Domino's (DPZ)

• Market cap: $16.6B
• 1 day: -0.25%
• 5 days: 4.59%
• 1 month: 4.00%
• 3 months: 11.61%
• 6 months: 16.75%
• Year to date: 11.43%
• 1 year: -0.63%
• 5 years: 31.96%
• 10 years: 325.29%
• Sector: Consumer Discretionary
• Industry: Restaurants

About: Domino's is a restaurant operator and franchiser with nearly 21,400 global stores across more than 90 international markets at the end of 2024. The firm generates revenue through the sales of pizza, wings, salads, sandwiches, and desserts at company-owned stores, royalty and marketing contributions from franchise-operated stores, and its network of 25 domestic (and five Canadian) dough manufacturing and supply chain facilities, which centralize purchasing, preparation, and last-mile delivery for the firm's US and Canadian restaurants. With roughly $19.2 billion in 2024 system sales, Domino's is the largest player in the global pizza market, ahead of Pizza Hut, Little Caesars, and narrow-moat Papa John's.

Employees: 10,700

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 76

15% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 238

3% more funds holding

Funds holding: 693 [Q3] → 717 (+24) [Q4]

0.66% more ownership

Funds ownership: 99.57% [Q3] → 100.23% (+0.66%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

1% less capital invested

Capital invested by funds: $14.7B [Q3] → $14.5B (-$181M) [Q4]

42% less call options, than puts

Call options by funds: $353M | Put options by funds: $608M

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $425 12% downside
• Avg. target: $489 1% upside
• High target: $555 15% upside

13 analyst ratings

• positive: 8 62%
• neutral: 4 31%
• negative: 1 8%

Baird David Tarantino 35% 1-year accuracy 11 / 31 met price target	10% upside $535	Outperform Maintained	23 Apr 2025
Barclays Jeffrey Bernstein 43% 1-year accuracy 50 / 115 met price target	12% downside $425	Underweight Maintained	22 Apr 2025
Guggenheim Gregory Francfort 38% 1-year accuracy 5 / 13 met price target	5% downside $460	Neutral Maintained	22 Apr 2025
Wells Fargo Zachary Fadem 35% 1-year accuracy 13 / 37 met price target	8% downside $445	Equal-Weight Maintained	22 Apr 2025
Citigroup Jon Tower 38% 1-year accuracy 13 / 34 met price target	1% downside $480	Neutral Maintained	10 Apr 2025