Domino's Pizza, Inc. (NASDAQ:DPZ ) Q3 2025 Earnings Call October 14, 2025 8:30 AM EDT Company Participants Gregory Lemenchick - Vice President of Investor Relations Russell Weiner - CEO & Director Sandeep Reddy - Executive VP & CFO Conference Call Participants Dennis Geiger - UBS Investment Bank, Research Division David Palmer - Evercore ISI Institutional Equities, Research Division Brian Bittner - Oppenheimer & Co. Inc., Research Division David Tarantino - Robert W. Baird & Co. Incorporated, Research Division Gregory Francfort - Guggenheim Securities, LLC, Research Division Danilo Gargiulo - Sanford C.
DPZ delivers a Q3 earnings and revenue beat, powered by strong U.S. order growth and its "Best Deal Ever" promotion.
Domino's Pizza Inc (NYSE:DPZ) shares added almost 4% after the global pizza chain reported better-than-expected financial results for the third quarter, driven by growth in both US and international markets. The company reported adjusted diluted earnings per share (EPS) of $4.08, surpassing analyst expectations of $3.96, though slightly down from $4.19 in the same period last year.
The headline numbers for Domino's Pizza (DPZ) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Domino's Pizza (DPZ) came out with quarterly earnings of $4.08 per share, beating the Zacks Consensus Estimate of $3.96 per share. This compares to earnings of $4.19 per share a year ago.
The pizza chain's U.S. same-store sales growth accelerates to the highest rate since early 2024.
Rebranding efforts often come when a company is struggling, but that's not the case for Domino's.
DPZ eyes solid third-quarter sales growth on new products and delivery deals, though profit margins may stay under pressure.
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Domino's Pizza Group shares have declined by more than 50% since 2022, now trading at a 10x P/E and a 5.52% dividend yield. Dominant market position: Domino's UK is by far the largest pizza chain in the country, with over 1,370 stores. It offers strong brand equity and economies of scale. Highly cash-generative model: Despite recent volatility, Domino's UK benefits from a strong supply chain business and consistent free cash flow over time.
Shares of sub-franchisor Domino's Pizza Group plc have been a terrible performer recently, falling around 40% in local currency due to unfavorable U.K. macro conditions. Despite declining volumes and soft sales, the company continues to gain market share in the U.K. Similarly, while franchisee-level profitability has dipped, it remains strong in absolute terms. The stock now trades at a depressed valuation, with its P/E below 12x and its dividend yield around 5.6%. Both look very attractive compared to historical levels.
DPZ stock slips 8.5% in a month, yet menu innovation, global expansion and digital upgrades fuel its long-term growth potential.