NASDAQ$DPZ

Domino's Pizza Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Domino's reported strong Q4 2023 results, demonstrating the effectiveness of its 'Hungry for MORE' strategy.

Domino's Pizza, Inc. announced positive results for the fourth quarter of 2023, with global retail sales growth of 4.9% (excluding foreign currency impact) and U.S. same store sales growth of 2.8%. The company's 'Hungry for MORE' strategy is delivering results, with positive U.S. transactions and same store sales growth.

  • Global retail sales growth (excluding foreign currency impact) was 4.9%.
  • U.S. same store sales grew by 2.8%.
  • International same store sales growth (excluding foreign currency impact) was 0.1%.
  • The Board of Directors approved a 25% increase in the quarterly dividend to $1.51 per share and an additional $1.0 billion share repurchase program.

Headline financials

Total Revenue

$1.4B

Previous: $1.39B+0.8%
EPS (adj)

$4.48

Previous: $3.97+12.8%
Capital Expenditures

-$46.1M

No prior period
Free Cash Flow

$486M

No prior period
Net Income

$157M

Previous: $158M-0.6%
Operating Income

$257M

Previous: $249M+3.4%
Gross Profit

$539M

Previous: $512M+5.3%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Domino's · Revenue · Quarterly

$1.4B

Q4 2023+0.8%vs Q4 2022
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 hosted its Investor Day on December 7, 2023, and announced the following long-term guidance metrics that the Company continues to expect to achieve. Annual global retail sales growth and annual income from operations growth exclude the impact of foreign currency.

Tailwinds

  • 7%+ Annual global retail sales growth
  • 1,100+ Annual global net store growth
  • 8%+ Annual income from operations growth

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 2023

Historical avgQ4 2023

+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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