NASDAQ$DPZ

Domino's Pizza Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Domino's announced strong Q4 2020 results, marked by global retail sales growth, same store sales increases, and diluted EPS growth.

Domino's Pizza, Inc. reported a strong fourth quarter and fiscal year 2020, with significant growth in global retail sales, same store sales, and earnings per share. The company's global retail sales increased by 12.0% excluding foreign currency impact and the 53rd week impact, while U.S. same store sales grew by 11.2% and international same store sales grew by 7.3%. Diluted EPS for the fourth quarter was $3.85, up 23.4% over the prior year quarter.

  • Global retail sales growth (excluding foreign currency impact and 53rd week impact) of 12.0% for the fourth quarter.
  • U.S. same store sales growth of 11.2% for the fourth quarter.
  • International same store sales growth of 7.3% for the fourth quarter.
  • Diluted EPS up 23.4% to $3.85 for the fourth quarter.

Headline financials

Total Revenue

$1.36B

Previous: $1.15B+17.9%
EPS (adj)

$3.85

Previous: $3.13+23.0%
Global Retail Sales Growth ex-FX

12.0%

Previous: 7.6%+57.9%
U.S. Retail Sales Growth ex-FX

14.3%

Previous: 6.8%+110.3%
International Retail Sales Growth ex-FX

9.9%

Previous: 8.4%+17.9%
U.S. Company-Owned SSS Growth

8.1%

Previous: 3.9%+107.7%
U.S. Franchise SSS Growth

11.4%

Previous: 3.3%+245.5%
U.S. SSS Growth

11.2%

Previous: 3.4%+229.4%
International SSS Growth

7.3%

Previous: 1.7%+329.4%
Net Income

$152M

Previous: $129M+17.5%
Operating Income

$244M

Previous: $204M+19.7%
Gross Profit

$535M

Previous: $447M+19.7%
Cash & Equivalents

$169M

Previous: $191M-11.4%
Total Assets

$1.57B

Previous: $1.38B+13.4%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Domino's · Revenue · Quarterly

$1.36B

Q4 2020+17.9%vs Q4 2019
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Domino's · $1.36B total across 5 segments · Q4 2020

  • Supply Chain
    $791M+16.3%
  • U.S. Franchise Royalties & Fees
    $167M+20.2%
  • U.S. Company-owned Stores
    $156M+19.3%
  • U.S. Franchise Advertising
    $153M+23.6%
  • International Franchise Royalties
    $89.6M+16.6%

Forward guidance

The Company also announced a new two- to three-year outlook for certain business metrics.

Tailwinds

  • Global retail sales growth, excluding foreign currency impact 6% – 10%
  • Global net unit growth 6% – 8%

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 Q4 2020

Historical avgQ4 2020

+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%

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