DOMINO'S PIZZA, INC. Q3 REVENUE USD 1,185.6 MILLION VS. IBES ESTIMATE USD 1,176 MILLION || Q3 EPS USD 4.6 || Q3 NET INCOME USD 152.2 MILLION VS. IBES ESTIMATE USD 144.7 MILLION || Q3 U.S. SAME STORE SALES GROWTH 0.3%

DOMINO’S PIZZA $DPZ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.19B (Est. $1.18B) 🟢; +3.4% YoY 🔹 EPS: $4.60 (Est. $4.37) 🟢; +12.7% YoY 🔹 Total Gross Margin: 40.2% (Est. 40.3%) 🔴 Same-Store Sales: 🔹 U.S.: +0.3% 🔹 International (ex-FX): +0.2% Key Updates: 🔹 CEO Role: Joe Jordan steps into the CEO role Other Q3 Metrics: 🔹 Global Retail Sales Growth ex-FX: +3.2% 🔹 Global Net Store Growth: 175 stores 🔹 Supply Chain Gross Margin: 12.2% 🔹 Oper Income: $241.8M (Est. $230M) 🟢; +8.3% YoY 🔹 Net Income: $152.2M (Est. $145M) 🟢; +9.2% YoY 🔹 YTD Free Cash Flow: $459.8M; -7.2% YoY Capital Return: 🔹 Share Buybacks: $73.6M 🔹 Dividend: $1.99/share 🔹 Remaining Authorization: $1.15B Comments: 🔸 “Our opportunity now is to capitalize on those strengths by getting even closer to our customers, helping our franchisees grow their profitability and turning our best performance into our everyday performance.”

DOMINO'S PIZZA ENTERPRISES POSTED FY ADJUSTED NET INCOME OF A$121.6 MLN, ABOVE THE IBES ESTIMATE OF A$118.2 MLN, WITH FY NETWORK SALES OF A$3,868.5 MLN, THOUGH FY SAME-STORE SALES FELL 4.1%, AND DECLARED AN UNFRANKED FINAL DIVIDEND FOR FY26 OF 32.5 AU CENTS PER SHARE.

Domino's Pizza stock is down 31% in the past 5 years. Latest effort to turn it around is an individual-sized rectangular pizza (shaped like a...domino). Management ran a survey and found 43% of food service meals were eaten solo. Full pizza meant for sharing while rectangular pizza ($6-7) is meant to compete in the handheld category (burgers, sandwiches, burritos, subs). Even if it pops, Domino's overall business is hurting. It was a pioneer in pizza delivery tech but DoorDash/Uber Eats has equalized playing field for independent pizzerias. DoorDash/Uber Eats also exploded food options (pre-apps, Chinese and pizza used to be the only delivery options that travelled well). Same reason why Papa John's is down 80% in past 5 years. *** Full read via WSJ:

Domino’s Pizza $DPZ had to delay its earnings call this morning for 11AM because its third-party webcast provider experienced technical issues this morning @nikitabier earnings calls on X could be a part of a good investor relations business 👀

Domino’s Pizza mocks Sony after they announced plans to cease production of physical video games: “As of April 1st 2027, Domino’s UK [will] shift to production of digital pizzas only.”