Domino's Pizza, Inc. (DPZ)

In the past six months, Domino's Pizza's stock experienced stagnation attributed to slowed growth. TD Cowen downgraded Domino's from "Buy" to "Hold" due to a strategic shift towards value offerings. Bernstein maintained a "Market Perform" rating, driven by confidence in value-led share gains. Earlier, Domino's Q3 earnings were described as "uninspiring," and Q4 earnings, while increasing, missed estimates, leading to a temporary stock drop. The company noted a shift in customer behavior with a drop in delivery orders and a rise in in-store pickup orders.

Demand for Domino's Pizza products and services exhibits seasonality, with colder months generally seeing increased demand. Halloween, Thanksgiving Eve, Super Bowl Sunday, New Year's Eve, and New Year's Day are particularly busy. Pizza and chicken wing sales spike in January and February due to football playoffs. Google Trends data shows that search interest for "pizza oven" peaks during the winter months. Domino's Pizza China leverages seasonal opportunities for limited-time marketing campaigns.

Domino's Pizza, Inc. is a leading global pizza delivery company headquartered in Ann Arbor Township, Michigan. It operates in the restaurant sector, focusing on pizza and fast-food items. The company operates through U.S. Store, international franchise, and supply chain segments, with approximately 99% of its global stores owned by independent franchisees.

Domino's Pizza has a significant global presence, operating in over 90 international markets with over 21,500 locations worldwide as of 2025. Its international store count has surpassed its U.S. footprint since 2012, with roughly 14,500 international stores and around 7,000 in the U.S. Key international markets include India and China. The company has expanded its reach to countries like Canada, the UK, other European markets, Japan, and recently added Costa Rica, Latvia, and Uruguay to its global portfolio.

In the past year, Domino's Pizza received recognition for its brand. Domino's Pizza UK & Ireland was crowned "Brand of the Year 2025" by The Marketing Society. Nation's Restaurant News named Domino's Pizza as the "2025 Brand Icon winner". Domino's unveiled its first major brand refresh in 13 years, aiming to shift focus back to making and delivering delicious products and experiences.

Domino's Pizza, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors collectively own a significant portion of the company's stock. Major institutional shareholders include Vanguard Group Inc., Berkshire Hathaway Inc., and BlackRock, Inc. Mark E. Nunnelly is noted as the largest individual shareholder. Other significant insider owners include Andrew Balson, Scout Capital Management LLC, Cedar Rock Capital Ltd, and Blue Harbour Group LP.