April 27 Will Let Dividend Growth Powerhouse Dominos’s Prove Wall Street’s Doubters Wrong

6 days ago 15

Rich Duprey

Wed, April 15, 2026 astatine 12:02 PM CDT 5 min read

Domino's Pizza (NASDAQ:DPZ) reports first-quarter 2026 results connected April 27, earlier the marketplace opens. With the banal down astir 11% year-to-date, this is simply a accidental to quiescent the skeptics and reset the narrative.

Last 4th delivered a mixed but broadly constructive picture. Revenue came successful astatine $1.535 billion, beating estimates by 1.23% and increasing 6.4% year-over-year. EPS of $5.35 missed the statement by conscionable 0.68%, a marginal shortfall driven mostly by U.S. company-owned store borderline compression of 5.4 percent points from higher insurance, labor, and nutrient costs.

The much important awesome was same-store sales. U.S. same-store income accelerated to +3.7% successful Q4 2025, compared to conscionable +0.4% successful the prior-year quarter. That momentum sets up a favorable examination heading into Q1 2026. Q1 2025 posted U.S. same-store income of -0.5%, meaning the barroom for Q1 2026 is low. The committee besides approved a 15% dividend summation to $1.99 per quarter, declared February 18, 2026, reinforcing assurance successful currency generation. Full-year escaped currency travel surged 31.2% to $671.5 million.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

The array beneath shows Q1 2025 actuals arsenic the year-over-year examination base, alongside full-year 2025 results.

Metric

Q1 2025 Actual (YoY Base)

Full Year 2025 Actual

Revenue

$1.112B

$4.94B

Diluted EPS

$4.33

$17.57

Revenue YoY Growth

+2.53%

+4.96%

U.S. Same-Store Sales

-0.5%

N/A

EPS vs. Estimate

Beat by +6.29%

N/A

U.S. same-store income merit the closest scrutiny supra everything else. Against a -0.5% comp from Q1 2025, immoderate affirmative fig represents a meaningful acceleration. CEO Russell Weiner acceptable the code plainly aft Q4: "It is our anticipation that we volition meaningfully summation our marketplace stock wrong a U.S. QSR pizza class that continues to grow." The caller marque run and revamped e-commerce platform, some launching successful 2026, are the tools he's betting on. Over 85% of U.S. retail income already travel done integer channels, truthful a amended integer acquisition should person straight to bid volume.

Read Entire Article