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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dennis Geiger | UBS | 7 (0%) |
| John Ivankoe | JPMorgan | 7 (0%) |
| Danilo Gargiulo | Bernstein | 7 (29%) |
| Brian Bittner | Oppenheimer | 7 (14%) |
| Dave Palmer | Evercore ISI | 7 (29%) |
| David Tarantino | Robert W. Baird | 7 (14%) |
| Lauren Silberman | Deutsche Bank | 6 (0%) |
| Greg Francfort | Guggenheim | 6 (0%) |
| Sara Senatore | Bank of America | 6 (17%) |
| Andrew Charles | TD Cowen | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 | 7 (14%) |
| Bernstein | 1 | 7 (29%) |
| Evercore ISI | 1 | 7 (29%) |
| Oppenheimer | 1 |
| 7 (14%) |
| JPMorgan | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| Guggenheim | 1 | 6 (0%) |
| BTIG | 1 | 6 (0%) |
| 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 |
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).
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 | Margin | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 5 | 3 | 2 | 3 | 1 |
| 2025Q1 | 8 | 7 | 4 | 4 | 6 | 4 | 1 | 4 |
| 2025Q2 | 6 | 3 | 2 | 3 | 4 | 3 | 4 | 2 |
| 2025Q3 | 5 | 4 | 6 | 4 | 2 | 6 | 2 | 3 |
| 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 |
| Margin | 3 | 1 | 4 | 2 | 1 | 2 |
| Macroeconomic | 1 | 4 | 2 | 3 | 1 | 2 |
What DPZ and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Andrew Gregory, the new CEO of Domino's Pizza Enterprises actually starts in August”
DPE is undergoing a leadership change with a new CEO starting in August as DPZ works with them on a turnaround focused on value and order counts.
“Excluding the headwind on our comp sales from Domino's Pizza Enterprises in the quarter, we would have met our expectations.”
Domino's Pizza Inc's international master franchisee DPE weighed on international comps, a negative read-through on DPE's operating performance.
| 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% |