Domino's Pizza, Inc. (DPZ) Earnings Call Transcripts

Domino's Pizza, Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, Domino's Pizza, Inc. reported a revenue of $1.05 billion, reflecting a 3.2% increase in global retail sales, driven by net store growth. Operating income rose by 8.5%, slightly exceeding expectations, attributed to higher franchise royalties and supply chain efficiencies. However, management adjusted guidance for U.S. same-store sales to low single digits, indicating a cautious outlook amid ongoing consumer pressures, which may impact future performance.

Reported metrics

Guidance from management

Management expects U.S. same-store sales growth to be towards the low end of low single digits for 2026 and international same-store sales growth to be approximately flat. They anticipate operating income growth in the mid-single digits, excluding foreign currency impacts.

What management said

And Dave, I'll add one more thing that we said on previous calls as well. We've been very disciplined about our rollout of 3P and making sure we're focusing on incremental profitable orders. And I think that is really critical. We could have grown a lot faster, sacrificing profitability. We did not want to do that. We are not doing that. And that's our commitment going forward to protect franchisee profitability.

And the thing I would say is this Autocam acquisition is critical for long-term frequency, which is the lifeblood of our business, and we must continue to do that. So I'll go back to what Joe said on the first question, it's a balance between order count and ticket. The ticket needs to be complementary, but the continued acquisition of customers through order count is absolutely critical to sustainable same-store sal...

What analysts pressed on

Analysts expressed concerns about the impact of macroeconomic pressures on consumer behavior, particularly regarding ticket sizes and items per order. There were questions about the effectiveness of promotions and whether franchisee profitability could stabilize to support future growth.

Main topics on the call

• Leadership Transition — Joseph Jordan has officially taken over as CEO, succeeding Russell Weiner, who will become Executive Chairman. Jordan emphasized the importance of operational consistency and franchisee profitability as key focuses movin...
• Order Count Growth — Domino's reported strong underlying demand with order count growth continuing in both delivery and carryout segments. Jordan noted, "Growing orders is the most important thing a brand can do in the current environment," ...
• Innovation with 'The Domino' — The launch of 'The Domino' product aims to capture the 'me-we occasion', allowing for individual choices in group settings. Jordan stated, "This product gives them another compelling reason to choose our brand," indicati...
• Guidance Adjustment — Management revised its U.S. same-store sales growth expectation to the low end of low single digits for 2026, reflecting ongoing macroeconomic challenges. CFO Sandeep Reddy mentioned, "We believe it will be towards the l...

Read the full Domino's Pizza, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 42 Domino's Pizza, Inc. earnings call transcripts on record, spanning January 14, 2020 to October 13, 2026. Based on this history, Domino's Pizza, Inc. reports quarterly. The most recent call on file is dated October 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DPZ

Exchange

NasdaqGS

Country

US

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

42

First call

January 14, 2020

Most recent

October 13, 2026

Reporting cadence

quarterly