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DPDPZ

Domino's Pizza, Inc.

$DPZ·$10B·Restaurants·Consumer Cyclical
$308.64+1.8%YTD-27.3%1Y-26.0%
Price updated 7h ago·X counts updated 5d ago
DPDPZ
$DPZDomino's Pizza, Inc.
$308.64+1.83%188 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DPZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

188X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $DPZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

Domino's Pizza sentiment is mixed as the stock struggles at just 3.5% annualized returns since 2020 versus the 2009-2020 66x $100-to-$6,639 legendary run. Consumer commentary flags cancer-causing pesticide/chemical concerns in the food; the stock closed near session lows on iPhone-launch season-opener day.

Read what X is saying about $DPZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DPZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Domino's down 29% YTD at 17.9x P/E — quality pizza franchise but the Fortress-growth story is over.

Domino's Pizza is the dominant global pizza-delivery franchise — US stores, International Franchise, Supply Chain. The stock is at 8% of its 52-week range, down 29% YTD on specific franchise-growth deceleration concerns.

  • The P&L is holding: revenue grew 3.5% YoY to $1.15B last quarter at a 19.6% operating margin and EPS $4.16 — single-digit growth with ~20% operating margin and specific franchise-model economics.
  • At 17.9x trailing earnings and 2.1x sales, Domino's is reasonably priced after the drawdown — but the once-legendary 2009-2020 run (66x) is long over, and the 3.5% YoY revenue growth looks pedestrian next to the historical 15%+ comp cycles.
  • No material insider trading in the window; the recent closure of 13 restaurants in a single state is the kind of franchise-execution concern that keeps bulls defensive.

Breaking-down holds unless Oct 13 earnings re-accelerate US same-store comps above 2% and management reiterates FY27 unit-growth above 4%. Another soft comp print, or any specific commentary on franchisee economics, is what seals the de-rating; a FY27 EPS guide above $18 plus specific international franchise growth is what breaks the tape higher.

Agrees with X sentimentThe X mixed read is accurate — the 3.5% annualized-since-2020 vs 66x 2009-2020 run framing is honest, and the pesticide/chemical consumer-commentary noise is unrelated. The breaking-down tape reflects the legitimate growth deceleration.

What to watch: Oct 13 earnings — US same-store comparable sales above 2% YoY, international franchise unit growth, FY27 unit-growth guide above 4%, and FY27 EPS guide. A soft comp print or franchise-economics commentary is what seals the breaking-down.

On the calendar: 2026-10-13 — Q3 FY26 earnings

Read the AI verdict on $DPZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Franchises Domino's Pizza delivery restaurants globally with technology-driven logistics and digital ordering platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $DPZ.

Restaurants · Consumer Cyclical

No material change from last week — Value-trade-down sustains QSR at casual dining's expense.

What this means for $DPZ

Neutral — Franchises Domino's Pizza delivery restaurants globally with technology-driven logistics and digital ordering platform.

Industry benchmark

18-name peer basket
+8.2%YTD
-3.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
58.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-15.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q3 2026Oct 13, 2026$4.60$4.36+5.5%
Q2 2026Jul 20, 2026$4.07$4.17-2.4%
Q1 2026Apr 27, 2026$4.13$4.27-3.3%
Q4 2025Feb 23, 2026$5.35$5.38-0.6%
Next earningsMon, Feb 22·consensus EPS $6.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+3.5%40.4%20.0%$4.16$146.9M
Q4 FY25$1.5B+6.4%39.7%19.3%$5.36$175.9M
Q3 FY25$1.1B+6.2%40.1%19.5%$4.11$164.0M
Q2 FY25$1.1B+4.3%40.3%19.7%$3.84$167.3M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.2B$5.1B – $5.2B$19.00$18.49 – $19.7621
FY27$5.3B$5.1B – $5.4B$20.81$20.36 – $21.3821
FY28$5.5B$5.5B – $5.6B$22.50$20.58 – $23.1314
FY29$5.7B$5.5B – $5.8B$24.25$23.38 – $24.927
FY30$6.0B$5.9B – $6.2B$26.69$25.74 – $27.439

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 22Kelly E GarciaEVP, Chief Tech & Data Ofcr12.4K sh$4.0MSellJul 17Russell J WeinerCEO10.8K sh$3.6MSellJul 16Jordan Joseph HughCOO3.1K sh$965KSellJul 9Kelly E GarciaEVP, Chief Tech & Data Ofcr487 sh$145KSellJun 11Kelly E GarciaEVP, Chief Tech & Data Ofcr487 sh$152KSellMay 21Kelly E GarciaEVP, Chief Tech & Data Ofcr488 sh$153KSellApr 30Kelly E GarciaEVP, Chief Tech & Data Ofcr488 sh$162K
+ 23 other (13 awards · 7 exempts · 3 inkinds) in window

See when $DPZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 88-K — Item 5.02: Officer or director change
3New insider — initial holdingsJul 173
AI summary

Domino's Pizza director Anneliese Olson filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing no securities beneficially owned at the time. Standard initial Section 16(a) disclosure for a newly appointed board member.

3New insider — initial holdingsJul 173
AI summary

Domino's Pizza director Michael Creedon Jr. filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing no beneficial ownership of DPZ securities at the time. Standard initial Section 16(a) disclosure for a newly appointed board member.

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Domino's Pizza (DPZ) — 8-K (Item 5.02) announcing the appointment of Michael Creedon Jr. (current CEO of Dollar Tree) and Anneliese Olson to the Board of Directors, effective July 15, 2026. The board expands from 8 to 10 members. Material — two high-profile board additions including a sitting major-retailer CEO signal meaningful governance refresh.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Delaware reported departure or retirement of an officer: of Certain Officers; Compensatory Arrangements of Certain Officers. Transition of Russell J. Weiner to Board Executive Chairman; Retirement of David A. Brandon; Appointment of Joseph H. Jordan as Chief Executive Officer On June 17, 2026, Russell J. Weiner informed Domino’s Pizza, Inc. (the “Company”) that he will retire as the Company’s Chief Executive Officer effective at 11:59 p.m. ET on Septemb. Delaware furnished a Reg FD disclosure covering: of Certain Officers; Compensatory Arrangements of Certain Officers. Transition of Russell J. Weiner to Board Executive Chairman; Retirement of David A. Brandon; Appointment of Joseph H. Jordan as Chief Executive Officer On June 17, 2026, Russell J. Weiner informed Domino’s Pizza, Inc. (the “Company”) that he will retire as the Company’s Chief Executive Officer effective at 11:59 p.m. ET on Septemb.

3New insider — initial holdingsApr 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for DPZ on 2026-04-30, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 241 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 278-K — Item 5.02: Officer or director change
AI summary

DPZ disclosed a personnel change (8-K Item 5.02, dated 2026-04-27). An executive departure and a new appointment are both reported. Jessica L. Parrish, the Company’s previous Vice President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
AI summary

DPZ held its Annual Meeting of stockholders around 2026-04-24 (8-K Item 5.07). Stockholders elected 8 directors to the board. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 14 other (8 13Gs · 3 10-Qs · 3 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Domino's: 3 Key Takeaways for Long-Term Investorsfool.com·15h agoDomino's Pizza: As Cheap As It Gets, Nowhere to Go But Upmarketbeat.com·2d agoCopeland Capital Management LLC Sells 49,661 Shares of Domino’s Pizza Inc $DPZdefenseworld.net·2d agoThese Analysts Slash Their Forecasts On Domino's Following Q3 Resultsbenzinga.com·3d agoWhat Domino’s Pizza (DPZ) Said on Its Q3 Earnings Calldefenseworld.net·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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