Domino's Q4 revenue beats estimates,  dividend up 15%

Overview

• Pizza company's Q4 revenue beat analyst expectations

• Net income for Q4 slightly missed analyst estimates

• Company announced 15% increase in quarterly dividend

Outlook

• Domino's expects to increase U.S. market share in 2026

• Company plans new brand campaign and e-commerce site for growth

• Domino's aims to sustain growth and long-term value creation

Result Drivers

• REVENUE GROWTH - Higher supply chain revenues, U.S. franchise advertising revenues, and royalties drove a 6.4% increase in total revenues for Q4 2025

• SAME STORE SALES - U.S. same store sales grew by 3.7% in Q4, while international same store sales grew by 0.7%, excluding foreign currency impact

• MARGIN DECLINE - U.S. Company-owned store gross margin decreased 5.4 percentage points due to higher insurance costs, labor rates, and food basket pricing

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 14 "hold" and 3 "sell" or "strong sell"

• The average consensus recommendation for the restaurants & bars peer group is "buy"

• Wall Street's median 12-month price target for Domino's Pizza Inc is $490.00, about 27.4% above its February 20 closing price of $384.61

• The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn4rq60Pa

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