DPZ
Market read
The latest filing evidence is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if DPZ's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“We believe this measure is important to understanding Company performance given the significant variability in international franchise royalty revenues that can be driven by changes in foreign currency exchange rates.”10-Q · Jul 20, 2026 ↗
“Supply Chain Supply chain revenues increased $44.6 million, or 6.5%, in the second quarter of 2026, and increased $73.7 million, or 5.4%, in the two fiscal quarters of 2026, primarily due to higher order volumes, as well as an increase in our food basket pric…”10-Q · Jul 20, 2026 ↗
“The Company had $ 20.9 million and $ 18.8 million of other capital expenditures not attributable to the reportable segments primarily representing capitalized software in the two fiscal quarters of 2026 and 2025 , respectively.”10-Q · Jul 20, 2026 ↗
“Labor costs increased 1.0 percentage point to 30.9% in the second quarter of 2026 and increased 1.2 percentage points to 32.1% in the two fiscal quarters of 2026, each driven by higher wage rates.”10-Q · Jul 20, 2026 ↗
Valuation discipline
Price/sales 2.2× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for DPZ. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-27 against the comparable filing from 2025-04-28.
“Consolidated gross margin (which we define as revenues less cost of sales) increased $21.4 million, or 4.8%, in the first quarter of 2026, primarily due to higher global franchise royalties and advertising revenues (as discussed above), as well as gross margin dollar growth within supply chain, discussed below.”
“Supply Chain Supply chain revenues increased $29.0 million, or 4.3%, in the first quarter of 2026 primarily due to an increase in our food basket pricing to stores and higher order volumes, but these increases were partially offset by a shift in the relative mix of products we sell.”
“Non-cash equity-based compensation expense is not allocated to the reportable segments. (3) The Company also had $ 8.6 million and $ 8.7 million of other capital expenditures not attributable to the reportable segments primarily representing capitalized software in the first quarters of 2026 and 2025 , respectively. (4) Segment depreciation and amortization reflects amounts included within cost of sales - other and general and administrative expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Additionally, we have an equity investment in DPC Dash Ltd (“DPC Dash”), as further discussed elsewhere in this report.”
“We have multinational agreements with Uber Technologies, Inc.”
“We have multinational agreements with Uber Technologies, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
DPZ is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for DPZ; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.