Did Domino’s (DPZ) International Push and Berkshire Backing Just Shift Its Long-Term Growth Narrative?

• Domino’s Pizza reported strong U.S. same-store sales growth of 5.2% in Q3 2025, outperforming major peers, alongside ambitious international expansion plans targeting 300 new stores annually in China and 200 in India.
• Berkshire Hathaway’s increased stake and consistent insider buying signal substantial confidence from institutional investors and management in Domino’s long-term growth outlook.
• We’ll assess how renewed institutional confidence, highlighted by Berkshire Hathaway's investment, may influence the company's updated investment narrative.

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Domino's Pizza Investment Narrative Recap

To be a Domino’s Pizza shareholder today, you need conviction in the company's ability to sustain global unit growth while leveraging its digital strengths in a market where pizza demand is showing signs of stagnation. The recent report of 5.2% same-store US sales growth and Berkshire Hathaway’s increased stake appears supportive of near-term sentiment, but it does not fundamentally alter the most important catalyst, continued digital expansion through delivery partnerships, or the key risk, which is slowing overall pizza category growth.

Among recent company actions, the full national rollout of Domino's menu on third-party platforms like DoorDash stands out as most relevant, directly relating to the growth catalyst investors are focused on. This move expands Domino’s digital reach and positions the business to capture more at-home dining occasions, a critical lever as competition and consumer preferences shift and as traditional traffic stagnates.

Yet, in contrast to this upbeat outlook, investors should be aware that ongoing flat or declining pizza category growth could...

Read the full narrative on Domino's Pizza (it's free!)

Domino's Pizza's narrative projects $5.6 billion revenue and $720.0 million earnings by 2028. This requires 5.5% yearly revenue growth and a $122.9 million earnings increase from $597.1 million today.

Uncover how Domino's Pizza's forecasts yield a $498.26 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community members provided fair value estimates for Domino’s Pizza, ranging widely from US$351.70 to US$498.26 per share. While many see growth potential tied to the company's digital delivery initiatives, views differ greatly so consider multiple perspectives when weighing Domino’s long-term prospects.

Explore 3 other fair value estimates on Domino's Pizza - why the stock might be worth 13% less than the current price!

Build Your Own Domino's Pizza Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Domino's Pizza research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Domino's Pizza research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Domino's Pizza's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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