EPS beat consensus by 6.2% but same-store sales growth remains tepid (U.S. +0.3%, intl +0.2%), signaling volume-driven growth is still pressured. The 0.9pp supply chain margin expansion is a positive cost-control signal. Monitor the CEO transition and whether new leadership accelerates store growth or marketing investment to re-accelerate same-store sales.
Price Chart
Executive Summary
Domino's Pizza reported Q3 2026 diluted EPS of $4.60, a 12.7% YoY increase, on total revenues of $1.186B (+3.4% YoY). U.S. same-store sales grew 0.3% and international same-store sales grew 0.2%, both decelerating sharply from prior year. Income from operations rose 8.3% to $241.8M, driven by supply chain margin expansion and franchise royalty growth, partially offset by higher G&A from the biennial Worldwide Rally. The company repurchased 216,282 shares for $73.6M during the quarter and maintained its quarterly dividend at $1.99.
Key Financial Metrics
Key Facts
- Q3 2026 diluted EPS of $4.60 vs $4.08 a year ago (+12.7% YoY)
- Total revenues of $1,185.6M, up 3.4% YoY from $1,147.1M
- U.S. same-store sales growth of 0.3% (vs +5.2% in Q3 2025)
- International same-store sales growth of 0.2% (vs +1.7% in Q3 2025)
- Global retail sales growth (ex-FX) of 3.2% (vs +6.3% in Q3 2025)
- Income from operations increased 8.3% to $241.8M
- Supply chain gross margin expanded 0.9 pp to 12.2%
- Net store growth of 175 stores (26 U.S., 149 international)
- Leverage ratio improved to 4.2x from 4.5x a year ago
- Share repurchases of 216,282 shares for $73.6M in Q3; $1.15B remaining authorization
- Quarterly dividend of $1.99 declared, payable December 30, 2026
- CEO transition to Joe Jordan effective this quarter
Financial Impact
EPS of $4.60 vs consensus $4.33 (+6.2% beat); revenue of $1.186B vs consensus $1.67B (consensus appears to be for a different metric — reported revenue is $1.186B, not $1.67B)
Risk Factors
- Decelerating same-store sales growth in both U.S. and international markets
- Higher G&A from the biennial Worldwide Rally event
- Free cash flow declined 7.2% YTD due to timing of advertising payments
- Leverage ratio of 4.2x remains elevated despite improvement
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001286681-26-000039 |
| Document: dpz-20261013.htm | 0001286681-26-000039 |
| Document: 0001286681-26-000039-index-headers.html | 0001286681-26-000039 |
| Document: 0001286681-26-000039-index.html | 0001286681-26-000039 |
| Document: 0001286681-26-000039.txt | 0001286681-26-000039 |
| 8-K Data (Synthetic) | 0001286681-26-000039 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $311.15 $317.70 | ▼ −2.11% | ▼ −3.29% | $312.03 (−0.28%) |
Oct 13, 2026 14d ago | 8-K | $296.10 $295.89 | ▼ −0.07% | ▲ +1.01% | $312.03 (+5.38%) |
Oct 8, 2026 19d ago | 8-K | $309.36 $310.90 | ▲ +0.50% | ▲ +0.56% | $312.03 (+0.86%) |
Aug 12, 2026 10w ago | Institutional Cluster | $350.88 $346.27 | ▼ −1.31% | ▼ −1.12% | $312.03 (−11.07%) |
Jul 23, 2026 13w ago | Insider Cluster | $332.97 $343.53 | ▲ +3.17% | ▲ +3.15% | $312.03 (−6.29%) |
Jul 21, 2026 14w ago | Insider Cluster | $319.83 $323.25 | ▲ +1.07% | ▲ +2.30% | $312.03 (−2.44%) |
Jul 20, 2026 14w ago | Insider Cluster | $326.34 $319.83 | ▼ −1.99% | ▼ −1.88% | $312.03 (−4.38%) |
Jul 20, 2026 14w ago | Press Release | $328.97 | awaiting T+1 | awaiting T+1 | $312.03 (−5.15%) |
Jul 20, 2026 14w ago | 8-K | $328.97 $326.34 | ▼ −0.80% | ▼ −1.63% | $312.03 (−5.15%) |
Jun 22, 2026 18w ago | 8-K | $283.03 $287.62 | ▲ +1.62% | ▲ +1.67% | $312.03 (+10.25%) |
US Market Status
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