Domino’s Pizza(DPZ)
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Domino's Pizza Delivers a Buying Opportunity
MarketBeat· 2025-02-27 12:45
Domino’s Pizza’s NASDAQ: DPZ stock price action shows a buying signal following the Q4 results and 2025 outlook. The results and outlook align with many of the company’s industry and S&P 500 NYSEARCA: SPY peers in that growth is present but not as robustly as anticipated, causing a reset of expectations. Domino's Pizza TodayDPZDomino's Pizza$479.11 +8.97 (+1.91%) 52-Week Range$396.06▼$542.75Dividend Yield1.26%P/E Ratio29.43Price Target$503.41Add to WatchlistDomino’s Pizza's results caused the market to r ...
Domino's Q4 U.S. Comps Growth Lags, Asia Drives International Comps
ZACKS· 2025-02-26 17:35
Core Insights - Domino's Pizza, Inc. reported fourth-quarter fiscal 2024 results with year-over-year increases in both revenue and earnings, but these figures fell short of the Zacks Consensus Estimate [1] U.S. Same-Store Sales - U.S. retail sales grew by 2.3% in the fiscal fourth quarter, driven by net store expansion and a 0.4% rise in same-store sales, with carryout sales increasing by 3.2% while delivery sales declined by 1.4% [2] - Pricing adjustments contributed 2.3% to sales, with California experiencing high-single-digit price increases, and Uber transactions accounted for 2.7% of total sales during the quarter [2] - The model had predicted a 4% increase in U.S. same-store sales compared to the previous year [2] Sales Trends - The shift towards carryout, which typically has a lower average ticket than delivery, partially offset overall gains, with delivery accounting for 46% of total transactions and 57% of sales, while carryout made up 54% of transactions and 43% of sales [3] - For the full year, carryout sales increased by 6.2%, while delivery sales saw modest growth of 1.1% [3] International Same-Store Sales - International same-store sales, excluding foreign currency translation, rose by 2.7% compared to 0.1% in the prior-year quarter, with significant improvements in Asia, particularly in India and Europe [4] Company Guidance - Domino's aims to drive market share growth in 2025, expecting global retail sales growth to align with 2024 levels and U.S. same-store sales to meet its long-term target of 3% annual growth [5] - The company anticipates stronger performance in the latter half of the year due to initiatives like expanded aggregator partnerships and enhanced loyalty programs [5] Expansion Plans - Domino's plans to open more than 175 net U.S. locations while maintaining a disciplined international growth strategy, focusing on innovation, operational efficiency, and value-driven promotions [6]
阿里三年投资AI3800亿元;蜜雪港股招股继续,已冻资万亿;南京德基销售额首次超过北京SKP丨百亿美元公司动向
晚点LatePost· 2025-02-25 12:59
阿里计划未来三年内在 AI 上投资 3800 亿元。 在阿里 2025 第三财季业绩会上阿里披露预计未来三年资本开支会超过过去十年总和,今日阿里巴 巴集团 CEO 吴泳铭正式宣布,未来三年阿里将投入超过 3800 亿元,用于建设云和 AI 硬件基础设 施,这也创下中国民营企业在云和 AI 硬件基础设施建设领域有史以来最大规模投资纪录。这笔钱 相当于阿里 2021 至 2024 财年经营利润总和。吴泳铭总结称阿里未来 AI 战略会围绕以下三个方 面:一是 AI 和云计算的基础设施建设,二是 AI 基础模型平台和 AI 应用,三是现有业务的 AI 转 型升级。 蜜雪冰城港股招股次日,融资申购额破万亿港元。 2 月 24 日,蜜雪冰城港股招股第二日,融资申购额超过 1.1 万亿港元,以公开发售的 3.45 亿港元 (总募资的 10%)计算,相当于超额认购超 3251 倍。蜜雪冰城计划于 3 月 3 日挂牌上市, 招股首 日超购千倍 。目前港股历史上冻资规模最高的是快手,2021 年快手香港 IPO 时面向散户的公开发 售部分同样获得超额认购,当时冻资 1.26 万亿港元。这个金额超过了宁德时代总市值。 南京德基销售 ...
Domino's Pizza: Tasty Gains, Juicy Dividend Growth
Seeking Alpha· 2025-02-24 20:01
Eariier in 2024, we issued a buy on Domino's Pizza, Inc. (NASDAQ: DPZ ) at $410. Quarter-to-quarter, we have seen mixed performance, but over the long-term this is a quality hold. We also issued a buy at our service when shares dipped under the $400Looking for more returns like this? That is what we do at BAD BEAT InvestingEnjoy more rapid-returns with our strategy to advance your savings and retirement timeline by embracing a blended trading and income approach!If you would like, you can try our service ou ...
Domino's shares slide on sales miss as value-meal war hits revenue
New York Post· 2025-02-24 17:14
Domino’s Pizza on Monday missed estimates for quarterly same-store sales and said the consumer environment for fast food would remain pressured in 2025 as companies double down on their value meal offerings, taking its shares as much as 5%.Fast-food chains have been relying more on discounting in recent years — with Domino’s introducing value offerings to drive demand in late 2023, a move that was mirrored later by burger giants McDonald’s and Burger King as consumers started to balk at higher menu prices.S ...
Domino’s Pizza(DPZ) - 2024 Q4 - Earnings Call Transcript
2025-02-24 16:35
Financial Data and Key Metrics Changes - The company delivered profitable growth of 8% for the full year 2024 despite a challenging backdrop [36] - Income from operations increased by 6.5% in Q4, excluding foreign currency impacts, driven by gross margin improvements and lower general and administrative expenses [37] - Global retail sales grew approximately 6% for the year, with Q4 total retail sales increasing by 2.3% in the US [38][39] Business Line Data and Key Metrics Changes - US retail sales grew by 5.3% in 2024, with positive order count growth attributed to the revamped rewards program and entry into the aggregator channel [10][11] - Same-store sales growth in the carryout business was over 6% for the year, while delivery saw a decline of 1.4% [38] - The company added 84 net new stores in Q4, bringing the US system store count to 7,014 [42] Market Data and Key Metrics Changes - The company achieved a market share gain of about 1% in the US QSR Pizza segment [8] - International retail sales grew 6.4% in Q4, with same-store sales slightly ahead of expectations at 2.7% [43] - The company expects international same-store sales growth to be in the range of 1% to 2% for 2025 [45] Company Strategy and Development Direction - The "Hungry for More" strategy focuses on delivering renowned value, operational excellence, and product innovation [7][12] - The company plans to launch at least two new products in 2025 to build on momentum [15] - The aggregator channel is seen as a significant growth opportunity, with expectations of a billion dollars in incremental sales over time [26][120] Management's Comments on Operating Environment and Future Outlook - Management anticipates continued pressure on consumer spending and a value-driven QSR marketplace in 2025 [9] - The company is focused on driving market share gains and believes it is well-positioned to succeed in a challenging environment [9][30] - The long-term algorithm for growth remains at 7% or more annual global retail sales growth and operating profit growth of 8% or more [55] Other Important Information - The company announced a 15% increase in its dividend and repurchased approximately 259,000 shares totaling $112 million in Q4 [56] - The average US franchisee store profitability in 2024 was approximately $162,000, which remains best in class [41] Q&A Session Summary Question: 2025 guidance for US same-store sales - Management discussed the expected lower performance in the first half of 2025 compared to the back half, driven by aggregator platform initiatives and marketing strategies [60][62] Question: International same-store sales expectations - Management reiterated the conservative guidance for international same-store sales growth of 1% to 2% due to macroeconomic volatility [72] Question: US unit growth confidence - Management expressed confidence in achieving the target for 2025, citing strong demand for new units and best-in-class economics [80] Question: Price point strategy - Management confirmed that the brand can sustain promotions around the $10 price point while maintaining profitability for franchisees [88] Question: Long-term same-store sales growth - Management emphasized the brand's track record and strategies to sustain growth, including expanding aggregator partnerships and loyalty programs [100][106] Question: International unit growth and market consolidation - Management highlighted strong growth potential in China and India, despite challenges from the Australian master franchisee [141]
Why Domino's Pizza Stock Dropped Today
The Motley Fool· 2025-02-24 16:17
Shares of pizza company Domino's Pizza (DPZ -3.81%) dropped on Monday morning after the company reported its completed financial results for 2024. As of 10:15 a.m. ET, Domino's Pizza stock was down a disheartening 6% and it now finds itself down nearly 20% from its 52-week high.Domino's is facing spending headwindsWith its fourth-quarter financial results, Domino's Pizza officially grew its same-store sales for a 31st consecutive year, which is a remarkable achievement. It keeps finding ways to get incremen ...
Domino's Q4 Earnings & Revenues Miss Estimates, Increase Y/Y
ZACKS· 2025-02-24 15:55
Domino's Pizza, Inc. (DPZ) reported fourth-quarter fiscal 2024 results, with earnings and revenues missing their respective Zacks Consensus Estimate. The top and bottom lines increased from the prior-year quarter’s reported numbers. Following the announcement, the company’s shares lost 4.2% in the pre-market trading session.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.DPZ's Q4 Earnings & Revenue DiscussionIn the quarter, Domino's reported adjusted earnings per share (EPS) of $4.8 ...
Domino's Pizza EPS Shines in Q4
The Motley Fool· 2025-02-24 13:30
Domino's Pizza posted solid gains in its earnings report, evidencing growth and resilience amidst a complex market landscape.Restaurant chain stalwart Domino's Pizza (DPZ -1.99%) reported fourth-quarter and full-year 2024 earnings on Monday, Feb. 24, that fell short of analysts' consensus expectations but still managed to highlight a consistent trajectory of growth and profitability. Earnings per share (EPS) came in at $4.89, marking a 9.2% increase from the prior year but just missing the $4.90 estimate. R ...
Domino's Pizza (DPZ) Lags Q4 Earnings and Revenue Estimates
ZACKS· 2025-02-24 13:15
Domino's Pizza (DPZ) came out with quarterly earnings of $4.89 per share, missing the Zacks Consensus Estimate of $4.93 per share. This compares to earnings of $4.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.81%. A quarter ago, it was expected that this pizza chain would post earnings of $3.71 per share when it actually produced earnings of $4.19, delivering a surprise of 12.94%.Over the last four quarters, the compan ...