Domino's Pizza Shares Drop 11% After 0.9% Q1 Sales, Cuts 2026 Outlook

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Domino's Pizza reported Q1 US same-store sales growth of 0.9%, missing roughly 2.5% expectations, sending shares down 11% to the lowest level since July 2023 and prompting a cut to low-single-digit 2026 sales growth guidance from about 3%. The company approved a $1 billion buyback and faces a shareholder inquiry into executive officers.

1. Q1 Sales Performance

Domino's Pizza reported US same-store sales growth of 0.9% in Q1, below the lowered expectation of about 2.5%. Shares fell 11% to the lowest level since July 2023 as consumer sentiment, inflation and weather disruptions weighed on demand.

2. Outlook Revision

Management reduced 2026 US same-store sales growth guidance to low-single-digit, down from approximately 3%. The CFO cited rising gas prices and intensifying competition as pressures on consumer spending for lower- and middle-income customers.

3. Share Buyback Program

The board approved a $1 billion share repurchase program to support the stock amid softer near-term momentum. Executives emphasized long-term positioning and profitability as they navigate promotional challenges.

4. Shareholder Investigation

Investors have been encouraged to contact legal counsel as a shareholder securities inquiry examines potential claims against executive officers. The investigation seeks to determine if losses may be recoverable under federal securities laws.

Sources

FG