Domino's Pizza IncNasdaq: DPZ
Consumer Discretionary · Restaurants
$338.34
-0.32%
Vol: 468K
Research Digest
Friday, May 1, 2026
Domino's Q1 disappoints with flat same-store sales; stock drops 9.2%
Domino's reported Q1 revenue of $1.15B missing estimates, EPS of $4.13 down from $4.33 YoY, and same-store sales flat (expected 2.3%). Company lowered full-year guidance to low-single digit growth from prior 3%. CEO cited winter weather and weak consumer sentiment as headwinds. Stock down 21.4% YTD, trading 32.9% below 52-week high. BofA cut PT to $445 but kept Buy rating.
Previous Market Intelligence
13 daysApr 30Domino's reports Q1 2026 earnings miss; same-store sales underwhelm amid competitive pressuresNegative▶
Domino's announced Q1 2026 results on April 27: EPS $4.13 (missed $4.31 est.), revenue $1.15B (missed $1.174B). U.S. same-store sales rose only 0.9% vs 2.3% expected, international comps flat. CEO Russell Weiner cited winter weather, weak consumer sentiment, and competition from Papa John's and Pizza Hut. Wall Street cut targets: Bernstein, Goldman, Wells Fargo all reduced. Board declared $1.99 dividend and authorized $1B share buyback. Stock fell 9.2-11% post-earnings, down 21.4% YTD and 32.9% below 52-week high.
Apr 16Dominos updated Pizza Tracker and launched Slice Sauce; Q1 FY2026 earnings April 27Mixed▶
Dominos Pizza updated its industry-first Pizza Tracker to provide more precise delivery/pickup timing, with new Live Activities feature on iPhone for Lock Screen updates. Company launched Slice Sauce, its first signature sauce designed for pizza, with promotional offering through June 14. Customers raised record $19 million for St. Jude Children Research Hospital in February 2026. Q1 FY2026 earnings announcement scheduled for April 27 with analyst-projected EPS of $4.35. Stock trades at $368.99, down 13.2% YTD. Despite challenges, analyst consensus remains Buy with average price target of $473.39.
Apr 15Domino's expanded China footprint to 1,462 stores; Citi lowered price target to $425 on April 7; Q1 earnings April 27.Positive▶
Domino's Pizza reported strong China expansion with 1,462 outlets operating in 72 cities as of March 31, 2026, adding 147 net new stores. Citi lowered its price target to $425 from $440 on April 7 with Neutral rating. Q1 2026 earnings scheduled for April 27 with EPS estimate of $4.35. Berkshire Hathaway increasing its stake, reflecting durable cash-generating model.
Apr 14Domino's Pizza reports Q1 earnings approaching April 27 with Berkshire Hathaway stake increase supporting durable cash model.Positive▶
Domino's Pizza is preparing for Q1 2026 earnings release on April 27 with analyst expectations at $4.35 EPS. Berkshire Hathaway's increased stake reflects confidence in the company's cash generation and dividend yield of 1.93-2.0%. Citi lowered price target to $425 from $440, maintaining Neutral rating. Average analyst rating remains Buy with $473.39 target.
Apr 13Domino's Pizza launched Slice Sauce and exclusive Shinola brand collaboration on April 11, 2026.Positive▶
Domino's Pizza announced on April 11 the launch of Slice Sauce, its first dedicated pizza dipping sauce, paired with an exclusive Shinola collaboration. On April 12, Domino's reported significant China expansion with DPC Dash operating 1,462 outlets in 72 cities. Q1 2026 earnings on April 27 with analysts projecting EPS of $4.35.
Apr 10Domino's stock down 3.31% in past 24 hours; Q1 earnings expected April 27 with analyst EPS estimate of $4.35.Negative▶
Domino's Pizza stock declined 3.31% over the past 24 hours and is down 15% year-to-date. Q1 2026 earnings will be released April 27 with EPS estimate of $4.35. Recent marketing includes Shinola co-branded merchandise and Slice Sauce launch. Dividend raised to $1.99 per share. Stock trading at $374.14.
Apr 9Dominos launches Slice Sauce; Q1 2026 earnings April 27 with $4.35 EPS forecast.Neutral▶
Dominos Pizza released Q1 2026 earnings April 27 with analyst EPS forecast $4.35. Company launched Slice Sauce (first-ever sauce for pizza) with free offer through June 14 on Handmade Pan and Parmesan Stuffed Crust. Shinola partnership offers exclusive timepieces and leather goods. Tracker improvements launched for iOS with Live Activities on lock screen. Global enterprise 22,100+ stores in 90+ markets; 2025 global retail sales >$20.1B. Stock currently $376.24, up 3.96% weekly but down 8.19% monthly, 16.54% annually. Citi analyst lowered target to $425 from $440 with Neutral rating.
Apr 8Domino's Pizza launched new Slice Sauce with Shinola merchandise promotion through June 14, driving customer engagement despite analyst caution.Mixed▶
Domino's Pizza celebrated new Signature Slice Sauce launch with exclusive Shinola merchandise partnership through June 14. 2025 revenue of $4.94 billion reflected 5.0% increase from 2024. Company pursuing Hungry for MORE strategy for continued growth. Stock face volatility with Citigroup maintaining Neutral and lowering price target to $425 from $440, while Barclays maintains Sell and Stifel maintains Buy. Quarterly Q1 2026 earnings due April 27 with EPS projection of $4.35. According to 30 analysts, average target of $478.77, indicating 28.41% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Dominos modernized Pizza Tracker with AI/GPS; Q1 earnings April 27.Positive▶
Dominos modernized Pizza Tracker technology with AI enhancements including precise oven timing, driver departure alerts, and GPS tracking. Q1 2026 earnings April 27 with analyst EPS forecast $4.35. Q4 results showed stronger same-store sales.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours. Company earnings scheduled for April 27.
Apr 2Dominos Pizza updated Tracker with improved customer experience features; Q4 EPS misses estimates despite revenue beat; Wells Fargo cuts PT to $400.Mixed▶
Dominos Pizza updated its industry-first Tracker on March 24, 2026, featuring more precise ready times and Live Activities for iOS users. Q4 2025 reported EPS of $5.35 missed consensus of $5.38, though revenue of $1.54 billion beat estimates of $1.52 billion. Global retail sales exceeded $20.1 billion in 2025. Wells Fargo lowered price target to $400 citing competitive pressures. DPZ underperformed S&P 500 by 39% over past 52 weeks. Analyst consensus bullish with average price target of $482.24.
Apr 1Domino's Pizza updates industry-first Tracker with AI precision; Q4 delivered strong same-store sales of +3.7%.Positive▶
Domino's enhanced Tracker technology with DomOS AI precision and iOS Live Activities. Q4 2025 delivered global retail sales growth of +4.9% and U.S. same-store sales of +3.7%. Board approved 15% dividend increase to $1.99/share.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
| SBUXSTARBUCKS | $105.84 | +0.48% | +11.1% | 34.9x | 0.94 | $120.0B |
| YUMYUM | $158.14 | -0.95% | +1.5% | 21.3x | 0.66 | $44.1B |
| CMGCHIPOTLE | $32.98 | -2.99% | +1.5% | 25.0x | 1.06 | $43.7B |
| DRIDARDEN | $195.03 | -2.76% | +2.0% | 17.6x | 0.63 | $23.0B |
| DPZDOMINO | $338.34 | -0.32% | -10.9% | 16.1x | 1.19 | $11.3B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.