Sunday September 25, 2022, 12:27:43

DPZ: Changes to National Offers Coming in Mid-October

By Mark Kalinowski

Back in mid-March 2022, Domino’s raised the price of its popular Delivery Mix & Match Deal to $6.99 (from $5.99). For both the Delivery Mix & Match Deal and the Carryout Mix & Match Deal, customers select two or more menu items from a set list. CNN noted back on March 1st that “Domino’s also is expanding the items available in the deal, including the addition of 32-piece parmesan bread bites, 6-piece wings and 3-piece chocolate lava cakes. Some of the other options currently on the menu are medium 2-topping pizza, bread twists, salads and marbled cookie brownies.”

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Thursday July 21, 2022, 12:14:39

DPZ (Post-Call): Q2 U.S. Same-Store Sales Better than Feared

By Mark Kalinowski

Earlier today, Domino’s reported Q2 EPS of $2.82, short of our $3.00 forecast and sell-side consensus (according to Consensus Metrix) of $2.90. However, the Q2 tax rate of 23.2% was more onerous than our 19.0% projection and consensus of 19.2%. If the tax rate had been equal to consensus, by our calculations Q2 EPS would have been +16 cents higher – placing it +8 cents above consensus, and only -2 cents below our forecast.

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Thursday April 28, 2022, 11:11:10

DPZ (Post-Call): Q1 Results Below Expectations as Staffing Challenges Persist

By Mark Kalinowski

Earlier today, Domino’s reported Q1 earnings that disappointed the Street. First-quarter EPS came to $2.50, well short of our $3.05 forecast and sell-side consensus (according to Consensus Metrix) of $3.06.

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