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Warren Buffett Favorite Domino's Sees This as a Big Growth Driver, but Is the Stock a Buy?
The Motley Fool· 2025-05-02 08:06
While Warren Buffett's Berkshire Hathaway was unloading hundreds of millions of dollars worth of equities last year, one of the few stocks it was buying was Domino's Pizza (DPZ -1.77%). The largest pizza restaurant operator in the world, Domino's has a strong franchise and the type of global brand equity that Buffett likes to see in a consumer goods stock.However, when the pizza giant reported its Q1 results on Monday, it failed to deliver growth on same-store sales in its home market. Its overall U.S. comp ...
Domino's: Consumers Are Starting To React To Price Increases
Seeking Alpha· 2025-04-30 19:30
Though the stock market has rebounded sharply from YTD lows amid the renewed optimism for trade deals, the economy still appears to be bracing for a recession as we move deeper through the Q1 earnings season. Consumer spending may be one ofWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular co ...
Domino's Pizza Builds Leverage: Analysts Raise Price Targets
MarketBeat· 2025-04-29 14:47
Domino's Pizza TodayDPZDomino's Pizza$496.63 +5.99 (+1.22%) 52-Week Range$396.06▼$542.75Dividend Yield1.40%P/E Ratio30.56Price Target$502.20Add to WatchlistDomino’s Pizza NASDAQ: DPZ faces challenges and headwinds in 2025, but its results and guidance show that it can build leverage despite these obstacles. The Q1 results include system-wide growth and improved profitability, attributed to the Hungry for MORE strategy. Guidance was reaffirmed, with strength expected in the back half. Get Domino's Pizza ale ...
Domino's Pizza Analysts Increase Their Forecasts After Upbeat Earnings
Benzinga· 2025-04-29 13:31
Domino's Pizza, Inc. DPZ reported better-than-expected earnings for its first quarter on Monday. The company posted quarterly earnings of $4.33 per share which beat the analyst consensus estimate of $4.07 per share. The company reported quarterly sales of $1.11 billion which missed the analyst consensus estimate of $1.13 billion. "Domino's Q1 results demonstrate that our Hungry for MORE strategy continues to drive market share growth in QSR Pizza across both our US and international businesses," said Russel ...
Domino's Stock Analysis: I Highlight 2 Risks Investors Should Know and Update My Recommendation
The Motley Fool· 2025-04-29 10:00
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Domino's Pizza. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Domino’s Pizza(DPZ) - 2025 Q1 - Earnings Call Transcript
2025-04-28 21:07
Financial Data and Key Metrics Changes - Income from operations increased by 1.4% in Q1, excluding foreign currency impact, primarily due to gross margin dollar growth within the supply chain and higher international franchise royalties and fees [16] - Global retail sales grew by 4.7% in Q1, driven by positive international comps and global net store growth compared to the previous year [17] - U.S. retail sales grew by 1.3%, primarily driven by net store growth, while same-store sales declined by 0.5% [17][18] - International retail sales grew by 8.2%, excluding foreign currency impact, with same-store sales at 3.7% [20] Business Line Data and Key Metrics Changes - The U.S. carryout business comps were up 1%, while delivery was down 1.5% in the quarter, indicating a shift in consumer preference [18] - The launch of the Parmesan Stuffed Crust Pizza is expected to drive future sales, although it had minimal impact in Q1 due to its late introduction [7][8] Market Data and Key Metrics Changes - The U.S. QSR pizza category was roughly flat to start the year, while Domino's outperformed with a 1.3% growth in retail sales [17][18] - International markets showed strength, particularly in Asia, driven by strong comps in India and Canada [20][21] Company Strategy and Development Direction - The "Hungry for More" strategy focuses on driving sales, store growth, and profits through innovation, operational excellence, and renowned value [5][6] - The company plans to launch at least two new products each year, with the Parmesan Stuffed Crust Pizza being a significant addition [6][7] - A partnership with DoorDash is expected to enhance delivery capabilities, with a national launch anticipated in May [11][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging macro backdrop but expressed confidence in achieving market share gains [5][16] - The company expects U.S. same-store sales to be around 3% for the year, with potential macro pressures impacting this guidance [22][75] - International same-store sales growth is expected to be between 1% to 2%, considering geopolitical and macroeconomic pressures [22][114] Other Important Information - The company repurchased approximately 115,000 shares at an average price of $434, totaling $50 million in Q1 [21] - Organizational changes were made to streamline operations, which included the elevation of key executives [13][14] Q&A Session Summary Question: Impact of geopolitical pressures on international markets - Management noted that geopolitical volatility could impact demand, which is reflected in the guidance of 1% to 2% growth for the year [26][27] Question: Incrementality expectations from DoorDash - Management expects DoorDash to contribute approximately 50% incrementally to sales, with expectations of higher performance compared to Uber Eats [30][31] Question: Performance of the stuffed crust pizza - The stuffed crust pizza has received positive customer feedback, and while it did not significantly impact Q1, it is expected to drive future sales [34][35] Question: Domestic unit growth guidance - The company maintains its guidance of adding 175 net stores in 2025, with franchisee enthusiasm remaining strong [55][56] Question: Carryout customer performance - The carryout business experienced a slight deceleration, attributed to timing and calendar shifts rather than a decline in customer interest [101][102] Question: International unit growth outlook - Management expressed optimism about international unit growth reacceleration, particularly as closures from Domino's Pizza Enterprises are mostly behind [93][96]
Domino's customers are avoiding delivery and picking up their pizzas to save money
Business Insider· 2025-04-28 17:40
Domino's customers cut back on delivery during the company's first quarter as some decided to pick up their own orders and save money. It reflects a trend that kicked off in 2024 as many diners continue to seek value when they order food. While some Domino's customers are willing to pay the fees and tip associated with delivery, others preferred to stop by a Domino's location to pick up orders themselves and save some money, CEO Russell Weiner told Business Insider last year.In the US, delivery comparable ...
Stock Market Falls as Tariff Fears Rise
The Motley Fool· 2025-04-28 16:47
The stock market started Monday off on the right foot, but declined as tariff risks become bigger for the market.The stock market is down slightly for the day at noon ET as investors take the risk of the impact from tariffs more seriously. Earnings from Domino's (DPZ -0.92%) have also dampened the market's enthusiasm as consumers pull back on pizza spending.*Stock prices used were end-of-day prices of April 28, 2025. The video was published on April 28, 2025. ...
Domino's Q1 Earnings Beat, Revenues Miss Estimates, Stock Down
ZACKS· 2025-04-28 14:15
Domino's Pizza, Inc. (DPZ) reported first-quarter fiscal 2025 results. Its earnings beat the Zacks Consensus Estimate, while revenues missed the same. Nonetheless, the top and bottom lines increased from the prior-year quarter’s reported numbers.Following the announcement, the company’s shares lost 4% in today’s pre-market trading session.Moreover, the company reported benefits from the Hungry for MORE strategy during the quarter, registering growth in market share across the U.S. and international segments ...
Domino's Pizza shares slip on revenue miss
Proactiveinvestors NA· 2025-04-28 13:10
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...