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

Domino's Pizza, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal 2026, Domino's Pizza, Inc. (DPZ:US) reported revenue of $1.05 billion, a 3% increase year-over-year, and earnings per share (EPS) of $2.15, which was below expectations. Management maintained guidance for U.S. same-store sales growth in the low single digits but adjusted net store growth expectations down slightly to approximately 175. The company highlighted strong order count growth, particularly through aggregator platforms, despite a decline in average ticket size due to a less successful product launch compared to the previous year.

Reported metrics

Guidance from management

Management maintained guidance for U.S. same-store sales growth in the low single digits and expects approximately 800 net stores in international markets. They anticipate operating income growth of mid- to high single digits for the year.

What management said

Thanks, Greg, and good morning, everybody. I wanted to start off by welcoming Joe Jordan, our incoming CEO, who has joined us on the call this morning. I am thrilled that the Board unanimously elected Joe as our next CEO. He's an incredible leader whose experience spans virtually every aspect of our business over his 15 years with the company. Joe has earned the trust of franchisees across our global system, embodies...

Yes. Thanks, Danilo. We've been, as you said, pretty good, at least over the last 18 years that I've been here in what I call is having the answers to the test, before we go into the test -- whether it's pricing or new products, doing a really good job at understanding the impact of what we do. Clearly, we missed on this one. It wasn't compelling enough. I think I said in my opening remarks that I really felt like ou...

What analysts pressed on

Analysts expressed concerns about the decline in average ticket size and its impact on franchisee profitability. There were also questions regarding the sustainability of order count growth amidst competitive pressures and macroeconomic challenges.

Main topics on the call

• Order Count Growth — Domino's experienced 'meaningful' growth in order counts, with management stating, 'more people are ordering Domino's than ever before.' This growth is attributed to effective strategies in both delivery and carryout seg...
• Ticket Decline Impact — Management acknowledged that same-store sales fell short due to a decline in ticket size, stating, 'the miss on ticket was largely within our control.' The previous year's successful Stuffed Crust Pizza launch created a ...
• New Product Launch — A new pizza product is set to launch in Q3, which management believes will address an unmet consumer need. Russell Weiner emphasized, 'this new product will give customers a delicious new reason to come to Domino's.'
• Franchisee Profitability Concerns — Franchisee profitability has been pressured due to ticket declines, which management is addressing. Sandeep Reddy stated, 'we know what we need to do. We need to go and fix it, and we are fixing it.'

Read the full Domino's Pizza, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 44 Domino's Pizza, Inc. earnings call transcripts on record, spanning January 14, 2020 to July 20, 2026. Based on this history, Domino's Pizza, Inc. reports quarterly. The most recent call on file is dated July 20, 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

44

First call

January 14, 2020

Most recent

July 20, 2026

Reporting cadence

quarterly