Domino's reduced 2026 U.S. net store guidance to 125 to 150 units. Third-quarter operating income grew 8.5% excluding foreign currency impacts.
Domino's Pizza's NASDAQ: DPZ Q3 report left something to be desired, but the market got it wrong and sold off in its wake. While near-term headwinds persist, the company is sustaining growth, expanding its footprint, and trading at a massive discount to historical norms.
Domino's sales slowed in the most recent quarter amid a broader slump in demand for pizza as Americans pinch their pennies.
DPZ's Q3 earnings and revenues beat estimates as supply chain sales and franchise royalties grow, even as same-store sales slow and store margins narrow.
Domino's Pizza, Inc. (DPZ) Q3 2026 Earnings Call Transcript
Domino's Pizza Inc (NYSE:DPZ) reported on Tuesday that US same-store sales rose just 0.3% in the third quarter, even as earnings per share topped analyst estimates. Earnings per share rose 12.7% to $4.60, ahead of the $4.37 estimate.
Domino's Pizza NASDAQ: DPZ reported third-quarter operating income growth of 8.5%, excluding foreign-currency effects and minor refranchising true-up impacts, as higher franchise royalties and fees and supply-chain performance helped offset a challenging consumer backdrop.
While the top- and bottom-line numbers for Domino's Pizza (DPZ) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Domino's forecasts muted annual same-store sales as competition, cautious consumers weigh on demand
Domino's Pizza (DPZ) came out with quarterly earnings of $4.6 per share, beating the Zacks Consensus Estimate of $4.33 per share. This compares to earnings of $4.08 per share a year ago.
The pizza chain reported a profit of $152.2 million, or $4.60 a share, compared with a profit of $139.3 million, or $4.08 a share, a year earlier.
Domino's shares are trading at five-year lows, reflecting overblown concerns about recent same-store sales softness and industry headwinds. Current valuation (13.5x forward EV/EBITDA) implies temporary weakness is being treated as secular, creating a compelling long opportunity. DPZ's resilient value proposition, loyalty program, and recent promotional success support a return to +3% U.S. same-store sales growth.