Domino's Q3 2026: EPS up 12.7% as same-store sales stall
Domino's grew third-quarter revenue 3.4% to $1.19 billion and diluted EPS 12.7% to $4.60, yet same-store sales were almost flat in both the U.S. (0.3%) and overseas (0.2%). The view is Neutral: the profit gains came from supply-chain margin, menu-board pricing and a smaller share count, not from more customers per store.
1 · Expected vs. Actual
Free preview belowDiluted EPS jumped 12.7% to $4.60 from $4.08, and net income rose 9.2% to $152.2 million. Part of that per-share gain came from buying in stock: the weighted average diluted share count fell to 33.1 million from 34.1 million. That is genuine value per remaining share, but it flatters EPS growth relative to the 8.3% increase in income from operations.
Revenue rose 3.4% to $1.19 billion from $1.15 billion a year earlier, led by supply chain revenue of $746.2 million and international franchise royalties of $83.7 million. But the growth is mostly stores and pricing, not hungry customers: U.S. same-store sales rose 0.3% and international same-store sales 0.2%. Supply chain food basket pricing also rose 2.2%, which lifts reported revenue without a single extra pizza sold.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-13
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