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Edge25 Jul 2025
Global Doughmination: Breaking Down Domino's Pizza
Inside the rise of Domino's Pizza: how franchising, delivery control, and supply chain mastery built one of the world's most efficient food empires.
Domino’s Pizza
Domino’s Pizza (DPZ) investor relations material
Domino’s Pizza Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Oct, 2026
Executive summary
Q3 revenue rose 3.4% to $1,185.6M, operating income rose 8.3% to $241.8M, net income increased to $152.2M, and diluted EPS grew 12.7% to $4.60.
Global retail sales grew 3.2% excluding FX; net store growth was 175 in Q3 and 564 in 9M.
Q3 order growth and share gains supported results, while consumer pressure weighed on average ticket and franchisee profitability.
Financial highlights
Q3 gross margin was $476.4M, up 3.6%; gross margin rate was 40.2% versus 40.1%. 9M revenue rose 3.7% to $3,530.6M and operating income rose 7.0% to $704.2M.
9M net income was $427.7M versus $420.1M; diluted EPS was $12.80 versus $12.22.
9M operating cash flow was $520.6M versus $552.3M; capital expenditures were $60.8M and free cash flow was $459.8M.
Outlook and guidance
FY2026 U.S. same-store sales expected up low single digits, toward the low end, assuming current macro and competitive conditions persist; outlook excludes the 53rd week.
FY2026 international same-store sales expected approximately flat, with DPE pressures continuing; meaningful DPE improvement is not expected until 2027.
FY2026 global retail sales growth expected in the low- to mid-single digits, trending toward the midpoint; operating income growth expected in the mid-single digits, excluding FX, refranchising gains and the aircraft-sale gain.
FY2026 net store additions expected at 125–150 in the U.S. and approximately 800 internationally; long-term U.S. potential remains 8,500+ stores.
Q4 order growth expected to remain strong; 2027 guidance to follow Q4. Long-term U.S. growth target is 3%+, against a mature-category baseline of 1%–2%.
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Latest events from Domino’s Pizza
- Global retail sales exceeded $20B with robust growth, market leadership, and expanding store count.DPZ
Investor presentation - Sales and earnings rose, with strong order and store growth despite industry headwinds.DPZQ2 2026
- Director elections, auditor ratification, and all board recommendations were approved; shareholder proposals failed.DPZAGM 2026
- Global sales up 3.4%, income from operations up, net income down, 2026 outlook lowered.DPZQ1 2026
- 2026 proxy covers director elections, executive pay, auditor ratification, and key ESG actions.DPZProxy Filing
- Annual meeting covers director elections, auditor ratification, and key shareholder proposals.DPZProxy Filing
- Sales, profits, and store count rose in 2025, with 3% U.S. comps and a 15% dividend hike.DPZQ4 2025
- Q2 2024 delivered strong sales and profit growth, with international expansion guidance under review.DPZQ2 2024
- Transaction growth, digital upgrades, and global expansion drive robust long-term profit outlook.DPZOppenheimer's 24th Annual Virtual Consumer Growth and E-Commerce Conference
Next Domino’s Pizza earnings date
Q4 202623 Feb, 2027
Domino’s Pizza
Next Domino’s Pizza earnings date
Q4 202623 Feb, 2027
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Frequently asked questions
The world's largest pizza chain
Domino’s operates the world's largest pizza franchise, and is considered one of the pioneers in home delivery. Domino’s was one of the most resilient restaurant chains during the pandemic, and their ventures in digital innovations - including apps, smart-speaker features, and delivery robots - have given them an edge in the home delivery space.
Domino’s operates over 19.000 restaurants worldwide and continuously opens more than 500 new restaurants yearly. Out of those 19.000, 98 percent are franchised. Since 2006, the number of stores has increased by a whopping 125 percent.
The franchising model
The pizza giant operates this franchise model by issuing Master Franchise Agreements and collects fees and royalties based on sales percentages. They also dominate the supply chains of the franchisees, selling over 240 products ranging from toppings, sauce, and dough to the specific equipment needed. These supply chain activities are actually where Domino’s makes most of their money - amounting to around 60 percent of total sales. Their supply chain network enables them to minimize operating costs and maximize profits both for their franchisees and for Domino’s.
Other notable businesses deploying the franchise model are McDonald's, O’Reilly Automotive and Alimentation Couche-Tard.