Domino's Pizza Inc
DPZ
Jodie read · what matters now
Revenue increased 3.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DPZ, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-27 against the comparable filing from 2025-04-28.
What improved
- Revenue increased 3.5% versus the comparable filing period.
- Operating margin improved 1.1 percentage points.
What weakened
- Net margin fell 1.3 percentage points.
Filing receipts
“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.
Who this business touches
The relationships behind DPZ
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
DPZ is currently a Follower in the organic co-movement group Software Solutions. 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.
Theme membership history
No durable theme membership has been observed for this name yet.