The EPS miss and near-flat same-store sales may pressure DPZ shares near-term, but the $1.23B buyback authorization provides downside support. Watch for commentary on consumer demand and cost trends on the conference call. The stock's reaction will depend on how the market weighs the miss against the revenue beat and buyback activity.
Price Chart
Executive Summary
Domino's Pizza Q2 2026 results: EPS of $4.07 missed consensus of $4.17 (-2.4%), while revenue of $1.194B slightly beat $1.18B. U.S. same-store sales grew just 0.1%, international declined 0.1%. Net income rose 3.6% YoY to $135.8M, and the company continued aggressive share repurchases ($156.2M in Q2). The EPS miss and sluggish same-store sales temper the positive revenue beat and buyback activity.
Key Financial Metrics
Key Facts
- Q2 2026 diluted EPS $4.07 vs consensus $4.17 (miss of -2.4%)
- Total revenue $1.194B, up 4.3% YoY, slightly above $1.18B consensus
- U.S. same-store sales +0.1%; international same-store sales -0.1% (ex FX)
- Global retail sales growth ex FX +3.0%
- Income from operations $232.0M, up 3.1% YoY
- Net income $135.8M, up 3.6% YoY
- Leverage ratio unchanged at 4.3x
- Repurchased 443,917 shares for $156.2M in Q2; $1.23B remaining authorization
- Quarterly dividend of $1.99 per share declared
Financial Impact
EPS miss of $0.10 (-2.4%) vs consensus; revenue beat of ~$14M (+1.2%)
Risk Factors
- Slowing U.S. same-store sales growth (0.1%) signals potential demand softness
- International same-store sales decline (-0.1%) indicates macro headwinds abroad
- Rising food basket costs could pressure supply chain margins
- High leverage (4.3x) limits financial flexibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001286681-26-000034 |
| Document: dpz-20260720.htm | 0001286681-26-000034 |
| Document: 0001286681-26-000034-index-headers.html | 0001286681-26-000034 |
| Document: 0001286681-26-000034-index.html | 0001286681-26-000034 |
| Document: 0001286681-26-000034.txt | 0001286681-26-000034 |
| 8-K Data (Synthetic) | 0001286681-26-000034 |
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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