View ValuationDomino's Pizza 将来の成長Future 基準チェック /06Domino's Pizzaは、7.1%と4.3%でそれぞれ年率7.1%で利益と収益が成長すると予測される一方、EPSはgrowで9.6%年率。主要情報7.1%収益成長率9.60%EPS成長率Hospitality 収益成長25.0%収益成長率4.3%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Oct 13+ 1 more updateDomino's Pizza, Inc. Announces Sales Guidance for 2023Domino's Pizza, Inc. announced that based on actual results for the three fiscal quarters of 2023 and the Company’s outlook for the remainder of fiscal 2023, the Company expects its 2023 global net store growth to trend at or slightly below the low-end of its 5% to 7% two- to three-year outlook. Additionally, the Company expects its 2023 global retail sales growth, excluding foreign currency impact, to trend modestly below the mid-point of its 4% to 8% two -to three-year outlook.すべての更新を表示Recent updatesDeclared Dividend • May 04First quarter dividend of US$1.99 announcedShareholders will receive a dividend of US$1.99. Ex-date: 15th June 2026 Payment date: 30th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$4.16 (vs US$4.37 in 1Q 2025)First quarter 2026 results: EPS: US$4.16 (down from US$4.37 in 1Q 2025). Revenue: US$1.15b (up 3.5% from 1Q 2025). Net income: US$139.8m (down 6.6% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Domino's Pizza, Inc. (NasdaqGS:DPZ) announces an Equity Buyback for $1,000 million worth of its shares.Domino's Pizza, Inc. (NYSE:DPZ) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares.お知らせ • Apr 07Domino's Pizza Inc. Offers Exclusive Access to Shinola Merchandise and Launches New Slice SauceDomino's Pizza Inc. had given away free Slice Sauce with any online purchase of Handmade Pan or Parmesan Stuffed Crust Pizza now through June 14. Domino's Pizza Inc. is offering customers exclusive access to a curated selection of black and gold Shinola timepieces and leather goods to celebrate the launch of Domino's new Slice Sauce – a creamy, craveable dip made to level up every bite of pizza – which also comes in premium black and gold packaging. Customers who order Handmade Pan or Parmesan Stuffed Crust Pizza now through May 7, 2026, will receive password-only access to shop select Shinola styles at a preferred rate when the collection goes live on May 8 at shinola.com/dominos. The assortment features a range of Shinola favorites customized with subtle Domino's design details, presented in custom black and gold packaging. Items include: 39mm Mechanic Watch ($1,350), 40mm Canfield Sport Chronograph Watch ($1,165), 45mm Canfield Sport Chronograph Watch ($975), 41mm Runwell Watch - Black Mother of Pearl ($600), 36mm Runwell Watch - Mother of Pearl ($600), 36mm Runwell Watch ($565), Zip Travel Kit ($225), Laptop Tech Case ($225), Trifold Wallet ($170), Five-Pocket Card Holder ($115). The special offering from Shinola comes on the heels of Domino's introduction of Slice Sauce: the brand's first-ever sauce designed specifically to take every bite of pizza to the next level, whether you dip it, dunk it or drizzle it. It's creamy and zesty with a hint of Parmesan, and pairs perfectly with Domino's most craveworthy pizzas, so much so that the brand is giving away a free Slice Sauce with every Handmade Pan or Parmesan Stuffed Crust Pizza purchased online now through June 14. Customers who order Handmade Pan or Parmesan Stuffed Crust Pizza will also unlock access to a black and gold Domino's Tracker, for an even more premium experience. To receive a free Slice Sauce with the purchase of a Handmade Pan or Parmesan Stuffed Crust Pizza and unlock access to the Domino's and Shinola collection, customers can order through Domino's app or at dominos.com.お知らせ • Mar 27Domino's Pizza, Inc. to Report Q1, 2026 Results on Apr 27, 2026Domino's Pizza, Inc. announced that they will report Q1, 2026 results at 6:05 AM, US Eastern Standard Time on Apr 27, 2026お知らせ • Mar 24Domino's Pizza Inc. Updates Tracker With New FeaturesDomino's Pizza Inc. revolutionized the customer experience by launching its innovative, industry-first Tracker in 2008. Domino's Tracker® now features the following enhancements: A more precise ready time based on new AI technology, Live Activities for iOS users, and a new look and feel with a clearer, more detailed view of each order's progress. In addition to a new look and feel, Tracker's updated features include: A More Precise Ready Time. Customers can now see a more precise time as to when their order will be ready for pickup or delivery. This improved, smarter technology powered by DomOS, Domino's proprietary operating system, uses a custom AI order-tracking engine that blends multiple real-time inputs from store team members with machine learning models to ensure the most accurate time estimate. Live Activities for iOS Users. Domino's is taking pizza tracking to the next level with the launch of Live Activities, making tracking easier, faster and more intuitive for millions of iPhone users nationwide. With Live Activities, Domino's Tracker updates are even closer to customers' fingertips, as iPhone users can follow their order's progress right from the Lock Screen – no app switching required. From order placed, to out for delivery, key tracker stages and live driver location updates will stay front and center. Streamlined Tracking Stages with More Details. Domino's Tracker now features simplified stages – "placed," "make," "deliver" or "pick up" (depending on if the order is for delivery or carryout), and "mmm!" – with additional information displayed underneath. Customers will have more insight into every stage of their order than ever before. With a single tap, customers can dive deeper to view order details, store information and a step-by-step breakdown of their order's progress. With a single tap, customers can dive deeper to view order details, store information and a step-by-step breakdown of their order's progress. They can even see what time their order was placed in the oven, what time their driver left the store, track their driver via GPS and follow a car progress bar.お知らせ • Mar 11Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026.Declared Dividend • Mar 02Fourth quarter dividend of US$1.99 announcedShareholders will receive a dividend of US$1.99. Ex-date: 13th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2025 earnings released: EPS: US$17.69 (vs US$16.83 in FY 2024)Full year 2025 results: EPS: US$17.69 (up from US$16.83 in FY 2024). Revenue: US$4.94b (up 5.0% from FY 2024). Net income: US$601.7m (up 3.0% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Feb 23Domino's Pizza, Inc. Declares Quarterly Dividend on its Outstanding Common Stock, Payable on March 30, 2026Subsequent to the end of the fourth quarter of 2025, on February 18, 2026, the Board of Directors of Domino's Pizza, Inc. approved a 15% increase to its per share quarterly dividend and a $1.99 per share quarterly dividend was declared on its outstanding common stock for shareholders of record as of March 13, 2026, to be paid on March 30, 2026.お知らせ • Feb 21Domino's Pizza, Inc. Announces Retirement of James A. Goldman as DirectorOn February 18, 2026, Domino's Pizza, Inc. announced that James A. Goldman informed Domino's Pizza, Inc. that, after more than 15 years of service on the Company's Board of Directors, he has decided to retire from the Board and thus shall not stand for re-election to the Board at the Company's 2026 Annual Meeting of Shareholders in April. Mr. Goldman will continue to serve on the Board through the remainder of his current term.お知らせ • Jan 23Domino's Pizza, Inc. to Report Q4, 2025 Results on Feb 23, 2026Domino's Pizza, Inc. announced that they will report Q4, 2025 results at 6:05 AM, US Eastern Standard Time on Feb 23, 2026Upcoming Dividend • Dec 08Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.9%).お知らせ • Nov 26Domino's Pizza, Inc. Announces Resignation of C. Andrew Ballard as A Member of the Board of Directors, Effectively November 19, 2025On November 19, 2025, C. Andrew Ballard, a member of the Board of Directors (the “Board”) of Domino’s Pizza, Inc. (the “Company”), notified the Company of his resignation as a member of the Board effective immediately. Mr. Ballard’s resignation from the Board is not the result of any disagreement with the Company’s operations, policies or practices.お知らせ • Nov 10Domino's Pizza Inc. and Retta Team Up on Tv AdsA new, mouthwatering pizza has just joined Domino's Pizza Inc.'s lineup of Specialty Pizzas. Starting November 10, 2025, customers can enjoy Domino's Spicy Chicken Bacon Ranch Pizza - a delicious pizza made with grilled chicken breast, creamy ranch, smoked bacon, jalapenos, proteone, cheese made with 100% real mozzarella and topped with a drizzle of Buffalo sauce. The new Spicy Chicken Bacon Ranch Pizza joins Domino's existing lineup of 10 other Specialty Pizzas, including The People's Pizza-Deluxe, Philly Cheese Steak, Pacific Veggie and more. Customers can try the new pizza, as well as any other medium Specialty Pizza, for just $9.99 each when they select Domino's Mix and Match deal. Domino's and Retta are teaming up on TV ads, which will begin airing in the coming weeks, to let customers know that now they can treat themselves to Specialty Pizzas any day of the year.Declared Dividend • Oct 17Third quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 15th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 15Domino's Pizza, Inc. Announces Quarterly Dividend, Payable on December 26, 2025Domino's Pizza, Inc. announced that Subsequent to the end of the third quarter of 2025, on October 7, 2025, the Company's Board of Directors declared a $1.74 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 15, 2025, to be paid on December 26, 2025.Reported Earnings • Oct 14Third quarter 2025 earnings released: EPS: US$4.08 (vs US$4.22 in 3Q 2024)Third quarter 2025 results: EPS: US$4.08 (down from US$4.22 in 3Q 2024). Revenue: US$1.15b (up 6.2% from 3Q 2024). Net income: US$139.3m (down 5.2% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 16Domino's Pizza, Inc. to Report Q3, 2025 Results on Oct 14, 2025Domino's Pizza, Inc. announced that they will report Q3, 2025 results at 6:05 AM, US Eastern Standard Time on Oct 14, 2025Upcoming Dividend • Sep 08Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (1.9%).お知らせ • Sep 02Domino's®? Introduces Two New Delectable Flavors of Bread BitesDomino's Pizza Inc. is bringing more oven-baked delicious to its customers by launching two new Bread Bite flavors: Cinnamon and Garlic. Domino's oven-baked Bread Bites are handmade from fresh buttery-tasting dough. Parmesan, Cinnamon, and Garlic Bread Bites come in orders of 16 or 32. The 32-piece orders of Bread Bites are included in Domino's Mix & Match Deal, in which customers can choose any two or more menu items from within the offer for $6.99 each.Recent Insider Transactions • Aug 22Independent Director recently sold Mex$8.5m worth of stockOn the 18th of August, James Goldman sold around 1k shares on-market at roughly Mex$8,479 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$235m more than they bought in the last 12 months.Declared Dividend • Jul 27Second quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: US$3.84 (vs US$4.07 in 2Q 2024)Second quarter 2025 results: EPS: US$3.84 (down from US$4.07 in 2Q 2024). Revenue: US$1.15b (up 4.3% from 2Q 2024). Net income: US$131.1m (down 7.7% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Domino's Unveils Secret Menu PizzasDomino's Pizza Inc. is bringing back its "Best Deal Ever" promotion! Customers can enjoy any pizza with any toppings for $9.99 each when they order online between July 7- Aug. 3. Domino's $9.99 deal includes Hand Tossed, Handmade Pan, New York Style, Gluten Free and Crunchy Thin Crust, as well as an assortment of sauces and toppings.お知らせ • Jul 01Domino's Pizza, Inc. Elects Stephen Kramer to Board of DirectorsDomino's Pizza, Inc. announced the election of Stephen H. Kramer to its Board of Directors. Kramer currently serves as President, Chief Executive Officer and a member of the Board of Directors of Bright Horizons Family Solutions Inc. He has served as CEO and board member since January 2018 and as President since January 2016. Kramer joined Bright Horizons in September 2006 through the acquisition of College Coach, a company he co-founded. Earlier in his career, Kramer worked at Fidelity Ventures and Arthur D. Little.Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Diane Cafritz was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 20Domino's Pizza, Inc. to Report Q2, 2025 Results on Jul 21, 2025Domino's Pizza, Inc. announced that they will report Q2, 2025 results at 6:05 AM, US Eastern Standard Time on Jul 21, 2025Upcoming Dividend • Jun 07Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (1.9%).Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Diane Cafritz was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • May 05First quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • May 04Independent Presiding Director recently sold Mex$3.9m worth of stockOn the 1st of May, C. Andrew Ballard sold around 413 shares on-market at roughly Mex$9,477 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$60m. Insiders have been net sellers, collectively disposing of Mex$229m more than they bought in the last 12 months.Buy Or Sell Opportunity • Apr 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.0% to Mex$9,610. The fair value is estimated to be Mex$7,987, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 4.8% per annum over the same time period.Reported Earnings • Apr 28First quarter 2025 earnings released: EPS: US$4.37 (vs US$3.62 in 1Q 2024)First quarter 2025 results: EPS: US$4.37 (up from US$3.62 in 1Q 2024). Revenue: US$1.11b (up 2.5% from 1Q 2024). Net income: US$149.7m (up 19% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.お知らせ • Mar 28Domino's Pizza, Inc. to Report Q1, 2025 Results on Apr 28, 2025Domino's Pizza, Inc. announced that they will report Q1, 2025 results at 6:05 AM, US Eastern Standard Time on Apr 28, 2025Recent Insider Transactions • Mar 17Insider recently sold Mex$19m worth of stockOn the 11th of March, Kelly Garcia sold around 2k shares on-market at roughly Mex$8,867 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$60m. Insiders have been net sellers, collectively disposing of Mex$225m more than they bought in the last 12 months.お知らせ • Mar 11Domino's Pizza, Inc. Announces Executive PromotionsDomino's Pizza Inc. announce the promotion of three company executives into new roles. Joseph Jordan is being elevated to the position of chief operating officer and president Weiking Ng is being promoted to executive vice president – International, and Ryan Mulally is being promoted to executive vice president – general counsel and corporate secretary. All three executives will report to Russell Weiner, Domino's chief executive officer. Jordan will serve as the Company's chief operating officer and president – Domino's U.S., overseeing domestic operations and marketing, while expanding his existing oversight of global services to now include Domino's technology. Jordan has served as Domino's president, U.S. and global services since May 2022. He previously served in roles including executive vice president of Domino's International and senior vice president and chief marketing officer, having joined the company as vice president of innovation in 2011. Prior to joining the Company, Jordan served as senior director of marketing at Pepsi-Cola North America, and also held marketing roles at Philips Electronics and Unilever, as well as spending time as a consultant for Accenture. He serves on the Board of Directors of The Boston Beer Company Inc. Ng will move into the role of executive vice president – International, effective April 1. He will be responsible for overseeing the Domino's business and franchise relationships that span more than 90 countries around the world. He most recently served as Domino's vice president – International for Asia, Middle East and Africa. Ng joined Domino's international business team in 2020. He came to Domino's from Hilton, where he served as vice president – APAC strategy, and has previously held leadership roles at McDonald's, as well as time as a management consultant for Boston Consulting Group and Accenture. Mulally is being elevated to executive vice president – general counsel and corporate secretary, effective March 15, after most recently serving as vice president – assistant general counsel since 2018. He draws upon decades of extensive legal experience that includes leading Domino's litigation team and responsibility for franchise and corporate standards. Prior to joining Domino's in 2008, he was a partner with Dickinson Wright in Detroit, Michigan.Recent Insider Transactions • Mar 11Independent Director recently sold Mex$60m worth of stockOn the 3rd of March, Andrew Balson sold around 6k shares on-market at roughly Mex$10,067 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$200m more than they bought in the last 12 months.お知らせ • Mar 03+ 1 more updateDomino's Pizza, Inc., Annual General Meeting, Apr 23, 2025Domino's Pizza, Inc., Annual General Meeting, Apr 23, 2025.Declared Dividend • Mar 03Fourth quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Mar 02Independent Director recently sold Mex$13m worth of stockOn the 26th of February, James Goldman sold around 1k shares on-market at roughly Mex$9,678 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$140m more than they bought in the last 12 months.Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 1.2% to Mex$9,625. The fair value is estimated to be Mex$7,933, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$16.83 (vs US$14.80 in FY 2023)Full year 2024 results: EPS: US$16.83 (up from US$14.80 in FY 2023). Revenue: US$4.71b (up 5.1% from FY 2023). Net income: US$584.2m (up 13% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Domino's Pizza, Inc. Announces Quarterly Dividend, Payable on March 28, 2025Domino's Pizza, Inc. approved a 15% increase to its per share quarterly dividend and a $1.74 per share quarterly dividend was declared on its outstanding common stock for shareholders of record as of March 14, 2025, to be paid on March 28, 2025.お知らせ • Feb 22Diana F. Cantor Decides Not Stand for Re-Election to the Board of Domino's Pizza, IncOn February 18, 2025, Diana F. Cantor informed Domino's Pizza, Inc. that, after nearly twenty years of service on the company's Board of Directors, she has decided to retire from the Board and thus shall not stand for reelection to the Board at the company's 2025 Annual Meeting of Shareholders in April. Ms. Cantor will continue to serve on the Board through the remainder of her current term. The Board thanks Ms. Cantor for her years of service, dedication to the Board, and her many contributions to the company.お知らせ • Jan 22Domino's Pizza, Inc. to Report Q4, 2024 Results on Feb 24, 2025Domino's Pizza, Inc. announced that they will report Q4, 2024 results at 6:05 AM, Eastern Standard Time on Feb 24, 2025Buy Or Sell Opportunity • Jan 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to Mex$9,090. The fair value is estimated to be Mex$7,376, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.New Risk • Dec 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (6.2% average weekly change). Negative equity (-US$4.0b). Minor Risk Significant insider selling over the past 3 months (Mex$118m sold).お知らせ • Dec 13Domino’s Among Four Bidders Reportedly Targeting Wingstop UK TakeoverFour bidders, including Domino's Pizza, Inc. (NYSE:DPZ), are circling to snap up fried chicken chain Wingstop’s (Wingstop Inc. (NasdaqGS:WING)) UK operation. It is understood the sale process could value Wingstop’s UK franchise at around £400 million. US investment group Sixth Street (Sixth Street Partners, LLC) and private equity firms KKR (KKR & Co. Inc. (NYSE:KKR)) and TSG Consumer Partners (TSG Consumer Partners, LP) are also targeting a potential takeover deal. Suitors for the business have a deadline of December 16 to table their final bids in order to strike a deal. Wingstop currently runs 56 sites across the UK after opening 17 sites this year as part of a rapid expansion programme. It was launched in the UK by Tom Grogan, Saul Lewin and Herman Sahota – who still hold a minority stake in the firm. The New York-listed Wingstop group operates more than 2,000 branches across its main US operation. The group holds a minority stake in UK master franchisee Lemon Pepper Holdings. The growing popularity for Wingstop comes amid continued growth by chicken chains in the UK, with Popeyes also rapidly opening new sites and new players such as Dave’s Hot Chicken and Chick-fil-A entering the market. Domino’s Pizza is among the potential buyers for Wingstop. In an investor presentation last December, Domino’s said that it would focus on growing its core pizza business but would also consider taking on a second brand if it saw “synergies” with its existing assets. Wingstop UK and Dominos Pizza group declined to comment. Sixth Street, KKR and TSG Consumer Partners have been contacted for comment.Upcoming Dividend • Dec 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 27 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.2%).Recent Insider Transactions • Nov 15Independent Director recently sold Mex$28m worth of stockOn the 11th of November, Diana Cantor sold around 3k shares on-market at roughly Mex$9,311 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$58m. Insiders have been net sellers, collectively disposing of Mex$102m more than they bought in the last 12 months.Buy Or Sell Opportunity • Nov 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to Mex$9,350. The fair value is estimated to be Mex$7,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Recent Insider Transactions • Nov 07Independent Director recently sold Mex$4.6m worth of stockOn the 4th of November, James Goldman sold around 531 shares on-market at roughly Mex$8,626 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$58m. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.お知らせ • Oct 23Domino’s Pizza, Inc. Announces Executive ChangesOn October 16, 2024, Arthur P. D’Elia, Executive Vice President, International of Domino’s Pizza, Inc., resigned from his position as Executive Vice President, International effective immediately to pursue opportunities outside of the Company. Mr. D’Elia has agreed to remain an employee of the Company through March 31, 2025 to serve in an advisory capacity and assist in the transition of his duties and will continue to be eligible for compensation during such period in accordance with the terms of his employment agreement with the Company. Effective immediately and until the Company appoints a successor Executive Vice President, International, the Company’s international business will be overseen by Joseph H. Jordan, the Company’s President, U.S. & Global Services, who previously served as the Company’s Executive Vice President, International from April 2018 to April 2022.Recent Insider Transactions • Oct 18Independent Director recently sold Mex$58m worth of stockOn the 15th of October, Andrew Balson sold around 7k shares on-market at roughly Mex$8,391 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$70m more than they bought in the last 12 months.お知らせ • Oct 17Domino's Pizza, Inc. Announces the Promotion of Kate Trumbull as Executive Vice President and Chief Marketing Officer, Effective November 1, 2024Domino's Pizza Inc. announced the promotion of Kate Trumbull to Executive Vice President, Chief Marketing Officer, effective November 1, 2024. In her new role, Trumbull will oversee global marketing and continue to report to Joe Jordan, President, U.S. and Global Services. Additionally, Risa O'Hara and the international marketing team will report to Trumbull as part of this expanded global marketing organization. Trumbull joined Domino's in 2011 from Procter & Gamble, where she worked on several iconic brands, including Tide and Gain. During her 13-year tenure at Domino's, Trumbull has held multiple leadership roles, progressing from Program Leader of Hispanic Marketing to Director of Loyalty, to Director of Digital Advertising, and to Vice President of Advertising. Most recently, in March 2023, she was appointed Senior Vice President and Chief Brand Officer, overseeing advertising, media, product innovation, and national sales. Throughout her career at Domino's, Trumbull has spearheaded key marketing initiatives that have become synonymous with the brand's innovation and customer-centric focus. Notable campaigns include Domino's Carryout Tips, Domino's Emergency Pizza, Domino's Pinpoint Delivery®, Quality Captains, New York Style Pizza and the company's revamped loyalty program, Domino's® Rewards.Declared Dividend • Oct 13Dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 13th December 2024 Payment date: 27th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$1.08b (up 5.1% from 3Q 2023). Net income: US$146.9m (flat on 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 10+ 1 more updateDomino's Pizza, Inc. Declares Quarterly Dividend on Its Outstanding Common Stock, Payable on December 27, 2024Domino's Pizza, Inc. announced that subsequent to the end of the third quarter of 2024, on October 8, 2024, the Company's Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 13, 2024, to be paid on December 27, 2024.お知らせ • Sep 27Edelson Lechtzin LLP Urges Domino's Pizza, Inc. Shareholders with Substantial Losses to Consult Legal Counsel About the Pending Securities Fraud Class ActionEdelson Lechtzin LLP announced the filing of a securities fraud class action on behalf of all investors of Domino's Pizza, Inc. between December 7, 2023, and July 17, 2024, inclusive (the ‘Class Period’). The Securities Fraud Claims Throughout the Class Period, the Complaint alleges that Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: DPE, the Company's largest master franchisee, was experiencing significant challenges concerning both new store openings and closures of existing stores; as a result, Domino's was unlikely to meet its own previously issued long-term guidance for annual global net sore growth; and as a result, Domino's business and financial prospects were overstated. On July 18, 2024, Domino's announced that it expects 175 to 275 fewer international stores than its goal due to challenges faced by one of its franchisees, Domino's Pizza Enterprises. The Company is suspending its guidance metric of 1,100+ global net stores and the CFO revealed that the long-term guidance announced in 2023 did not accurately reflect the franchisee's challenges. On this news, the price of Domino's stock fell $64.23 per share, or 13.57%, to close at $409.04 on July 18, 2024.お知らせ • Sep 16Domino's Pizza Inc to Launch 5-Cheese and Spicy Buffalo 5-Cheese Mac & Cheese, Just in Time for the FallDomino's Pizza Inc. and it's launching just in time for fall. The largest pizza company in the world is adding Mac & Cheese to its menu, beginning Sept. 23. Domino's Mac & Cheese will be available in two mouthwatering varieties: 5-Cheese Mac & Cheese and Spicy Buffalo 5-Cheese Mac & Cheese. Domino's 5-Cheese Mac & Cheese features penne pasta combined with a blend of cheddar, American, Parmesan-Asiago, mozzarella blend, and Alfredo sauce – all oven-baked to creamy, bubbly perfection. Domino's Spicy Buffalo 5-Cheese Mac & Cheese adds a flavorful twist to the classic dish, as it is drizzled with hot buffalo sauce. Want to try Domino's 5-Cheese Mac & Cheese and Spicy Buffalo 5-Cheese Mac & Cheese? Customers can enjoy either variety through the following deals: Mix & Match Deal: order any two or more menu items (including Mac & Cheese) for $6.99 each. Domino's Rewards members may redeem 60 points for a free order of Mac & Cheese.お知らせ • Sep 11Domino's Pizza, Inc. to Report Q3, 2024 Results on Oct 10, 2024Domino's Pizza, Inc. announced that they will report Q3, 2024 results at 6:05 AM, Eastern Standard Time on Oct 10, 2024Upcoming Dividend • Sep 06Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (4.5%).Recent Insider Transactions • Aug 21Independent Presiding Director recently sold Mex$1.8m worth of stockOn the 15th of August, C. Andrew Ballard sold around 214 shares on-market at roughly Mex$8,318 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.Declared Dividend • Jul 21Second quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 19Second quarter 2024 earnings released: EPS: US$4.03 (vs US$3.11 in 2Q 2023)Second quarter 2024 results: EPS: US$4.03 (up from US$3.11 in 2Q 2023). Revenue: US$1.10b (up 7.1% from 2Q 2023). Net income: US$142.0m (up 30% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 18+ 1 more updateDomino's Pizza, Inc. Announces Dividend for the Second Quarter of 2024, Payable on September 30, 2024Domino's Pizza, Inc. announced that subsequent to the end of the second quarter of 2024, on July 16, 2024, the Company's Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of September 13, 2024, to be paid on September 30, 2024.Buy Or Sell Opportunity • Jul 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to Mex$8,660. The fair value is estimated to be Mex$7,215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.お知らせ • Jun 24Domino's Pizza, Inc. Announces Appointment of Maureen Pittenger as Executive Vice President – Chief Human Resources OfficerDomino's Pizza, Inc. announced appointment of Maureen Pittenger as executive vice president – chief human resources officer, effective July 8, 2024. In her new role, Pittenger will lead all aspects of Domino's human resources strategies and functions. Pittenger joins Domino's with more than 20 years of experience in human resources. She previously served as senior vice president and chief human resources officer at Dana Inc. – a position she held since 2022. She joined the company in 2019 as the vice president of corporate human resources. Prior to that, she held escalating leadership roles in human resources at Visteon Corp., beginning in 2001. Pittenger holds a bachelor's degree from the University of Michigan-Dearborn and a Juris Doctorate from Wayne State University.お知らせ • Jun 19Domino's Pizza, Inc. to Report Q2, 2024 Results on Jul 18, 2024Domino's Pizza, Inc. announced that they will report Q2, 2024 results on Jul 18, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (3.1%).Declared Dividend • May 06First quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 43%.Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 05Insider recently sold Mex$3.6m worth of stockOn the 1st of May, Jessica Parrish sold around 400 shares on-market at roughly Mex$8,934 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.9m. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$3.58 (vs US$2.96 in 1Q 2023)First quarter 2024 results: EPS: US$3.58 (up from US$2.96 in 1Q 2023). Revenue: US$1.08b (up 5.9% from 1Q 2023). Net income: US$125.8m (up 20% from 1Q 2023). Profit margin: 12% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Domino's Pizza, Inc. Declares Quarterly Dividend, Payable on June 28, 2024Subsequent to the end of the first quarter of 2024, on April 25, 2024, Domino's Pizza, Inc.'s Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of June 14, 2024, to be paid on June 28, 2024.お知らせ • Apr 16Domino's Pizza Inc. Announces Introducing New York Style PizzaDomino's Pizza Inc. announced introducing New York Style Pizza: a pizza that is designed to be even more delicious, whether hail from New York City or beyond. Domino's New York Style Pizza is made with fresh, never frozen dough that is stretched thin, by hand. It is topped with a melty blend of cheese made with 100% real mozzarella and provolone, and cut into six big, foldable slices. Customers looking to try Domino's New York style Pizza can take advantage of the following deals: Large three-topping New York Style Pizzas for $10.99 each; Mix & Match Deal: order any two or more menu items (including medium two-topping New York StylePizzas) for $6.99 each; Domino's Rewards members may also redeem 60 points for a free medium two-topping new York Style Pizza.お知らせ • Mar 29Domino's Pizza, Inc. to Report Q1, 2024 Results on Apr 29, 2024Domino's Pizza, Inc. announced that they will report Q1, 2024 results at 6:05 AM, US Eastern Standard Time on Apr 29, 2024Recent Insider Transactions • Mar 19Executive VP recently sold Mex$3.9m worth of stockOn the 13th of March, Kevin Morris sold around 517 shares on-market at roughly Mex$7,581 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.お知らせ • Mar 17Domino's Pizza, Inc., Annual General Meeting, Apr 25, 2024Domino's Pizza, Inc., Annual General Meeting, Apr 25, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect the nine director nominees named in the Proxy Statement, each to serve for a one-year term, until their respective successors are duly elected or qualified or until his or her earlier death, resignation or removal; to ratify the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for the 2024 fiscal year; hold an advisory and non-binding vote on the compensation of the Company’s named executive officers; to act on the shareholder proposal described in the Proxy Statement, if properly presented; and to transact such other business as may properly come before the meeting.Recent Insider Transactions • Mar 16Executive VP recently sold Mex$3.9m worth of stockOn the 13th of March, Kevin Morris sold around 517 shares on-market at roughly Mex$7,581 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.Upcoming Dividend • Mar 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (5.2%).Declared Dividend • Feb 28Fourth quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$14.80 (vs US$12.66 in FY 2022)Full year 2023 results: EPS: US$14.80 (up from US$12.66 in FY 2022). Revenue: US$4.48b (down 1.3% from FY 2022). Net income: US$519.1m (up 15% from FY 2022). Profit margin: 12% (up from 10.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 27Domino's Pizza, Inc. (NYSE:DPZ) announces an Equity Buyback for $1,000 million worth of its shares.Domino's Pizza, Inc. (NYSE:DPZ) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares.お知らせ • Jan 17Domino's Pizza, Inc. to Report Q4, 2023 Results on Feb 26, 2024Domino's Pizza, Inc. announced that they will report Q4, 2023 results at 6:05 AM, US Eastern Standard Time on Feb 26, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$1.21 per share at 1.2% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (5.8%).Recent Insider Transactions • Nov 07Independent Director recently sold Mex$2.6m worth of stockOn the 2nd of November, C. Andrew Ballard sold around 428 shares on-market at roughly Mex$6,157 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.Board Change • Nov 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 18Domino's Pizza, Inc. Appoints Sam Jackson as Executive Vice President of Human Resources, Effective November 4Domino's Pizza Inc. has named Sam Jackson its executive vice president of human resources, reporting directly to Chief Executive Officer Russell Weiner, effective November 4. Jackson joined Domino's in 2018 as the vice president of human resources, developing and driving talent strategies for the company. In that role, he led the human resource business partners teams, as well as the company's pandemic and future of work strategies. Most recently he served as vice president for the office of the CEO – a position he's held since April 2022. Prior to joining Domino's, Jackson spent almost 12 years at Target where he held various roles across real estate, supply chain, store design and human resources, inclusive of leading human resources for Target's headquarters in India. Jackson holds a Bachelor of Arts in international studies from Brigham Young University, as well as a Juris Doctorate from Hamline School of Law, where he focused in dispute resolution and employment/labor law.お知らせ • Oct 13+ 1 more updateDomino's Pizza, Inc. Announces Sales Guidance for 2023Domino's Pizza, Inc. announced that based on actual results for the three fiscal quarters of 2023 and the Company’s outlook for the remainder of fiscal 2023, the Company expects its 2023 global net store growth to trend at or slightly below the low-end of its 5% to 7% two- to three-year outlook. Additionally, the Company expects its 2023 global retail sales growth, excluding foreign currency impact, to trend modestly below the mid-point of its 4% to 8% two -to three-year outlook.Reported Earnings • Oct 13Third quarter 2023 earnings released: EPS: US$4.21 (vs US$2.82 in 3Q 2022)Third quarter 2023 results: EPS: US$4.21 (up from US$2.82 in 3Q 2022). Revenue: US$1.03b (down 3.9% from 3Q 2022). Net income: US$147.7m (up 47% from 3Q 2022). Profit margin: 14% (up from 9.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • Sep 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 08Domino's Pizza, Inc. to Report Q3, 2023 Results on Oct 12, 2023Domino's Pizza, Inc. announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Oct 12, 2023Upcoming Dividend • Sep 07Upcoming dividend of US$1.21 per share at 1.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (10%).業績と収益の成長予測BMV:DPZ * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,6377357778661412/31/20275,4016857308312912/31/20265,217641635758283/22/20264,979592654775N/A12/28/20254,940602672792N/A9/7/20254,848590632730N/A6/15/20254,781597613718N/A3/23/20254,734608573681N/A12/29/20244,706584512625N/A9/8/20244,665572499616N/A6/16/20244,613573512623N/A3/24/20244,540540493600N/A12/31/20234,479519485591N/A9/10/20234,469520471567N/A6/18/20234,510473472564N/A3/26/20234,550466417511N/A1/1/20234,537452388475N/A9/11/20224,488450406500N/A6/19/20224,418470419512N/A3/27/20224,385484490580N/A1/2/20224,357510560654N/A9/12/20214,371507619707N/A6/20/20214,340485588676N/A3/28/20214,228487562650N/A1/3/20214,117491504593N/A9/6/20203,911469449543N/A6/14/20203,764456414507N/A3/22/20203,656430405495N/A12/29/20193,619401N/A497N/A9/8/20193,551383N/A456N/A6/16/20193,516381N/A441N/A3/24/20193,483366N/A407N/A12/30/20183,433362N/A394N/A9/9/20183,242344N/A376N/A6/17/20183,100316N/A383N/A3/25/20182,949304N/A348N/A12/31/20172,788278N/A341N/A9/10/20172,716257N/A353N/A6/18/20172,639248N/A331N/A3/26/20172,558232N/A347N/A1/1/20172,473215N/A292N/A9/11/20162,394205N/A287N/A6/19/20162,312195N/A258N/A3/27/20162,254192N/A224N/A1/3/20162,217193N/A292N/A9/6/20152,118178N/A241N/A6/14/20152,080176N/A235N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DPZ *の予測収益成長率 (年間7.1% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: DPZ *の収益 ( 7.1% ) MX市場 ( 9.1% ) よりも低い成長が予測されています。高成長収益: DPZ *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: DPZ *の収益 ( 4.3% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: DPZ *の収益 ( 4.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DPZ *の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 19:57終値2026/05/21 00:00収益2026/03/22年間収益2025/12/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Domino's Pizza, Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54 アナリスト機関John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays51 その他のアナリストを表示
お知らせ • Oct 13+ 1 more updateDomino's Pizza, Inc. Announces Sales Guidance for 2023Domino's Pizza, Inc. announced that based on actual results for the three fiscal quarters of 2023 and the Company’s outlook for the remainder of fiscal 2023, the Company expects its 2023 global net store growth to trend at or slightly below the low-end of its 5% to 7% two- to three-year outlook. Additionally, the Company expects its 2023 global retail sales growth, excluding foreign currency impact, to trend modestly below the mid-point of its 4% to 8% two -to three-year outlook.
Declared Dividend • May 04First quarter dividend of US$1.99 announcedShareholders will receive a dividend of US$1.99. Ex-date: 15th June 2026 Payment date: 30th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$4.16 (vs US$4.37 in 1Q 2025)First quarter 2026 results: EPS: US$4.16 (down from US$4.37 in 1Q 2025). Revenue: US$1.15b (up 3.5% from 1Q 2025). Net income: US$139.8m (down 6.6% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Domino's Pizza, Inc. (NasdaqGS:DPZ) announces an Equity Buyback for $1,000 million worth of its shares.Domino's Pizza, Inc. (NYSE:DPZ) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares.
お知らせ • Apr 07Domino's Pizza Inc. Offers Exclusive Access to Shinola Merchandise and Launches New Slice SauceDomino's Pizza Inc. had given away free Slice Sauce with any online purchase of Handmade Pan or Parmesan Stuffed Crust Pizza now through June 14. Domino's Pizza Inc. is offering customers exclusive access to a curated selection of black and gold Shinola timepieces and leather goods to celebrate the launch of Domino's new Slice Sauce – a creamy, craveable dip made to level up every bite of pizza – which also comes in premium black and gold packaging. Customers who order Handmade Pan or Parmesan Stuffed Crust Pizza now through May 7, 2026, will receive password-only access to shop select Shinola styles at a preferred rate when the collection goes live on May 8 at shinola.com/dominos. The assortment features a range of Shinola favorites customized with subtle Domino's design details, presented in custom black and gold packaging. Items include: 39mm Mechanic Watch ($1,350), 40mm Canfield Sport Chronograph Watch ($1,165), 45mm Canfield Sport Chronograph Watch ($975), 41mm Runwell Watch - Black Mother of Pearl ($600), 36mm Runwell Watch - Mother of Pearl ($600), 36mm Runwell Watch ($565), Zip Travel Kit ($225), Laptop Tech Case ($225), Trifold Wallet ($170), Five-Pocket Card Holder ($115). The special offering from Shinola comes on the heels of Domino's introduction of Slice Sauce: the brand's first-ever sauce designed specifically to take every bite of pizza to the next level, whether you dip it, dunk it or drizzle it. It's creamy and zesty with a hint of Parmesan, and pairs perfectly with Domino's most craveworthy pizzas, so much so that the brand is giving away a free Slice Sauce with every Handmade Pan or Parmesan Stuffed Crust Pizza purchased online now through June 14. Customers who order Handmade Pan or Parmesan Stuffed Crust Pizza will also unlock access to a black and gold Domino's Tracker, for an even more premium experience. To receive a free Slice Sauce with the purchase of a Handmade Pan or Parmesan Stuffed Crust Pizza and unlock access to the Domino's and Shinola collection, customers can order through Domino's app or at dominos.com.
お知らせ • Mar 27Domino's Pizza, Inc. to Report Q1, 2026 Results on Apr 27, 2026Domino's Pizza, Inc. announced that they will report Q1, 2026 results at 6:05 AM, US Eastern Standard Time on Apr 27, 2026
お知らせ • Mar 24Domino's Pizza Inc. Updates Tracker With New FeaturesDomino's Pizza Inc. revolutionized the customer experience by launching its innovative, industry-first Tracker in 2008. Domino's Tracker® now features the following enhancements: A more precise ready time based on new AI technology, Live Activities for iOS users, and a new look and feel with a clearer, more detailed view of each order's progress. In addition to a new look and feel, Tracker's updated features include: A More Precise Ready Time. Customers can now see a more precise time as to when their order will be ready for pickup or delivery. This improved, smarter technology powered by DomOS, Domino's proprietary operating system, uses a custom AI order-tracking engine that blends multiple real-time inputs from store team members with machine learning models to ensure the most accurate time estimate. Live Activities for iOS Users. Domino's is taking pizza tracking to the next level with the launch of Live Activities, making tracking easier, faster and more intuitive for millions of iPhone users nationwide. With Live Activities, Domino's Tracker updates are even closer to customers' fingertips, as iPhone users can follow their order's progress right from the Lock Screen – no app switching required. From order placed, to out for delivery, key tracker stages and live driver location updates will stay front and center. Streamlined Tracking Stages with More Details. Domino's Tracker now features simplified stages – "placed," "make," "deliver" or "pick up" (depending on if the order is for delivery or carryout), and "mmm!" – with additional information displayed underneath. Customers will have more insight into every stage of their order than ever before. With a single tap, customers can dive deeper to view order details, store information and a step-by-step breakdown of their order's progress. With a single tap, customers can dive deeper to view order details, store information and a step-by-step breakdown of their order's progress. They can even see what time their order was placed in the oven, what time their driver left the store, track their driver via GPS and follow a car progress bar.
お知らせ • Mar 11Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026.
Declared Dividend • Mar 02Fourth quarter dividend of US$1.99 announcedShareholders will receive a dividend of US$1.99. Ex-date: 13th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2025 earnings released: EPS: US$17.69 (vs US$16.83 in FY 2024)Full year 2025 results: EPS: US$17.69 (up from US$16.83 in FY 2024). Revenue: US$4.94b (up 5.0% from FY 2024). Net income: US$601.7m (up 3.0% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Feb 23Domino's Pizza, Inc. Declares Quarterly Dividend on its Outstanding Common Stock, Payable on March 30, 2026Subsequent to the end of the fourth quarter of 2025, on February 18, 2026, the Board of Directors of Domino's Pizza, Inc. approved a 15% increase to its per share quarterly dividend and a $1.99 per share quarterly dividend was declared on its outstanding common stock for shareholders of record as of March 13, 2026, to be paid on March 30, 2026.
お知らせ • Feb 21Domino's Pizza, Inc. Announces Retirement of James A. Goldman as DirectorOn February 18, 2026, Domino's Pizza, Inc. announced that James A. Goldman informed Domino's Pizza, Inc. that, after more than 15 years of service on the Company's Board of Directors, he has decided to retire from the Board and thus shall not stand for re-election to the Board at the Company's 2026 Annual Meeting of Shareholders in April. Mr. Goldman will continue to serve on the Board through the remainder of his current term.
お知らせ • Jan 23Domino's Pizza, Inc. to Report Q4, 2025 Results on Feb 23, 2026Domino's Pizza, Inc. announced that they will report Q4, 2025 results at 6:05 AM, US Eastern Standard Time on Feb 23, 2026
Upcoming Dividend • Dec 08Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.9%).
お知らせ • Nov 26Domino's Pizza, Inc. Announces Resignation of C. Andrew Ballard as A Member of the Board of Directors, Effectively November 19, 2025On November 19, 2025, C. Andrew Ballard, a member of the Board of Directors (the “Board”) of Domino’s Pizza, Inc. (the “Company”), notified the Company of his resignation as a member of the Board effective immediately. Mr. Ballard’s resignation from the Board is not the result of any disagreement with the Company’s operations, policies or practices.
お知らせ • Nov 10Domino's Pizza Inc. and Retta Team Up on Tv AdsA new, mouthwatering pizza has just joined Domino's Pizza Inc.'s lineup of Specialty Pizzas. Starting November 10, 2025, customers can enjoy Domino's Spicy Chicken Bacon Ranch Pizza - a delicious pizza made with grilled chicken breast, creamy ranch, smoked bacon, jalapenos, proteone, cheese made with 100% real mozzarella and topped with a drizzle of Buffalo sauce. The new Spicy Chicken Bacon Ranch Pizza joins Domino's existing lineup of 10 other Specialty Pizzas, including The People's Pizza-Deluxe, Philly Cheese Steak, Pacific Veggie and more. Customers can try the new pizza, as well as any other medium Specialty Pizza, for just $9.99 each when they select Domino's Mix and Match deal. Domino's and Retta are teaming up on TV ads, which will begin airing in the coming weeks, to let customers know that now they can treat themselves to Specialty Pizzas any day of the year.
Declared Dividend • Oct 17Third quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 15th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 15Domino's Pizza, Inc. Announces Quarterly Dividend, Payable on December 26, 2025Domino's Pizza, Inc. announced that Subsequent to the end of the third quarter of 2025, on October 7, 2025, the Company's Board of Directors declared a $1.74 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 15, 2025, to be paid on December 26, 2025.
Reported Earnings • Oct 14Third quarter 2025 earnings released: EPS: US$4.08 (vs US$4.22 in 3Q 2024)Third quarter 2025 results: EPS: US$4.08 (down from US$4.22 in 3Q 2024). Revenue: US$1.15b (up 6.2% from 3Q 2024). Net income: US$139.3m (down 5.2% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 16Domino's Pizza, Inc. to Report Q3, 2025 Results on Oct 14, 2025Domino's Pizza, Inc. announced that they will report Q3, 2025 results at 6:05 AM, US Eastern Standard Time on Oct 14, 2025
Upcoming Dividend • Sep 08Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (1.9%).
お知らせ • Sep 02Domino's®? Introduces Two New Delectable Flavors of Bread BitesDomino's Pizza Inc. is bringing more oven-baked delicious to its customers by launching two new Bread Bite flavors: Cinnamon and Garlic. Domino's oven-baked Bread Bites are handmade from fresh buttery-tasting dough. Parmesan, Cinnamon, and Garlic Bread Bites come in orders of 16 or 32. The 32-piece orders of Bread Bites are included in Domino's Mix & Match Deal, in which customers can choose any two or more menu items from within the offer for $6.99 each.
Recent Insider Transactions • Aug 22Independent Director recently sold Mex$8.5m worth of stockOn the 18th of August, James Goldman sold around 1k shares on-market at roughly Mex$8,479 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$235m more than they bought in the last 12 months.
Declared Dividend • Jul 27Second quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: US$3.84 (vs US$4.07 in 2Q 2024)Second quarter 2025 results: EPS: US$3.84 (down from US$4.07 in 2Q 2024). Revenue: US$1.15b (up 4.3% from 2Q 2024). Net income: US$131.1m (down 7.7% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Domino's Unveils Secret Menu PizzasDomino's Pizza Inc. is bringing back its "Best Deal Ever" promotion! Customers can enjoy any pizza with any toppings for $9.99 each when they order online between July 7- Aug. 3. Domino's $9.99 deal includes Hand Tossed, Handmade Pan, New York Style, Gluten Free and Crunchy Thin Crust, as well as an assortment of sauces and toppings.
お知らせ • Jul 01Domino's Pizza, Inc. Elects Stephen Kramer to Board of DirectorsDomino's Pizza, Inc. announced the election of Stephen H. Kramer to its Board of Directors. Kramer currently serves as President, Chief Executive Officer and a member of the Board of Directors of Bright Horizons Family Solutions Inc. He has served as CEO and board member since January 2018 and as President since January 2016. Kramer joined Bright Horizons in September 2006 through the acquisition of College Coach, a company he co-founded. Earlier in his career, Kramer worked at Fidelity Ventures and Arthur D. Little.
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Diane Cafritz was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 20Domino's Pizza, Inc. to Report Q2, 2025 Results on Jul 21, 2025Domino's Pizza, Inc. announced that they will report Q2, 2025 results at 6:05 AM, US Eastern Standard Time on Jul 21, 2025
Upcoming Dividend • Jun 07Upcoming dividend of US$1.74 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (1.9%).
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Diane Cafritz was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • May 05First quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • May 04Independent Presiding Director recently sold Mex$3.9m worth of stockOn the 1st of May, C. Andrew Ballard sold around 413 shares on-market at roughly Mex$9,477 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$60m. Insiders have been net sellers, collectively disposing of Mex$229m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Apr 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.0% to Mex$9,610. The fair value is estimated to be Mex$7,987, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 4.8% per annum over the same time period.
Reported Earnings • Apr 28First quarter 2025 earnings released: EPS: US$4.37 (vs US$3.62 in 1Q 2024)First quarter 2025 results: EPS: US$4.37 (up from US$3.62 in 1Q 2024). Revenue: US$1.11b (up 2.5% from 1Q 2024). Net income: US$149.7m (up 19% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Mar 28Domino's Pizza, Inc. to Report Q1, 2025 Results on Apr 28, 2025Domino's Pizza, Inc. announced that they will report Q1, 2025 results at 6:05 AM, US Eastern Standard Time on Apr 28, 2025
Recent Insider Transactions • Mar 17Insider recently sold Mex$19m worth of stockOn the 11th of March, Kelly Garcia sold around 2k shares on-market at roughly Mex$8,867 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$60m. Insiders have been net sellers, collectively disposing of Mex$225m more than they bought in the last 12 months.
お知らせ • Mar 11Domino's Pizza, Inc. Announces Executive PromotionsDomino's Pizza Inc. announce the promotion of three company executives into new roles. Joseph Jordan is being elevated to the position of chief operating officer and president Weiking Ng is being promoted to executive vice president – International, and Ryan Mulally is being promoted to executive vice president – general counsel and corporate secretary. All three executives will report to Russell Weiner, Domino's chief executive officer. Jordan will serve as the Company's chief operating officer and president – Domino's U.S., overseeing domestic operations and marketing, while expanding his existing oversight of global services to now include Domino's technology. Jordan has served as Domino's president, U.S. and global services since May 2022. He previously served in roles including executive vice president of Domino's International and senior vice president and chief marketing officer, having joined the company as vice president of innovation in 2011. Prior to joining the Company, Jordan served as senior director of marketing at Pepsi-Cola North America, and also held marketing roles at Philips Electronics and Unilever, as well as spending time as a consultant for Accenture. He serves on the Board of Directors of The Boston Beer Company Inc. Ng will move into the role of executive vice president – International, effective April 1. He will be responsible for overseeing the Domino's business and franchise relationships that span more than 90 countries around the world. He most recently served as Domino's vice president – International for Asia, Middle East and Africa. Ng joined Domino's international business team in 2020. He came to Domino's from Hilton, where he served as vice president – APAC strategy, and has previously held leadership roles at McDonald's, as well as time as a management consultant for Boston Consulting Group and Accenture. Mulally is being elevated to executive vice president – general counsel and corporate secretary, effective March 15, after most recently serving as vice president – assistant general counsel since 2018. He draws upon decades of extensive legal experience that includes leading Domino's litigation team and responsibility for franchise and corporate standards. Prior to joining Domino's in 2008, he was a partner with Dickinson Wright in Detroit, Michigan.
Recent Insider Transactions • Mar 11Independent Director recently sold Mex$60m worth of stockOn the 3rd of March, Andrew Balson sold around 6k shares on-market at roughly Mex$10,067 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$200m more than they bought in the last 12 months.
お知らせ • Mar 03+ 1 more updateDomino's Pizza, Inc., Annual General Meeting, Apr 23, 2025Domino's Pizza, Inc., Annual General Meeting, Apr 23, 2025.
Declared Dividend • Mar 03Fourth quarter dividend of US$1.74 announcedShareholders will receive a dividend of US$1.74. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Mar 02Independent Director recently sold Mex$13m worth of stockOn the 26th of February, James Goldman sold around 1k shares on-market at roughly Mex$9,678 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$140m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 1.2% to Mex$9,625. The fair value is estimated to be Mex$7,933, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$16.83 (vs US$14.80 in FY 2023)Full year 2024 results: EPS: US$16.83 (up from US$14.80 in FY 2023). Revenue: US$4.71b (up 5.1% from FY 2023). Net income: US$584.2m (up 13% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Domino's Pizza, Inc. Announces Quarterly Dividend, Payable on March 28, 2025Domino's Pizza, Inc. approved a 15% increase to its per share quarterly dividend and a $1.74 per share quarterly dividend was declared on its outstanding common stock for shareholders of record as of March 14, 2025, to be paid on March 28, 2025.
お知らせ • Feb 22Diana F. Cantor Decides Not Stand for Re-Election to the Board of Domino's Pizza, IncOn February 18, 2025, Diana F. Cantor informed Domino's Pizza, Inc. that, after nearly twenty years of service on the company's Board of Directors, she has decided to retire from the Board and thus shall not stand for reelection to the Board at the company's 2025 Annual Meeting of Shareholders in April. Ms. Cantor will continue to serve on the Board through the remainder of her current term. The Board thanks Ms. Cantor for her years of service, dedication to the Board, and her many contributions to the company.
お知らせ • Jan 22Domino's Pizza, Inc. to Report Q4, 2024 Results on Feb 24, 2025Domino's Pizza, Inc. announced that they will report Q4, 2024 results at 6:05 AM, Eastern Standard Time on Feb 24, 2025
Buy Or Sell Opportunity • Jan 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.6% to Mex$9,090. The fair value is estimated to be Mex$7,376, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
New Risk • Dec 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (6.2% average weekly change). Negative equity (-US$4.0b). Minor Risk Significant insider selling over the past 3 months (Mex$118m sold).
お知らせ • Dec 13Domino’s Among Four Bidders Reportedly Targeting Wingstop UK TakeoverFour bidders, including Domino's Pizza, Inc. (NYSE:DPZ), are circling to snap up fried chicken chain Wingstop’s (Wingstop Inc. (NasdaqGS:WING)) UK operation. It is understood the sale process could value Wingstop’s UK franchise at around £400 million. US investment group Sixth Street (Sixth Street Partners, LLC) and private equity firms KKR (KKR & Co. Inc. (NYSE:KKR)) and TSG Consumer Partners (TSG Consumer Partners, LP) are also targeting a potential takeover deal. Suitors for the business have a deadline of December 16 to table their final bids in order to strike a deal. Wingstop currently runs 56 sites across the UK after opening 17 sites this year as part of a rapid expansion programme. It was launched in the UK by Tom Grogan, Saul Lewin and Herman Sahota – who still hold a minority stake in the firm. The New York-listed Wingstop group operates more than 2,000 branches across its main US operation. The group holds a minority stake in UK master franchisee Lemon Pepper Holdings. The growing popularity for Wingstop comes amid continued growth by chicken chains in the UK, with Popeyes also rapidly opening new sites and new players such as Dave’s Hot Chicken and Chick-fil-A entering the market. Domino’s Pizza is among the potential buyers for Wingstop. In an investor presentation last December, Domino’s said that it would focus on growing its core pizza business but would also consider taking on a second brand if it saw “synergies” with its existing assets. Wingstop UK and Dominos Pizza group declined to comment. Sixth Street, KKR and TSG Consumer Partners have been contacted for comment.
Upcoming Dividend • Dec 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 27 December 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.2%).
Recent Insider Transactions • Nov 15Independent Director recently sold Mex$28m worth of stockOn the 11th of November, Diana Cantor sold around 3k shares on-market at roughly Mex$9,311 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$58m. Insiders have been net sellers, collectively disposing of Mex$102m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Nov 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to Mex$9,350. The fair value is estimated to be Mex$7,746, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Recent Insider Transactions • Nov 07Independent Director recently sold Mex$4.6m worth of stockOn the 4th of November, James Goldman sold around 531 shares on-market at roughly Mex$8,626 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$58m. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.
お知らせ • Oct 23Domino’s Pizza, Inc. Announces Executive ChangesOn October 16, 2024, Arthur P. D’Elia, Executive Vice President, International of Domino’s Pizza, Inc., resigned from his position as Executive Vice President, International effective immediately to pursue opportunities outside of the Company. Mr. D’Elia has agreed to remain an employee of the Company through March 31, 2025 to serve in an advisory capacity and assist in the transition of his duties and will continue to be eligible for compensation during such period in accordance with the terms of his employment agreement with the Company. Effective immediately and until the Company appoints a successor Executive Vice President, International, the Company’s international business will be overseen by Joseph H. Jordan, the Company’s President, U.S. & Global Services, who previously served as the Company’s Executive Vice President, International from April 2018 to April 2022.
Recent Insider Transactions • Oct 18Independent Director recently sold Mex$58m worth of stockOn the 15th of October, Andrew Balson sold around 7k shares on-market at roughly Mex$8,391 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$70m more than they bought in the last 12 months.
お知らせ • Oct 17Domino's Pizza, Inc. Announces the Promotion of Kate Trumbull as Executive Vice President and Chief Marketing Officer, Effective November 1, 2024Domino's Pizza Inc. announced the promotion of Kate Trumbull to Executive Vice President, Chief Marketing Officer, effective November 1, 2024. In her new role, Trumbull will oversee global marketing and continue to report to Joe Jordan, President, U.S. and Global Services. Additionally, Risa O'Hara and the international marketing team will report to Trumbull as part of this expanded global marketing organization. Trumbull joined Domino's in 2011 from Procter & Gamble, where she worked on several iconic brands, including Tide and Gain. During her 13-year tenure at Domino's, Trumbull has held multiple leadership roles, progressing from Program Leader of Hispanic Marketing to Director of Loyalty, to Director of Digital Advertising, and to Vice President of Advertising. Most recently, in March 2023, she was appointed Senior Vice President and Chief Brand Officer, overseeing advertising, media, product innovation, and national sales. Throughout her career at Domino's, Trumbull has spearheaded key marketing initiatives that have become synonymous with the brand's innovation and customer-centric focus. Notable campaigns include Domino's Carryout Tips, Domino's Emergency Pizza, Domino's Pinpoint Delivery®, Quality Captains, New York Style Pizza and the company's revamped loyalty program, Domino's® Rewards.
Declared Dividend • Oct 13Dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 13th December 2024 Payment date: 27th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$1.08b (up 5.1% from 3Q 2023). Net income: US$146.9m (flat on 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 10+ 1 more updateDomino's Pizza, Inc. Declares Quarterly Dividend on Its Outstanding Common Stock, Payable on December 27, 2024Domino's Pizza, Inc. announced that subsequent to the end of the third quarter of 2024, on October 8, 2024, the Company's Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of December 13, 2024, to be paid on December 27, 2024.
お知らせ • Sep 27Edelson Lechtzin LLP Urges Domino's Pizza, Inc. Shareholders with Substantial Losses to Consult Legal Counsel About the Pending Securities Fraud Class ActionEdelson Lechtzin LLP announced the filing of a securities fraud class action on behalf of all investors of Domino's Pizza, Inc. between December 7, 2023, and July 17, 2024, inclusive (the ‘Class Period’). The Securities Fraud Claims Throughout the Class Period, the Complaint alleges that Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: DPE, the Company's largest master franchisee, was experiencing significant challenges concerning both new store openings and closures of existing stores; as a result, Domino's was unlikely to meet its own previously issued long-term guidance for annual global net sore growth; and as a result, Domino's business and financial prospects were overstated. On July 18, 2024, Domino's announced that it expects 175 to 275 fewer international stores than its goal due to challenges faced by one of its franchisees, Domino's Pizza Enterprises. The Company is suspending its guidance metric of 1,100+ global net stores and the CFO revealed that the long-term guidance announced in 2023 did not accurately reflect the franchisee's challenges. On this news, the price of Domino's stock fell $64.23 per share, or 13.57%, to close at $409.04 on July 18, 2024.
お知らせ • Sep 16Domino's Pizza Inc to Launch 5-Cheese and Spicy Buffalo 5-Cheese Mac & Cheese, Just in Time for the FallDomino's Pizza Inc. and it's launching just in time for fall. The largest pizza company in the world is adding Mac & Cheese to its menu, beginning Sept. 23. Domino's Mac & Cheese will be available in two mouthwatering varieties: 5-Cheese Mac & Cheese and Spicy Buffalo 5-Cheese Mac & Cheese. Domino's 5-Cheese Mac & Cheese features penne pasta combined with a blend of cheddar, American, Parmesan-Asiago, mozzarella blend, and Alfredo sauce – all oven-baked to creamy, bubbly perfection. Domino's Spicy Buffalo 5-Cheese Mac & Cheese adds a flavorful twist to the classic dish, as it is drizzled with hot buffalo sauce. Want to try Domino's 5-Cheese Mac & Cheese and Spicy Buffalo 5-Cheese Mac & Cheese? Customers can enjoy either variety through the following deals: Mix & Match Deal: order any two or more menu items (including Mac & Cheese) for $6.99 each. Domino's Rewards members may redeem 60 points for a free order of Mac & Cheese.
お知らせ • Sep 11Domino's Pizza, Inc. to Report Q3, 2024 Results on Oct 10, 2024Domino's Pizza, Inc. announced that they will report Q3, 2024 results at 6:05 AM, Eastern Standard Time on Oct 10, 2024
Upcoming Dividend • Sep 06Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (4.5%).
Recent Insider Transactions • Aug 21Independent Presiding Director recently sold Mex$1.8m worth of stockOn the 15th of August, C. Andrew Ballard sold around 214 shares on-market at roughly Mex$8,318 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.
Declared Dividend • Jul 21Second quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 19Second quarter 2024 earnings released: EPS: US$4.03 (vs US$3.11 in 2Q 2023)Second quarter 2024 results: EPS: US$4.03 (up from US$3.11 in 2Q 2023). Revenue: US$1.10b (up 7.1% from 2Q 2023). Net income: US$142.0m (up 30% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 18+ 1 more updateDomino's Pizza, Inc. Announces Dividend for the Second Quarter of 2024, Payable on September 30, 2024Domino's Pizza, Inc. announced that subsequent to the end of the second quarter of 2024, on July 16, 2024, the Company's Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of September 13, 2024, to be paid on September 30, 2024.
Buy Or Sell Opportunity • Jul 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to Mex$8,660. The fair value is estimated to be Mex$7,215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
お知らせ • Jun 24Domino's Pizza, Inc. Announces Appointment of Maureen Pittenger as Executive Vice President – Chief Human Resources OfficerDomino's Pizza, Inc. announced appointment of Maureen Pittenger as executive vice president – chief human resources officer, effective July 8, 2024. In her new role, Pittenger will lead all aspects of Domino's human resources strategies and functions. Pittenger joins Domino's with more than 20 years of experience in human resources. She previously served as senior vice president and chief human resources officer at Dana Inc. – a position she held since 2022. She joined the company in 2019 as the vice president of corporate human resources. Prior to that, she held escalating leadership roles in human resources at Visteon Corp., beginning in 2001. Pittenger holds a bachelor's degree from the University of Michigan-Dearborn and a Juris Doctorate from Wayne State University.
お知らせ • Jun 19Domino's Pizza, Inc. to Report Q2, 2024 Results on Jul 18, 2024Domino's Pizza, Inc. announced that they will report Q2, 2024 results on Jul 18, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (3.1%).
Declared Dividend • May 06First quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 43%.
Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 05Insider recently sold Mex$3.6m worth of stockOn the 1st of May, Jessica Parrish sold around 400 shares on-market at roughly Mex$8,934 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$3.9m. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$3.58 (vs US$2.96 in 1Q 2023)First quarter 2024 results: EPS: US$3.58 (up from US$2.96 in 1Q 2023). Revenue: US$1.08b (up 5.9% from 1Q 2023). Net income: US$125.8m (up 20% from 1Q 2023). Profit margin: 12% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Domino's Pizza, Inc. Declares Quarterly Dividend, Payable on June 28, 2024Subsequent to the end of the first quarter of 2024, on April 25, 2024, Domino's Pizza, Inc.'s Board of Directors declared a $1.51 per share quarterly dividend on its outstanding common stock for shareholders of record as of June 14, 2024, to be paid on June 28, 2024.
お知らせ • Apr 16Domino's Pizza Inc. Announces Introducing New York Style PizzaDomino's Pizza Inc. announced introducing New York Style Pizza: a pizza that is designed to be even more delicious, whether hail from New York City or beyond. Domino's New York Style Pizza is made with fresh, never frozen dough that is stretched thin, by hand. It is topped with a melty blend of cheese made with 100% real mozzarella and provolone, and cut into six big, foldable slices. Customers looking to try Domino's New York style Pizza can take advantage of the following deals: Large three-topping New York Style Pizzas for $10.99 each; Mix & Match Deal: order any two or more menu items (including medium two-topping New York StylePizzas) for $6.99 each; Domino's Rewards members may also redeem 60 points for a free medium two-topping new York Style Pizza.
お知らせ • Mar 29Domino's Pizza, Inc. to Report Q1, 2024 Results on Apr 29, 2024Domino's Pizza, Inc. announced that they will report Q1, 2024 results at 6:05 AM, US Eastern Standard Time on Apr 29, 2024
Recent Insider Transactions • Mar 19Executive VP recently sold Mex$3.9m worth of stockOn the 13th of March, Kevin Morris sold around 517 shares on-market at roughly Mex$7,581 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.
お知らせ • Mar 17Domino's Pizza, Inc., Annual General Meeting, Apr 25, 2024Domino's Pizza, Inc., Annual General Meeting, Apr 25, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect the nine director nominees named in the Proxy Statement, each to serve for a one-year term, until their respective successors are duly elected or qualified or until his or her earlier death, resignation or removal; to ratify the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for the 2024 fiscal year; hold an advisory and non-binding vote on the compensation of the Company’s named executive officers; to act on the shareholder proposal described in the Proxy Statement, if properly presented; and to transact such other business as may properly come before the meeting.
Recent Insider Transactions • Mar 16Executive VP recently sold Mex$3.9m worth of stockOn the 13th of March, Kevin Morris sold around 517 shares on-market at roughly Mex$7,581 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$45m more than they bought in the last 12 months.
Upcoming Dividend • Mar 07Upcoming dividend of US$1.51 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (5.2%).
Declared Dividend • Feb 28Fourth quarter dividend of US$1.51 announcedShareholders will receive a dividend of US$1.51. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$14.80 (vs US$12.66 in FY 2022)Full year 2023 results: EPS: US$14.80 (up from US$12.66 in FY 2022). Revenue: US$4.48b (down 1.3% from FY 2022). Net income: US$519.1m (up 15% from FY 2022). Profit margin: 12% (up from 10.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 27Domino's Pizza, Inc. (NYSE:DPZ) announces an Equity Buyback for $1,000 million worth of its shares.Domino's Pizza, Inc. (NYSE:DPZ) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares.
お知らせ • Jan 17Domino's Pizza, Inc. to Report Q4, 2023 Results on Feb 26, 2024Domino's Pizza, Inc. announced that they will report Q4, 2023 results at 6:05 AM, US Eastern Standard Time on Feb 26, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$1.21 per share at 1.2% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (5.8%).
Recent Insider Transactions • Nov 07Independent Director recently sold Mex$2.6m worth of stockOn the 2nd of November, C. Andrew Ballard sold around 428 shares on-market at roughly Mex$6,157 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.
Board Change • Nov 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 18Domino's Pizza, Inc. Appoints Sam Jackson as Executive Vice President of Human Resources, Effective November 4Domino's Pizza Inc. has named Sam Jackson its executive vice president of human resources, reporting directly to Chief Executive Officer Russell Weiner, effective November 4. Jackson joined Domino's in 2018 as the vice president of human resources, developing and driving talent strategies for the company. In that role, he led the human resource business partners teams, as well as the company's pandemic and future of work strategies. Most recently he served as vice president for the office of the CEO – a position he's held since April 2022. Prior to joining Domino's, Jackson spent almost 12 years at Target where he held various roles across real estate, supply chain, store design and human resources, inclusive of leading human resources for Target's headquarters in India. Jackson holds a Bachelor of Arts in international studies from Brigham Young University, as well as a Juris Doctorate from Hamline School of Law, where he focused in dispute resolution and employment/labor law.
お知らせ • Oct 13+ 1 more updateDomino's Pizza, Inc. Announces Sales Guidance for 2023Domino's Pizza, Inc. announced that based on actual results for the three fiscal quarters of 2023 and the Company’s outlook for the remainder of fiscal 2023, the Company expects its 2023 global net store growth to trend at or slightly below the low-end of its 5% to 7% two- to three-year outlook. Additionally, the Company expects its 2023 global retail sales growth, excluding foreign currency impact, to trend modestly below the mid-point of its 4% to 8% two -to three-year outlook.
Reported Earnings • Oct 13Third quarter 2023 earnings released: EPS: US$4.21 (vs US$2.82 in 3Q 2022)Third quarter 2023 results: EPS: US$4.21 (up from US$2.82 in 3Q 2022). Revenue: US$1.03b (down 3.9% from 3Q 2022). Net income: US$147.7m (up 47% from 3Q 2022). Profit margin: 14% (up from 9.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • Sep 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO & Director Russell Weiner was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 08Domino's Pizza, Inc. to Report Q3, 2023 Results on Oct 12, 2023Domino's Pizza, Inc. announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Oct 12, 2023
Upcoming Dividend • Sep 07Upcoming dividend of US$1.21 per share at 1.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (10%).