Domino's Pizza, Inc. (DPZ)

Over the past six months (April 2025 - October 2025), Domino's Pizza Inc. (DPZ) stock has experienced some fluctuations. As of September 30, 2025, DPZ was down 7.62% over the past 30 days, though it showed a 0.37% increase over the past 12 months. Key events impacting the stock include the Q2 2025 Earnings Report, where Domino's reported revenue of $1.15 billion, surpassing estimates, but EPS missed the consensus. Domino's Pizza, Inc. announced that certain subsidiaries intended to complete a refinancing transaction. Domino's Pizza Group plc cut its forecast for annual core profit due to higher labor costs and weak customer demand. Analysts have adjusted their ratings and price targets for DPZ.

Demand for pizza and delivery services typically sees increases during colder months, major holidays, and significant sporting events. Conversely, demand might be slightly lower during warmer months or when consumers are more inclined to dine out. Domino's focus on delivery and carryout services, along with its technological infrastructure, helps it cater to demand fluctuations throughout the year. The company's stock seasonality going into September has historically shown a chance of a "green month."

Domino's Pizza, Inc. (DPZ) is a global pizza company operating through company-owned and franchised stores and is a leading player in the Quick-Service Restaurant (QSR) Pizza category. The company's core business revolves around efficient pizza production and delivery, leveraging technology for ordering and operations. Its major products include a wide variety of pizzas and complementary menu items like chicken, pasta dishes, hot sandwiches, desserts, and beverages. The company generates revenue primarily through selling food ingredients and equipment to its franchisees, collecting royalties and fees, and operating company-owned stores.

Domino's Pizza has a global footprint, operating in over 90 international markets with more than 20,000 stores worldwide as of 2023, and over 21,500 global stores by the end of the second quarter of 2025. The company's operations are segmented into U.S. stores, international franchise, and supply chain. Key international markets include India, the UK, Japan, Mexico, Australia, Turkey, Canada, South Korea, China, and France. Domino's aims to further increase its global presence, with a target of reaching 25,000 stores worldwide by 2030.

Domino's Pizza maintains a strong brand reputation, recognized globally as a trusted name in the pizza industry. The company is known for its technological innovation, particularly in food delivery, and its customer-centric strategies. Domino's has leveraged marketing campaigns and value meal offerings to enhance its brand appeal. Its investment in technology, such as the Domino's Tracker and Domino's AnyWare, has positioned it as a leader in delivery technology. The company has continued to focus on modernizing its brand and expanding its menu.

Domino's Pizza, Inc. (DPZ) ownership is primarily held by institutional investors, with approximately 63.05% to 86.76% of the company's stock owned by them, and a smaller percentage held by insiders (around 0.49%) and public companies/individual investors. Major institutional owners include Vanguard Group Inc, Berkshire Hathaway Inc, and BlackRock, Inc. Notable individual insider owners include Mark E. Nunnelly, Andrew Balson, and Roy Edgar Brakeman Iii, with Mark E. Nunnelly reported as the largest individual shareholder.