Domino's Pizza（DPZ）株式概要ドミノ・ピザ社は世界中でピザ会社として営業している。 詳細DPZ ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績2/6財務の健全性1/6配当金5/6報酬当社が推定した公正価値より18.9%で取引されている 収益は年間7.26%増加すると予測されています 2.39%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が24.8%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない マイナスの株主資本 すべてのリスクチェックを見るDPZ Community Fair Values Create NarrativeSee what 88 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN28.3% undervaluedAnalystConsensusTarget•14d agoDigital Partnerships And Menu Expansion Will Drive Shareholder Value Through 2026450031AN35.5% undervaluedAnalystHighTarget•6d agoCarryout Expansion And Tech Upgrades Will Support Long Term Strength401AN5.8% undervaluedAnalystLowTarget•22d agoCarryout Mix Shifts And Tech Costs Will Shape Future Performance But Long-Term Targets Remain Intact200Top Community NarrativesDomino's PizzaANandre_santosCommunity ContributorDomino's Pizza - A Fundamental and Historical ValuationBusiness Overview Key Metrics Total: 9/17 +2 ✅ Projected Operating Margin: 20.22% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.92% +2 ✅✅ Last 5-Year ROIC: 82.83% +1 ✅ Estimated Cost of Capital: 8.14% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.79% -1 ❌ Projected 5-Year EPS CAGR: 9.87% (given the easiness of "manipulation" of EPS growth below 10% represents a slight negative) +1 ✅ Projected 5-Year Dividend CAGR: 10.47% +1 ✅ Estimated Debt Rating: A3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Domino's Pizza is a great brand, enjoying a wide moat that results in an operating margin of around ~ 20%. Given the maturity of the business, its revenue growth is below 10% but still modestly above the economy growth rate.View narrativeUS$408.07FV18.5% 割安 内在価値ディスカウント5.38%Revenue growth p.a.Set Fair ValueView1.1kusers have viewed this narrative1users have liked this narrative0users have commented on this narrative5users have followed this narrativeUpdated narrativeTop Community NarrativesDomino's PizzaANandre_santosCommunity ContributorDomino's Pizza - A Fundamental and Historical ValuationBusiness Overview Key Metrics Total: 9/17 +2 ✅ Projected Operating Margin: 20.22% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.92% +2 ✅✅ Last 5-Year ROIC: 82.83% +1 ✅ Estimated Cost of Capital: 8.14% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.79% -1 ❌ Projected 5-Year EPS CAGR: 9.87% (given the easiness of "manipulation" of EPS growth below 10% represents a slight negative) +1 ✅ Projected 5-Year Dividend CAGR: 10.47% +1 ✅ Estimated Debt Rating: A3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Domino's Pizza is a great brand, enjoying a wide moat that results in an operating margin of around ~ 20%. Given the maturity of the business, its revenue growth is below 10% but still modestly above the economy growth rate.View narrativeUS$408.07FV18.5% 割安 内在価値ディスカウント5.38%Revenue growth p.a.Set Fair ValueView1.1kusers have viewed this narrative1users have liked this narrative0users have commented on this narrative5users have followed this narrativeUpdated narrativeTop Analyst NarrativesAN28.3% undervaluedAnalystConsensusTarget•14d agoDigital Partnerships And Menu Expansion Will Drive Shareholder Value Through 2026450031AN35.5% undervaluedAnalystHighTarget•6d agoCarryout Expansion And Tech Upgrades Will Support Long Term Strength401AN5.8% undervaluedAnalystLowTarget•22d agoCarryout Mix Shifts And Tech Costs Will Shape Future Performance But Long-Term Targets Remain Intact200View all narrativesDomino's Pizza, Inc. 競合他社AramarkSymbol: NYSE:ARMKMarket cap: US$12.0bTexas RoadhouseSymbol: NasdaqGS:TXRHMarket cap: US$10.5bYum China HoldingsSymbol: NYSE:YUMCMarket cap: US$16.7bCAVA GroupSymbol: NYSE:CAVAMarket cap: US$10.4b価格と性能株価の高値、安値、推移の概要Domino's Pizza過去の株価現在の株価US$332.5352週高値US$499.0852週安値US$322.17ベータ1.021ヶ月の変化-9.68%3ヶ月変化-15.79%1年変化-30.26%3年間の変化8.34%5年間の変化-21.28%IPOからの変化2,363.19%最新ニュースSeeking Alpha • 13hDomino's Pizza: Stale Shares Present OpportunitySummary Domino's is trading near its 52-week lows at levels last seen in 2023. The pizza joint is down over 30% in the last year, including losses of over 20% YTD. The weakness is tied in part to a trifecta of lower consumer sentiment, higher gas prices, and increased competition. I see value in the pullback and view DPZ shares as attractive. Read the full article on Seeking Alphaライブニュース • May 06Domino’s Stock Slides After Q1 Miss and Lowered 2026 Growth ForecastDomino's reported Q1 2026 results that missed Wall Street expectations on revenue and earnings, with U.S. same-store sales growth of 0.9% versus forecasts of 2.3%. Management cut its full-year 2026 U.S. same-store sales outlook to a low-single-digit rate from about 3% and cited tougher competition, higher promotions, inflation, consumer uncertainty and weather as key pressures. The company approved a new US$1b share buyback and is leaning on new products such as the Spicy Chicken Bacon Ranch Pizza and a revamped marketing calendar to support demand and market share. For investors, the key tension is between softer near-term sales and management’s confidence in the brand and cash generation. Same-store sales growth of 0.9% in the U.S. came in well below what analysts were looking for, and the lower guidance signals that management is resetting expectations for the rest of the year. At the same time, overall sales were 3.5% higher year over year and the company reported market share gains, which suggests Domino’s is still competing effectively even as promotions and rival offers intensify. The US$1b buyback authorization underlines a focus on returning cash to shareholders, while the product pipeline and marketing changes show management is trying to defend and extend its position rather than simply cutting costs. Several Wall Street firms have trimmed their price targets following the quarter, but many still rate the stock at Moderate Buy, pointing to strong free cash flow margins and the appeal of the franchise model despite current sector headwinds.新しいナラティブ • May 02Carryout Expansion And Tech Upgrades Will Support Long Term StrengthCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza network focused on delivery and carryout through a largely franchised store base and vertically integrated supply chain. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • May 01Q1 - 2026Updated with most recent quarterly report.Declared Dividend • Apr 29First 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 2.2%, which is about the same as the industry average. 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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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.最新情報をもっと見るRecent updatesSeeking Alpha • 13hDomino's Pizza: Stale Shares Present OpportunitySummary Domino's is trading near its 52-week lows at levels last seen in 2023. The pizza joint is down over 30% in the last year, including losses of over 20% YTD. The weakness is tied in part to a trifecta of lower consumer sentiment, higher gas prices, and increased competition. I see value in the pullback and view DPZ shares as attractive. Read the full article on Seeking Alphaライブニュース • May 06Domino’s Stock Slides After Q1 Miss and Lowered 2026 Growth ForecastDomino's reported Q1 2026 results that missed Wall Street expectations on revenue and earnings, with U.S. same-store sales growth of 0.9% versus forecasts of 2.3%. Management cut its full-year 2026 U.S. same-store sales outlook to a low-single-digit rate from about 3% and cited tougher competition, higher promotions, inflation, consumer uncertainty and weather as key pressures. The company approved a new US$1b share buyback and is leaning on new products such as the Spicy Chicken Bacon Ranch Pizza and a revamped marketing calendar to support demand and market share. For investors, the key tension is between softer near-term sales and management’s confidence in the brand and cash generation. Same-store sales growth of 0.9% in the U.S. came in well below what analysts were looking for, and the lower guidance signals that management is resetting expectations for the rest of the year. At the same time, overall sales were 3.5% higher year over year and the company reported market share gains, which suggests Domino’s is still competing effectively even as promotions and rival offers intensify. The US$1b buyback authorization underlines a focus on returning cash to shareholders, while the product pipeline and marketing changes show management is trying to defend and extend its position rather than simply cutting costs. Several Wall Street firms have trimmed their price targets following the quarter, but many still rate the stock at Moderate Buy, pointing to strong free cash flow margins and the appeal of the franchise model despite current sector headwinds.新しいナラティブ • May 02Carryout Expansion And Tech Upgrades Will Support Long Term StrengthCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza network focused on delivery and carryout through a largely franchised store base and vertically integrated supply chain. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • May 01Q1 - 2026Updated with most recent quarterly report.Declared Dividend • Apr 29First 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 2.2%, which is about the same as the industry average. 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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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.Price Target Changed • Apr 28Price target decreased by 7.6% to US$432Down from US$468, the current price target is an average from 31 analysts. New target price is 29% above last closing price of US$335. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$19.48 for next year compared to US$17.69 last year.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.ナラティブ更新 • Apr 23DPZ: Franchise Cash Returns Will Support Share Gains In A Challenged CategoryNarrative Update: Domino's Pizza The analyst price target for Domino's Pizza has been revised slightly lower to reflect a modestly reduced fair value estimate of about $464 from roughly $476. Analysts cite tempered revenue growth assumptions, a marginally higher discount rate, and updated sector multiples following a series of recent target cuts across the Street.新しいナラティブ • Apr 16Carryout Mix Shifts And Tech Costs Will Shape Future Performance But Long-Term Targets Remain IntactCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza chain focused on delivery and carryout through a predominantly franchised store base. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Apr 09DPZ: Franchise Cash Returns Will Offset Category Pressures Into 2026The analyst price target for Domino's Pizza has been trimmed by a few dollars to reflect slightly lower fair value and revenue growth assumptions, as well as a modestly higher discount rate, with recent research pointing to a challenged U.S. pizza category and mixed post earnings takes on long term same store sales guidance. Analyst Commentary Recent research on Domino's Pizza reflects a mixed setup, with several firms trimming price targets following Q4 results and updated guidance, while others highlight ongoing execution strengths and a franchise model they view as resilient.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ナラティブ更新 • Mar 25DPZ: Franchise Model And Cash Returns Will Underpin Earnings Resilience Into 2026Narrative Update The analyst price target for Domino's Pizza has shifted slightly lower by a few dollars, reflecting updated views on tax rate assumptions, earnings forecasts, and a mix of lowered and raised targets across firms following the latest Q4 results and 2026 outlooks. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism on the business model and caution around 2026 guidance and sector headwinds.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.Recent Insider Transactions Derivative • Mar 12Executive VP & CFO notifies of intention to sell stockSandeep Reddy intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$400, it would amount to US$1.2m. Since March 2025, Sandeep has owned 5.14k shares directly. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 11Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026.ナラティブ更新 • Mar 10DPZ: Cash Returns And Franchise Model Will Support Earnings Resilience Through 2026Our updated narrative on Domino's Pizza reflects a small trim in the fair value estimate to $478.58 from $480.90, as analysts adjust price targets across the $370 to $545 range on mixed readthroughs from recent earnings, tax rate changes, and updated long term EPS and valuation assumptions. Analyst Commentary Recent Street research on Domino's Pizza shows a wide range of views on both valuation and execution, with price targets spanning from $370 to $545 and ratings running from Underweight to Overweight.Declared Dividend • Feb 25Fourth quarter dividend increased to US$1.99Dividend of US$1.99 is 14% higher than last year. Ex-date: 13th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.2%. 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.ナラティブ更新 • Feb 24DPZ: International Expansion And Cash Returns Will Support Earnings Resilience Through 2026Narrative Update Our updated analyst price framework for Domino's Pizza now points to a slightly lower implied value of about $481 per share. This reflects a modest adjustment to long term revenue growth assumptions and a small increase in the forward P/E multiple as analysts weigh recent target cuts, cautious 2026 same store sales commentary and ongoing sector headwinds against still supportive long term earnings expectations.Reported Earnings • Feb 23Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% 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.ナラティブ更新 • Feb 10DPZ: International Expansion And Execution Improvements Will Support Earnings Resilience Despite 2026 HeadwindsAnalysts have trimmed their average price target on Domino's Pizza by about US$2 to reflect slightly higher discount rate assumptions, modestly softer revenue growth expectations, and a marginally lower future P/E multiple, even as profit margin estimates remain broadly steady. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism about long term growth drivers and caution on near term industry headwinds, which is feeding through to a cluster of price target cuts and a few more supportive views.ナラティブ更新 • Jan 25DPZ: International Expansion And Execution Improvements Will Support Resilient Earnings Power Into 2026Analysts have nudged their average price target for Domino's Pizza slightly lower, trimming fair value by about US$3.52 to reflect modestly softer revenue growth assumptions, a slightly lower future P/E and sector wide target cuts, even as margin expectations edge higher. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism about the brand's long term potential and caution around nearer term industry pressures.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, 2026Buy Or Sell Opportunity • Jan 13Now 22% overvaluedOver the last 90 days, the stock has fallen 2.0% to US$416. The fair value is estimated to be US$342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.ナラティブ更新 • Jan 10DPZ: Menu And Delivery Levers Will Support Resilient Performance Into 2026Narrative Update Analysts have trimmed the price target on Domino's Pizza by about $5, reflecting slightly lower fair value estimates tied to a modestly higher discount rate and slightly softer long term assumptions for revenue growth and profit margin. They continue to highlight both industry headwinds into 2026 and company specific levers around value, menu initiatives and third party partnerships.Recent Insider Transactions Derivative • Dec 18Insider notifies of intention to sell stockKelly Garcia intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$434, it would amount to US$2.1m. Since March 2025, Kelly has owned 4.32k shares directly. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Dec 15DPZ: Same Store Sales Levers Will Support Resilient Performance Into 2026Analysts have modestly trimmed their blended price target on Domino's Pizza to about $497 per share, weighing evidence of resilient same-store sales growth drivers and menu innovation against choppy near term demand trends and lingering concerns over international expansion and industry wide softness. Analyst Commentary Street research reflects a divided but generally constructive view on Domino's, with bullish analysts emphasizing the durability of same store sales levers and cautious analysts focusing on near term macro and execution risks.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 American dividend payers (4.4%). In line with average of industry peers (1.8%).Buy Or Sell Opportunity • Dec 02Now 20% overvaluedOver the last 90 days, the stock has fallen 9.3% to US$424. The fair value is estimated to be US$353, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.ナラティブ更新 • Nov 27DPZ: Same-Store Sales Momentum And Menu Expansion Will Drive Performance Into 2026Analysts have slightly lowered their price target for Domino's Pizza by approximately $2 to around $497. They cited mixed near-term sales trends, while expressing continued confidence in management's strategic initiatives and long-term growth levers.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.ナラティブ更新 • Nov 11DPZ: Same-Store Sales Exceed Estimates And New Menu Additions Will Sustain MomentumDomino's Pizza's fair value estimate was modestly reduced by analysts to $498.26, reflecting cautious optimism due to mixed sector trends and ongoing menu innovation. Analyst Commentary Recent Street research on Domino's Pizza reflects a balance between optimism for the company's growth initiatives and caution regarding market headwinds, resulting in a modest adjustment of price targets across major firms.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.ナラティブ更新 • Oct 27Digital Partnerships And Menu Expansion Will Drive Shareholder Value Through 2026Domino's Pizza's analyst fair value target has been modestly reduced by about $2 to $500. Analysts cite ongoing sector-wide softness and near-term sales uncertainties, while also expressing continued confidence in the company's long-term sales drivers and innovation efforts.分析記事 • Oct 18Domino's Pizza, Inc. (NASDAQ:DPZ) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIt's been a good week for Domino's Pizza, Inc. ( NASDAQ:DPZ ) shareholders, because the company has just released its...Declared Dividend • Oct 16Third 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 1.7%, which is lower than the industry average of 2.2%. 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: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. 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 9% per year.ナラティブ更新 • Oct 13DoorDash Integration And Digital Platforms Will Expand Global ReachAnalysts have lowered their price target for Domino's Pizza, reducing fair value expectations by approximately $7 to $502. They cite cautious views on demand trends and ongoing growth challenges.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 American dividend payers (4.4%). Lower than average of industry peers (1.7%).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.Declared Dividend • Jul 23Second 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 1.4%, which is lower than the industry average of 2.2%. 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: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 8% per year.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.分析記事 • Jun 22Calculating The Intrinsic Value Of Domino's Pizza, Inc. (NASDAQ:DPZ)Key Insights The projected fair value for Domino's Pizza is US$487 based on 2 Stage Free Cash Flow to Equity Domino's...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 06Upcoming 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 American dividend payers (4.8%). 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 • Apr 30First 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 1.3%, which is lower than the industry average of 2.2%. 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.Reported Earnings • Apr 28First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst 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 missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.Seeking Alpha • Mar 30Domino's Pizza: This Pizza Giant Is Well-Positioned, But Beware Of The TechnicalsSummary Domino’s Pizza, Inc. shows strong topline growth and solid liquidity, outperforming competitors despite inflation. High concentration on franchising supports consistent revenue and limits cost sensitivity, but debt management remains a concern with high net debt/EBITDA and upcoming maturities. Despite the seemingly high price, the stock remains reasonable with a slight upside potential relative to its P/E. Technical indicators show high volatility; holding DPZ is recommended until the sustainability of the recent rally is confirmed. Read the full article on Seeking Alpha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 US$918k worth of stockOn the 11th of March, Kelly Garcia sold around 2k shares on-market at roughly US$436 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 13Executive VP & CTO notifies of intention to sell stockKelly Garcia intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$436, it would amount to US$918k. Since June 2024, Kelly's direct individual holding has increased from 5.23k shares to 5.53k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions 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 10Independent Director recently sold US$3.0m worth of stockOn the 3rd of March, Andrew Balson sold around 6k shares on-market at roughly US$492 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 US$10m more than they bought in the last 12 months.Seeking Alpha • Mar 05Domino's Pizza: Weaker U.S. Trends Persist As Inflation Stacks On Higher CostsSummary Shares of Domino’s have jumped ~15% this year, with investors cheering the recent Q4 earnings print despite numerous risks popping up. Domino’s is facing weak same-store sales, particularly in the U.S. where tough macro conditions are reducing delivery orders from lower-income consumers. Globally, the company is already quite saturated with over 21,000 locations. Its plans to add ~1k new stores per year, predominately overseas, may cannibalize existing locations. The company recently boosted its dividend by ~15%, despite the fact that its shareholder returns in FY24 already exceeded its free cash flow. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Mar 04Independent Director notifies of intention to sell stockAndrew Balson intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$492, it would amount to US$3.0m. Since March 2024, Andrew's direct individual holding has decreased from 53.14k shares to 44.37k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions 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 • Feb 26Fourth quarter dividend increased to US$1.74Dividend of US$1.74 is 15% higher than last year. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. 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.Reported Earnings • Feb 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 2% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Feb 24Domino's Pizza: Tasty Gains, Juicy Dividend GrowthSummary Domino's Pizza, Inc. is a quality long-term hold; the author recommended buying under $400 and now suggests running a house position for future gains and dividend growth. Sales rose 2.9% in Q4 2024, with positive same-store sales and store count growth, despite mixed international performance and U.S. competition. Margins, earnings, and cash flow improved; net income up 7.7%, and free cash flow increased to $512 million in 2024, with ongoing share repurchases. Forecasts for 2025 are provided, and more opportunities for trading DPZ stock are presented. Read the full article on Seeking Alpha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.新しいナラティブ • Feb 17Product Innovation And Uber Partnerships Will Strengthen Market Position Domino's strategy and rewards program drive significant U.S. market share and revenue growth through increased customer base and order frequency. Buy Or Sell Opportunity • Feb 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$480. The fair value is estimated to be US$394, 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.Seeking Alpha • Jan 25Domino's Pizza: Hungry For More Does Not Justify Any Valuation UpsideSummary In 3Q24, DPZ posted a revenue and operating income growth of 5.16% y/y. and 5.29% y/y. The company remains on track to achieve its operating income growth of 8% y/y. Despite a poor consumer outlook for 2025, the F&B industry will continue to provide tailwind support for DPZ. At least 79% of consumers intend to spend more at QSR. DPZ's Hungry for More strategy and new product offerings will continue to drive growth, but market participants have likely priced in the company's full potential. DPZ's valuation model, based on aggressive estimates, implies a share price of $374, significantly lower than the current trading price of $448. Read the full article on Seeking Alpha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, 2025Seeking Alpha • Dec 31Domino's Pizza: Get It While It's HotSummary I am giving Domino's Pizza a buy rating. Domino's has high-quality earnings and a solid annual free cash flow. The stock currently trades at a discount of almost 30% from its intrinsic value of $541.24 per share. The company suffers from substantial long-term indebtedness but is more than capable of meeting its current portions of long-term debt and its interest payments. Read the full article on Seeking AlphaSeeking Alpha • Dec 20Domino's Pizza: Sell Amid Weak Sales Growth And Rush To Build More StoresSummary I recommend a sell rating for Domino's Pizza due to its overvaluation and decelerating same-store sales growth, particularly internationally. The company's plans to add 1,100+ new stores internationally (925+ overseas) may slow down as international sales growth weakens. The company is heavily leveraged, with a net debt position of $4.79 billion, making its 20x EV/adjusted EBITDA multiple unreasonable. Lower international sales growth through 2025 will likely limit earnings growth, making Domino's a less attractive investment compared to peers. Read the full article on Seeking Alpha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 06Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.8%).Recent Insider Transactions • Nov 21Executive VP recently sold US$1.2m worth of stockOn the 15th of November, Kevin Morris sold around 3k shares on-market at roughly US$459 per share. This transaction amounted to 90% 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$6.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 21Executive VP notifies of intention to sell stockKevin Morris intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$459, it would amount to US$1.2m. Since March 2024, Kevin's direct individual holding has increased from 2.83k shares to 2.94k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Nov 19Domino's Pizza: Fundamentals Remain Strong With Improving Investor Sentiment (Rating Upgrade)Summary DPZ's stock price has declined 15% since my first article but has maintained strong fundamentals over this time, leading me to upgrade my rating from a sell to a buy. Recent earnings reports show robust growth, with a 6.6% increase in US retail sales and 6.5% internationally. Domino's Pizza maintains high gross margins, strong ROIC, and consistent revenue growth, despite inflation and cost pressures. Warren Buffett’s Berkshire Hathaway initiated a position in DPZ, boosting investor confidence and signaling potential long-term value. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 15Independent Director recently sold US$1.4m worth of stockOn the 11th of November, Diana Cantor sold around 3k shares on-market at roughly US$456 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$5.2m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 13Independent Director notifies of intention to sell stockDiana Cantor intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$456, it would amount to US$1.4m. Since December 2023, Diana's direct individual holding has increased from 8.40k shares to 8.93k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions 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.New Risk • Oct 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$3.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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). Negative equity (-US$4.0b). Minor Risk Significant insider selling over the past 3 months (US$3.1m sold).Recent Insider Transactions • Oct 18Independent Director recently sold US$3.0m worth of stockOn the 15th of October, Andrew Balson sold around 7k shares on-market at roughly US$428 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 US$3.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Oct 17Independent Director notifies of intention to sell stockAndrew Balson intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$428, it would amount to US$3.0m. Since December 2023, Andrew's direct individual holding has increased from 53.14k shares to 53.67k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions 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 1.4%, which is lower than the industry average of 2.2%. 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.Seeking Alpha • Oct 11Domino's Pizza: Strong Financial Health Supports Rapid Dividend GrowthSummary Domino's Pizza offers a compelling long-term investment with solid financials, strong free cash flow, and impressive dividend growth, despite a low starting yield of 1.4%. Lower interest rates and decreasing inflation could boost consumer spending on pizza, further enhancing DPZ's profitability and reducing the debt burden. DPZ's valuation indicates a potential upside of over 10%, supported by Wall Street's price target and a dividend discount calculation. DPZ has managed to maintain a double-digit dividend growth over the last decade. Long-term shareholders could use this to compound the income generation in their portfolio. Global Pizza Demand is estimated to grow at a CAGR of 10.89% through 2032, which can help boost international store growth over the next decade. Read the full article on Seeking AlphaReported Earnings • Oct 10Third quarter 2024 earnings: Revenues miss analyst expectationsThird 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 missed analyst estimates by 1.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 5% per year, which means it is significantly lagging earnings.株主還元DPZUS HospitalityUS 市場7D-2.0%2.0%3.2%1Y-30.3%3.4%31.0%株主還元を見る業界別リターン: DPZ過去 1 年間で3.4 % の収益を上げたUS Hospitality業界を下回りました。リターン対市場: DPZは、過去 1 年間で31 % のリターンを上げたUS市場を下回りました。価格変動Is DPZ's price volatile compared to industry and market?DPZ volatilityDPZ Average Weekly Movement4.7%Hospitality Industry Average Movement7.6%Market Average Movement7.1%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: DPZ 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DPZの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19608,200Russell Weinerbiz.dominos.comドミノ・ピザ社は世界中でピザ会社として営業している。同社は3つのセグメントを通じて事業を展開している：米国内店舗、海外フランチャイズ、サプライチェーンの3つのセグメントで事業を展開している。同社は直営店とフランチャイズ店を通じてドミノ・ブランドのピザを提供している。また、パン製品、手羽先、骨なしチキン、パスタ、オーブン焼きサンドイッチ、ソフトドリンク製品、デザートも提供している。さらに、パルメザン・スタッフド・クラスト・ピザ、スパイシー・チキン・ベーコン・ランチ・スペシャルティ・ピザ、ガーリック、シナモンブレッド・バイツ、クロワッサン、チョコレート・ボルケーノ、チキンバースト・ピザなども提供している。ドミノ・ピザ社は1960年に設立され、ミシガン州アナーバーに本社を置く。もっと見るDomino's Pizza, Inc. 基礎のまとめDomino's Pizza の収益と売上を時価総額と比較するとどうか。DPZ 基礎統計学時価総額US$10.80b収益（TTM）US$591.86m売上高(TTM)US$4.98b18.7xPER（株価収益率2.2xP/SレシオDPZ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DPZ 損益計算書（TTM）収益US$4.98b売上原価US$3.55b売上総利益US$1.43bその他の費用US$837.01m収益US$591.86m直近の収益報告Mar 22, 2026次回決算日該当なし一株当たり利益（EPS）17.79グロス・マージン28.70%純利益率11.89%有利子負債／自己資本比率-121.7%DPZ の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り41%配当性向DPZ 配当は確実ですか？DPZ 配当履歴とベンチマークを見るDPZ 、いつまでに購入すれば配当金を受け取れますか？Domino's Pizza 配当日配当落ち日Jun 15 2026配当支払日Jun 30 2026配当落ちまでの日数38 days配当支払日までの日数53 daysDPZ 配当は確実ですか？DPZ 配当履歴とベンチマークを見るView Valuation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2026/05/07 07:24終値2026/05/07 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。53 アナリスト機関John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays50 その他のアナリストを表示
Seeking Alpha • 13hDomino's Pizza: Stale Shares Present OpportunitySummary Domino's is trading near its 52-week lows at levels last seen in 2023. The pizza joint is down over 30% in the last year, including losses of over 20% YTD. The weakness is tied in part to a trifecta of lower consumer sentiment, higher gas prices, and increased competition. I see value in the pullback and view DPZ shares as attractive. Read the full article on Seeking Alpha
ライブニュース • May 06Domino’s Stock Slides After Q1 Miss and Lowered 2026 Growth ForecastDomino's reported Q1 2026 results that missed Wall Street expectations on revenue and earnings, with U.S. same-store sales growth of 0.9% versus forecasts of 2.3%. Management cut its full-year 2026 U.S. same-store sales outlook to a low-single-digit rate from about 3% and cited tougher competition, higher promotions, inflation, consumer uncertainty and weather as key pressures. The company approved a new US$1b share buyback and is leaning on new products such as the Spicy Chicken Bacon Ranch Pizza and a revamped marketing calendar to support demand and market share. For investors, the key tension is between softer near-term sales and management’s confidence in the brand and cash generation. Same-store sales growth of 0.9% in the U.S. came in well below what analysts were looking for, and the lower guidance signals that management is resetting expectations for the rest of the year. At the same time, overall sales were 3.5% higher year over year and the company reported market share gains, which suggests Domino’s is still competing effectively even as promotions and rival offers intensify. The US$1b buyback authorization underlines a focus on returning cash to shareholders, while the product pipeline and marketing changes show management is trying to defend and extend its position rather than simply cutting costs. Several Wall Street firms have trimmed their price targets following the quarter, but many still rate the stock at Moderate Buy, pointing to strong free cash flow margins and the appeal of the franchise model despite current sector headwinds.
新しいナラティブ • May 02Carryout Expansion And Tech Upgrades Will Support Long Term StrengthCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza network focused on delivery and carryout through a largely franchised store base and vertically integrated supply chain. What are the underlying business or industry changes driving this perspective?
Declared Dividend • Apr 29First 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 2.2%, which is about the same as the industry average. 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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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.
Seeking Alpha • 13hDomino's Pizza: Stale Shares Present OpportunitySummary Domino's is trading near its 52-week lows at levels last seen in 2023. The pizza joint is down over 30% in the last year, including losses of over 20% YTD. The weakness is tied in part to a trifecta of lower consumer sentiment, higher gas prices, and increased competition. I see value in the pullback and view DPZ shares as attractive. Read the full article on Seeking Alpha
ライブニュース • May 06Domino’s Stock Slides After Q1 Miss and Lowered 2026 Growth ForecastDomino's reported Q1 2026 results that missed Wall Street expectations on revenue and earnings, with U.S. same-store sales growth of 0.9% versus forecasts of 2.3%. Management cut its full-year 2026 U.S. same-store sales outlook to a low-single-digit rate from about 3% and cited tougher competition, higher promotions, inflation, consumer uncertainty and weather as key pressures. The company approved a new US$1b share buyback and is leaning on new products such as the Spicy Chicken Bacon Ranch Pizza and a revamped marketing calendar to support demand and market share. For investors, the key tension is between softer near-term sales and management’s confidence in the brand and cash generation. Same-store sales growth of 0.9% in the U.S. came in well below what analysts were looking for, and the lower guidance signals that management is resetting expectations for the rest of the year. At the same time, overall sales were 3.5% higher year over year and the company reported market share gains, which suggests Domino’s is still competing effectively even as promotions and rival offers intensify. The US$1b buyback authorization underlines a focus on returning cash to shareholders, while the product pipeline and marketing changes show management is trying to defend and extend its position rather than simply cutting costs. Several Wall Street firms have trimmed their price targets following the quarter, but many still rate the stock at Moderate Buy, pointing to strong free cash flow margins and the appeal of the franchise model despite current sector headwinds.
新しいナラティブ • May 02Carryout Expansion And Tech Upgrades Will Support Long Term StrengthCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza network focused on delivery and carryout through a largely franchised store base and vertically integrated supply chain. What are the underlying business or industry changes driving this perspective?
Declared Dividend • Apr 29First 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 2.2%, which is about the same as the industry average. 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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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.
Price Target Changed • Apr 28Price target decreased by 7.6% to US$432Down from US$468, the current price target is an average from 31 analysts. New target price is 29% above last closing price of US$335. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$19.48 for next year compared to US$17.69 last year.
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.
ナラティブ更新 • Apr 23DPZ: Franchise Cash Returns Will Support Share Gains In A Challenged CategoryNarrative Update: Domino's Pizza The analyst price target for Domino's Pizza has been revised slightly lower to reflect a modestly reduced fair value estimate of about $464 from roughly $476. Analysts cite tempered revenue growth assumptions, a marginally higher discount rate, and updated sector multiples following a series of recent target cuts across the Street.
新しいナラティブ • Apr 16Carryout Mix Shifts And Tech Costs Will Shape Future Performance But Long-Term Targets Remain IntactCatalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza chain focused on delivery and carryout through a predominantly franchised store base. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Apr 09DPZ: Franchise Cash Returns Will Offset Category Pressures Into 2026The analyst price target for Domino's Pizza has been trimmed by a few dollars to reflect slightly lower fair value and revenue growth assumptions, as well as a modestly higher discount rate, with recent research pointing to a challenged U.S. pizza category and mixed post earnings takes on long term same store sales guidance. Analyst Commentary Recent research on Domino's Pizza reflects a mixed setup, with several firms trimming price targets following Q4 results and updated guidance, while others highlight ongoing execution strengths and a franchise model they view as resilient.
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
ナラティブ更新 • Mar 25DPZ: Franchise Model And Cash Returns Will Underpin Earnings Resilience Into 2026Narrative Update The analyst price target for Domino's Pizza has shifted slightly lower by a few dollars, reflecting updated views on tax rate assumptions, earnings forecasts, and a mix of lowered and raised targets across firms following the latest Q4 results and 2026 outlooks. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism on the business model and caution around 2026 guidance and sector headwinds.
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.
Recent Insider Transactions Derivative • Mar 12Executive VP & CFO notifies of intention to sell stockSandeep Reddy intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$400, it would amount to US$1.2m. Since March 2025, Sandeep has owned 5.14k shares directly. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 11Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026Domino's Pizza, Inc., Annual General Meeting, Apr 21, 2026.
ナラティブ更新 • Mar 10DPZ: Cash Returns And Franchise Model Will Support Earnings Resilience Through 2026Our updated narrative on Domino's Pizza reflects a small trim in the fair value estimate to $478.58 from $480.90, as analysts adjust price targets across the $370 to $545 range on mixed readthroughs from recent earnings, tax rate changes, and updated long term EPS and valuation assumptions. Analyst Commentary Recent Street research on Domino's Pizza shows a wide range of views on both valuation and execution, with price targets spanning from $370 to $545 and ratings running from Underweight to Overweight.
Declared Dividend • Feb 25Fourth quarter dividend increased to US$1.99Dividend of US$1.99 is 14% higher than last year. Ex-date: 13th March 2026 Payment date: 30th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.2%. 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.
ナラティブ更新 • Feb 24DPZ: International Expansion And Cash Returns Will Support Earnings Resilience Through 2026Narrative Update Our updated analyst price framework for Domino's Pizza now points to a slightly lower implied value of about $481 per share. This reflects a modest adjustment to long term revenue growth assumptions and a small increase in the forward P/E multiple as analysts weigh recent target cuts, cautious 2026 same store sales commentary and ongoing sector headwinds against still supportive long term earnings expectations.
Reported Earnings • Feb 23Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% 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.
ナラティブ更新 • Feb 10DPZ: International Expansion And Execution Improvements Will Support Earnings Resilience Despite 2026 HeadwindsAnalysts have trimmed their average price target on Domino's Pizza by about US$2 to reflect slightly higher discount rate assumptions, modestly softer revenue growth expectations, and a marginally lower future P/E multiple, even as profit margin estimates remain broadly steady. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism about long term growth drivers and caution on near term industry headwinds, which is feeding through to a cluster of price target cuts and a few more supportive views.
ナラティブ更新 • Jan 25DPZ: International Expansion And Execution Improvements Will Support Resilient Earnings Power Into 2026Analysts have nudged their average price target for Domino's Pizza slightly lower, trimming fair value by about US$3.52 to reflect modestly softer revenue growth assumptions, a slightly lower future P/E and sector wide target cuts, even as margin expectations edge higher. Analyst Commentary Recent research on Domino's Pizza reflects a mix of optimism about the brand's long term potential and caution around nearer term industry pressures.
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
Buy Or Sell Opportunity • Jan 13Now 22% overvaluedOver the last 90 days, the stock has fallen 2.0% to US$416. The fair value is estimated to be US$342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
ナラティブ更新 • Jan 10DPZ: Menu And Delivery Levers Will Support Resilient Performance Into 2026Narrative Update Analysts have trimmed the price target on Domino's Pizza by about $5, reflecting slightly lower fair value estimates tied to a modestly higher discount rate and slightly softer long term assumptions for revenue growth and profit margin. They continue to highlight both industry headwinds into 2026 and company specific levers around value, menu initiatives and third party partnerships.
Recent Insider Transactions Derivative • Dec 18Insider notifies of intention to sell stockKelly Garcia intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$434, it would amount to US$2.1m. Since March 2025, Kelly has owned 4.32k shares directly. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Dec 15DPZ: Same Store Sales Levers Will Support Resilient Performance Into 2026Analysts have modestly trimmed their blended price target on Domino's Pizza to about $497 per share, weighing evidence of resilient same-store sales growth drivers and menu innovation against choppy near term demand trends and lingering concerns over international expansion and industry wide softness. Analyst Commentary Street research reflects a divided but generally constructive view on Domino's, with bullish analysts emphasizing the durability of same store sales levers and cautious analysts focusing on near term macro and execution risks.
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 American dividend payers (4.4%). In line with average of industry peers (1.8%).
Buy Or Sell Opportunity • Dec 02Now 20% overvaluedOver the last 90 days, the stock has fallen 9.3% to US$424. The fair value is estimated to be US$353, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
ナラティブ更新 • Nov 27DPZ: Same-Store Sales Momentum And Menu Expansion Will Drive Performance Into 2026Analysts have slightly lowered their price target for Domino's Pizza by approximately $2 to around $497. They cited mixed near-term sales trends, while expressing continued confidence in management's strategic initiatives and long-term growth levers.
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.
ナラティブ更新 • Nov 11DPZ: Same-Store Sales Exceed Estimates And New Menu Additions Will Sustain MomentumDomino's Pizza's fair value estimate was modestly reduced by analysts to $498.26, reflecting cautious optimism due to mixed sector trends and ongoing menu innovation. Analyst Commentary Recent Street research on Domino's Pizza reflects a balance between optimism for the company's growth initiatives and caution regarding market headwinds, resulting in a modest adjustment of price targets across major firms.
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.
ナラティブ更新 • Oct 27Digital Partnerships And Menu Expansion Will Drive Shareholder Value Through 2026Domino's Pizza's analyst fair value target has been modestly reduced by about $2 to $500. Analysts cite ongoing sector-wide softness and near-term sales uncertainties, while also expressing continued confidence in the company's long-term sales drivers and innovation efforts.
分析記事 • Oct 18Domino's Pizza, Inc. (NASDAQ:DPZ) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIt's been a good week for Domino's Pizza, Inc. ( NASDAQ:DPZ ) shareholders, because the company has just released its...
Declared Dividend • Oct 16Third 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 1.7%, which is lower than the industry average of 2.2%. 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: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. 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 9% per year.
ナラティブ更新 • Oct 13DoorDash Integration And Digital Platforms Will Expand Global ReachAnalysts have lowered their price target for Domino's Pizza, reducing fair value expectations by approximately $7 to $502. They cite cautious views on demand trends and ongoing growth challenges.
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 American dividend payers (4.4%). Lower than average of industry peers (1.7%).
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.
Declared Dividend • Jul 23Second 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 1.4%, which is lower than the industry average of 2.2%. 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: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 8% per year.
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.
分析記事 • Jun 22Calculating The Intrinsic Value Of Domino's Pizza, Inc. (NASDAQ:DPZ)Key Insights The projected fair value for Domino's Pizza is US$487 based on 2 Stage Free Cash Flow to Equity Domino's...
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 06Upcoming 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 American dividend payers (4.8%). 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 • Apr 30First 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 1.3%, which is lower than the industry average of 2.2%. 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.
Reported Earnings • Apr 28First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst 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 missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
Seeking Alpha • Mar 30Domino's Pizza: This Pizza Giant Is Well-Positioned, But Beware Of The TechnicalsSummary Domino’s Pizza, Inc. shows strong topline growth and solid liquidity, outperforming competitors despite inflation. High concentration on franchising supports consistent revenue and limits cost sensitivity, but debt management remains a concern with high net debt/EBITDA and upcoming maturities. Despite the seemingly high price, the stock remains reasonable with a slight upside potential relative to its P/E. Technical indicators show high volatility; holding DPZ is recommended until the sustainability of the recent rally is confirmed. Read the full article on Seeking Alpha
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 US$918k worth of stockOn the 11th of March, Kelly Garcia sold around 2k shares on-market at roughly US$436 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 13Executive VP & CTO notifies of intention to sell stockKelly Garcia intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$436, it would amount to US$918k. Since June 2024, Kelly's direct individual holding has increased from 5.23k shares to 5.53k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions 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 10Independent Director recently sold US$3.0m worth of stockOn the 3rd of March, Andrew Balson sold around 6k shares on-market at roughly US$492 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 US$10m more than they bought in the last 12 months.
Seeking Alpha • Mar 05Domino's Pizza: Weaker U.S. Trends Persist As Inflation Stacks On Higher CostsSummary Shares of Domino’s have jumped ~15% this year, with investors cheering the recent Q4 earnings print despite numerous risks popping up. Domino’s is facing weak same-store sales, particularly in the U.S. where tough macro conditions are reducing delivery orders from lower-income consumers. Globally, the company is already quite saturated with over 21,000 locations. Its plans to add ~1k new stores per year, predominately overseas, may cannibalize existing locations. The company recently boosted its dividend by ~15%, despite the fact that its shareholder returns in FY24 already exceeded its free cash flow. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Mar 04Independent Director notifies of intention to sell stockAndrew Balson intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$492, it would amount to US$3.0m. Since March 2024, Andrew's direct individual holding has decreased from 53.14k shares to 44.37k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions 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 • Feb 26Fourth quarter dividend increased to US$1.74Dividend of US$1.74 is 15% higher than last year. Ex-date: 14th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. 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.
Reported Earnings • Feb 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 2% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Feb 24Domino's Pizza: Tasty Gains, Juicy Dividend GrowthSummary Domino's Pizza, Inc. is a quality long-term hold; the author recommended buying under $400 and now suggests running a house position for future gains and dividend growth. Sales rose 2.9% in Q4 2024, with positive same-store sales and store count growth, despite mixed international performance and U.S. competition. Margins, earnings, and cash flow improved; net income up 7.7%, and free cash flow increased to $512 million in 2024, with ongoing share repurchases. Forecasts for 2025 are provided, and more opportunities for trading DPZ stock are presented. Read the full article on Seeking Alpha
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.
新しいナラティブ • Feb 17Product Innovation And Uber Partnerships Will Strengthen Market Position Domino's strategy and rewards program drive significant U.S. market share and revenue growth through increased customer base and order frequency.
Buy Or Sell Opportunity • Feb 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$480. The fair value is estimated to be US$394, 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.
Seeking Alpha • Jan 25Domino's Pizza: Hungry For More Does Not Justify Any Valuation UpsideSummary In 3Q24, DPZ posted a revenue and operating income growth of 5.16% y/y. and 5.29% y/y. The company remains on track to achieve its operating income growth of 8% y/y. Despite a poor consumer outlook for 2025, the F&B industry will continue to provide tailwind support for DPZ. At least 79% of consumers intend to spend more at QSR. DPZ's Hungry for More strategy and new product offerings will continue to drive growth, but market participants have likely priced in the company's full potential. DPZ's valuation model, based on aggressive estimates, implies a share price of $374, significantly lower than the current trading price of $448. Read the full article on Seeking Alpha
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
Seeking Alpha • Dec 31Domino's Pizza: Get It While It's HotSummary I am giving Domino's Pizza a buy rating. Domino's has high-quality earnings and a solid annual free cash flow. The stock currently trades at a discount of almost 30% from its intrinsic value of $541.24 per share. The company suffers from substantial long-term indebtedness but is more than capable of meeting its current portions of long-term debt and its interest payments. Read the full article on Seeking Alpha
Seeking Alpha • Dec 20Domino's Pizza: Sell Amid Weak Sales Growth And Rush To Build More StoresSummary I recommend a sell rating for Domino's Pizza due to its overvaluation and decelerating same-store sales growth, particularly internationally. The company's plans to add 1,100+ new stores internationally (925+ overseas) may slow down as international sales growth weakens. The company is heavily leveraged, with a net debt position of $4.79 billion, making its 20x EV/adjusted EBITDA multiple unreasonable. Lower international sales growth through 2025 will likely limit earnings growth, making Domino's a less attractive investment compared to peers. Read the full article on Seeking Alpha
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 06Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.8%).
Recent Insider Transactions • Nov 21Executive VP recently sold US$1.2m worth of stockOn the 15th of November, Kevin Morris sold around 3k shares on-market at roughly US$459 per share. This transaction amounted to 90% 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$6.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 21Executive VP notifies of intention to sell stockKevin Morris intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$459, it would amount to US$1.2m. Since March 2024, Kevin's direct individual holding has increased from 2.83k shares to 2.94k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Nov 19Domino's Pizza: Fundamentals Remain Strong With Improving Investor Sentiment (Rating Upgrade)Summary DPZ's stock price has declined 15% since my first article but has maintained strong fundamentals over this time, leading me to upgrade my rating from a sell to a buy. Recent earnings reports show robust growth, with a 6.6% increase in US retail sales and 6.5% internationally. Domino's Pizza maintains high gross margins, strong ROIC, and consistent revenue growth, despite inflation and cost pressures. Warren Buffett’s Berkshire Hathaway initiated a position in DPZ, boosting investor confidence and signaling potential long-term value. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 15Independent Director recently sold US$1.4m worth of stockOn the 11th of November, Diana Cantor sold around 3k shares on-market at roughly US$456 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 US$3.0m. Insiders have been net sellers, collectively disposing of US$5.2m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 13Independent Director notifies of intention to sell stockDiana Cantor intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$456, it would amount to US$1.4m. Since December 2023, Diana's direct individual holding has increased from 8.40k shares to 8.93k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions 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.
New Risk • Oct 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$3.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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). Negative equity (-US$4.0b). Minor Risk Significant insider selling over the past 3 months (US$3.1m sold).
Recent Insider Transactions • Oct 18Independent Director recently sold US$3.0m worth of stockOn the 15th of October, Andrew Balson sold around 7k shares on-market at roughly US$428 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 US$3.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Oct 17Independent Director notifies of intention to sell stockAndrew Balson intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$428, it would amount to US$3.0m. Since December 2023, Andrew's direct individual holding has increased from 53.14k shares to 53.67k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions 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 1.4%, which is lower than the industry average of 2.2%. 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.
Seeking Alpha • Oct 11Domino's Pizza: Strong Financial Health Supports Rapid Dividend GrowthSummary Domino's Pizza offers a compelling long-term investment with solid financials, strong free cash flow, and impressive dividend growth, despite a low starting yield of 1.4%. Lower interest rates and decreasing inflation could boost consumer spending on pizza, further enhancing DPZ's profitability and reducing the debt burden. DPZ's valuation indicates a potential upside of over 10%, supported by Wall Street's price target and a dividend discount calculation. DPZ has managed to maintain a double-digit dividend growth over the last decade. Long-term shareholders could use this to compound the income generation in their portfolio. Global Pizza Demand is estimated to grow at a CAGR of 10.89% through 2032, which can help boost international store growth over the next decade. Read the full article on Seeking Alpha
Reported Earnings • Oct 10Third quarter 2024 earnings: Revenues miss analyst expectationsThird 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 missed analyst estimates by 1.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 5% per year, which means it is significantly lagging earnings.
