Domino's Slips After Soft Same-Store Sales Overshadow Q3 Profit Growth

Domino's Pizza (DPZ) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to a softer same-store sales picture in the third quarter, even though profit and revenue still increased. Management described a pressured consumer backdrop, lower average tickets, and a more cautious outlook for parts of 2026, which likely outweighed the earnings growth.

Details:

Third-quarter U.S. same-store sales rose 0.3%, while international same-store sales increased 0.2% on a constant-currency basis, both showing much slower momentum than the year-ago quarter.

Revenue increased 3.4% from a year earlier, income from operations rose 8.3%, and diluted EPS climbed to $4.60 from $4.08, helped by higher royalties, supply chain performance, and share repurchases.

On the earnings call, management said order counts were healthy, but customers bought fewer items per order, which pressured average ticket size; U.S. carryout comps were up 1.0% while delivery comps were down 0.3%.

The company also trimmed parts of its 2026 outlook, saying U.S. same-store sales should land at the low end of its low-single-digit range, international same-store sales are now expected to be about flat, and U.S. net store growth is expected at 125 to 150 locations.

Sources:

Domino's Pizza Investor Relations, Stock Analysis, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DPZ Insider Trading Activity

$DPZ insiders have traded $DPZ stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $DPZ stock by insiders over the last 6 months:

KELLY E GARCIA (EVP, Chief Tech & Data Ofcr) has made 0 purchases and 11 sales selling 14,380 shares for an estimated $4,614,429.
RUSSELL J WEINER (Chief Executive Officer) sold 10,850 shares for an estimated $3,589,505
JOSEPH HUGH JORDAN (COO and President-Domino's US) has made 0 purchases and 2 sales selling 5,450 shares for an estimated $1,696,530.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DPZ Hedge Fund Activity

We have seen 359 institutional investors add shares of $DPZ stock to their portfolio, and 435 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 1,568,880 shares (+61.1%) to their portfolio in Q2 2026, for an estimated $464,451,235
VAN ECK ASSOCIATES CORP added 477,968 shares (+937192.2%) to their portfolio in Q2 2026, for an estimated $141,497,646
NORDEA INVESTMENT MANAGEMENT AB added 398,407 shares (+642.4%) to their portfolio in Q2 2026, for an estimated $117,944,408
BOSTON PARTNERS removed 317,386 shares (-54.1%) from their portfolio in Q2 2026, for an estimated $93,958,951
AQR CAPITAL MANAGEMENT LLC added 313,360 shares (+37.3%) to their portfolio in Q2 2026, for an estimated $92,767,094
INVESCO LTD. added 275,743 shares (+22.1%) to their portfolio in Q2 2026, for an estimated $81,630,957
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 262,876 shares (+inf%) to their portfolio in Q2 2026, for an estimated $77,821,811

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$DPZ Congressional Stock Trading

Members of Congress have traded $DPZ stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $DPZ stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 05/15 and 2 sales worth up to $30,000 on 09/18, 04/14.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$DPZ Price Targets

Multiple analysts have issued price targets for $DPZ recently. We have seen 16 analysts offer price targets for $DPZ in the last 6 months, with a median target of $380.0.

Here are some recent targets:

Andrew M. Charles from TD Cowen set a target price of $295.0 on 07/09/2026
Lauren Silberman from Deutsche Bank set a target price of $385.0 on 07/09/2026
David Palmer from Evercore ISI Group set a target price of $350.0 on 07/09/2026
Jon Tower from Citigroup set a target price of $335.0 on 07/07/2026
Dennis Geiger from UBS set a target price of $375.0 on 07/02/2026
David Tarantino from Baird set a target price of $350.0 on 06/23/2026
Peter Saleh from BTIG set a target price of $425.0 on 06/23/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.