Thursday January 8, 2026, 07:00:00
This morning, we published an industry note entitled “Updating our Q4 Kalinowski Quick-Service Pizza Same-Store Sales Index (1/8/2026).” We encourage you to read that note in conjunction with this Domino’s note.
Tuesday October 14, 2025, 10:06:27
Earlier today, Domino’s reported third-quarter EPS of $4.08. This was above our $4.00 estimate and sell-side consensus (according to Consensus Metrix) of $3.96.
Monday July 21, 2025, 09:59:33
Earlier today, Domino’s reported Q2 EPS of $3.81. This was below our $3.90 estimate and sell-side consensus (according to Consensus Metrix) of $3.95. But importantly, after taking out three factors: (1) the adverse impact of Domino’s minority ownership in DPC Dash (Domino’s China; 1405.HK; Not Rated) and that stock’s -8.3% decline during Domino’s Q1, (2) a refranchising gain related to 36 stores in Maryland, and (3) a modestly higher-than-forecasted tax rate, Q2 EPS on an apples-to-apples basis would have been about +19 cents better than consensus, by our math.