Domino’s Pizza sinks after Q1 comparable-sales miss and softer full-year outlook

Domino’s Pizza, Inc. (DPZ) is down 9.9% today. Here is some analysis on what might have caused this price movement.

Analysis: DPZ appeared to slide after the company’s first-quarter update showed a weaker-than-expected lift in comparable sales and management reduced parts of its full-year outlook. Commentary pointing to a tougher consumer backdrop and heightened competition likely amplified investor concerns about near-term demand and margins.

Details:

The company reported a smaller-than-expected increase in comparable sales, which can be a key read-through on underlying order trends.

Management updated its same-store sales outlook, which flowed into lower full-year expectations for global retail sales and operating income growth.

Leadership highlighted an intensifying macro and competitive environment, suggesting traffic and promotional pressure may be increasing across the category.

Separately, the company discussed ongoing capital returns (including share repurchases and an expanded authorization), but that was not enough to offset the disappointment on results and outlook.

Sources:

SEC (EDGAR), Bloomberg, The Motley Fool

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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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) sold 4,870 shares for an estimated $2,113,888
REDDY SANDEEP (EVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 3,519 shares for an estimated $1,403,239.
CYNTHIA A HEADEN (EVP, Chief Supply Chain Offr) has made 0 purchases and 2 sales selling 2,483 shares for an estimated $989,919.
JESSICA L PARRISH has made 0 purchases and 4 sales selling 665 shares for an estimated $265,216.

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.

$DPZ Hedge Fund Activity

We have seen 360 institutional investors add shares of $DPZ stock to their portfolio, and 395 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 910,529 shares (+21977.5%) to their portfolio in Q4 2025, for an estimated $379,526,697
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 668,237 shares (-33.4%) from their portfolio in Q4 2025, for an estimated $278,534,546
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 509,091 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $212,199,310
VANGUARD GROUP INC removed 377,415 shares (-9.4%) from their portfolio in Q4 2025, for an estimated $157,314,120
BERKSHIRE HATHAWAY INC added 368,055 shares (+12.3%) to their portfolio in Q4 2025, for an estimated $153,412,685
CITADEL ADVISORS LLC removed 338,961 shares (-54.8%) from their portfolio in Q4 2025, for an estimated $141,285,724
WORLDQUANT MILLENNIUM ADVISORS LLC added 237,302 shares (+18282.1%) to their portfolio in Q4 2025, for an estimated $98,912,219

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.

$DPZ Congressional Stock Trading

Members of Congress have traded $DPZ stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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. purchased up to $15,000 on 02/10.

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.

$DPZ Analyst Ratings

Wall Street analysts have issued reports on $DPZ in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/23/2026

To track analyst ratings and price targets for $DPZ, check out Quiver Quantitative's $DPZ forecast page.

$DPZ Price Targets

Multiple analysts have issued price targets for $DPZ recently. We have seen 13 analysts offer price targets for $DPZ in the last 6 months, with a median target of $440.0.

Here are some recent targets:

Andrew M. Charles from TD Cowen set a target price of $400.0 on 04/27/2026
John Ivankoe from JP Morgan set a target price of $440.0 on 04/24/2026
Brian Harbour from Morgan Stanley set a target price of $430.0 on 04/21/2026
Todd M. Brooks from Benchmark set a target price of $465.0 on 04/20/2026
Dennis Geiger from UBS set a target price of $480.0 on 04/15/2026
Logan Reich from RBC Capital set a target price of $400.0 on 04/15/2026
Jon Tower from Citigroup set a target price of $425.0 on 04/07/2026

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.