Domino’s likely will release its Q3 2026 earnings in mid-October. How do DPZ shares tend to trade heading into earnings, and the day after an earnings release?
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 57.4% in July 2026. This 57.4% figure is a new all-time record in favor of the restaurant industry.
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.7% in July — sequentially the same as June’s +2.7%. This +2.7% number for July compares with price for food-away-from-home (restaurants) that increased by +3.4% year-over-year in July (sequentially identical to June’s +3.4%). This marks the 40th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.
Earlier today (Friday, August 7th), Wendy’s reported adjusted Q2 EPS of $0.18, coming in ahead of our $0.17 forecast and sell-side consensus (according to Consensus Metrix) at $0.16. Second-quarter adjusted EBITDA was $124.1 million. This was a little above our $123.3 million forecast, and also above consensus of $121.1 million.
Earlier today (Thursday, August 6th), Papa Johns reported second-quarter adjusted EPS of $0.46, coming in above our $0.35 forecast, and slightly above sell-side consensus (according to Consensus Metrix) of $0.45. Q2 adjusted EBITDA was $53 million; consensus was at $53.8 million.
Earlier today (Wednesday, August 5th), Dine Brands reported adjusted Q2 EPS of $1.16. This was below our $1.25 estimate, and also below sell-side consensus (according to Consensus Metrix) of $1.19. Adjusted EBITDA reached $54.2 million in Q2. Consensus was at $56.4 million.