DPZ

EX-99.1

2 dpz-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

For Immediate Release

Contact: Greg Lemenchick

Vice President - Investor Relations

investorrelations@dominos.com

Domino’s Pizza® Announces First Quarter 2026 Financial Results

Global retail sales growth (excluding foreign currency impact) of 3.4%

U.S. same store sales growth of 0.9%

International same store sales decline (excluding foreign currency impact) of 0.4%

Global net store growth of 180, including 19 net store openings in the U.S. and 161 net store openings internationally

Income from operations increased 9.6%; excluding the $3.6 million positive impact of foreign currency exchange rates on international franchise royalty revenues, income from operations increased 7.9%

Board of Directors approves additional $1.0 billion share repurchase program

ANN ARBOR, Michigan, April 27, 2026: Domino’s Pizza, Inc. (Nasdaq: DPZ), the largest pizza company in the world, announced results for the first quarter of 2026.

“Q1 2026 represented another quarter of positive order count and market share growth for Domino’s in the U.S.,” said Russell Weiner, Domino’s Chief Executive Officer. “In an intensifying macro and competitive environment, our scale advantage and best-in-class store level profitability uniquely position Domino’s in the QSR Pizza category to sustain the value and innovation customers demand. My belief that we can continue to outperform our competition and take meaningful share in 2026 and beyond remains as strong as it has ever been. This is how we will deliver long-term value for our franchisees and shareholders.”

First Quarter of 2026 Operational and Financial Highlights (Unaudited):

The tables below outline certain statistical measures utilized by the Company to analyze its performance, as well as key financial results. This historical data is not necessarily indicative of results to be expected for any future period. Refer to Comments on Regulation G below for additional details, including definitions of these statistical measures and certain reconciliations.

First Quarter

2026

2025

Global retail sales: (in millions of U.S. dollars)

U.S. stores

$

2,302.6

$

2,240.8

International stores

2,437.1

2,223.5

Total

$

4,739.7

$

4,464.3

First Quarter

2026

2025

Global retail sales growth: (versus prior year period, excluding foreign currency impact)

U.S. stores

+ 2.8%

+ 1.3%

International stores

+ 4.0%

+ 8.2%

Total

+ 3.4%

+ 4.7%

First Quarter

2026

2025

Same store sales growth: (versus prior year period)

U.S. Company-owned stores

+ 1.5%

(2.9)%

U.S. franchise stores

+ 0.8%

(0.4)%

U.S. stores

+ 0.9%

(0.5)%

International stores (excluding foreign currency impact)

(0.4)%

+ 3.7%

U.S. Company- owned Stores

U.S. Franchise Stores

Total U.S. Stores

International Stores

Total

First quarter of 2026 store counts:

Store count at December 28, 2025

262

6,924

7,186

14,956

22,142

Openings

1

20

21

212

233

Closings

(1

)

(1

)

(2

)

(51

)

(53

)

Store count at March 22, 2026

262

6,943

7,205

15,117

22,322

First quarter 2026 net store growth

—

19

19

161

180

Trailing four quarters net store growth

5

169

174

790

964

First Quarter

(In millions, except percentages, percentage points, per share data and leverage ratio)

2026

2025

Increase/ (Decrease)

Total revenues

$1,150.6

$1,112.1

+ 3.5%

Supply chain gross margin

12.2%

11.6%

+ 0.6 pp

Income from operations

$230.4

$210.1

+ 9.6%

Net income

$139.8

$149.7

(6.6)%

Diluted earnings per share

$4.13

$4.33

(4.6)%

Leverage ratio

4.3x

4.9x

(0.6)x

Net cash provided by operating activities

$162.0

$179.1

(9.5)%

Capital expenditures

(15.0)

(14.7)

+ 2.0%

Free cash flow

$147.0

$164.4

(10.6)%

• Revenues increased $38.5 million, or 3.5%, in the first quarter of 2026 as compared to the first quarter of 2025, primarily due to higher supply chain revenues and higher global franchise royalties and advertising revenues. The increase in supply chain revenues was primarily attributable to an increase in the Company’s food basket pricing to stores, which increased 2.6% in the first quarter of 2026 as compared to the first quarter of 2025. Higher order volumes also contributed to the increase in supply chain revenues. These increases were partially offset by a shift in the relative mix of products sold by the Company. The increases in U.S. franchise royalties and advertising revenues were driven primarily by net store growth during the trailing four quarters and higher same store sales. International franchise royalties increased primarily due to the positive impact of foreign currency exchange rates on international franchise royalty revenues of $3.6 million, as well as net store growth during the trailing four quarters.

• Supply chain gross margin increased 0.6 percentage points in the first quarter of 2026 as compared to the first quarter of 2025, primarily due to procurement productivity, partially offset by an

8-K

false000128668100012866812026-02-232026-02-23

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT TO

SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported) February 23, 2026

Domino’s Pizza, Inc. (Exact Name of Registrant as Specified in Its Charter)

Delaware

(State or Other Jurisdiction of Incorporation or Organization)

001-32242

38-2511577

(Commission File Number)

(I.R.S. Employer Identification No.)

30 Frank Lloyd Wright Drive Ann Arbor, Michigan

48105

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code (734) 930-3030

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of Each Class

Trading Symbol

Name of Each Exchange on Which Registered

Domino’s Pizza, Inc. Common Stock, $0.01 par value

DPZ

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On February 23, 2026, Domino’s Pizza, Inc. issued a press release announcing financial results for the fourth quarter and fiscal year, each ended December 28, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached hereto are being furnished pursuant to Item 2.02 of Form 8-K and therefore shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934. Item 9.01. Financial Statements and Exhibits. (d) Exhibits.

Exhibit Number

Description

99.1

Domino’s Pizza, Inc. fourth quarter and fiscal 2025 financial results press release, dated February 23, 2026.

104

The cover page from this Current Report on Form 8-K, formatted in Inline XBRL (included as Exhibit 101).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DOMINO’S PIZZA, INC.

(Registrant)

Date:

February 23, 2026

/s/ Sandeep Reddy

Sandeep Reddy Executive Vice President, Chief Financial Officer (Principal Financial Officer)

8-K

0001286681falseDOMINOS PIZZA INC00012866812025-10-142025-10-14

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT TO

SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported) October 14, 2025

Domino’s Pizza, Inc. (Exact Name of Registrant as Specified in Its Charter)

Delaware

(State or Other Jurisdiction of Incorporation or Organization)

001-32242

38-2511577

(Commission File Number)

(I.R.S. Employer Identification No.)

30 Frank Lloyd Wright Drive Ann Arbor, Michigan

48105

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code (734) 930-3030

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of Each Class

Trading Symbol

Name of Each Exchange on Which Registered

Domino’s Pizza, Inc. Common Stock, $0.01 par value

DPZ

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On October 14, 2025, Domino’s Pizza, Inc. issued a press release announcing financial results for the third quarter ended September 7, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached hereto are being furnished pursuant to Item 2.02 of Form 8-K and therefore shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934. Item 9.01. Financial Statements and Exhibits. (d) Exhibits.

Exhibit Number

Description

99.1

Domino’s Pizza, Inc. third quarter of 2025 financial results press release, dated October 14, 2025.

104

The cover page from this Current Report on Form 8-K, formatted in Inline XBRL (included as Exhibit 101).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DOMINO’S PIZZA, INC.

(Registrant)

Date:

October 14, 2025

/s/ Sandeep Reddy

Sandeep Reddy Executive Vice President, Chief Financial Officer (Principal Financial Officer)