Domino's Pizza Inc logo

Domino's Pizza IncNasdaq: DPZ

Consumer Discretionary · Restaurants

$321.21

+1.48%

Vol: 167K

Research Digest

Tuesday, June 16, 2026

Neutral

No significant overnight updates

No material news in the last 48 hours.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 15No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 21Domino's launched a four-day 50% off menu-priced pizza promotion (May 6-9) and is distributing 75,000 free pizzas via EA SPORTS FC 26 codes, as shares trade ~$308 amid slowing sales.Mixed

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.

May 20Berkshire Hathaway exits Domino's Pizza stake as international same-store sales decline.Negative

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.

May 19Domino's announced $1M emergency pizza giveaway tied to a US Red Card (May 18) as Soroban Capital disclosed 7.4% stake; shares trade ~$298 down 27% YTD after Q1 international SSS fell 0.4%.Mixed

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.

May 18No significant overnight updatesNeutral

No material news in the last 48 hours.

May 15Domino's Pizza Q1 EPS of $4.13 misses $4.28 estimate; stock down 29.1% YoY despite Berkshire Hathaway 3.35M-share stake.Mixed

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%.

May 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 13Domino's stock down ~22% YTD as Q1 EPS of $4.13 missed $4.28 estimate and management cut 2026 same-store sales guidance amid intensifying pizza promotional warNegative

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.

May 12Zacks Research lowered Q3 2026 EPS estimates for Domino's Pizza amid ongoing concerns over weak comparable sales and rising promotional intensity.Negative

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.

May 11Dominos Pizza cut its 2026 same-store sales forecast amid competitive pizza price war, while accelerating AI delivery tools and announcing a $1B buyback expansion.Negative

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.

May 8Q1 2026 beats but cuts 2026 comp guidance to low single digits; multiple analysts slash PTsNegative

Dominos Pizza reported Q1 2026 with positive order count and market share growth. However, company cut 2026 U.S. and international comp outlook to low single digits, prompting aggressive analyst target cuts: BofA to $445 from $496, Barclays to $315 from $370, TD Cowen to $377 from $400, Stifel to $400 from $485. Stock trading at $334.83 with P/E 18.69 and 2.2% dividend yield. Over past year, DPZ down 31.59%. Company faces headwinds but maintains long-term growth potential with robust delivery network and share buybacks.

May 7Dominos Q1 reports flat same-store sales, lowers outlook; announces $1B buybackNegative

Dominos Pizza reported Q1 2026 flat same-store sales and $1.15B revenue, prompting lowered sales outlook. Multiple analysts cut price targets including BofA ($445 from $496), Barclays ($315 from $370), TD Cowen ($377 from $400), Stifel ($400 from $485), and Baird ($400 from $495). Company announced $1B share buyback and maintained dividend. Stock down 20.6% YTD and 29.1% over past year.

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YUMYUM$157.72+1.97%+1.6%20.6x0.57$42.6B
CMGCHIPOTLE$33.25+1.57%-3.0%24.1x0.98$42.0B
DRIDARDEN$208.97+0.10%+7.8%18.4x0.59$23.9B
DPZDOMINO$321.21+1.48%+2.8%15.1x0.97$10.5B

Key Fundamentals

Market Cap$10.5B
P/E (TTM)18.2
Forward P/E15.1
Beta0.97
Div Yield246.00%
Prev Close$316.52

RSI (14-Day)

28Oversold
0305070100

52-Week Range

$297.48$321.21$496.00
From High-35.2%
From Low+8.0%

Moving Averages

50d SMA
$356.39-9.9%
200d SMA
$402.02-20.1%

Price below 200d MA — bearish structure.

Historical Returns

1W
+6.3%
1M
-13.7%
3M
-13.6%
6M
-20.7%
1Y
-32.8%
YTD
-24.1%

Volume

Today167K
20d Avg1.1M
Ratio0.16x