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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Ivankoe | JPMorgan | 9 questions · 0% challenging |
| Sara Senatore | Bank of America | 8 questions · 25% challenging |
| Dennis Geiger | UBS | 8 questions · 0% challenging |
| Brian Bittner | Oppenheimer | 8 questions · 13% challenging |
| Dave Palmer | Evercore ISI | 8 questions · 25% challenging |
| Danilo Gargiulo | Bernstein | 8 questions · 25% challenging |
| Peter Saleh | BTIG | 8 questions · 0% challenging |
| Andrew Charles | TD Cowen | 8 questions · 13% challenging |
| Lauren Silberman | Deutsche Bank | 7 questions · 0% challenging |
| Jon Tower | Citigroup | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 2 analysts | 14 questions · 7% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| BTIG | 1 analyst | 8 questions · 0% challenging |
| Bank of America | 1 analyst | 8 questions · 25% challenging |
| Bernstein | 1 analyst | 8 questions · 25% challenging |
| Oppenheimer | 1 analyst | 8 questions · 13% challenging |
| Evercore ISI | 1 analyst | 8 questions · 25% challenging |
| TD Cowen | 1 analyst | 8 questions · 13% challenging |
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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.
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 |
| 2026Q2 | 2 | 5 | 6 | 3 | 3 | 5 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 8 | 6 | 5 | 6 | 3 | 2 |
| Competitive Dynamics | 4 | 7 | 3 | 4 | 2 | 8 | 5 |
| Demand | 2 | 4 | 2 | 6 | 2 | 7 | 6 |
| Guidance Reliability | 5 | 4 | 3 | 4 | 2 | 4 | 3 |
| Geographic Expansion | 3 | 6 | 4 | 2 | 3 | 3 | 3 |
| Pricing | 2 | 4 | 3 | 6 | 2 | 2 | 5 |
| Margin | 3 | 1 | 4 | 2 | 1 | 2 | 3 |
| Macroeconomic | 1 | 4 | 2 | 3 | 1 | 2 | 2 |
Calendar quarter Q2 2026Earnings call Jul 20, 2026
FY2026 Q2 in brief
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.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
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.
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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% | — |
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).
GAAP revenue YoY +4.30% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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.
“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.
“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.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DPZ Domino's | 5 | +4.3% | |
| CAVA CAVA Group, Inc. | 10 | +32.1% | |
| CMG Chipotle Mexican Grill | 7 | +9.3% | |
| DRI Darden Restaurants | 9 | +13.7% | |
| MCD McDonald's Corporation | 6 | +3.7% | |
| SBUX Starbucks | 7 | -1.4% | |
| YUM Yum! Brands | 5 | +12.3% |