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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brian Bittner | Oppenheimer | 6 | 17% |
| Dennis Geiger | UBS | 6 | 0% |
| John Ivankoe | JPMorgan | 6 | 0% |
| Peter Saleh | BTIG | 6 | 0% |
| Dave Palmer | Evercore ISI | 6 | 17% |
| Chris O'Cull | Stifel | 6 | 0% |
| Danilo Gargiulo | Bernstein | 6 | 17% |
| Dave Tarantino | Robert W. Baird | 6 | 17% |
| Christine Cho | Goldman Sachs | 5 | 0% |
| Sara Senatore | Bank of America | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Oppenheimer | 1 | 6 | 17% |
| Stifel | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 17% |
| JPMorgan | 1 |
| 6 |
| 0% |
| BTIG | 1 | 6 | 0% |
| Robert W. Baird | 1 | 6 | 17% |
| Bernstein | 1 | 6 | 17% |
| UBS | 1 | 6 | 0% |
US same-store sales decelerated to 0.9% amid macro and competitive pressure, leading management to lower full-year guidance from 3% to positive low single digits and operating income growth from approximately 8% to mid-to-high single digits. Global retail sales still grew 3.4% and operating income increased 4.2% excluding FX, with market share still growing despite the comp miss. Pizza innovation was being accelerated for the second half while competitors closing approximately 450 stores in 2026 provided a structural tailwind.
Revenue Growth | Competitive Dynamics | Demand | Guidance Reliability | Geographic Expansion | Pricing | Macroeconomic | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 5 | 3 | 2 | 1 | 3 |
| 2025Q1 | 8 | 7 | 4 | 4 | 6 | 4 | 4 | 1 |
| 2025Q2 | 6 | 3 | 2 | 3 | 4 | 3 | 2 | 4 |
| 2025Q3 | 5 | 4 | 6 | 4 | 2 | 6 | 3 | 2 |
| 2025Q4 | 6 | 2 | 2 | 2 | 3 | 2 | 1 | 1 |
| 2026Q1 | 3 | 8 | 7 | 4 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 8 | 6 | 5 | 6 | 3 |
| Competitive Dynamics | 4 | 7 | 3 | 4 | 2 | 8 |
| Demand | 2 | 4 | 2 | 6 | 2 | 7 |
| Guidance Reliability | 5 | 4 | 3 | 4 | 2 | 4 |
| Geographic Expansion | 3 | 6 | 4 | 2 | 3 | 3 |
| Pricing | 2 | 4 | 3 | 6 | 2 | 2 |
| Macroeconomic | 1 | 4 | 2 | 3 | 1 | 2 |
| Margin | 3 | 1 | 4 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DPZ Domino's | 5 | +3.5% | |
| CMG Chipotle Mexican Grill | 5 | +7.4% | |
| DRI Darden Restaurants | 5 | +5.9% | |
| MCD McDonald's Corporation | 7 | +9.4% | |
| SBUX Starbucks | 9 | +8.8% | |
| YUM Yum! Brands | 9 | +15.2% |