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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 Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary20 Jul, 2026
Executive summary
Incoming CEO Joe Jordan will assume leadership in October, with Russell Weiner transitioning to Executive Chairman, ensuring continuity and confidence in future growth.
Global retail sales grew 3.0% year-over-year in Q2 2026, driven by net store growth and higher order volumes, despite flat U.S. same-store sales and a slight decline internationally (excluding FX impact).
Net store growth totaled 209 globally in Q2 (26 U.S., 183 international), with order count growth achieved across both delivery and carryout, outpacing a flat QSR industry.
The aggregator channel (Uber, DoorDash) continues to be a significant growth driver, with Domino's now the top pizza brand on both platforms.
A new pizza innovation targeting an unmet consumer occasion will launch in Q3, expected to drive incremental orders.
Financial highlights
Total revenues increased 4.3% year-over-year to $1.19 billion in Q2 2026, mainly from higher supply chain and franchise revenues.
Income from operations rose 3.1% to $232.0 million in Q2; excluding FX, up 2.6%.
Net income increased 3.6% to $135.8 million; diluted EPS grew 6.8% to $4.07.
U.S. retail sales rose 1.9% with same-store sales up 0.1%; international retail sales grew 4.1% (ex-FX), with comps down 0.1%.
Supply chain gross margin improved by 0.2 percentage points to 12.0%.
Outlook and guidance
U.S. and international same-store sales expected to be up low single digits for 2026, reflecting ongoing macro and competitive pressures.
Net U.S. store growth guidance adjusted to approximately 175, international net store growth remains at approximately 800.
Global retail sales growth projected at mid-single digits; operating income growth expected in the mid to high single digits, excluding certain gains.
Management remains confident in long-term growth potential, citing strong order growth and market share gains.
Risks include commodity price volatility, labor costs, and macroeconomic uncertainty.
Factors impacting supply chain gross margin
Effect of DPC Dash remeasurement on net income
Drivers of the year-over-year FCF decline
Analyze the Q2 ticket miss and Q3 product launch
Aggregator incrementality vs franchisee margins
Drivers behind the lowered U.S. unit growth guide
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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 presentation20 Jul 2026 - Director elections, auditor ratification, and all board recommendations were approved; shareholder proposals failed.DPZAGM 202615 May 2026
- Global sales up 3.4%, income from operations up, net income down, 2026 outlook lowered.DPZQ1 202629 Apr 2026
- Sales, profits, and store count rose in 2025, with 3% U.S. comps and a 15% dividend hike.DPZQ4 202511 Apr 2026
- 2026 proxy covers director elections, executive pay, auditor ratification, and key ESG actions.DPZProxy Filing10 Mar 2026
- Annual meeting covers director elections, auditor ratification, and key shareholder proposals.DPZProxy Filing10 Mar 2026
- Q2 2024 delivered strong sales and profit growth, with international expansion guidance under review.DPZQ2 20243 Feb 2026
- Transaction growth, digital upgrades, and global expansion drive robust long-term profit outlook.DPZOppenheimer's 24th Annual Virtual Consumer Growth and E-Commerce Conference1 Feb 2026
- Transaction growth, menu innovation, and tech investments drive expansion and profit growth.DPZPiper Sandler Growth Frontiers Conference20 Jan 2026
Next Domino’s Pizza earnings date
Q3 202613 Oct, 2026
Domino’s Pizza
Next Domino’s Pizza earnings date
Q3 202613 Oct, 2026
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