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All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
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Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Filed after the FY2026 Q2 call day (Jul 20, 2026) through the next call day (Oct 13, 2026)From SEC 8-K filings
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Quarter in detail
· FY2026 Q2
Macro Signals
↓Consumer Spending↑AI & Tech→FX
Domino's grew GAAP revenue 4.3% to $1.19 billion and GAAP diluted EPS 6.8% to $4.07, but U.S. same-store sales grew just 0.1% and management conceded the quarter fell short of plan. Order counts rose meaningfully in both delivery and carryout against a QSR category management believed was flat, while average ticket fell as the premium series and Slice Sauce failed to lap the prior-year Stuffed Crust promotion. International comps declined 0.1%, weighed down by Domino's Pizza Enterprises deliberately reducing lower margin transactions alongside macro and geopolitical pressure. Income from operations increased 2.6% excluding foreign currency and refranchising gains, slightly below management's expectations as worldwide rally costs lifted G&A. Full-year comp, retail sales and operating income guidance were maintained, but the U.S. net store outlook was trimmed to approximately 175 from 175 plus on franchisee profitability pressure, and Joe Jordan was named to succeed Russell Weiner as CEO in October.
Key Themes7
positive📊 company
Order Counts Grew Against A Flat QSR Category
Management said order counts were up meaningfully in total and individually in delivery and carryout, while it believed QSR order counts were flat in the quarter.
DemandCompetitive Dynamics
negative📊 company
Ticket Miss On Premium Series Lap
The premium series and new Slice Sauce, launched to lap the prior-year Stuffed Crust, did not resonate with customers and dragged average ticket. Pricing was up 0.2% in the quarter.
PricingProduct Launch
negative📊 company
U.S. Same-Store Sales Essentially Flat
Same-store sales grew 0.1% in the U.S., with the carryout comp up 1.1% and delivery down 0.7%. U.S. retail sales grew by 1.9%.
Revenue GrowthDemand
positive📊 company
Aggregator Channel Scale On Uber And DoorDash
Management believes Domino's is now the number one pizza player on both Uber and DoorDash, and reiterated that the 50% incrementality number is still the one to look at.
Geographic ExpansionDemandCompetitive Dynamics
negative📊 company
International Comp Decline And DPE Drag
International comp sales declined by 0.1%, impacted by Domino's Pizza Enterprises reducing lower margin transactions, though international retail sales grew 4.1% excluding foreign currency.
Revenue GrowthMacroeconomic
negative📊 company
U.S. Net Store Outlook Trimmed On Franchisee Profitability
The U.S. outlook moved to approximately 175 net stores from the 175 plus previously guided, with management citing pressure on the pipeline from the macro and franchisee profitability.
Guidance ReliabilityCapex Investment
neutral📊 company
CEO Succession From Russell Weiner To Joe Jordan
The board unanimously elected Joe Jordan, whose experience spans 15 years with the company, as next CEO effective in October, with Russell Weiner transitioning to Executive Chairman next year.
FY2026 Q2 selectedReported GAAP figures from SEC filings
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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 Q2Selected
$1.19B
+4.3%
$4.07
+6.8%
40.0%
19.4%
11.4%
$167M
FY2026 Q3
$1.19B
+3.4%
$4.60
+12.7%
40.2%
20.4%
12.8%
—
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
KeyBanc Capital Markets
Maybe areas or geographies that were perhaps a drag in the Q2, where there might be opportunities for improvement
Domino's grew GAAP revenue 4.3% to $1.19 billion and GAAP diluted EPS 6.8% to $4.07, but U.S. same-store sales grew just 0.1% and management conceded the quarter fell short of plan.
PositiveOrder Counts Grew Against A Flat QSR Category
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
8%company-level, not the selected quarter
GAAP revenue YoY +4.30% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base6Base 6GAAP revenue YoY +4.30% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Franchised QSR is not on the Sector Rules Table closed list and management stated no total-company adjusted revenue growth figure that lands in a different base band.
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
Sources.Tellvest earnings-call sentiment score for Domino's (DPZ), FY2026 Q2: 5/10. Scores: Domino's’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: DPZ daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
EPS
“Income from operations increased 2.6% in Q2”
Revenue
“global retail sales grew 3% in the quarter”
Guidance
“We now expect approximately 175 net stores in the U.S., which is a slight shift from the 175 plus we had previously.”
Key metric
“Same-store sales grew 0.1%.”
Mentions4
What DPZ and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
Companies DPZ discussed
4 mentions
Domino's Pizza Groupnot trackedFY2026 Q2Partner
“The CHICK 'N' DIP has been launched by DPG, Domino's Pizza Group, they reported in Q1 they were very happy with the launch.”
The UK master franchisee reported satisfaction with its CHICK 'N' DIP launch, a product Domino's flags as a candidate signal for U.S. menu innovation.
EPS0EPS 0GAAP EPS YoY 6.82% vs revenue YoY 4.30%, spread +2.52 percentage points, inside the +/-5 percentage points band. Operating income cross-check: operating income YoY 3.11% vs revenue 4.30%, spread -1.19 percentage points, also inside the band, so both measures agree and no override is required. Management's ex-FX, ex-refranchising income from operations growth of 2.6% is consistent with the GAAP OI figure.
+
Guidance-1Guidance -1Full-year U.S. and international same-store sales (low single digits), international net stores (approximately 800), global retail sales growth (mid single digits) and operating income growth (mid to high single digits) were all reiterated. The U.S. net store guide was trimmed from '175 plus' to 'approximately 175', management called it 'a slight shift' and attributed it to pipeline pressure from the macro and franchisee profitability. Net store growth is a growth metric, not a spend commitment, so the metric type gate is satisfied. Qualitative slight trim on a growth metric. No numeric midpoint pair exists ('175 plus' is not a bounded range), so both midpoint fields are null.
=
Final5
How this score was built
Base6Base 6GAAP revenue YoY +4.30% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Franchised QSR is not on the Sector Rules Table closed list and management stated no total-company adjusted revenue growth figure that lands in a different base band.+EPS0EPS 0GAAP EPS YoY 6.82% vs revenue YoY 4.30%, spread +2.52 percentage points, inside the +/-5 percentage points band. Operating income cross-check: operating income YoY 3.11% vs revenue 4.30%, spread -1.19 percentage points, also inside the band, so both measures agree and no override is required. Management's ex-FX, ex-refranchising income from operations growth of 2.6% is consistent with the GAAP OI figure.+Guidance-1Guidance -1Full-year U.S. and international same-store sales (low single digits), international net stores (approximately 800), global retail sales growth (mid single digits) and operating income growth (mid to high single digits) were all reiterated. The U.S. net store guide was trimmed from '175 plus' to 'approximately 175', management called it 'a slight shift' and attributed it to pipeline pressure from the macro and franchisee profitability. Net store growth is a growth metric, not a spend commitment, so the metric type gate is satisfied. Qualitative slight trim on a growth metric. No numeric midpoint pair exists ('175 plus' is not a bounded range), so both midpoint fields are null.=Final5
“Domino's Pizza Enterprises was definitely a drag on our same-store sales because their performance continued to be impacted by the approach that their management have already talked about, which is they've actively decided to actually reduce the lower margin transactions.”
The ASX-listed master franchisee is trading order counts for margin, and the resulting same-store sales decline is material enough to weigh on Domino's international comp.
“We're seeing this in the case of Uber, and we expect to see this in the case of DoorDash over time as well.”
Management expects the compounding customer-acquisition benefit already visible on Uber to build on DoorDash as Domino's spends more time on the platform.
“We continued to grow on both Uber and DoorDash and believe that we are now the number one pizza player on both platforms.”
Domino's says it is still growing volume on Uber's delivery marketplace and now leads pizza there, indicating continued order flow through the platform.
CAVA delivered an exceptional first quarter of fiscal 2026, with revenue up 32.2% to $434.4 million and same-restaurant sales of 9.7% driven by 6.8% traffic growth
Darden closed fiscal 2026 with fourth-quarter total sales of $3.7 billion, up 13.7% year over year, driven by same-restaurant sales growth of 4.6%, net new restaurants, and the benefit of a 14th fiscal week