- Strong Q3 2026 Performance: Domino’s Pizza (NASDAQ: DPZ) exceeded earnings per share and revenue estimates, driven by robust supply chain results.
- Supply Chain Growth: Supply chain revenue increased significantly due to higher order volumes and improved margins, contributing to overall financial performance.
- Muted Same-Store Sales: Despite strong overall earnings, U.S. and international same-store sales growth slowed, reflecting weaker consumer demand and increased competition in the pizza industry.
Domino’s Pizza (NASDAQ: DPZ) sells pizza through company-owned and franchised stores and supplies ingredients to its franchise network. It competes with chains such as Pizza Hut and Papa John's International (NASDAQ: PZZA). The company reports third-quarter 2026 earnings before the market opens on October 13.
Earnings per share are $4.60, above the $4.36 estimate and up 12.7% from a year earlier. Revenue reaches $1.19 billion, exceeding the $1.17 billion estimate. As highlighted by Zacks, stronger supply chain results help drive both figures above expectations.
Supply chain revenue rises 7.1% to $746.2 million as order volumes and basket prices increase. Royalties from a growing number of franchised stores worldwide and better margins on purchased supplies also support results. Lower franchise advertising revenue and reduced revenue from company-owned stores partly offset those gains.
Sales at existing stores grow more slowly. U.S. franchise same-store sales rise 0.3%, compared with 5.3% a year earlier, while international same-store sales grow 0.2%. As highlighted by the New York Post, weaker pizza demand and tighter U.S. consumer spending weigh on growth. As highlighted by Reuters, Domino’s expects muted same-store sales growth for the year amid competition and cautious spending.