ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

5 Insightful Analyst Questions From Domino's’s Q1 Earnings Call

DPZ Cover Image

Domino’s first quarter saw revenue growth below Wall Street expectations, but non-GAAP profitability exceeded consensus, with the market largely unmoved by the results. Management attributed performance to the continued execution of its "Hungry for MORE" strategy, noting that market share gains were achieved despite ongoing macroeconomic headwinds. CEO Russell Weiner highlighted the importance of operational improvements and the introduction of new menu items, such as the Parmesan Stuffed Crust pizza, although its late-quarter launch limited its immediate impact. Management also emphasized that U.S. carryout remained stable while delivery faced pressure from lower-income consumers, and international markets, especially Canada and India, contributed positively.

Is now the time to buy DPZ? Find out in our full research report (it’s free).

Domino's (DPZ) Q1 CY2025 Highlights:

  • Revenue: $1.11 billion vs analyst estimates of $1.13 billion (2.5% year-on-year growth, 1.2% miss)
  • Adjusted EPS: $4.33 vs analyst estimates of $4.07 (6.3% beat)
  • Adjusted EBITDA: $230.5 million vs analyst estimates of $235.8 million (20.7% margin, 2.3% miss)
  • Operating Margin: 18.9%, in line with the same quarter last year
  • Locations: 21,358 at quarter end, up from 20,755 in the same quarter last year
  • Same-Store Sales rose 1.6% year on year (3.2% in the same quarter last year)
  • Market Capitalization: $15.32 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions Domino's’s Q1 Earnings Call

  • Danilo Gargiulo (Bernstein) asked about geopolitical pressures and their impact on international demand. CFO Sandeep Reddy said volatility and potential demand impacts are reflected in the company’s international same-store sales guidance.
  • Brian Bittner (Oppenheimer) inquired how DoorDash might contribute to comps versus previous Uber Eats integration. CEO Russell Weiner indicated DoorDash is expected to be about twice as large as Uber Eats in pizza sales volume, with both platforms now considered part of the core delivery business.
  • David Tarantino (Baird) questioned the impact of stuffed crust on sales mix. Weiner explained that while the launch was late in the quarter, early results show strong customer adoption and that it could become a significant sales driver.
  • Peter Saleh (BTIG) sought clarity on domestic unit growth and the effect of tariffs on store development. Reddy confirmed guidance for 175 net new stores remains unchanged, with minimal tariff impact anticipated.
  • Sara Senatore (Bank of America) asked how macroeconomic pressures influence comp guidance. Reddy acknowledged that persistent or worsening macro conditions could put pressure on meeting sales targets, but the guidance already assumes a tough environment.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) the scale and customer adoption of DoorDash as a delivery channel, (2) sustained performance of new menu items like Parmesan Stuffed Crust, and (3) trends in international markets, especially regarding store closures and geopolitical risks. The execution of loyalty and promotional strategies will also be key indicators of future momentum.

Domino's currently trades at $458.63, down from $487.28 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free).

High-Quality Stocks for All Market Conditions

Donald Trump’s victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs.

While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.