NASDAQ$DPZ

Domino's Pizza Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Domino's reported strong Q2 2024 results driven by its Hungry for MORE strategy.

Domino's Pizza, Inc. announced positive results for the second quarter of 2024, driven by its 'Hungry for MORE' strategy. Global retail sales growth (excluding foreign currency impact) was 7.2%. U.S. same store sales growth was 4.8%, and international same store sales growth (excluding foreign currency impact) was 2.1%. The company achieved global net store growth of 175.

  • Global retail sales growth (excluding foreign currency impact) increased by 7.2%.
  • U.S. same store sales grew by 4.8%.
  • International same store sales growth (excluding foreign currency impact) was up 2.1%.
  • Global net store growth reached 175.

Headline financials

Total Revenue

$1.1B

Previous: $1.02B+7.1%
EPS

$4.03

Previous: $3.08+30.8%
Global Retail Sales Growth ex-FX

7.2%

Previous: 5.8%+24.1%
U.S. Retail Sales Growth ex-FX

6.8%

Previous: 1.7%+300.0%
International Retail Sales Growth ex-FX

7.7%

Previous: 10.1%-23.8%
U.S. Company-Owned SSS Growth

4.5%

No prior period
U.S. Franchise SSS Growth

4.8%

No prior period
U.S. SSS Growth

4.8%

Previous: 0.1%+4700.0%
International SSS Growth

2.1%

Previous: 3.6%-41.7%
Capital Expenditures

-$43.7M

Previous: -$38M-15.0%
Free Cash Flow

$98.3M

Previous: $71.4M+37.7%
Net Income

$142M

Previous: $109M+29.8%
Operating Income

$196M

Previous: $195M+0.4%
Gross Profit

$437M

Previous: $405M+8.0%
Cash & Equivalents

$284M

Previous: $77M+268.3%
Total Assets

$1.86B

Previous: $1.6B+16.3%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Domino's · Revenue · Quarterly

$1.1B

Q2 2024+7.1%vs Q2 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Domino's · $1.03B total across 5 segments · Q3 2023

  • Supply Chain
    $618M-4.3%
  • U.S. Franchise Royalties & Fees
    $138M+7.3%
  • U.S. Franchise Advertising
    $112M-2.3%
  • U.S. Company-owned Stores
    $86.3M-23.2%
  • International Franchise Royalties
    $73.1M+9.1%

Forward guidance

The Company continues to expect the following guidance metrics. Annual global retail sales growth and annual income from operations growth exclude the impact of foreign currency.

Tailwinds

  • 7%+ Annual global retail sales growth
  • 8%+ Annual income from operations growth
  • Global net store growth of 825 to 925 in 2024
  • U.S.: The Company continues to expect 175+ net stores annually for 2024 to 2028

Headwinds

  • International: The Company expects it will fall 175 to 275 stores below its 2024 goal of 925+ net stores in international primarily as a result of challenges in both openings and closures being faced by Domino’s Pizza Enterprises (“DPE”), one of its master franchisees.
  • The Company is partnering closely with DPE as they work through this process and will provide further updates once it has more visibility into the effect on its annual global net store growth numbers.
  • The Company is temporarily suspending its guidance metric of 1,100+ global net stores until the full effect of DPE’s store opens and closures on international net store growth are known.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.8%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.0%

Avg return

30 days after

55%

36 / 66 earnings

Positive

+25.2%

Q4 2019

Best reaction

-14.6%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.8%-8.2%-15.2%
Q4 2025+5.0%+4.7%-5.7%
Q3 2025+4.0%+2.0%+0.1%
Q2 2025+1.1%-0.4%-2.5%
Q1 2025+0.6%-0.6%-0.9%
Q4 2024-1.5%+5.9%+1.0%
Q3 2024+4.0%+3.4%+11.3%
Q2 2024-14.6%-10.6%-6.4%
Q1 2024+6.1%+3.1%+2.2%
Q4 2023+2.9%+3.1%+13.5%
Q3 2023-2.0%-1.0%+6.9%
Q2 2023+3.0%+4.0%-0.7%
Q1 2023-6.4%-8.1%-11.6%
Q4 2022-14.6%-15.6%-10.6%
Q3 2022+5.2%+9.0%+21.5%
Q2 2022-2.8%-5.9%-1.4%
Q1 2022-9.4%-7.8%-1.9%
Q4 2021-2.1%-4.3%-5.8%
Q3 2021-4.5%-2.3%+7.8%
Q2 2021+11.7%+14.4%+8.3%
Q1 2021+4.6%+7.4%+5.7%
Q4 2020-5.0%-5.9%+2.0%
Q3 2020-9.3%-5.4%-7.2%
Q2 2020-5.7%-6.3%-3.6%
Q1 2020-4.3%-7.2%-3.0%
Q4 2019+25.2%+24.1%+1.0%
Q3 2019+2.5%+6.4%+16.7%
Q2 2019-6.3%-4.4%-13.7%
Q1 2019+2.3%-0.5%+4.6%
Q4 2018-6.4%-9.2%-14.1%
Q3 2018-1.9%-1.9%-4.9%
Q2 2018-2.3%-7.3%+0.5%
Q1 2018+6.4%+6.1%+7.2%
Q4 2017+4.4%+3.7%+2.6%
Q3 2017-7.8%-8.1%-17.2%
Q2 2017-12.9%-14.4%-14.3%
Q1 2017+0.2%+1.9%+14.4%
Q4 2016+1.1%+2.0%-0.7%
Q3 2016+8.6%+9.4%+6.3%
Q2 2016+8.7%+6.7%+7.6%
Q1 2016-9.5%
Q4 2015+14.3%
Q3 2015-2.5%
Q2 2015-7.2%
Q1 2015+14.2%
Q4 2014-0.5%
Q3 2014+10.5%
Q2 2014+2.8%
Q1 2014-1.9%
Q4 2013+4.0%
Q3 2013-3.2%
Q2 2013-4.1%
Q1 2013+3.2%
Q4 2012+3.1%
Q3 2012+7.7%
Q2 2012+4.3%
Q1 2012-11.5%
Q4 2011+14.7%
Q3 2011+11.3%
Q2 2011+3.9%
Q1 2011+14.3%
Q4 2010+0.4%
Q3 2010+6.6%
Q2 2010-3.4%
Q1 2010-11.1%
Q4 2009+10.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro