial customer sales increased 7%, which Watwood said reflected the company's efforts to expand its commercial opportunity. He also cited growth in larger customer accounts, new accounts and sales trends that outpaced permit data as early signs of progress under the company's sales initiatives. Still, management said industrywide new-pool construction remained below prior-year levels, and the irrigation and landscape business continued to face pressure from a challenging housing market. Full-year new-pool builds are expected to be slightly below 2025 levels, consistent with current activity and permit trends. Gross profit increased by $7 million, but gross margin declined 60 basis points year over year to 29%. Hart attributed the decline to higher inbound freight costs, customer mix and a difficult comparison with the prior year's midseason price increases. Continued supply-chain benefits partially offset those pressures. The company's larger customers are growing faster than the rest of its customer base, adding gross-profit dollars but reducing the gross-margin percentage, Hart said. Watwood said customers classified as large accounts represent a mid-single-digit percentage of the business. Pool implemented an August price increase on building materials, which represented about 11% of third-quarter sales. Management said the increase has begun to recover higher freight costs, though additional pricing actions are expected to take effect at the start of the 2027 season. The company also introduced a freight surcharge during the second quarter for products it delivers. Operating expenses increased 5%, or $13 million, driven by higher incentive compensation, including special sales-team incentives, increased employee insurance costs and outside fees related to strategic initiatives and programmatic M&A. Operating income declined 3% to $172 million, and operating margin was 11.4%. Hart said headcount was lower than a year ago and characterized the expense increase as not representing a structural step-up in the cost base. For the full year, Pool expects adjusted operating expenses to grow less than sales, with fourth-quarter expense growth below the third-quarter rate. Inventory stood at $1.2 billion at quarter-end, down $39 million, or 3%, from a year earlier despite 4% sales growth. Inventory fell $194 million sequentially as the company sold through peak-season inventory and earlier purchases. Year-to-date net cash from operations rose 47% to $420 million, equivalent to 115% of net income. Pool expects full-year operating cash flow to exceed net income. Total debt was $1.2 billion, down from the second quarter, with an average interest rate of 4.2%. The company finished the quarter at a 1.8 times leverage ratio, within its 1.5 times to 2 times target range. It had $468 million remaining under its share-repurchase authorization. Watwood said capital-allocation priorities remain investing for profitable growth, pursuing targeted acquisitions, supporting the dividend and using excess cash for buybacks while maintaining conservative leverage. He said the company's M&A pipeline had become healthier than it was several months earlier, although no transaction was announced. Pool reaffirmed full-year adjusted diluted EPS guidance of $10.87 to $11.17, with the midpoint implying nearly 3% growth from the prior year. Its GAAP diluted EPS range remains $10.66 to $10.96, including $0.21 per share of one-time CEO transition expenses recorded in the second quarter. The company now expects full-year sales growth of 3% to 4%, including a 3% contribution from pricing. October sales were up about 2%, in line with management's fourth-quarter outlook. Hart said fourth-quarter sales will have a smaller pricing benefit and a greater exposure to discretionary spending than the peak-season quarters. Management expects fourth-quarter gross margin to be higher than the third-quarter reported rate but lower than the strong fourth-quarter margin recorded a year earlier. Freight expense as a percentage of sales is expected to remain consistent with the third quarter. Looking toward 2027, Watwood said Pool expects the macroeconomic backdrop to remain broadly similar to 2026 and plans to focus on internal execution. Its priorities include sales excellence, pricing and supply-chain discipline, operational execution and programmatic M&A. The company plans to provide a more detailed quantitative framework with fourth-quarter results and at an Investor Day planned for the first half of 2027. Pool Corporation, doing business as POOLCORP, is a wholesale distributor of swimming pool and outdoor living products. The company supplies pool contractors, retailers, builders, and service professionals with products used to construct, renovate, maintain, and enhance residential and commercial pools. Its product offerings include swimming pool equipment, pumps, filters, heaters, cleaners, lighting, chemicals, replacement parts, and maintenance supplies. POOLCORP also distributes products for outdoor living, including patio and recreational items, as well as irrigation and landscape-related supplies in selected markets. Founded in 1993 and headquartered in Covington, Louisiana, POOLCORP serves customers through a network of distribution centers and sales operations in the United States, Canada, Europe, and Australia. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "What Pool (POOL) Said on Its Q3 Earnings Call" was originally published by MarketBeat. View MarketBeat's top stocks for October 2026.

This article first appeared on GuruFocus. - Income from Operations: Increased 8.5% in Q3, excluding foreign currency and refranchising true-up impacts; slightly above expectations. - Global Retail Sales: Grew 3.2% in Q3, excluding foreign currency impact. - US Retail Sales: Grew 2.1% in Q3, driven primarily by net store growth. - US Same-Store Sales: Grew 0.3% in Q3; carryout comp up 1%, delivery down 0.3%; pricing up 1.2%. - US Net New Stores: 26 net new stores in Q3. - International Retail Sales: Grew 4.3% in Q3, excluding foreign currency impact. - International Same-Store Sales: Increased 0.2% in Q3. - International Net New Stores: 149 stores in Q3. - Global Net Store Growth: More than 950 stores over the past 12 months. - Share Repurchases: Approximately 849,000 shares repurchased for $305 million year to date through Q3. - Share Repurchase Authorization: Approximately $1.15 billion remaining as of end of Q3. - Leverage: Currently 4.2 times EBITDA; may operate below the low end of targeted range of 4 times. - 2026 US Same-Store Sales Outlook: Expected up low-single digits, trending toward low end of range. - 2026 International Same-Store Sales Outlook: Now expected approximately flat for the year. - 2026 US Net New Stores Outlook: Now expect 125 to 150 net new stores. - 2026 International Net New Stores Outlook: Continue to expect approximately 800 net new stores. - 2026 Global Retail Sales Growth Outlook: Low- to mid-single digits; anticipate finishing towards midpoint of range. - 2026 Operating Income Growth Outlook: Now expecting mid-single digits, excluding foreign currency, refranchising gains, and gain on sale of corporate aircraft. - Warning! GuruFocus has detected 6 Warning Signs with C. - Is DPZ fairly valued? Test your thesis with our free DCF calculator. Release Date: October 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. - Domino's Pizza Inc (NASDAQ:DPZ) achieved global net store growth of over 950 stores in the past 12 months, with 26 net new US stores and 149 international stores in Q3. - US same-store sales grew 0.3% with order count growth in both delivery and carryout, and the company continues to gain share in the QSR pizza category. - Income from operations increased 8.5% in Q3, driven by higher US and international franchise royalties and fees, as well as supply chain gross margin dollar growth. - The company returned $305 million to shareholders through share repurchases year to date and has $1.15 billion remaining on its share repurchase authorization. - Domino's Pizza Inc (NASDAQ:DPZ) is the number one pizza player on both DoorDash and Uber, with significant room to grow its fair share on aggregator platforms. - US same-store sales growth is expected to be at the low end of low-single digits for 2026 due to a challenging macroeconomic and competitive environment. - International same-store sales growth is now expected to be approximately flat for the year, pressured by continued weakness at Domino's Pizza Enterprises (DPE). - US net new store guidance was cut to 125-150 stores from previous expectations, reflecting pressure on franchisee profitability and the development pipeline. - Global retail sales growth is now expected in the low- to mid-single digits, with operating income growth in the mid-single digits, both reduced from prior outlooks. - Franchisee profitability is under year-over-year pressure, which is impacting store development and may continue to weigh on unit growth until profits stabilize and return to growth. Q: Chris O'Cull (Baird) asked how Domino's balances keeping value compelling with avoiding increasingly aggressive offers as it laps last year's Best Deal Ever promotion, and whether promotions bring back lapsed customers who then return without a deal.A: CEO Joe Jordan said it is a balance the company must strike. Domino's has driven order counts throughout the year but needs to pair that with improved ticket growth, which it did sequentially in Q3 over Q2 and needs to do more of in Q4 by getting the right offers to the right consumers at the right time. Best Deal Ever continued to work hard in Q3, and the company evolved it by introducing Stuffed Crust to drive trial of a popular product, with customers seen returning to purchase it again, which can help the ticket side. Q: David Palmer (Evercore ISI) asked how the US delivery channel will play out now that third-party delivery is fully rolled out, whether delivery can grow as a channel, and how trends may evolve between first-party and third-party ordering.A: CEO Joe Jordan said he believes there is continued growth in delivery across both 1P and 3P. Domino's believes it is now the number one player on both DoorDash and Uber within pizza, but is nowhere near its fair share versus the broader QSR pizza category, so growth remains. The company continues to measure incrementality closely to ensure it is growing overall delivery rather than cannibalizing 1P, with that figure holding around 50%. CFO Sandeep Reddy added that Domino's has been disciplined about the 3P rollout, focusing on incremental profitable orders and protecting franchisee profitability rather than growing faster at the expense of profit. Q: Gregory Francfort (Guggenheim) asked how the tougher consumer backdrop is impacting the business, whether customers are choosing smaller items and smaller orders, and what can be done to address the drag on check.A: CEO Joe Jordan said Domino's was pleased to continue seeing order count growth, particularly among low-income consumers, showing the brand remains relevant even under pocketbook pressure. In Q3, that pressure manifested mostly in items per order, with customers still coming but managing their ticket by reducing items per order. The job is to keep offering great value while driving additional items per order, aided by launches such as Lava Cake. CFO Sandeep Reddy added that the sequential dip in the macro and consumer environment discussed after Q1 has persisted and is expected to persist for the rest of the year, with items-per-order pressure broadening into 1P and carryout in Q3, though ticket pressure improved sequentially due to actions taken in the quarter. Q: Brian Bittner (Oppenheimer) noted traffic trends appear strongly positive and asked what the unlock is for that to translate into better headline same-store sales growth, and whether Domino's needs traffic without promotions or whether ticket pressure is largely macro-driven.A: CEO Joe Jordan said part of it is clearly the macro and consumer pressure, which is why Domino's and competitors have been out with a lot of value. Regardless of how long that increased activity lasts, Domino's has the profit power and four-wall profitability to keep offering great value. Orders are at slightly lower ticket with items-per-order pressure but remain profitable for stores. As pressures subside, the company can potentially lessen some value and use tools like its new website for more targeted promotions to lift items per order. CFO Sandeep Reddy stressed that order count acquisition is critical for long-term frequency and the lifeblood of the business, and that the balance between order count and ticket is essential for sustainable same-store sales growth. Q: Lauren Silberman (Deutsche Bank) asked whether the cut to US unit growth of 125 to 150 stores reflects reduced net openings or incremental closures, and whether this is a good near-term run rate or could moderate further into 2027.A: CFO Sandeep Reddy said pressure on the pipeline that began in Q2 continued to build with pressure on franchisee profitability through Q3, and with store openings heavily back-end loaded in Q4, visibility improved into the call, prompting the update to 125 to 150 stores. He emphasized that economics remain best-in-class and returns compelling, and that long-term potential of 8,500-plus US stores is unchanged. Closures have been single-digit over the last couple of years, so this is not about closures but about future openings being in play. Once franchisee profitability stabilizes and inflects upward, store growth should return. Q: John Ivankoe (JPMorgan) asked directly whether fiscal 2027 would see a lower number of units opened than fiscal 2026, and separately asked about the early read on DPE, including franchise renewals such as France and what the corporation can do to stabilize and reaccelerate growth in that region.A: CFO Sandeep Reddy said that when franchisee profits are under short-term pressure, it impacts sentiment and the lead-up process to opening stores, and that until franchisee profits move in the right direction there will be incremental pressure going forward. Budgets are being done now, with an update after Q4. CEO Joe Jordan reinforced that historically, when profitability returned in 2023, units reacted quickly, so the focus is on inflecting franchisee profitability. On DPE, Jordan said he and Sandeep met with new DPE CEO Andrew Gregory in France about a month ago and he is more encouraged than he has been in some time. DPE had leaned too heavily on value and cut back promotions, hurting order counts, and is now refocusing on driving profitability through high volume. Jordan is confident every market in DPE's portfolio can be successful, and Domino's will work with DPE to keep markets where it can get results or transition them to other hands if not. Q: Dennis Geiger (UBS) asked how CEO Joe Jordan thinks about the key sales drivers for the US business going forward, including the evolution of comp drivers for 2027 and whether levers like promos, loyalty, and menu innovation change in importance.A: CEO Joe Jordan highlighted two things. First, the loyalty program continues to work hard, and with its scale, a big focus is moving customers up in frequency bands by understanding what value and offers drive incremental occasions and retention. Second, pizza is a mature category growing 1% to 2%, so Domino's must push pizza into places it has not been before and into occasions where it has not traditionally been considered. The Domino, which launched for only a week in Q3, is a first step in that direction, and more value and product innovation should be expected. Q: Peter Saleh (BTIG) asked how order count For the complete transcript of the earnings call, please refer to the full earnings call transcript.

- Domino's Pizza (NasdaqGS:DPZ) reported Q3 earnings and revenue above market expectations under new CEO Joe Jordan's leadership. - Jordan led his first earnings call as chief executive, outlining menu additions and promotions aimed at improving franchisee profitability. - Management highlighted operational changes and new product launches intended to support customer engagement as inflation pressures diners. - Jordan's first earnings update focuses on product and operational shifts that could reshape Domino's long run growth profile. Check out 2 warning signs (2 major) that Domino's Pizza investors should know about. For readers looking beyond Domino's Pizza to other income ideas in this corner of the market, consider exploring 8 dividend fortresses. Domino's Pizza operates a global pizza delivery and carryout network within the broader hospitality sector, so any shift in menu design or store operations under a new chief executive can affect thousands of franchise locations and influence how the chain competes for price conscious diners. Does the team leading Domino's Pizza have what it takes? See our full breakdown of the management team's track record and compensation. For Domino's Pizza investors, this update primarily supports the case that capital return and execution on the current playbook remain live catalysts. Management paired a Q3 earnings and revenue beat with a maintained US$1.99 quarterly dividend and continued buybacks that retired 2,062,628 shares for US$845.4 million under the 2024 program. That combination signals the board still backs the existing cash return framework, while Joe Jordan focuses on product adjustments and operations to support franchisee economics. The pressure point is U.S. demand, where slower sales growth tests how far menu changes and promotions can go in protecting profitability. The next key proof point is not another headline about new items. Watch the next couple of quarterly updates for U.S. same store sales, store opening numbers relative to 2027 guidance, and any shift in commentary around franchisee cash flow, since those will show whether Jordan's early moves are gaining traction or simply maintaining the status quo. Earnings headlines only go so far. The harder question is what the stream of cash this business produces suggests Domino's Pizza might reasonably be worth compared with where the share price trades today. Find out exactly what Domino's Pizza is worth today based on its cash flows. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include DPZ. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Domino's Pizza (DPZ) came out with quarterly earnings of $4.6 per share, beating the Zacks Consensus Estimate of $4.33 per share. This compares to earnings of $4.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.24%. A quarter ago, it was expected that this pizza chain would post earnings of $4.11 per share when it actually produced earnings of $4.07, delivering a surprise of -0.97%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Domino's Pizza, which belongs to the Zacks Retail - Restaurants industry, posted revenues of $1.19 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.63%. This compares to year-ago revenues of $1.15 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Domino's Pizza shares have lost about 25.4% since the beginning of the year versus the S&P 500's gain of 14.1%. While Domino's Pizza has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Domino's Pizza was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $6.41 on $1.65 billion in revenues for the coming quarter and $18.96 on $5.15 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Restaurants is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Yum Brands (YUM), another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on November 3. This parent company of KFC, Taco Bell and Pizza Hut is expected to post quarterly earnings of $1.51 per share in its upcoming report, which represents a year-over-year change of -4.4%. The consensus EPS estimate for the quarter has been revised 1.4% lower over the last 30 days to the current level. Yum Brands' revenues are expected to be $2.1 billion, up 6.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Domino's Pizza Inc (DPZ) : Free Stock Analysis Report Yum! Brands, Inc. (YUM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Domino's Pizza, Inc. DPZ reported third-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis. Higher supply chain order volumes, procurement-led margin improvements and increased franchise royalties from global store expansion supported quarterly growth. However, sluggish U.S. and international same-store sales, lower franchise advertising revenues and reduced company-owned store revenues following refranchising partially offset the gains. Domino's reported third-quarter 2026 earnings of $4.60 per share, beating the Zacks Consensus Estimate of $4.33 by 6.2%. The bottom line increased 12.7% from $4.08 reported in the year-ago quarter. Higher net income and a lower weighted-average share count, resulting from share repurchases, supported earnings growth. Domino's Pizza Inc price-consensus-eps-surprise-chart | Domino's Pizza Inc Quote Quarterly revenues totaled $1.19 billion, compared with $1.15 billion a year earlier, and topped the consensus projection of $1.17 billion by 1.6%. Higher supply chain revenues and global franchise royalties more than offset lower U.S. company-owned store revenues following refranchising. Global retail sales increased 3.2% year over year, excluding foreign currency movements. Supply chain revenues rose 7.1% year over year to $746.2 million from $697 million. Higher order volumes and a 2.2% increase in food basket pricing supported growth. Management estimated that pricing contributed approximately $17 million to quarterly supply chain revenues. Our estimate for the metric was $740.1 million. U.S. franchise royalties and fees increased to $165.6 million from $157.2 million. Our estimate for the metric was $141.1 million. International franchise royalties and fees climbed to $83.7 million from $78.5 million, driven by net store additions, partially offset by a $0.2 million unfavorable currency impact. Our estimate for the metric was $80.9 million. U.S. franchise advertising revenues slipped to $128.7 million from $131.6 million as promotional incentives increased. Our estimate for the metric was $118.3 million. Global retail sales increased 3.2% year over year, excluding foreign currency fluctuations. U.S. retail sales grew 2.1%, while international retail sales advanced 4.3% on a constant-currency basis. U.S. company-owned same-store sales increased 1%, versus 3.4% a year earlier. Franchise comps grew 0.3%, compared with 5.3% in the year-ago period. International same-store sales edged up 0.2%, excluding currency effects, versus growth of 1.7% a year ago. Gross profit increased to $476.4 million from $459.9 million, while consolidated gross margin expanded 10 basis points to 40.2%. Supply chain gross margin widened 90 basis points to 12.2%, aided by procurement productivity and labor efficiencies. Higher fuel-related delivery expenses partly offset those gains. Our estimate for the metric was 38.7%. U.S. company-owned store gross margin contracted 430 basis points to 12%, pressured by higher food prices, wage rates and insurance costs. General and administrative expenses edged up to $105.7 million from $105.1 million. Income from operations increased 8.3% to $241.8 million from $223.2 million. Excluding a $0.2 million unfavorable currency effect on international franchise royalties, operating income grew 8.4%. Higher royalty revenues and supply chain gross profit drove the improvement. Net income advanced 9.2% to $152.2 million from $139.3 million. Net interest expense increased to $44.2 million from $41 million. The company recorded a $2.5 million unrealized loss on its DPC Dash investment, compared with a $3 million loss in the prior-year period. Domino's added 175 net stores globally during the quarter, comprising 26 in the United States and 149 internationally. The worldwide store count reached 22,706, including 7,257 U.S. stores and 15,449 international locations. Net store growth over the trailing four quarters totaled 956, including 167 domestic and 789 international additions. CEO Joe Jordan emphasized faster execution, improving franchisee profitability and stronger customer engagement as priorities. Net cash provided by operating activities declined to $520.6 million for the first three quarters of 2026 from $552.3 million a year earlier. Capital expenditures rose to $60.8 million from $56.7 million. Free cash flow decreased 7.2% to $459.8 million from $495.6 million, reflecting the timing of advertising payments and changes in operating assets and liabilities. Cash and cash equivalents stood at $229 million as of Sept. 6, 2026, compared with $125.7 million at 2025-end. The leverage ratio improved to 4.2 times from 4.5 times a year earlier. Total debt stood at about $4.89 billion, including $1.33 billion classified as current liabilities ahead of anticipated 2027 note repayments. Management expects to refinance those notes at higher interest rates. The company repurchased 216,282 shares for $73.6 million during the quarter, with $1.15 billion remaining under its authorization. The board also declared a $1.99-per-share quarterly dividend, payable Dec. 30, 2026, to its shareholders of record as of Dec. 15. Domino's currently has a Zacks Rank #3 (Hold). Some better-ranked stocks from the Zacks Retail-Wholesale sector are: Five Below, Inc. FIVE currently sports a Zacks Rank #1 (Strong Buy). The company delivered a trailing four-quarter earnings surprise of 68.3%, on average. FIVE stock has gained 14.6% year to date. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for Five Below's fiscal 2027 sales and EPS indicates growth of 20.1% and 57.6%, respectively, from the year-ago period's levels. Cracker Barrel Old Country Store, Inc. CBRL currently flaunts a Zacks Rank #1. The company delivered a trailing four-quarter earnings surprise of 228.6%, on average. CBRL stock has surged 133.6% year to date. The Zacks Consensus Estimate for Cracker Barrel's 2026 sales and EPS indicates a year-over-year decline of 1.5% and 95%, respectively, from the prior-year levels. FIGS, Inc. FIGS has a Zacks Rank #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 201.8%, on average. FIGS stock has declined 39.8% year to date. The Zacks Consensus Estimate for FIGS' 2026 sales and EPS indicates growth of 19.8% and 89.5%, respectively, from the prior-year levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Domino's Pizza Inc (DPZ) : Free Stock Analysis Report Cracker Barrel Old Country Store, Inc. (CBRL) : Free Stock Analysis Report Five Below, Inc. (FIVE) : Free Stock Analysis Report FIGS, Inc. (FIGS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Global retail sales growth (excluding foreign currency impact) of 3.2% U.S. same store sales growth of 0.3% International same store sales growth (excluding foreign currency impact) of 0.2% Global net store growth of 175 stores, including 26 net store openings in the U.S. and 149 net store openings internationally Income from operations increased 8.3%; excluding the $0.2 million negative impact of foreign currency exchange rates on international franchise royalty revenues, income from operations increased 8.4% ANN ARBOR, Mich., Oct. 13, 2026 /PRNewswire/ -- Domino's Pizza, Inc. (Nasdaq: DPZ), the largest pizza company in the world, announced results for the third quarter of 2026. "As I step into the CEO role, I am honored to lead Domino's and build on the competitive advantages that have long set us apart: our iconic brand, best-in-class franchise system, global scale and proven operating capabilities," said Joe Jordan, Domino's Chief Executive Officer. "Our opportunity now is to capitalize on those strengths by getting even closer to our customers, helping our franchisees grow their profitability and turning our best performance into our everyday performance. By advancing winning ideas faster and executing them with greater clarity, speed and consistency, we can earn more occasions, continue gaining market share and create meaningful long-term value for shareholders. Domino's has always been at its best when we are a step ahead. That mindset has helped us set the pace for the industry before, and it's how we'll push ourselves to do it again. I believe our next chapter will be our strongest yet." Third Quarter of 2026 Operational and Financial Highlights (Unaudited): The tables below outline certain statistical measures utilized by the Company to analyze its performance, as well as key financial results. This historical data is not necessarily indicative of results to be expected for any future period. Refer to Comments on Regulation G below for additional details, including definitions of these statistical measures and certain reconciliations. | | Third Quarter | | | Three Fiscal Quarters | | 2026 | | | 2025 | | | 2026 | | | 2025 Global retail sales: (in millions of U.S. dollars) | | | | | | | | | | | U.S. stores | | $ | 2,368.6 | | | $ | 2,320.4 | | | $ | 7,052.3 | | | $ | 6,896.8 International stores | | | 2,471.8 | | | | 2,375.8 | | | | 7,377.8 | | | | 6,933.5 Total | | $ | 4,840.4 | | | $ | 4,696.2 | | | $ | 14,430.1 | | | $ | 13,830.3 | | Third Quarter | | Three Fiscal Quarters | | 2026 | | 2025 | | 2026 | | 2025 Global retail sales growth: (versus prior year period, excluding foreign currency impact) | | | | | | | | U.S. stores | | + 2.1 % | | + 7.0 % | | + 2.3 % | | + 4.5 % International stores | | + 4.3 % | | + 5.7 % | | + 4.1 % | | + 6.6 % Total | | + 3.2 % | | + 6.3 % | | + 3.2 % | | + 5.5 % | | Third Quarter | | Three Fiscal Quarters | | 2026 | | 2025 | | 2026 | | 2025 Same store sales growth: (versus prior year period) | | | | | | | | U.S. Company-owned stores | | + 1.0 % | | + 3.4 % | | + 2.5 % | | + 1.0 % U.S. franchise stores | | + 0.3 % | | + 5.3 % | | + 0.4 % | | + 2.7 % U.S. stores | | + 0.3 % | | + 5.2 % | | + 0.4 % | | + 2.7 % International stores (excluding foreign currency impact) | | + 0.2 % | | + 1.7 % | | (0.1) % | | + 2.5 % | | U.S. Company- owned Stores | | | U.S. Franchise Stores | | | Total U.S. Stores | | | International Stores | | | Total Third quarter of 2026 store counts: | | | | | | | | | | | | | | Store count at June 14, 2026 | | | 186 | | | | 7,045 | | | | 7,231 | | | | 15,300 | | | | 22,531 Openings | | | 1 | | | | 27 | | | | 28 | | | | 200 | | | | 228 Closings | | | — | | | | (2) | | | | (2) | | | | (51) | | | | (53) Store count at September 6, 2026 | | | 187 | | | | 7,070 | | | | 7,257 | | | | 15,449 | | | | 22,706 Third quarter 2026 net store growth | | | 1 | | | | 25 | | | | 26 | | | | 149 | | | | 175 Trailing four quarters net store growth | | | 5 | | | | 162 | | | | 167 | | | | 789 | | | | 956 | | Third Quarter | | Three Fiscal Quarters (In millions, except percentages, percentage points, per- share data and leverage ratio) | | 2026 | | 2025 | | Increase/ (Decrease) | | 2026 | | 2025 | | Increase/ (Decrease) Total revenues | | $1,185.6 | | $1,147.1 | | + 3.4 % | | $3,530.6 | | $3,404.3 | | + 3.7 % | | | | | | | | | | | | Supply chain gross margin | | 12.2 % | | 11.3 % | | + 0.9 pp | | 12.1 % | | 11.6 % | | + 0.5 pp | | | | | | | | | | | | Income from operations | | $241.8 | | $223.2 | | + 8.3 % | | $704.2 | | $658.3 | | + 7.0 % | | | | | | | | | | | | Net income | | $152.2 | | $139.3 | | + 9.2 % | | $427.7 | | $420.1 | | + 1.8 % Diluted earnings per share | | $4.60 | | $4.08 | | + 12.7 % | | $12.80 | | $12.22 | | + 4.7 % | | | | | | | | | | | | Leverage ratio | | | | | | | | 4.2x | | 4.5x | | (0.3)x | | | | | | | | | | | | Net cash provided by operating activities | | | | | | | | $520.6 | | $552.3 | | (5.7) % Capital expenditures | | | | | | | | (60.8) | | (56.7) | | + 7.2 % Free cash flow | | | | | | | | $459.8 | | $495.6 | | (7.2) % - Revenues increased $38.5 million, or 3.4%, in the third quarter of 2026 as compared to the third quarter of 2025, primarily due to higher supply chain revenues and higher global franchise royalty revenues. The increase in supply chain revenues was primarily attributable to higher order volumes, as well as an increase in the Company's food basket pricing to stores, which increased 2.2% in the third quarter of 2026 as compared to the third quarter of 2025. U.S. and international franchise royalties and fees revenues increased primarily as a result of net store growth during the trailing four quarters. These increases in revenues were partially offset by lower U.S. Company-owned store revenues as a result of the refranchising of certain U.S. Company-owned store markets in the second quarter of 2026. - Supply chain gross margin increased 0.9 percentage points in the third quarter of 2026 as compared to the third quarter of 2025, primarily due to procurement productivity. - Income from operations increased $18.6 million, or 8.3%, in the third quarter of 2026 as compared to the third quarter of 2025. Excluding the negative impact of foreign currency exchange rates on international franchise royalty revenues of $0.2 million, income from operations increased $18.8 million, or 8.4%, primarily due to the increases in U.S. and international franchise royalties and fees revenues and gross margin dollar growth within supply chain. - Net income increased $12.9 million, or 9.2%, in the third quarter of 2026 as compared to the third quarter of 2025, primarily due to higher income from operations. - Diluted EPS was $4.60 in the third quarter of 2026 as compared to $4.08 in the third quarter of 2025, representing a $0.52, or 12.7%, increase. The increase in diluted EPS was driven by higher net income, as well as a lower weighted average diluted share count resulting from the Company's share repurchases during the trailing four quarters. - Net cash provided by operating activities was $520.6 million in the three fiscal quarters of 2026 as compared to $552.3 million in the three fiscal quarters of 2025. The Company spent $60.8 million on capital expenditures in the three fiscal quarters of 2026 as compared to $56.7 million in the three fiscal quarters of 2025, resulting in free cash flow of $459.8 million in the three fiscal quarters of 2026 as compared to $495.6 million in the three fiscal quarters of 2025. The decrease in free cash flow was a result of the timing and amount of payments for advertising activities and the negative impact of changes in operating assets and liabilities. These decreases were partially offset by the increase in income from operations in the three fiscal quarters of 2026 (excluding the pre-tax realized gain on the sale of the Company's fully depreciated corporate aircraft in the first quarter of 2026). Quarterly Dividend Subsequent to the end of the third quarter of 2026, on October 6, 2026, the Company's Board of Directors declared a $1.99 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 15, 2026, to be paid on December 30, 2026. Share Repurchases During the third quarter of 2026, the Company repurchased and retired 216,282 shares of common stock for a total of $73.6 million. During the three fiscal quarters of 2026, the Company repurchased and retired 848,503 shares of common stock for a total of $304.9 million. As of September 6, 2026, the Company had a total remaining authorized amount for share repurchases of $1.15 billion. Comments on Regulation G In addition to the GAAP financial measures set forth in this press release, the Company has included non-GAAP financial measures within the meaning of Regulation G, including free cash flow, income from operations, excluding foreign currency impact and Consolidated Adjusted EBITDA. The Company has also included metrics such as global retail sales, global retail sales growth (excluding foreign currency impact), same store sales growth, net store growth, food basket pricing change, impact of changes in foreign currency exchange rates on international franchise royalty revenues and the leverage ratio, which are commonly used statistical measures in the quick-service restaurant industry that are important to understanding Company performance. The Company uses "global retail sales," a statistical measure, to refer to total worldwide retail sales at Company-owned and franchised stores. The Company believes global retail sales information is useful in analyzing revenues because franchisees pay royalties and, in the U.S., advertising fees that are based on a percentage of franchise retail sales. The Company reviews comparable industry global retail sales information to assess business trends and to track the growth of the Domino's Pizza brand, and believes it is indicative of the financial health of the Company's franchisee base. In addition, supply chain revenues are directly impacted by changes in franchise retail sales in the U.S. and Canada. As a result, sales by Domino's franchisees have a direct effect on the Company's profitability. Retail sales for franchised stores are reported to the Company by its franchisees and are not included in Company revenues. "Global retail sales growth" is calculated as the change of U.S. Dollar global retail sales against the comparable period of the prior year. "Global retail sales growth, excluding foreign currency impact," is calculated as the change of local currency global retail sales against the comparable period of the prior year. Changes in global retail sales growth, excluding foreign currency impact are primarily driven by same store sales growth and net store growth. The Company uses "same store sales growth," a statistical measure, which is calculated for a given period by including only sales from stores that also had sales in the comparable weeks of both periods. International same store sales growth is calculated similarly to U.S. same store sales growth. Changes in international same store sales are reported on a constant dollar basis, which reflects changes in international local currency sales. Same store sales growth for transferred stores is reflected in their current classification. The Company uses "net store growth," a statistical measure, which is calculated by netting gross store openings with gross store closures during the period. Transfers between Company-owned stores and franchised stores are excluded from the calculation of net store growth. The Company uses "food basket pricing change," a statistical measure, which is calculated as the percentage change of the food basket (including both food and cardboard products) purchased by an average U.S. store (based on average weekly unit sales) from U.S. supply chain centers against the comparable period of the prior year. The Company believes that the food basket pricing change is important to understanding Company performance because as food basket prices fluctuate, revenues, cost of sales and gross margin percentages in the Company's supply chain segment also fluctuate. Additionally, cost of sales, gross margins and gross margin percentages for the Company's U.S. Company-owned stores also fluctuate. The Company uses "free cash flow," which is calculated as net cash provided by operating activities, less capital expenditures, both as reported under GAAP. The most directly comparable financial measure calculated and presented in accordance with GAAP is net cash provided by operating activities. The Company believes that the free cash flow measure is important to investors and other interested persons, and that such persons benefit from having a measure that communicates how much cash flow is available for working capital needs or repurchasing debt, making acquisitions, repurchasing common stock or paying dividends. The Company uses "income from operations, excluding foreign currency impact," which is calculated as income from operations as reported under GAAP, less the "impact of changes in foreign currency exchange rates on international franchise royalty revenues," a statistical measure. The most directly comparable financial measure calculated and presented in accordance with GAAP is income from operations. The impact of changes in foreign currency exchange rates on international franchise royalty revenues is calculated as the difference in international franchise royalty revenues resulting from translating current period local currency results to U.S. dollars at current period exchange rates as compared to prior period exchange rates. The Company believes that the impact of changes in foreign currency exchange rates on international franchise royalty revenues is important to understanding Company performance given the significant variability in international franchise royalty revenues that can be driven by changes in foreign currency exchanges rates. International franchise royalty revenues do not have a cost of sales component, so changes in these revenues have a direct impact on income from operations. The Company uses "Consolidated Adjusted EBITDA," which is calculated as income from operations as reported under GAAP, excluding depreciation and amortization, non-cash equity-based compensation expense, gains and losses from the sale and disposal of assets and refranchising gains and losses, each as reported under GAAP. Consolidated Adjusted EBITDA is defined in the base indenture governing the Company's securitized debt and is used by the Company and investors to calculate the leverage ratio (defined below), and other ratios defined in the indenture governing the Company's securitized debt. As such, Consolidated Adjusted EBITDA is important to investors and other interested persons to understand the financial performance of the Company, and to assess the ability of the Company to meet its financial obligations. The Company uses the "leverage ratio1," which is calculated as the Company's securitized debt related to its fixed-rate notes and borrowings under its variable funding notes, divided by Consolidated Adjusted EBITDA on a trailing four quarters basis. The Company has historically operated with a leverage ratio between four and six times. The Company reviews its leverage ratio on at least a quarterly basis and believes its leverage ratio is important to investors and other interested persons to understand the capital structure of the Company, and to assess the ability of the Company to meet its financial obligations. The reconciliation of the leverage ratio for the third quarters of 2026 and 2025 is as follows below. | | September 6, 2026 | | | September 7, 2025 | 2017 Ten-Year Notes | | $ | 940,000 | | | $ | 940,000 | 2018 9.25-Year Notes | | | 379,000 | | | | 379,000 | 2019 Ten-Year Notes | | | 648,000 | | | | 648,000 | 2021 7.5-Year Notes | | | 826,625 | | | | 826,625 | 2021 Ten-Year Notes | | | 972,500 | | | | 972,500 | 2025 Five-Year Notes | | | 500,000 | | | | 500,000 | 2025 Seven-Year Notes | | | 500,000 | | | | 500,000 | Total fixed-rate notes | | $ | 4,766,125 | | | $ | 4,766,125 | | | | | | | Income from operations – third quarter of 2026 and 2025 | | $ | 241,773 | | | $ | 223,168 | Income from operations – second quarter of 2026 and 2025 | | | 232,039 | | | | 225,044 | Income from operations – first quarter of 2026 and 2025 | | | 230,357 | | | | 210,095 | Income from operations – fourth quarter of 2025 and 2024 | | | 295,667 | | | | 273,652 | Income from operations – trailing four quarters | | $ | 999,836 | | | $ | 931,959 | | | | | | | Depreciation and amortization – trailing four quarters | | $ | 89,200 | | | $ | 87,886 | Non-cash equity-based compensation expense – trailing four quarters | | | 43,803 | | | | 43,395 | Refranchising gain – trailing four quarters | | | (4,025) | | | | (3,883) | Gain on sale of assets – trailing four quarters | | | (7,780) | | | | — | Loss on disposal of assets – trailing four quarters | | | 2,331 | | | | 1,730 | Reconciliation of income from operations to Consolidated Adjusted EBITDA – trailing four quarters | | $ | 123,529 | | | $ | 129,128 | | | | | | | Consolidated Adjusted EBITDA – trailing four quarters | | $ | 1,123,365 | | | $ | 1,061,087 | Leverage ratio | | | 4.2 | x | | | 4.5 | x (1) | | The Company also calculates and reviews its Senior Leverage Ratio and Holdco Leverage Ratio as defined in the indenture governing the Company's securitized debt. Conference Call Information The Company will file its Quarterly Report on Form 10-Q today. As previously announced, Domino's Pizza, Inc. will hold a conference call today at 8:30 a.m. (Eastern) to review its third quarter 2026 financial results. The webcast is available at ir.dominos.com and will be archived for one year. 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 22,700 stores in over 90 markets. Domino's had global retail sales of over $20.7 billion in the trailing four quarters ended September 6, 2026. Its system is comprised of independent franchise owners who accounted for 99% of Domino's stores as of the end of the third 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. Order – dominos.com Company Info – biz.dominos.com Media Assets – media.dominos.com Please visit our Investor Relations website at ir.dominos.com to view news, announcements, earnings releases, investor presentations and conference webcasts. SAFE HARBOR STATEMENT UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995: This press release contains various forward-looking statements about the Company within the meaning of the Private Securities Litigation Reform Act of 1995 (the "Act") that are based on current management expectations that involve substantial risks and uncertainties that could cause actual results to differ materially from the results expressed in, or implied by, these forward-looking statements. The following cautionary statements are being made pursuant to the provisions of the Act and with the intention of obtaining the benefits of the "safe harbor" provisions of the Act. You can identify forward-looking statements by the use of words such as "anticipates," "believes," "could," "should," "estimates," "expects," "intends," "may," "will," "plans," "predicts," "projects," "seeks," "approximately," "potential," "outlook" and similar terms and phrases that concern our strategy, plans or intentions, including references to assumptions. These forward-looking statements address various matters including information concerning future results of operations and business strategy, our anticipated profitability, estimates in same store sales growth, store growth and the growth of our U.S. and international business in general, our ability to service our indebtedness, our future cash flows, our operating performance, trends in our business and other descriptions of future events that reflect the Company's expectations based upon currently available information and data. While we believe these expectations and projections are based on reasonable assumptions, such forward-looking statements are inherently subject to risks, uncertainties and assumptions. Important factors that could cause actual results to differ materially from our expectations are more fully described in our filings with the Securities and Exchange Commission, including under the section headed "Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended December 28, 2025. Actual results may differ materially from those expressed or implied in the forward-looking statements as a result of various factors, including but not limited to: our substantial indebtedness and our ability to incur additional indebtedness or refinance or renegotiate key terms of that indebtedness in the future; the impact a downgrade in our credit rating may have on our business, financial condition and results of operations; our future financial performance and our ability to pay principal and interest on our indebtedness; the strength of our brand, including our ability to compete in the U.S. and internationally in our intensely competitive industry, including the food service and food delivery markets; our ability to successfully implement our growth strategy, including through our participation in the third-party order aggregation marketplace; labor shortages or changes in operating expenses resulting from increases in prices of food (particularly cheese), fuel and other commodity costs, labor, utilities, insurance, employee benefits and other operating costs or negative economic conditions; the effectiveness of our advertising, operations and promotional initiatives; shortages, interruptions or disruptions in the supply or delivery of fresh food products and store equipment; the additional risks our international operations subject us to, which may differ in each country in which we and our franchisees do business; the dependence of our earnings and business growth strategy on the success of our franchisees; our ability and that of our franchisees to successfully operate in the current and future credit environment; the impact of social media, the rise of artificial intelligence–generated content, or a boycott on our business, brand and reputation; the impact of new or improved technologies, including artificial intelligence, and alternative methods of delivery on consumer behavior; new product, digital ordering and concept developments by us, and other food-industry competitors; our ability to maintain good relationships with and attract new franchisees, and franchisees' ability to successfully manage their operations without negatively impacting our royalty payments and fees or our brand's reputation; our ability to successfully implement cost-saving strategies; changes in the level of consumer spending given general economic conditions, including interest rates, energy prices and consumer confidence or negative economic conditions in general; our ability and that of our franchisees to open new restaurants and keep existing restaurants in operation and maintain demand for new stores; the impact that widespread illness, health epidemics or general health concerns, severe weather conditions and natural disasters may have on our business and the economies of the countries where we operate; changes in foreign currency exchange rates; changes in income tax rates; our ability to retain or replace our executive officers and other key members of management and our ability to adequately staff our stores and supply chain centers with qualified personnel; our ability to find and/or retain suitable real estate for our stores and supply chain centers; changes in government legislation or regulation, including changes in laws and regulations regarding information privacy, payment methods, advertising and consumer protection and social media; adverse legal judgments or settlements; food-borne illness or contamination of products or food tampering or other events that may impact our reputation; data breaches, power loss, technological failures, user error or other cyber risks threatening us or our franchisees; the impact that environmental, social and governance matters may have on our business and reputation; the effect of war, terrorism, catastrophic events, geopolitical or reputational considerations or climate change; our ability to pay dividends and repurchase shares; changes in consumer tastes, spending and traffic patterns and demographic trends; changes in accounting policies; and adequacy of our insurance coverage. In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release might not occur. All forward-looking statements speak only as of the date of this press release and should be evaluated with an understanding of their inherent uncertainty. Except as required under federal securities laws and the rules and regulations of the Securities and Exchange Commission, or other applicable law, we will not undertake, and specifically disclaim, any obligation to publicly update or revise any forward-looking statements to reflect events or circumstances arising after the date of this press release, whether as a result of new information, future events or otherwise. You are cautioned not to place undue reliance on the forward-looking statements included in this press release or that may be made elsewhere from time to time by, or on behalf of, us. All forward-looking statements attributable to us are expressly qualified by these cautionary statements. TABLES TO FOLLOW Domino's Pizza, Inc. and SubsidiariesCondensed Consolidated Statements of Income(Unaudited) | | Fiscal Quarter Ended | | | September 6, 2026 | | | % of Total Revenues | | | September 7, 2025 | | | % of Total Revenues | (In thousands, except share and per-share data) | | | | | | | | | | | | Revenues: | | | | | | | | | | | | U.S. Company-owned stores | | $ | 61,432 | | | | | | $ | 82,749 | | | | U.S. franchise royalties and fees | | | 165,638 | | | | | | | 157,155 | | | | Supply chain | | | 746,154 | | | | | | | 696,959 | | | | International franchise royalties and fees | | | 83,700 | | | | | | | 78,549 | | | | U.S. franchise advertising | | | 128,674 | | | | | | | 131,642 | | | | Total revenues | | | 1,185,598 | | | | 100.0 | % | | | 1,147,054 | | | | 100.0 | % Cost of sales: | | | | | | | | | | | | U.S. Company-owned stores | | | 54,090 | | | | | | | 69,258 | | | | Supply chain | | | 655,129 | | | | | | | 617,894 | | | | Total cost of sales | | | 709,219 | | | | 59.8 | % | | | 687,152 | | | | 59.9 | % Gross margin | | | 476,379 | | | | 40.2 | % | | | 459,902 | | | | 40.1 | % General and administrative | | | 105,726 | | | | 8.9 | % | | | 105,092 | | | | 9.1 | % U.S. franchise advertising | | | 128,674 | | | | 10.9 | % | | | 131,642 | | | | 11.5 | % Refranchising loss | | | 206 | | | | 0.0 | % | | | — | | | | — | Income from operations | | | 241,773 | | | | 20.4 | % | | | 223,168 | | | | 19.5 | % Other expense | | | (2,539) | | | | (0.2) | % | | | (3,017) | | | | (0.3) | % Interest expense, net | | | (44,160) | | | | (3.7) | % | | | (40,952) | | | | (3.6) | % Income before provision for income taxes | | | 195,074 | | | | 16.5 | % | | | 179,199 | | | | 15.6 | % Provision for income taxes | | | 42,895 | | | | 3.7 | % | | | 39,880 | | | | 3.5 | % Net income | | $ | 152,179 | | | | 12.8 | % | | $ | 139,319 | | | | 12.1 | % Earnings per share: | | | | | | | | | | | | Common stock – diluted | | $ | 4.60 | | | | | | $ | 4.08 | | | | Weighted average diluted shares | | | 33,114,893 | | | | | | | 34,146,418 | | | | Domino's Pizza, Inc. and SubsidiariesCondensed Consolidated Statements of Income(Unaudited) | | Three Fiscal Quarters Ended | | | September 6, 2026 | | | % of Total Revenues | | | September 7, 2025 | | | % of Total Revenues | (In thousands, except share and per-share data) | | | | | | | | | | | | Revenues: | | | | | | | | | | | | U.S. Company-owned stores | | $ | 225,359 | | | | | | $ | 266,803 | | | | U.S. franchise royalties and fees | | | 487,817 | | | | | | | 464,416 | | | | Supply chain | | | 2,176,835 | | | | | | | 2,053,945 | | | | International franchise royalties and fees | | | 246,502 | | | | | | | 231,272 | | | | U.S. franchise advertising | | | 394,106 | | | | | | | 387,818 | | | | Total revenues | | | 3,530,619 | | | | 100.0 | % | | | 3,404,254 | | | | 100.0 | % Cost of sales: | | | | | | | | | | | | U.S. Company-owned stores | | | 198,653 | | | | | | | 224,242 | | | | Supply chain | | | 1,912,847 | | | | | | | 1,815,993 | | | | Total cost of sales | | | 2,111,500 | | | | 59.8 | % | | | 2,040,235 | | | | 59.9 | % Gross margin | | | 1,419,119 | | | | 40.2 | % | | | 1,364,019 | | | | 40.1 | % General and administrative | | | 332,505 | | | | 9.4 | % | | | 321,777 | | | | 9.5 | % U.S. franchise advertising | | | 394,106 | | | | 11.2 | % | | | 387,818 | | | | 11.4 | % Refranchising gain | | | (3,881) | | | | (0.1) | % | | | (3,883) | | | | (0.1) | % Gain on sale of assets | | | (7,780) | | | | (0.2) | % | | | — | | | | — | Income from operations | | | 704,169 | | | | 19.9 | % | | | 658,307 | | | | 19.3 | % Other (expense) income | | | (20,895) | | | | (0.6) | % | | | 5,036 | | | | 0.2 | % Interest expense, net | | | (132,329) | | | | (3.7) | % | | | (123,411) | | | | (3.6) | % Income before provision for income taxes | | | 550,945 | | | | 15.6 | % | | | 539,932 | | | | 15.9 | % Provision for income taxes | | | 123,205 | | | | 3.5 | % | | | 119,871 | | | | 3.6 | % Net income | | $ | 427,740 | | | | 12.1 | % | | $ | 420,061 | | | | 12.3 | % Earnings per share: | | | | | | | | | | | | Common stock – diluted | | $ | 12.80 | | | | | | $ | 12.22 | | | | Weighted average diluted shares | | | 33,416,210 | | | | | | | 34,366,396 | | | | Domino's Pizza, Inc. and SubsidiariesCondensed Consolidated Balance Sheets(Unaudited) | | September 6, 2026 | | | December 28, 2025 (In thousands) | | | | | Assets | | | | | Current assets: | | | | | Cash and cash equivalents | | $ | 229,035 | | | $ | 125,675 Restricted cash and cash equivalents | | | 167,958 | | | | 216,110 Accounts receivable, net | | | 286,489 | | | | 315,958 Inventories | | | 89,535 | | | | 79,189 Prepaid expenses and other | | | 45,775 | | | | 39,767 Advertising fund assets, restricted | | | 97,983 | | | | 117,502 Total current assets | | | 916,775 | | | | 894,201 Property, plant and equipment, net | | | 375,415 | | | | 324,022 Operating lease right-of-use assets | | | 225,213 | | | | 219,485 Investment in DPC Dash | | | 15,175 | | | | 36,070 Other assets | | | 233,795 | | | | 242,681 Total assets | | $ | 1,766,373 | | | $ | 1,716,459 Liabilities and stockholders' deficit | | | | | Current liabilities: | | | | | Current portion of long-term debt | | $ | 1,326,786 | | | $ | 6,131 Accounts payable | | | 132,253 | | | | 135,029 Operating lease liabilities | | | 46,150 | | | | 47,553 Advertising fund liabilities | | | 96,639 | | | | 115,412 Other accrued liabilities | | | 277,622 | | | | 237,496 Total current liabilities | | | 1,879,450 | | | | 541,621 Long-term liabilities: | | | | | Long-term debt, less current portion | | | 3,559,118 | | | | 4,810,683 Operating lease liabilities | | | 189,769 | | | | 183,917 Other accrued liabilities | | | 93,134 | | | | 81,380 Total long-term liabilities | | | 3,842,021 | | | | 5,075,980 Total stockholders' deficit | | | (3,955,098) | | | | (3,901,142) Total liabilities and stockholders' deficit | | $ | 1,766,373 | | | $ | 1,716,459 Domino's Pizza, Inc. and SubsidiariesCondensed Consolidated Statements of Cash Flows(Unaudited) | | Three Fiscal Quarters Ended | | September 6, 2026 | | | September 7, 2025 (In thousands) | | | | | Cash flows from operating activities: | | | | | Net income | | $ | 427,740 | | | $ | 420,061 Adjustments to reconcile net income to net cash provided by operating activities: | | | | | Depreciation and amortization | | | 61,501 | | | | 61,128 Refranchising gain | | | (3,881) | | | | (3,883) Gain on sale of assets | | | (7,780) | | | | — Loss on disposal of assets | | | 1,181 | | | | 703 Amortization of debt issuance costs | | | 4,455 | | | | 3,768 Provision for deferred income taxes | | | 12,009 | | | | 9,255 Non-cash equity-based compensation expense | | | 30,843 | | | | 31,681 Excess tax benefits from equity-based compensation | | | (1,026) | | | | (2,751) Provision (benefit) for losses on accounts and notes receivable | | | 418 | | | | (49) Unrealized and realized loss (gain) on investments, net | | | 20,895 | | | | (5,036) Changes in operating assets and liabilities | | | (5,126) | | | | 10,242 Changes in advertising fund assets and liabilities, restricted | | | (20,628) | | | | 27,137 Net cash provided by operating activities | | | 520,601 | | | | 552,256 Cash flows from investing activities: | | | | | Capital expenditures | | | (60,829) | | | | (56,667) Proceeds from sale of assets | | | 27,623 | | | | 8,458 Sale of investments | | | — | | | | 44,085 Other | | | (961) | | | | (1,939) Net cash used in investing activities | | | (34,167) | | | | (6,063) Cash flows from financing activities: | | | | | Proceeds from issuance of long-term debt | | | — | | | | 1,000,000 Repayments of long-term debt and finance lease obligations | | | (4,097) | | | | (1,147,773) Proceeds from exercise of stock options | | | 9,205 | | | | 12,882 Purchases of common stock | | | (308,239) | | | | (277,698) Tax payments for restricted stock upon vesting | | | (14,204) | | | | (10,862) Payments of common stock dividends and equivalents | | | (134,331) | | | | (119,503) Cash paid for financing costs | | | — | | | | (15,287) Net cash used in financing activities | | | (451,666) | | | | (558,241) Effect of exchange rate changes on cash | | | (338) | | | | 1,487 Change in cash and cash equivalents, restricted cash and cash equivalents | | | 34,430 | | | | (10,561) | | | | | Cash and cash equivalents, beginning of period | | | 125,675 | | | | 186,126 Restricted cash and cash equivalents, beginning of period | | | 216,110 | | | | 195,370 Cash and cash equivalents included in advertising fund assets, restricted, beginning of period | | | 92,200 | | | | 80,928 Cash and cash equivalents, restricted cash and cash equivalents and cash and cash equivalents included in advertising fund assets, restricted, beginning of period | | | 433,985 | | | | 462,424 | | | | | Cash and cash equivalents, end of period | | | 229,035 | | | | 139,728 Restricted cash and cash equivalents, end of period | | | 167,958 | | | | 202,501 Cash and cash equivalents included in advertising fund assets, restricted, end of period | | | 71,422 | | | | 109,634 Cash and cash equivalents, restricted cash and cash equivalents and cash and cash equivalents included in advertising fund assets, restricted, end of period | | $ | 468,415 | | | $ | 451,863 View original content to download multimedia:https://www.prnewswire.com/news-releases/dominos-pizza-announces-third-quarter-2026-financial-results-302906245.html

- Interested in Domino's Pizza Inc? Here are five stocks we like better. - Q3 operating income rose 8.5% excluding foreign-currency and refranchising effects, while global retail sales increased 3.2% and order counts grew in both delivery and carryout. - U.S. same-store sales rose only 0.3% as customers ordered fewer items, lowering average ticket sizes; management is emphasizing value promotions, product innovation and aggregator platforms to support demand. - Domino's lowered its 2026 U.S. store-opening outlook to 125–150 locations and expects international same-store sales to be roughly flat, citing weaker franchisee profitability and challenging consumer conditions. - Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Domino's Pizza (NASDAQ:DPZ) reported third-quarter operating income growth of 8.5%, excluding foreign-currency effects and minor refranchising true-up impacts, as higher franchise royalties and fees and supply-chain performance helped offset a challenging consumer backdrop. During the company's earnings call, Chief Executive Officer Joe Jordan said demand remained strong, with order counts increasing in both delivery and carryout and the company continuing to gain share in the quick-service pizza category. However, lower average ticket sizes constrained same-store sales as customers reduced items per order. → 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip - Jersey Mike's Serves Fresh Gains After IPO Stumble Jordan, speaking on his first earnings call as CEO, said his priorities are to get closer to customers and support four-wall profitability for franchisees. He succeeded Russell Weiner as CEO, while Weiner is expected to become executive chairman at the company's annual shareholder meeting in April. Global retail sales grew 3.2% in the third quarter excluding foreign currency, supported by more than 950 net new stores added over the past 12 months. U.S. retail sales rose 2.1%, driven primarily by net store growth, including 26 net new U.S. locations during the quarter. U.S. same-store sales increased 0.3%. → Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next - Confidence Is Back, But Earnings Show the Consumer Is Being Picky The U.S. comparable-sales result reflected order-count growth in Domino's core business and continued growth from aggregator platforms, according to Chief Financial Officer Sandeep Reddy. Those gains were partly offset by a lower average ticket, as items per order declined in carryout and first-party delivery. Pricing rose 1.2% in the quarter. - U.S. carryout comparable sales increased 1%. - U.S. delivery comparable sales declined 0.3%. - International retail sales increased 4.3%, excluding foreign currency. - International comparable sales increased 0.2%. - Domino's added 149 international stores during the quarter. Reddy said the consumer environment remained difficult and that pressure had become more visible in items per order during the third quarter. Jordan said customers continued to place orders, including lower-income consumers, but were managing their spending by ordering fewer items. → Why Wall Street Expects Even More From SanDisk After Its 575% Rally "We're very pleased to continue to see order count growth, particularly among low-income consumers," Jordan said. "The brand is still relevant, even when the pressure is on their pocketbooks." Management said it is seeking to balance value promotions that drive order counts with initiatives that improve average ticket size. Jordan said the company's Best Deal Ever promotion continued to perform well in the third quarter, including the addition of stuffed crust, which Domino's believes can encourage customers to return for higher-ticket purchases. The company also recently launched "The Domino," a product designed around what management calls the "me/we occasion," or group pizza orders in which consumers still want individual choices. Jordan said the product could help Domino's compete for occasions that historically may not have favored pizza, particularly on third-party aggregator platforms where consumers may be looking for individual meals. Domino's said its third-party delivery rollout continues to add customers without materially displacing its first-party delivery business. Jordan said the company is now the largest pizza brand on both DoorDash and Uber, but believes it has not yet reached its fair share of the broader quick-service pizza category on those platforms. Management continues to estimate that roughly 50% of third-party delivery sales are incremental. Reddy said the company has intentionally taken a disciplined approach to aggregator expansion to protect franchisee profitability rather than pursuing faster growth at the expense of margins. Domino's maintained its expectation for low-single-digit U.S. same-store sales growth in 2026, but said it now expects results to land toward the lower end of that range, assuming current macroeconomic and competitive pressures persist through year-end. The company lowered its outlook for U.S. net new stores to 125 to 150 for the year, citing pressure on the development pipeline and franchisee profitability. Reddy said the revision was not driven by closures, which have remained limited, but by a slower pace of future openings. Domino's has maintained its long-term U.S. potential of more than 8,500 stores. International same-store sales are now expected to be approximately flat for 2026, largely because of continued pressures at Domino's Pizza Enterprises, or DPE. Reddy said DPE has indicated that its conditions are not expected to improve meaningfully until 2027. Domino's continues to expect about 800 net new international stores this year. For the full year, Domino's now expects global retail sales growth in the low- to mid-single digits and operating-income growth in the mid-single digits, excluding foreign currency, refranchising gains and the gain from the sale of a corporate aircraft. Executives acknowledged that franchisee profitability is under pressure, affecting development sentiment and the willingness of operators to open additional stores. Jordan said the company is focused on improving profits through its marketing calendar, better ticket management and more consistent restaurant operations. He pointed to the company's Dom.OS technology platform and an orchestration agent being tested in stores as tools intended to improve consistency in product and service. Jordan said he expects improved execution to support customer retention, frequency and franchisee results. Reddy said supply-chain performance benefited from procurement productivity and route optimization. Domino's shares U.S. supply-chain profit improvements equally with franchisees, and he said the company's future focus will be on gross-profit-dollar growth rather than margin expansion alone. Through the first three quarters of 2026, Domino's repurchased about 849,000 shares for $305 million. The company had approximately $1.15 billion remaining under its repurchase authorization at quarter-end. Reddy said Domino's expects to continue returning meaningful cash to shareholders while evaluating leverage levels amid higher interest rates. The company's leverage was 4.2 times EBITDA at the end of the quarter. Domino's Pizza, Inc is a global quick-service restaurant company specializing in pizza delivery and carryout. Its menu includes a variety of pizzas, sides, desserts and beverages, with orders placed through digital platforms, phone ordering and participating stores. Founded in 1960 in Ypsilanti, Michigan, Domino's began as a small pizza business and adopted its current name in 1965. The company has expanded through a primarily franchise-based model, supported by company-owned stores and an integrated supply chain that provides food and other products to many participating locations. Domino's serves customers in the United States and international markets across North America, Europe, Asia-Pacific, the Middle East, Africa and other regions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "What Domino's Pizza (DPZ) Said on Its Q3 Earnings Call" was originally published by MarketBeat. View MarketBeat's top stocks for October 2026.