Q2 2026 Domino's Pizza Inc Earnings Call Transcript

Jul 20, 2026 / 03:00 PM GMT

Release Date Price: €288 (+1.05%)

Transcript 10-Q8-K

Key Points

Positve

Domino's Pizza Inc (DPZ) reported a meaningful increase in order counts, both in delivery and carryout, indicating strong demand.
The company has become the number one pizza player on both Uber and DoorDash platforms, highlighting its strong presence in the aggregator marketplace.
Domino's Pizza Inc (DPZ) is launching a new product later this quarter, which is expected to fill a gap in the pizza segment and drive further growth.
The company continues to expand its global footprint with almost 1,000 new stores added over the past 12 months.
Domino's Pizza Inc (DPZ) has a strong loyalty program, which has seen a 20% increase in members, driving frequency and customer retention.

Negative

Same-store sales in Q2 did not meet expectations due to a miss on ticket, largely attributed to the underperformance of the Premium Series and Slice Sauce.
The company is facing a challenging macroeconomic environment and heightened competition, impacting consumer spending and sales.
Franchisee profitability has been pressured, affecting the development pipeline and leading to a slight reduction in expected net store openings in the U.S.
Domino's Pizza Enterprises, a significant part of the international business, continues to struggle, impacting overall international same-store sales.
The company experienced higher general and administrative expenses due to events like the worldwide rally, affecting operating income.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DPZ.OQ - Domino's Pizza Inc
Q2 2026 Domino's Pizza Inc Earnings Call
Jul 20, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Jordan, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the rescheduled Domino's Pizza, Inc. Second Quarter 2026 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you'd like to withdraw your question, press star one again.

Thank you. I would now like to turn the call over to Greg Lemenchik. Please go ahead.

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