Domino's Pizza beats on profit and revenue as same-store sales growth slows sharply
Third-quarter revenue reached $1.19 billion and EPS hit $4.60, both above estimates, as comparable sales growth cooled from a year earlier
Published
Table: EPS, US same-store sales growth, International same-store sal, Global retail sales growth
Domino's Pizza reported third-quarter earnings of $4.60 a share on a GAAP basis, beating the $4.39 analysts had expected, according to an Alphastreet preview. Revenue came to $1.19 billion, also ahead of the $1.18 billion forecast and up 3.4% from $1,185.6 million a year earlier, according to StockTitan's report on the results.
The headline beat sits alongside a marked slowdown in the chain's comparable sales. U.S. same-store sales rose 0.3% in the quarter, down from 5.2% growth in the third quarter of 2025, StockTitan reported. International same-store sales, excluding currency effects, grew 0.2%, compared with 1.7% growth a year earlier. Global retail sales rose 3.2% excluding currency effects, versus 6.3% growth in the same period last year. The company added 175 stores on a net basis during the quarter, per StockTitan.
For the first nine months of 2026, U.S. comparable sales growth stands at 0.4%, down from 2.7% over the same stretch in 2025, while international same-store sales have fallen 0.1% excluding currency effects, reversing 2.5% growth a year earlier, StockTitan reported. Diluted EPS of $4.60 was up 12.7% from $4.08 a year earlier. The beat follows a quarter in which Domino's missed consensus, posting a 1% negative earnings surprise in the second quarter and missing in three of the four quarters before this one, according to a Zacks preview carried by Yahoo Finance.
Domino's board declared a quarterly dividend of $1.99 a share, payable December 30, 2026, to shareholders of record as of December 15, 2026, unchanged from recent quarters. The company also repurchased and retired 216,282 shares for $73.6 million in the quarter, leaving $1.15 billion available under its buyback authorization. Retiring shares at that pace while holding the dividend steady suggests management sees current cash generation as strong enough to cover both, and the size of the buyback relative to the quarter's share count points to a board treating the current valuation as a reasonable level to keep retiring stock rather than hold cash back. Taken together with the beat on both profit and revenue, it points to a business absorbing slower comparable sales growth without pulling back on how it returns cash to shareholders.