Monitor next quarter for reversal of the DPC Dash unrealized loss and its impact on EPS. The new $1B buyback may support the stock near-term, but the core miss on earnings and international sales decline are concerning.
Price Chart
Executive Summary
Domino's Pizza reported Q1 2026 earnings with diluted EPS of $4.13, missing consensus of $4.27 by 3.3%, despite a 9.6% year-over-year increase in income from operations. The miss was driven by a $30M unrealized loss on its DPC Dash investment. The company announced a $1.0B share repurchase authorization.
Key Financial Metrics
Key Facts
- Diluted EPS was $4.13, missing consensus of $4.27 by 3.3%
- Net income decreased 6.6% YoY to $139.8M due to a $30M unrealized loss on DPC Dash investment
- Income from operations increased 9.6% YoY to $230.4M, driven by higher franchise royalties and supply chain margin
- Board authorized a new $1.0B share repurchase program
- U.S. same-store sales grew 0.9%, while international same-store sales declined 0.4% (ex-FX)
Financial Impact
$30M unrealized loss on DPC Dash investment drove net income down 6.6% YoY
Risk Factors
- Volatility in the DPC Dash investment could lead to recurring unrealized gains/losses
- International same-store sales declined 0.4% (ex-FX), indicating potential weakening demand abroad
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001286681-26-000024 |
| Document: dpz-20260427.htm | 0001286681-26-000024 |
| Document: 0001286681-26-000024-index-headers.html | 0001286681-26-000024 |
| Document: 0001286681-26-000024-index.html | 0001286681-26-000024 |
| Document: 0001286681-26-000024.txt | 0001286681-26-000024 |
| 8-K Data (Synthetic) | 0001286681-26-000024 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Institutional Cluster | $350.88 $311.60 | ▼ −11.19% | ▼ −9.45% | $297.61 (−15.18%) |
Jul 23, 2026 10w ago | Insider Cluster | $332.97 $341.85 | ▲ +2.67% | ▼ −0.96% | $297.61 (−10.62%) |
Jul 21, 2026 10w ago | Insider Cluster | $326.34 $336.25 | ▲ +3.04% | ▲ +0.47% | $297.61 (−8.80%) |
Jul 20, 2026 10w ago | Press Release | $328.97 $335.42 | ▼ −1.96% | ▲ +2.16% | $297.61 (+9.53%) |
Jul 20, 2026 10w ago | 8-K | $328.97 $335.42 | ▲ +1.96% | ▼ −2.16% | $297.61 (−9.53%) |
Jul 20, 2026 10w ago | Insider Cluster | $328.97 $335.42 | ▲ +1.96% | ▼ −2.16% | $297.61 (−9.53%) |
Jun 22, 2026 14w ago | 8-K | $283.03 $328.97 | ▲ +16.23% | ▲ +15.07% | $297.61 (+5.15%) |
Apr 27, 2026 22w ago | 8-K | $339.54 $310.42 | ▼ −8.58% | ▼ −14.04% | $297.61 (−12.35%) |
Apr 27, 2026 22w ago | 8-K | $334.66 $310.42 | ▲ +7.24% | ▲ +12.20% | $297.61 (+11.07%) |
Mar 11, 2026 29w ago | Insider Cluster | $393.15 $373.20 | ▼ −5.07% | ▼ −5.60% | $297.61 (−24.30%) |
US Market Status
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