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Domino's Slips After Soft Same-Store Sales Overshadow Q3 Profit Growth

Investivoq PriceTracker

Domino's Pizza (DPZ) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to a softer same-store sales picture in the third quarter, even though profit and revenue still increased. Management described a pressured consumer backdrop, lower average tickets, and a more cautious outlook for parts of 2026, which likely outweighed the earnings growth.

Details:

  • Third-quarter U.S. same-store sales rose 0.3%, while international same-store sales increased 0.2% on a constant-currency basis, both showing much slower momentum than the year-ago quarter.
  • Revenue increased 3.4% from a year earlier, income from operations rose 8.3%, and diluted EPS climbed to $4.60 from $4.08, helped by higher royalties, supply chain performance, and share repurchases.
  • On the earnings call, management said order counts were healthy, but customers bought fewer items per order, which pressured average ticket size; U.S. carryout comps were up 1.0% while delivery comps were down 0.3%.
  • The company also trimmed parts of its 2026 outlook, saying U.S. same-store sales should land at the low end of its low-single-digit range, international same-store sales are now expected to be about flat, and U.S. net store growth is expected at 125 to 150 locations.

    • Sources:

    Domino's Pizza Investor Relations, Stock Analysis, SEC

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $DPZ Insider Trading Activity

    DPZ Insider Trades

    $DPZ insiders have traded $DPZ stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

    Here’s a breakdown of recent trading of $DPZ stock by insiders over the last 6 months:

    • KELLY E GARCIA (EVP, Chief Tech & Data Ofcr) has made 0 purchases and 11 sales selling 14,380 shares for an estimated $4,614,429.
    • RUSSELL J WEINER (Chief Executive Officer) sold 10,850 shares for an estimated $3,589,505
    • JOSEPH HUGH JORDAN (COO and President-Domino's US) has made 0 purchases and 2 sales selling 5,450 shares for an estimated $1,696,530.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $DPZ Hedge Fund Activity

    We have seen 359 institutional investors add shares of $DPZ stock to their portfolio, and 435 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC added 1,568,880 shares (+61.1%) to their portfolio in Q2 2026, for an estimated $464,451,235
    • VAN ECK ASSOCIATES CORP added 477,968 shares (+937192.2%) to their portfolio in Q2 2026, for an estimated $141,497,646
    • NORDEA INVESTMENT MANAGEMENT AB added 398,407 shares (+642.4%) to their portfolio in Q2 2026, for an estimated $117,944,408
    • BOSTON PARTNERS removed 317,386 shares (-54.1%) from their portfolio in Q2 2026, for an estimated $93,958,951
    • AQR CAPITAL MANAGEMENT LLC added 313,360 shares (+37.3%) to their portfolio in Q2 2026, for an estimated $92,767,094
    • INVESCO LTD. added 275,743 shares (+22.1%) to their portfolio in Q2 2026, for an estimated $81,630,957
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 262,876 shares (+inf%) to their portfolio in Q2 2026, for an estimated $77,821,811

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $DPZ Congressional Stock Trading

    Members of Congress have traded $DPZ stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $DPZ stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 05/15 and 2 sales worth up to $30,000 on 09/18, 04/14.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $DPZ Price Targets

    Multiple analysts have issued price targets for $DPZ recently. We have seen 16 analysts offer price targets for $DPZ in the last 6 months, with a median target of $380.0.

    Here are some recent targets:

    • Andrew M. Charles from TD Cowen set a target price of $295.0 on 07/09/2026
    • Lauren Silberman from Deutsche Bank set a target price of $385.0 on 07/09/2026
    • David Palmer from Evercore ISI Group set a target price of $350.0 on 07/09/2026
    • Jon Tower from Citigroup set a target price of $335.0 on 07/07/2026
    • Dennis Geiger from UBS set a target price of $375.0 on 07/02/2026
    • David Tarantino from Baird set a target price of $350.0 on 06/23/2026
    • Peter Saleh from BTIG set a target price of $425.0 on 06/23/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.