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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Domino's (DPZ) is 5/10.
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.
Scored from Domino's’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.44B | +2.9% | $4.89 | +9.2% | 39.2% | 19.0% | 11.7% | $136M |
| FY2025 Q1 | $1.11B | +2.5% | $4.33 | +20.9% | 39.8% | 18.9% | 13.5% | $164M |
| FY2025 Q2 | $1.15B | +4.3% | $3.81 |
| -5.5% |
| 40.3% |
| 19.7% |
| 11.4% |
| $167M |
| FY2025 Q3 | $1.15B | +6.2% | $4.08 | -2.6% | 40.1% | 19.5% | 12.1% | $164M |
| FY2025 Q4 | $1.54B | +6.4% | $5.35 | +9.4% | 39.7% | 19.3% | 11.8% | $176M |
| FY2026 Q1 | $1.15B | +3.5% | $4.13 | -4.6% | 40.4% | 20.0% | 12.2% | $147M |
| FY2026 Q2 | $1.19B | +4.3% | $4.07 | +6.8% | 40.0% | 19.4% | 11.4% | $167M |