Domino’s Pizza Inc (NASDAQ:DPZ) shares are trading lower on Wednesday. The stock is reacting to Guggenheim analyst Gregory Francfort reiterating the Neutral rating on the stock, but lowering the price forecast from $490 to $450.The company will report fourth quarter results on February 23 at 8:30 a.m.Analyst TakeAnalyst Francfort trimmed earnings forecasts modestly for both 2025 and 2026. He cut the price forecast, citing industrywide pressures expected to linger into the second half of 2026.Francfort said ...

Domino's $6.99 carryout special is available for any large pizza with two toppings, including Hand Tossed, Crunchy Thin or New York Style crust. For a $3 upcharge, customers can try Domino's Parmesan Stuffed Crust pizza, and for a $4 upcharge, customers can enjoy any specialty pizza. To order or find the nearest Domino's store, visit www.dominos.com. Domino's Game Day Stats Stores warm up for the big game by launching large two-topping carryout pizzas for $6.99 each between Jan. 26-Feb. 1 ANN ARBOR, Mich., ...

Group 1 - The restaurant industry, including Domino's Pizza, Inc. (DPZ), is facing intense inflationary headwinds, leading to uncertainty [1] - The analyst has been involved in stock investing and macroeconomic analysis for nearly a decade, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] - The analyst has diversified their portfolio by investing in different industries and market cap sizes, including both long-term holdings and trading positions [1] Group 2 - The analyst has entered the US market in 2020, gaining experience through a trading account initially managed by a relative [1] - The analyst has been utilizing analyses from Seeking Alpha to compare with their own research in the Philippine market [1]

Group 1 - The restaurant industry, including Domino's Pizza, Inc. (DPZ), is facing intense inflationary headwinds, leading to uncertainty [1] - The analyst has been involved in stock investing and macroeconomic analysis for nearly a decade, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] - The analyst has diversified investments across different industries and market cap sizes, including holdings in US banks, hotels, shipping, and logistics companies [1]

Core Viewpoint - Domino's Pizza, Inc. is set to announce its Fourth Quarter and Year-End 2025 earnings on February 23, 2026, with results available on its website [1][2]. Company Overview - Founded in 1960, Domino's Pizza is the largest pizza company globally, operating over 21,700 stores in more than 90 markets [3]. - The company reported global retail sales exceeding $19.7 billion for the trailing four quarters ending September 7, 2025 [3]. - Independent franchise owners operate 99% of Domino's stores as of the end of Q3 2025 [3]. - In the U.S., over 85% of retail sales in 2024 were generated through digital channels, showcasing the company's innovative ordering platforms [3].

Core Insights - Domino's Pizza, Inc. is a leading global pizza restaurant chain with a market capitalization of $13.5 billion, operating in over 90 countries and expected to announce its fiscal Q4 earnings for 2025 on October 14 [1] Financial Performance - Analysts anticipate Domino's to report a profit of $5.36 per share for Q4 2025, reflecting a 9.6% increase from $4.89 per share in the same quarter last year [2] - For fiscal 2025, the expected profit is $17.54 per share, a 5.1% rise from $16.69 per share in fiscal 2024, with further growth projected to $19.74 per share in fiscal 2026, representing a 12.5% year-over-year increase [3] Stock Performance - Over the past 52 weeks, Domino's shares have decreased by 4.5%, underperforming compared to the S&P 500 Index's increase of 16.9% and the Consumer Discretionary Select Sector SPDR Fund's return of 8.2% [4] - Following a downgrade from "Buy" to "Hold" by TD Cowen, Domino's stock fell more than 3% due to concerns over growth dynamics, softer same-store sales, rising input costs, and increased competition [5] Analyst Ratings - The overall rating for Domino's stock is "Moderate Buy," with 29 analysts covering the stock: 15 recommend "Strong Buy," 1 suggests "Moderate Buy," 11 indicate "Hold," and 2 advise "Strong Sell." The mean price target is $495.72, suggesting a potential upside of 23.8% from current levels [6]

Core Viewpoint - Domino's Pizza, Inc. is recognized as one of the best food stocks to buy in 2026, despite facing challenges in the fast food industry during 2025 [1] Analyst Ratings - Evercore ISI analyst David Palmer maintained an Outperform rating on Domino's Pizza, Inc. while lowering the price target from $510 to $490, citing optimism for fiscal stimulus and global expansion in 2026 [2] - Stifel analyst Chris O'Cull also reduced the price target from $510 to $485 but kept a Buy rating, indicating a challenging operating environment for the restaurant business in 2026 due to structural factors [3] Stock Performance - As of January 9, 2026, Domino's Pizza, Inc. stock has decreased by 2.97% year-to-date [4] Company Overview - Domino's Pizza, Inc. operates over 21,500 outlets globally across more than 90 international markets as of the end of Q2 2025 [4]

Core Insights - Domino's Pizza, Inc. (DPZ) has shown a significant shift in its U.S. sales mix for Q3 2025, with both delivery and carryout experiencing growth simultaneously, indicating a potential transition into a more balanced growth phase [1] Group 1: Sales Performance - Carryout has been a standout performer, with comparable sales increasing significantly due to value-led promotions, menu innovations like Parmesan Stuffed Crust, and a revamped loyalty program, driving customer traffic and frequency [2] - The growth in carryout is largely incremental, suggesting that it is gaining market share without cannibalizing delivery sales, which is crucial for maintaining higher-margin channels [2] - Delivery has also returned to positive growth, supported by value initiatives and early success with aggregator partnerships like DoorDash, showcasing Domino's ability to grow delivery profitably in a competitive market [3] Group 2: Financial Health - The balance between delivery and carryout has resulted in healthier order counts and modest ticket growth, contributing to a more resilient comparable sales algorithm [4] - Although carryout typically has a lower average ticket, the growth in delivery, higher-priced innovations, and increased frequency have helped maintain overall economic stability for the company [4] Group 3: Future Outlook - Management anticipates that the balance between delivery and carryout will continue into 2026, with ongoing initiatives in value, loyalty, digital platforms, and aggregator partnerships compounding over time [5] - If both channels can sustain growth together, Domino's may enter a more durable demand phase, reducing reliance on any single growth lever and positioning itself better in a challenging consumer environment [5] Group 4: Competitive Landscape - Compared to Yum! Brands, Inc. (YUM) and Papa John's International, Inc. (PZZA), Domino's ability to grow both delivery and carryout simultaneously while protecting franchise economics highlights a more balanced and defensible growth model [6][8] - Yum! Brands has historically focused more on delivery, which has increased exposure to aggregator fees and promotional pressures, while Pizza Hut's carryout performance has been inconsistent [7] - Papa John's has made strides in carryout through value bundles and loyalty efforts, but its delivery growth has been uneven, constrained by a premium pricing strategy [8] Group 5: Valuation Metrics - Domino's shares have declined by 11.8% over the past six months, compared to a 3.5% decline in the industry [9] - The forward 12-month price-to-earnings ratio for DPZ is currently at 20.74, down from the industry's 24.47, indicating a relative valuation advantage [13] - Recent consensus estimates for DPZ's 2026 earnings per share have decreased slightly, reflecting a cautious outlook [14]

Group 1 - The U.S. State Department has urged American citizens to leave Iran immediately, indicating heightened tensions in the region [1] - The "Pentagon Pizza Index" has surged, with Domino's Pizza orders increasing by 1000% and Extreme Pizza orders rising by 213%, suggesting significant military activity [1] - The origin of the "Pentagon Pizza Index" dates back to the Cold War, where unusual late-night pizza orders were interpreted as signs of military escalation [1]

Group 1 - The core announcement is the appointment of Merrill Pereyra as the new CEO for the Australia and New Zealand region of Domino's Pizza, which led to a significant stock price increase of 6.8% following the news [1] - Pereyra has over 30 years of experience in the fast-food industry, previously serving as the Managing Director of Pizza Hut India and holding positions at McDonald's and as CEO of Domino's Indonesia [1] - The company’s Executive Chairman, Jack Cowin, expressed confidence in Pereyra's ability to enhance franchise relationships, drive same-store sales growth, and optimize profitability for network expansion [1] Group 2 - Prior to this announcement, Domino's stock had declined by 22% over the past 12 months, facing challenges such as slowing sales growth, management instability, and competition from new entrants like Guzman y Gomez Ltd. [1] - The search for a new Group CEO is ongoing after Mark van Dyck resigned from the position in July, having served for less than a year [2]