Domino's Pizza Inc (DPZ) earnings date & stock reaction
DPZ · Domino's Pizza Inc · Consumer Discretionary
“We now expect 125-150 net new stores in the U.S., reflecting increased pressure on our development pipeline from the macroeconomic environment and year-to-date pressure on franchisee profitability.”
“In Q3, we believe that manifested mostly in items per order. We had pressure on items per order, so customers were still coming to us, but managing their ticket by managing items per order.”
- ▲Growth in Operating Income and EPS
- Operating income rose 8.3% to $241.8 million compared to the same period last year.
- Diluted EPS increased 12.7% to $4.60 from $4.08 in the prior year.
- ▲Supply Chain Margin Expansion
- Supply chain gross margin improved by 0.9 percentage points to 12.2% due to procurement productivity.
- ▲Global Net Store Growth
- The company achieved a net increase of 175 stores globally during the third quarter.
- ▼Deceleration in U.S. Same-Store Sales
- U.S. same-store sales growth slowed to 0.3%, down significantly from 5.2% in the same quarter last year.
- Challenging consumer conditions led to a decline in items per order, putting pressure on the average ticket.
- ▼Lowered Store Opening Guidance
- Due to pressure on franchisee profitability, the 2026 U.S. net store opening guidance was lowered to 125-150 units.
- ▼Decline in Free Cash Flow
- Year-to-date free cash flow decreased 7.2% to $459.8 million compared to $495.6 million in the same period last year.
Price after the latest report
Domino's Pizza Inc (DPZ) rose the day after earnings in 6 of its last 12 reports (50%), moving ±4.3% on average. It has fallen despite beating the consensus estimate 3 times.
Even when EPS beat expectations, the stock fell 3 of the last 7 times. The number alone doesn't move it.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
3/7 beats fell next day · watches Comps/demand · guidance
- Sep 2026 report-3.8%
- Jun 2026 report+2.1%
- Mar 2026 report-8.8%
- Dec 2025 report+4.1%
- Sep 2025 report+3.9%
- Jun 2025 report-0.8%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 9/2026 | 2026-10-13 | +4.8% | -3.8% | — |
| 6/2026 | 2026-07-20 | -2.4% | +2.1% | +3.4% |
| 3/2026 | 2026-04-27 | -3.3% | -8.8% | -8.2% |
| 12/2025 | 2026-02-23 | -0.6% | +4.1% | +4.7% |
| 9/2025 | 2025-10-14 | +3.0% | +3.9% | +3.6% |
| 6/2025 | 2025-07-21 | -3.6% | -0.8% | +4.2% |
12 reports, quarters ending 12/2023 to 9/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Domino's Pizza Inc earnings date?
The next Domino's Pizza Inc (DPZ) earnings report is expected Mon, February 22 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
Does Domino's Pizza Inc (DPZ) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±4.3%.
Does Domino's Pizza Inc react more to the earnings numbers or to guidance?
In 5 of the last 12 reports (42%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Domino's Pizza Inc stock fall even when earnings are good?
Yes. In 4 of the last 12 reports, Domino's Pizza Inc fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Domino's Pizza Inc stock keep moving after the earnings day?
Over the last 11 reports, the move continued in the same direction for the following five trading days 18% of the time. This tendency is known as post-earnings announcement drift.