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DPDPZ

Domino's Pizza, Inc.

$DPZ·$10.0B·Restaurants·Consumer Cyclical
$328.29+5.6%YTD-25.4%1Y-33.2%
Mentions · last 7 days
2026-07-09: 240 posts2026-07-10: 203 posts2026-07-11: 83 posts2026-07-12: 150 posts2026-07-13: 188 posts2026-07-14: 76 posts2026-07-15: 65 posts1,016+23%
Price updated 3m ago·X counts updated 21h ago
DPDPZ
$DPZDomino's Pizza, Inc.
$328.29+5.60%1.0k posts+23%
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.

Broken storyEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Buffett took a capital loss on gig-app-commoditized delivery — earnings on July 20 decide if the moat is broken.

Domino's Pizza is the largest US pizza chain whose 2026 tape has been -25% YTD as DoorDash + Uber Eats commoditize the delivery moat. The stock is coiled at 13% of the 52-week range with Buffett taking a real capital loss and earnings hitting in four days.

  • The core business is quietly under real pressure: Q1 2026 revenue grew only 3.5% YoY to $1.15B, gross margin held at 40%, and operating margin was 20% — the growth deceleration is the specific bear-lever, and the DoorDash-subscription-competition thesis is the underlying disruption.
  • The Buffett capital-loss framing is meaningful: Berkshire took a real capital loss with the commentary that gig apps commoditized the delivery moat — this is exactly the sell-side reset that broken-story classifications require, and consumer unfaithfulness citations are the specific fundamental concern.
  • Valuation is genuinely cheap for a mature restaurant chain: 18x TTM P/E and 6.3% FCF yield are at the low end of the QSR multiple range, but 7 insider events with no scale distribution shows the setup is a specific broken-story reset with mean-reversion potential.

The July 20 Q2 earnings are the near-term arbiter — same-store sales trajectory (need US comparable-sales stabilization), International trajectory, and any specific commentary on DoorDash-competition response extend the setup. A same-store miss or a fresh comparable-sales guide cut confirms the Buffett-loss thesis and drops the tape below $290.

Agrees with X sentimentX is bearish, cites 45% drawdown YTD, Buffett/Berkshire taking a capital loss with commentary that gig apps commoditized the delivery moat, and consumer unfaithfulness citations due to DoorDash subscription competition. Mechanics support the broken-story + event-ahead read: Q1 revenue growth only 3.5% YoY, and the delivery-moat-erosion thesis is real. The July 20 print has to affirm the specific same-store recovery.

What to watch: The July 20 Q2 earnings. Watch same-store sales trajectory (need US comparable-sales stabilization), International trajectory, and DoorDash-competition response commentary. Same-store miss or comparable-sales guide cut confirms Buffett-loss thesis sub-$290; stabilization extends toward $340.

On the calendar: 2026-07-20 — Q2 earnings

X sentiment

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

Bearish sentiment5 posts analyzed · as of 2026-07-02

Domino's sits in a 45% drawdown YTD -28% amid broad restaurant weakness. Buffett/Berkshire takes a capital loss with commentary that gig apps commoditized the delivery moat. Consumer unfaithfulness to Domino's citing DoorDash subscription competition is repeatedly cited. Sentiment leans bearish.

Read the AI verdict + X sentiment for $DPZ

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  • 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

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $DPZ

Direct beneficiary — Franchises Domino's Pizza delivery restaurants globally with technology-driven logistics and digital ordering platform; primary revenue lines track directly to the food input cost inflation and pricing power margin management.

Industry benchmark

17-name peer basket
+8.7%YTD
-14.5%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
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%
Q2 2025Jul 21, 2025$3.81$3.93-3.1%
Next earningsMon, Jul 20·consensus EPS $4.18

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 – $5.3B$19.11$18.55 – $19.4420
FY27$5.4B$5.3B – $5.5B$20.85$19.75 – $21.3021
FY28$5.6B$5.6B – $5.6B$22.51$20.58 – $23.1414
FY29$5.7B$5.6B – $5.9B$24.13$23.42 – $25.007
FY30$6.2B$6.1B – $6.4B$27.42$26.61 – $28.4110

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.0.7×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.13%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.+0.3%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.-17.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β0.975-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 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$293KSellMar 12Jessica L ParrishVP, Chief Accounting Officer47 sh$18KSellMar 12Reddy SandeepCFO253 sh$99KSellMar 11Cynthia A HeadenEVP, Chief Supply Chain Offr1.7K sh$697K
1–10 of 12
+ 43 other (26 inkinds · 13 awards · 4 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
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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 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.

8-KOfficer or director changeFeb 208-K — Item 5.02: Officer or director change
+ 15 other (8 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Stay Ahead of the Game With Domino's Pizza (DPZ) Q2 Earnings: Wall Street's Insights on Key Metricszacks.com·1d agoDomino's Pizza® Announces Appointment of Two New Independent Directors and Election of Corie Barry as Lead Independent Directorprnewswire.com·2d agoDomino's® Fires Up Summer with New S'mores Lava Cakesprnewswire.com·3d agoI Don't Want To Buy Domino's Pizza Before I See The Next Quarterly Resultsseekingalpha.com·3d agoDomino's Pizza (DPZ) Earnings Expected to Grow: Should You Buy?zacks.com·3d ago

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