Domino’s Pizza Target Cut to $425 After Q1 EPS Miss and Weak Sales

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UBS cut Domino’s Pizza price target to $425 from $480, leaving 26.36% upside after Q1 results spurred a 5% share drop. The company posted Q1 EPS of $4.13 on $1.15bn revenue, US same-store sales +0.9%, international –0.4%, free cash flow $147m and lowered full-year U.S. sales to low-single-digit growth.

1. Price Target Reduction

UBS reduced Domino’s Pizza price target from $480 to $425, reflecting concerns over growth and leaving a potential 26.36% upside despite recent share weakness.

2. Q1 Results and Shortfall

Domino’s reported Q1 adjusted EPS of $4.13 on $1.15 billion in revenue, both below consensus, triggering a 5% drop in pre-market trading.

3. Comparable Store Sales Trends

U.S. comparable store sales rose 0.9%, falling short of the 2.3% expectation, while international comparable sales declined 0.4%, signaling intensifying competition.

4. Cash Flow and Outlook Adjustments

Free cash flow decreased to $147 million and management lowered its full-year U.S. sales forecast to low-single-digit growth amid margin pressures.

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