Domino's Pizza is finally releasing its own version of stuffed crust on Monday, aiming to win over the customers who are willing to spend more on the pricey pizza customization.  Thirty years ago, Yum Brands' Pizza Hut debuted the cheesy stuffed crust, marketing the launch with a television commercial starring Donald Trump. As years passed, rivals Papa John's and Little Caesars eventually followed with their own takes. Trump went from hawking pizza to sitting in the Oval Office.Generations of consumers have ...

Core Insights - Domino's Pizza reported progress in its "Hungry for MORE" strategy, achieving market share gains despite a challenging consumer environment [1] - The company emphasized value leadership, operational excellence, and strategic expansion of delivery channels [1] Market Share Gains - Domino's gained approximately 1 percentage point of quick-service restaurant pizza market share in 2024, continuing its long-term market expansion [2] - Retail sales in the U.S. grew by 5.3% in 2024, with positive order count growth [2][3] Digital and Loyalty Program - The rewards program saw significant growth, ending 2024 with 35.7 million active members, an increase of approximately 2.5 million from 2023 [5] - This digital foundation, along with an upcoming e-commerce platform refresh in 2025, is expected to enhance customer engagement and drive sustained growth [5] Aggregator Strategy - The partnership with Uber has validated Domino's entry into third-party delivery, achieving 3% of sales through this channel by year-end [6] - The company sees this channel as an incremental sales opportunity of $1 billion over time and plans to expand its aggregator presence in 2025 [6][7] Operational Excellence - Domino's has invested in operational improvements, reducing average delivery times by 2 minutes over the last 2 years and rolling out 1,600 DJ dough stretching machines [8] - These improvements support current performance and future growth capacity, despite current order volumes being below peak COVID-19 levels [9] International Business - The international business showed improvement in Q4, maintaining a 31-year streak of same-store sales growth [10] - Specific initiatives in Canada and India have driven traffic and sales, demonstrating success in market-specific strategies [11] Future Outlook - Management projects global retail sales growth in 2025 to align with 2024 levels, targeting U.S. same-store sales growth of 3% [12] - Strategic priorities for 2025 include expanding aggregator partnerships, launching a new e-commerce platform, and maintaining a value-driven approach [12]

Domino’s Pizza’s NASDAQ: DPZ stock price action shows a buying signal following the Q4 results and 2025 outlook. The results and outlook align with many of the company’s industry and S&P 500 NYSEARCA: SPY peers in that growth is present but not as robustly as anticipated, causing a reset of expectations.   Domino's Pizza TodayDPZDomino's Pizza$479.11 +8.97 (+1.91%) 52-Week Range$396.06▼$542.75Dividend Yield1.26%P/E Ratio29.43Price Target$503.41Add to WatchlistDomino’s Pizza's results caused the market to r ...

Domino's Pizza, Inc. (DPZ) recently reported fourth-quarter fiscal 2024 results, wherein both top and bottom lines increased year over year, but missed the Zacks Consensus Estimate.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.U.S. Same-Store SalesIn the fiscal fourth quarter, U.S. retail sales increased 2.3%, supported by both net store expansion and a 0.4% rise in same-store sales. This growth was driven by a 3.2% increase in carryout sales, while delivery sales declined 1.4%, ind ...

Eariier in 2024, we issued a buy on Domino's Pizza, Inc. (NASDAQ: DPZ ) at $410. Quarter-to-quarter, we have seen mixed performance, but over the long-term this is a quality hold. We also issued a buy at our service when shares dipped under the $400Looking for more returns like this? That is what we do at BAD BEAT InvestingEnjoy more rapid-returns with our strategy to advance your savings and retirement timeline by embracing a blended trading and income approach!If you would like, you can try our service ou ...

Domino’s Pizza on Monday missed estimates for quarterly same-store sales and said the consumer environment for fast food would remain pressured in 2025 as companies double down on their value meal offerings, taking its shares as much as 5%.Fast-food chains have been relying more on discounting in recent years — with Domino’s introducing value offerings to drive demand in late 2023, a move that was mirrored later by burger giants McDonald’s and Burger King as consumers started to balk at higher menu prices.S ...

Financial Data and Key Metrics Changes - The company delivered profitable growth of 8% for the full year 2024 despite a challenging backdrop [36] - Income from operations increased by 6.5% in Q4, excluding foreign currency impacts, driven by gross margin improvements and lower general and administrative expenses [37] - Global retail sales grew approximately 6% for the year, with Q4 total retail sales increasing by 2.3% in the US [38][39] Business Line Data and Key Metrics Changes - US retail sales grew by 5.3% in 2024, with positive order count growth attributed to the revamped rewards program and entry into the aggregator channel [10][11] - Same-store sales growth in the carryout business was over 6% for the year, while delivery saw a decline of 1.4% [38] - The company added 84 net new stores in Q4, bringing the US system store count to 7,014 [42] Market Data and Key Metrics Changes - The company achieved a market share gain of about 1% in the US QSR Pizza segment [8] - International retail sales grew 6.4% in Q4, with same-store sales slightly ahead of expectations at 2.7% [43] - The company expects international same-store sales growth to be in the range of 1% to 2% for 2025 [45] Company Strategy and Development Direction - The "Hungry for More" strategy focuses on delivering renowned value, operational excellence, and product innovation [7][12] - The company plans to launch at least two new products in 2025 to build on momentum [15] - The aggregator channel is seen as a significant growth opportunity, with expectations of a billion dollars in incremental sales over time [26][120] Management's Comments on Operating Environment and Future Outlook - Management anticipates continued pressure on consumer spending and a value-driven QSR marketplace in 2025 [9] - The company is focused on driving market share gains and believes it is well-positioned to succeed in a challenging environment [9][30] - The long-term algorithm for growth remains at 7% or more annual global retail sales growth and operating profit growth of 8% or more [55] Other Important Information - The company announced a 15% increase in its dividend and repurchased approximately 259,000 shares totaling $112 million in Q4 [56] - The average US franchisee store profitability in 2024 was approximately $162,000, which remains best in class [41] Q&A Session Summary Question: 2025 guidance for US same-store sales - Management discussed the expected lower performance in the first half of 2025 compared to the back half, driven by aggregator platform initiatives and marketing strategies [60][62] Question: International same-store sales expectations - Management reiterated the conservative guidance for international same-store sales growth of 1% to 2% due to macroeconomic volatility [72] Question: US unit growth confidence - Management expressed confidence in achieving the target for 2025, citing strong demand for new units and best-in-class economics [80] Question: Price point strategy - Management confirmed that the brand can sustain promotions around the $10 price point while maintaining profitability for franchisees [88] Question: Long-term same-store sales growth - Management emphasized the brand's track record and strategies to sustain growth, including expanding aggregator partnerships and loyalty programs [100][106] Question: International unit growth and market consolidation - Management highlighted strong growth potential in China and India, despite challenges from the Australian master franchisee [141]

Shares of pizza company Domino's Pizza (DPZ -3.81%) dropped on Monday morning after the company reported its completed financial results for 2024. As of 10:15 a.m. ET, Domino's Pizza stock was down a disheartening 6% and it now finds itself down nearly 20% from its 52-week high.Domino's is facing spending headwindsWith its fourth-quarter financial results, Domino's Pizza officially grew its same-store sales for a 31st consecutive year, which is a remarkable achievement. It keeps finding ways to get incremen ...

Domino's Pizza, Inc. (DPZ) reported fourth-quarter fiscal 2024 results, with earnings and revenues missing their respective Zacks Consensus Estimate. The top and bottom lines increased from the prior-year quarter’s reported numbers. Following the announcement, the company’s shares lost 4.2% in the pre-market trading session.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.DPZ's Q4 Earnings & Revenue DiscussionIn the quarter, Domino's reported adjusted earnings per share (EPS) of $4.8 ...

Domino's Pizza posted solid gains in its earnings report, evidencing growth and resilience amidst a complex market landscape.Restaurant chain stalwart Domino's Pizza (DPZ -1.99%) reported fourth-quarter and full-year 2024 earnings on Monday, Feb. 24, that fell short of analysts' consensus expectations but still managed to highlight a consistent trajectory of growth and profitability. Earnings per share (EPS) came in at $4.89, marking a 9.2% increase from the prior year but just missing the $4.90 estimate. R ...