EarningsQ3 2026 Earnings Report
MX:DPZ Q3 2026 EPS Results
Actual EPS$83.97
Consensus EPS$79.61
Beat/MissBeat by +$4.36
One Year Ago EPS$74.48
MX:DPZ Q3 2026 Revenue Results
Actual Revenue$21.64B
Expected Revenue$21.42B
Beat/MissBeat by +$222.70M
YoY Revenue Growth+3.36%
Earnings Announcement Details
QuarterQ3 2026
Date10/13/2026
TimeBefore Open
Conference CallTuesday, October 13, 2026
MX:DPZ Upcoming Earnings
Domino's Pizza's next earnings date is estimated for March 1, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
MX:DPZ Q3 2026 Earnings Call
0:00 / 0:00
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive, supported by strong order count growth, market share gains, an 8.5% increase in operating income, continued store expansion, supply chain productivity, and confidence in the brand's long-term growth opportunities. However, management acknowledged meaningful near-term challenges from consumer pressure, lower items per order and average ticket, weaker same-store sales outlooks, reduced U.S. store development guidance, international pressure from DPE, and lower franchisee profitability. Overall, the positive operational performance and long-term outlook significantly outweighed the disclosed challenges.Company Guidance
Strong Order Growth and Market Share Gains
Underlying demand remained strong, with order count growth in both delivery and carryout. Domino's continued to gain share within the QSR pizza category, including among low-income consumers.
Operating Income Increased 8.5%
Q3 income from operations increased 8.5%, excluding foreign currency and minor refranchising true-up impacts, coming in slightly above expectations. Growth was primarily driven by higher U.S. and international franchise royalties and fees, along with supply chain gross margin dollar growth fueled by strong U.S. order count growth and procurement productivity.
Global Retail Sales Growth and Store Expansion
Global retail sales grew 3.2% excluding foreign currency, supported by more than 950 net new stores opened globally over the past 12 months.
U.S. Retail Sales and Store Growth
U.S. retail sales grew 2.1% in Q3, driven primarily by net store growth, including 26 net new stores during the quarter. U.S. same-store sales grew 0.3%, with order count growth in the core business and continued aggregator growth.
International Retail Sales Growth
International retail sales grew 4.3% excluding foreign currency, primarily driven by net store growth over the past year, including 149 stores added in Q3.
Supply Chain Productivity and Profit Sharing
Supply chain performance was described as strong throughout the year and in Q3, supported by productivity and route optimization. The company said all profit improvement is shared with U.S. franchisees on a 50/50 basis.
Aggregator Delivery Position and Disciplined Expansion
Domino's said it is now the number one pizza player on both DoorDash and Uber, while still having additional share opportunity relative to the broader QSR pizza category. The company continues to measure incrementality closely, with approximately 50% of third-party delivery business described as incremental, and has prioritized incremental profitable orders to protect franchisee profitability.
New Domino Product Addresses Individual Choice
The Domino launched in Q3 to address the 'me we occasion': customers eating together while choosing individual food options. Management said the product can expand Domino's participation in group occasions and create additional opportunities on aggregator platforms.
Value Promotions Driving Trial and Repeat Purchases
The Best Deal Ever promotion continued to perform well in Q3. Adding stuffed crust encouraged customers to try the product, and management said some customers subsequently returned to purchase it again, supporting the goal of improving ticket over time.
Loyalty and Targeted Marketing Opportunities
The loyalty program continues to perform well, with a focus on moving customers into higher frequency bands and generating one or two additional occasions through targeted value and offers. The company also plans to use more targeted promotions through its new website.
Franchisee Economics and Long-Term Store Potential
Management reiterated that Domino's has best-in-class franchisee profitability and cash-on-cash returns for new stores. The company maintained its long-term U.S. potential of more than 8,500 stores and said franchisee demand and store returns remain compelling.
Share Repurchases and Capital Returns
Through the first three quarters, Domino's repurchased approximately 849,000 shares for $305 million. Approximately $1.15 billion remained under the share repurchase authorization, and the company continued to expect meaningful cash returns to shareholders in 2026 and beyond.
Operational Consistency Investments
Domino's is investing in DomOS and an orchestration agent being tested in stores to improve operational consistency, product quality, and service consistency. Management said these initiatives are intended to support customer retention and frequency as well as franchisee gains.
Positive Outlook for DPE Stabilization
Joe Jordan said he was more encouraged about the Domino's Pizza Enterprises business than he had been in some time. DPE is focused on reducing excessive promotions and returning to a model of driving profitability through high volume, which management described as the model that has worked across Domino's more than 90 countries.
International Growth Opportunities
Management said its markets were mostly performing as expected despite DPE pressures, highlighting India and China's store growth and reiterating the potential for approximately 40,000 stores in China.
Leadership Continuity and Confidence
Russell Weiner will become executive chairman at the April annual shareholder meeting, with Joe Jordan becoming CEO. Management expressed high confidence in Domino's franchise system, brand, operating capabilities, people, and long-term potential.
Flexible Capital Allocation
Management said it would make compelling investments in the business when appropriate, with remaining free cash flow returned through repurchases and dividends after those investments.
MX:DPZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed