Domino's Pizza, Inc. (DPZ)

Over the past six months, Domino's Pizza Inc. stock has experienced some fluctuations. Q4 2024 results missed analysts' expectations, leading to a stock price drop, despite reporting its 31st consecutive year of international same-store sales growth. Domino's reported a surprise decline in first-quarter same-store sales in the U.S. due to inflation and economic uncertainty. Berkshire Hathaway increased its stake in DPZ in Q3 2024 and further in Q2 2025, accumulating over 2.6 million shares. The company increased its dividend by 25% in 2024 and is expected to boost the payout again for 2026. Weiss Ratings downgraded Domino's Pizza from a "buy" to a "hold" rating. Domino's launched its first brand refresh in 13 years, aiming to modernize its image.

Demand for food delivery services spikes in winter due to colder weather and holidays, while summer usually experiences a decline as consumers engage in more outdoor activities. Fall often brings a resurgence in food delivery as families settle back into routines after summer breaks. Spring presents a mixed bag, with improving weather potentially increasing orders, though events like graduations can also influence demand.

Domino's Pizza, Inc. operates as a multinational pizza company, focusing on pizza preparation and delivery through company-owned and franchised stores. It is in the Consumer Discretionary sector, specifically the Quick-Service Restaurant pizza category, offering a diverse menu beyond pizzas.

Domino's Pizza has a substantial global presence, operating in over 90 international markets with more than 21,000 stores worldwide, including key markets like the United States, India, and the United Kingdom. The company's strategy relies on its franchise model, allowing for widespread expansion and recurring revenue through royalties, fees, and supply chain income.

Domino's Pizza has actively worked to enhance its brand reputation through a significant brand refresh, its first in 13 years, launched on October 8, 2025. This refresh aimed to make the brand more "craveable" and involved updating its logo, introducing a new jingle, and redesigning its ordering app, pizza boxes, and employee uniforms. The company's consistent growth and outperformance of the overall U.S. pizza industry in same-store sales also contribute positively to its brand perception.

Domino's Pizza Inc. has a diverse ownership structure, with a significant portion held by institutional investors. Major institutional shareholders include Vanguard Group Inc, Berkshire Hathaway Inc, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Principal Financial Group Inc, and State Street Corp. Mark E. Nunnelly is identified as the largest individual shareholder, owning 24.80 million shares, representing 73.40% of the company.