
Consumer Discretionary · Restaurants
$317.38
+0.96%
Vol: 340K
Thursday, June 18, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
Domino's Pizza ran a 50% off menu-priced pizza promotion from May 6-9, 2026, after an April 24 third-party online ordering outage affected customers. The company is also distributing 75,000 free Emergency Pizzas to eligible EA SPORTS FC 26 players in the U.S. through Friday in-game promo codes through June 5, 2026. More than 60,000 registrants could receive a free medium two-topping pizza redeemable by August 2 tied to the U.S. Red Card. These promotions follow Q1 2026 results showing US same-store sales growth of just 0.9% (below ~2.3% expected) and revised lower full-year international same-store sales guidance, with shares down ~30% over the past year. The board previously authorized an additional $1.0 billion share repurchase program. Shares closed near $308 on May 18, 2026, with consensus analyst rating of Buy and average PT of $434.29.
Berkshire Hathaway's new CEO Greg Abel exited the firm's Domino's Pizza stake along with positions in Amazon, Visa, Mastercard, and other names. Domino's stock has fallen approximately 21.8% year-to-date and 29.1% over the past year. Q1 2026 reported global retail sales growth of 3.4%, but international same-store sales declined 0.4%, dragged by weakness at Domino's Pizza Enterprises (its largest international franchisee). The board authorized an additional $1.0 billion share repurchase. On May 18, Domino's announced a $1 million Emergency Pizza giveaway tied to the U.S. soccer team. Citi maintained Hold on May 17, and Wolfe Research kept its Buy rating on May 12. Soroban disclosed a 7.4% passive stake in Domino's.
Domino's reported Q1 2026 US same-store sales growth of 0.9% but international SSS fell 0.4% (ex-FX), dragged down by weak performance at Domino's Pizza Enterprises, its largest international franchisee. The company added 180 net new stores globally and repurchased over $169M in stock through April 21; the board authorized an additional $1.0B share-repurchase program on top of ~$290M remaining. Management lowered its FY international SSS outlook to low-single-digit growth. On May 18, Domino's announced a $1M emergency-pizza giveaway tied to a US Red Card promotion. Soroban Capital (Eric Mandelblatt) disclosed a 7.4% passive stake (2.5M shares) via Schedule 13G dated May 15. Shares trade around $298 with a $9.93B market cap, down 18% over the past month, 27% YTD and 35% over the past year. Consensus PT is $434.29 (Buy); Citi has Hold, Wolfe Research has Buy.
No material news in the last 48 hours.
Domino's Pizza reported Q1 2026 EPS of $4.13, falling short of the forecast $4.28. The stock has declined 12.3% recently, attributed to weak fundamentals and mixed Q1 performance. Year-to-date the stock is down 21.8% and 29.1% over the past year. Berkshire Hathaway, under Warren Buffett's advisory role, has accumulated 3.35 million shares of Domino's Pizza, providing notable institutional backing that contrasts with the company's operational struggles in international markets. DPZ announced a cash dividend of $1.99 with an ex-date of June 15, 2026. Stock trades at $305.70 with a market cap of $10.11B, P/E of 17.75, and 2.3% dividend yield. DCF analysis suggests the stock is undervalued by 18.9%.
No material news in the last 48 hours.
Domino's Pizza shares closed at $312.42 on May 12, down 21.8% YTD and 29.1% over the past year, after Q1 2026 EPS of $4.13 fell short of the $4.28 consensus estimate. Management cut full-year U.S. same-store sales guidance to positive low-single digits and trimmed international guidance to low-single-digit growth after Q1 U.S. comps grew just 0.9%. The board authorized an additional $1.0 billion share repurchase program, bringing total authorization to $1.29 billion. Management cited deteriorating consumer sentiment at levels not seen since COVID and intensifying competition from rival pizza chains as key pressures. CEO issued a blunt message on international sales challenges. Risk: continued promotional intensity could compress margins through 2026. The average analyst 12-month price target is $414.90.
On May 11, 2026, Zacks Research published reduced Q3 2026 EPS estimates for DPZ, extending a string of negative analyst revisions following the Q1 earnings miss ($4.13 vs $4.28-$4.29 consensus) and softening U.S./international same-store sales. The downgrade reinforces a wait-and-see stance echoed by commentators like Jim Cramer. Shares are down roughly 30% over the trailing year and 21.8% YTD, reflecting deteriorating sentiment. Bear case: promotional intensity is squeezing unit economics while comp sales weaken in both segments, and a pending class-action lawsuit over alleged Tax 2 junk fees adds legal overhang.
Domino's Q1 2026 missed EPS estimates at $4.13 vs $4.29 consensus, with U.S. same-store sales growth of just 0.9% and international down 0.4%. CEO Russell Weiner described consumer sentiment as reaching COVID-level lows and warned of a bloody pizza price war affecting all fast food chains. The company lowered its 2026 U.S. same-store sales growth forecast to low single digits. The board authorized an additional $1 billion share repurchase program, bringing total authorization to $1.29 billion. Dominos launched a redesigned app with AI-powered Pizza Tracker and the DomOS orchestration system for just-in-time pizza making. Berkshire Hathaway disclosed it owns 3.35 million shares (9.9% of the company). The stock has fallen ~29% over the past year.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MCDMCDONALD | $281.17 | -0.94% | +1.1% | 20.0x | 0.41 | $201.7B |
| SBUXSTARBUCKS | $100.21 | +0.39% | -6.2% | 33.1x | 0.98 | $113.8B |
| YUMYUM | $151.90 | -1.41% | +1.2% | 20.6x | 0.57 | $42.5B |
| CMGCHIPOTLE | $32.58 | +2.24% | -3.6% | 23.5x | 0.98 | $40.9B |
| DRIDARDEN | $215.92 | +2.17% | +9.1% | 18.6x | 0.59 | $24.2B |
| DPZDOMINO | $317.38 | +0.96% | +0.5% | 15.0x | 0.97 | $10.5B |
Price below 200d MA — bearish structure.