DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 3 minutes ago

DPZ·Domino's Pizza, Inc.

$.
-. (-.%)
After Hours
High
$336.59
Open
$324.01
Market Cap
11.02B
52W High
$496.00
Low
$317.54
P. Close
$326.33
P/E
18.62
52W Low
$282.00
Fwd P/E
15.76
DailyIQ Est.
$403.16
Technical Score (1D)
59
BUY
News Sentiment
67
BULLISH
TD Cowen has lifted its price target for DPZ to $310 from $295, citing robust Q2 traffic and sales momentum, new menu launches, and a CEO transition as growth catalysts. The upgrade signals that the market expects continued order volume growth to offset modest same‑store sales, but it also flags potential franchise‑margin pressure and slower average‑ticket‑value gains. Meanwhile, DPZ rolled out its S'mores Lava Cakes nationwide, a customizable dessert that could lift average ticket size and gross margin if adoption is strong. The dessert launch aligns with the company's shift to prioritize order counts over same‑store sales, a strategy that could boost revenue even if per‑order spend remains flat. Q2 results showed revenue of $1.19 billion, up 4.3% YoY, and earnings per share slightly below estimates, confirming the revenue upside but highlighting margin compression from higher marketing and operating costs. Wells Fargo followed suit, raising its target to $350, underscoring confidence in DPZ's earnings outlook despite the earnings miss. The delayed Q2 earnings call, postponed due to a webcast glitch, means guidance will arrive later than expected, potentially delaying market reactions and adding short‑term uncertainty. In the next 1–10 trading days, traders should monitor the actual earnings call for updated guidance on store openings, franchise‑margin trends, and the impact of the new dessert on average ticket size. Additionally, watch for any signs of cost‑control improvements or input‑price changes that could alleviate margin compression and support the higher price targets.
Earnings Summary
Domino's Pizza Inc. (DPZ) is a global leader in the quick‑service pizza sector, operating primarily through a franchise model that spans the United States and international markets. The company sells pizza and related menu items, including bread products, chicken wings, pasta, sandwiches, and desserts, and also supports its operations with a supply‑chain segment. In the consumer‑cyclical restaurant industry, DPZ has long relied on high order volumes and digital ordering to drive growth. In the most recent two quarters, DPZ reported revenue of $1.1506 billion in Q1 2026 and $1.1944 billion in Q2 2026, a 3.8 % increase from the prior quarter but a 25.5 % decline versus Q4 2025’s $1.5357 billion; EPS fell from $4.13 in Q1 2026 to $4.07 in Q2 2026, down 1.4 % from the prior quarter and 22.8 % from Q4 2025’s $5.35. Across the last six quarters, DPZ has posted two earnings‑per‑share beats (Q1 2025 and Q3 2025) and four misses, while revenue has trended upward, reflecting a pattern of volume growth offset by margin compression. Historically, the company has delivered only 5.2 % revenue growth over seven years, below the sector average, and has experienced a mix of EPS beats and misses, with revenue growth persisting even when earnings lag analyst expectations. Recent news highlights include TD Cowen’s upgrade of DPZ’s price target to $310 on the back of robust Q2 traffic, new menu launches such as the S'mores Lava Cakes, and a CEO transition that could influence strategic direction; Wells Fargo and Morgan Stanley have lowered their targets to $325 and $370, respectively, citing competitive pressures and margin compression, while the board’s recent governance changes signal a focus on digital innovation. Investors should watch for the next earnings call’s guidance on store openings, franchise‑margin trends, and the impact of the new dessert on average ticket size, as well as any signs of cost‑control improvements or input‑price changes that could alleviate margin pressure and support the upgraded price targets.

EPS

EstBeatMiss
$3.57$4.09$4.62$5.15$5.67Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$4.17 - -
Q2'26$4.17$4.07-2.4%
Q1'26$4.35$4.13-5.2%
Q4'25$5.43$5.35-1.4%
Q3'25$3.96$4.08+3.2%
Q2'25$3.95$3.81-3.6%

Revenue

EstBeatMiss
$1.1B$1.2B$1.3B$1.5B$1.6BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.2B - -
Q2'26$1.2B$1.2B+0.3%
Q1'26$1.2B$1.2B-4.1%
Q4'25$1.5B$1.5B+0.1%
Q3'25 - $1.1B -
Q2'25 - $1.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

DPZ Stock Snapshot

DPZ is currently trading at $322.50, giving Domino's Pizza, Inc. a market cap of 11.02B and a P/E ratio of 18.6. Today's range spans $317.54–$336.59, with shares opening at $324.01 and moving down $3.83 (1.2%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 67/100.

Over the past year DPZ has traded between $282.00 and $496.00 - the current price is +14.4% off the 52-week low and -35.0% from the high. 38 analysts cover the stock with a Hold consensus and a mean 12-month target of $390.86 (range $274.00–$544.00), implying upside of +21.2%.

DPZ is in a holding pattern - 59/100 technical score, HOLD signal, price at $322.50 (in the lower half of its 52-week range), sentiment bullish at 67/100. (P/E: 18.6) At 11.02B in Consumer Cyclical market cap, HOLD phases like this are where the thesis is re-evaluated and position sizing decisions get made by both longs and shorts. Annual range: $282.00–$496.00. The next catalyst, not the current setup, determines the exit from this range.

In neutral phases, large-cap Consumer Cyclical names like DPZ are often where sector rotation debates play out quietly — at 11.02B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 59/100 (HOLD) and bullish sentiment (67/100) at $322.50 (in the lower half of its 52-week range) describe a stock that is being considered rather than avoided.