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DPDPZ

Domino's Pizza, Inc.

$DPZ·$12B·Restaurants·Consumer Cyclical
$350.00+5.4%YTD-11.8%1Y-22.0%
Mentions · last 7 days
2026-08-21: 12 posts2026-08-22: 5 posts2026-08-23: 0 posts2026-08-24: 27 posts63+9%
Price updated 2d ago·X counts updated 6d ago
DPDPZ
$DPZDomino's Pizza, Inc.
$350.00+5.40%63 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DPZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersSelling offAI verdict · as of 2026-08-25

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

Berkshire sold the entire position, a fresh analyst downgrade hit today, and the last four EPS prints have all missed — the tape and the fundamentals agree.

Domino's Pizza is the largest US pizza chain by market share (23%), operating a franchise-heavy model with 6,700 US stores and 21,000+ globally through a Supply Chain segment that supplies commissary-produced dough and pizza toppings. The stock is down 24% over trailing year and 12% year-to-date, and the pattern is genuinely deteriorating.

  • The last four earnings surprises have all been misses: Q2 26 -2.4%, Q1 26 -3.3%, Q4 25 -0.6%, Q3 25 +3.0% — three consecutive small misses is not statistical noise, it's a trend
  • Berkshire Hathaway exited its entire DPZ position last quarter — Buffett's team liked the franchise economics enough to build the stake and now sees enough incremental risk to exit fully; not a decisive signal alone, but material context
  • A fresh analyst downgrade came out today (August 24) — Benzinga listed DPZ as one of the top three Monday downgrades — the market is repricing forward growth expectations
  • Q1 revenue was $1.15B (+3.5% year-over-year) and Q2 $1.19B (+3.5%) — the revenue growth has decelerated from the mid-single-digit expansion range that historically justified the multiple
  • Analyst 2026 revenue estimate is $5.19B on $18.96 EPS growing to $6.19B / $27.49 EPS by 2030 — the stock at $349 is 18.4x forward, cheap on trailing but priced for a growth recovery
  • Insider signal is null: no filings this month, no meaningful directional insider activity

Restaurant-industry rotation has been narrow — Chili's parent EAT flying, DPZ falling — suggests the read is Domino's-specific rather than QSR-cycle.

Agrees with X sentimentX is bearish with charted stair-step downtrend and $311 target. Fair — the price action, the 4-quarter miss pattern, and the Berkshire exit all point the same direction; a football-season upside is a possible catalyst but not enough on its own.

What to watch: The Q3 print on October 13 needs to break the miss streak and show accelerating same-store sales — a fifth consecutive miss would confirm the breakdown and put the multi-year compounder narrative under real pressure.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment8 posts analyzed · as of 2026-08-30

The conversation is split between technical bulls and skeptics. One camp flags a group-wide restaurant bid, a break above the 10 EMA, nearly $400K on December $350 calls and NFL-season demand as reasons to stay long. Another points to a monthly bullish divergence that has not yet resolved, a stock still roughly 4% down from a mid-August call with no bottom found, and $311 as the likely low. The name reads defensive but contested.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Consumer restaurant spending is softening at the low end (fast food) as value perception erodes; premium casual is holding up better. Labor cost inflation and menu price moderation are the twin margin pressures for the category.

What this means for $DPZ

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Domino's Pizza, Inc.

Industry benchmark

21-name peer basket
+23.0%YTD
+9.0%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
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%
Q3 2025Oct 14, 2025$4.08$3.96+3.0%
Next earningsTue, Oct 13·consensus EPS $4.38

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$18.96$18.30 – $19.2320
FY27$5.3B$5.3B – $5.4B$20.83$20.01 – $21.3221
FY28$5.5B$5.5B – $5.6B$22.50$20.57 – $23.1314
FY29$5.7B$5.6B – $5.8B$24.42$23.79 – $25.067
FY30$6.2B$6.1B – $6.3B$27.49$26.79 – $28.2210

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.1.2×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.36%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.+6.5%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.-4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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$162KSellMar 13Jessica L ParrishVP, Chief Accounting Officer47 sh$19KSellMar 13Reddy SandeepCFO307 sh$122KSellMar 13Cynthia A HeadenEVP, Chief Supply Chain Offr738 sh$293K
1–10 of 15
+ 48 other (26 inkinds · 15 awards · 7 exempts) 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
Free, forever. No credit card.

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

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.

+ 16 other (9 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Domino's Pizza Rallies 5%, Chipotle Edges Higher: Does a Low P/E Signal Value After a 19% YTD Drop?247wallst.com·3d agoMcDonald's vs. Domino's: Which Stock Has Better Growth Prospects?zacks.com·4d agoBank of New York Mellon Corp Makes New $78.08 Million Investment in Domino’s Pizza Inc $DPZdefenseworld.net·5d agoDomino's Stock Slips 15% in 6 Months: Should You Buy, Hold or Sell?zacks.com·7d agoThis Domino's Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Mondaybenzinga.com·7d ago

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