AI-extracted from the 10-Q filed 2026-10-13 — Q3 FY2026 (quarter ended September 6, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Domino's Q3 2026 revenue rose 3.4% to $1,185.6M and income from operations grew 8.3% to $241.8M, driven by supply chain volume and pricing and franchise royalty growth.
Biggest Revenue Drivers
Supply chain$746.2M+7.1% YoY
Higher order volumes and an increase in food basket pricing to stores.
U.S. franchise royalties and fees$165.6M+5.4% YoY
Increase in the average number of U.S. franchised stores open, primarily from net store growth during the trailing four quarters.
Biggest Revenue Drivers
Total revenue: $1,185.6M+3.4% YoY
Supply chain$746.2M+7.1% YoY
Higher order volumes and an increase in food basket pricing to stores.
U.S. franchise royalties and fees$165.6M+5.4% YoY
Increase in the average number of U.S. franchised stores open, primarily from net store growth during the trailing four quarters.
International franchise royalties and fees$83.7M+6.6% YoY
Increase in the average number of international franchised stores open resulting from net store growth.
U.S. franchise advertising$128.7M-2.3% YoY
Increase in advertising incentives related to certain brand promotions, partially offset by more open franchised stores.
U.S. Company-owned stores$61.4M-25.8% YoY
Refranchising of certain U.S. Company-owned store markets in Q2 2026, partially offset by higher same store sales.
Largest Expense Items
Supply chain cost of sales$655.1M+6.0% YoY
Consistent with higher supply chain revenues; food costs decreased as a percentage of revenue on procurement productivity.
General and administrative$105.7M+0.6% YoY
Modest increase; approximately $5M in prior-year severance did not recur.
Interest expense$46.2M+2.7% YoY
Higher weighted average borrowing rate of 3.9% versus 3.8% a year earlier.
Margins: Consolidated gross margin rose 0.1 percentage points to 40.2% on franchise royalty growth and higher supply chain gross margin, partially offset by lower U.S. Company-owned store gross margin driven by food and labor cost increases.
Watch Items from the Filing
Net income of $152.2M benefited from prior-period DPC Dash investment volatility; the investment was written down by $20.9M in the three fiscal quarters of 2026.
Approximately $1.33B of debt is classified as current, largely the 2018 9.25-Year and 2017 Ten-Year Notes with an anticipated repayment date of July 2027, which the company expects to refinance at higher rates.
U.S. same store sales rose only 0.3% in the quarter after a 5.2% increase a year earlier, while global retail sales grew 3.2% excluding currency.
Repurchased 216,282 shares for about $73.6M in the quarter, leaving $1.15B of authorization remaining.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Pittenger MaureenEVP, Chief HR OfficerShares withheld for tax or exercise price · Jul 8, 2026
Trumbull Katherine EEVP, Chief Marketing OfficerShares withheld for tax or exercise price · Jun 30, 2026
Pangburn Brian JamesReporting ownerGrant or award · Jun 30, 2026
Brandon DavidReporting ownerGrant or award · Apr 21, 2026
Congress trading in DPZ
11 transactions in DPZ reported by 5 members of Congress under the STOCK Act, most recent trade Sep 18, 2026. Reported transactions, not recommendations.
About DOMINOS PIZZA INC (DPZ): stock profile, AI score and financials
DOMINOS PIZZA INC (DPZ) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DPZ at 59.9/100 on a composite quality score built from its SEC filings, placing it at rank #897 of 2,925 stocks — the top half of the AI-ranked universe. DPZ scores in the top quartile across balance sheet strength (98.8), revenue scale (77.9). Areas of concern include earnings quality (37.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), DOMINOS PIZZA INC reports quarterly revenue of $1.2B, net income of $152.2M, an operating margin of 20.4%. Top institutional holders of DPZ by reported 13-F value include FMR, Soroban Capital Partners, BlackRock, based on the most recent SEC filings. DPZ trades on the Nasdaq exchange and files with the SEC under CIK 1286681. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DPZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DOMINOS PIZZA INC directly from SEC EDGAR.