Domino's Pizza IncNASDAQ: DPZ

Q3 Trading Update

· Issued by Domino's Pizza Inc

Summary by 6ix AI

Domino's Pizza Group said total system sales, meaning sales across its store network, rose 3.5% in the quarter to September 30, 2026, including like-for-like (comparable-basis) growth of 2.3%. Total orders rose 2.6%, with like-for-like orders up 1.4%.

Key details

  • Like-for-like sales growth was 4.5% in Q1, 5.2% in Q2, 4.9% in H1 and 4.0% year to date. Like-for-like order growth was 0.9% in Q1, 2.2% in Q2, 1.6% in H1 and 1.5% year to date.
  • The company said the World Cup gave a boost at the start of the quarter and it continued to grow in both August and September.
  • The company said growth came from both Pizza and CHICK 'N' DIP, including sales from its Italianos pizza range, and that CHICK 'N' DIP is performing in line with management's expectations.
  • The company said all major cost categories are fixed for the 2026 financial year and into the 2027 financial year.

What’s still pending

  • The Board says it remains confident of achieving its full-year earnings expectations, in line with market expectations; this is an expectation, not a result.
  • The company says it is confident of delivering earnings growth in the 2027 financial year and beyond.

6ix AI wrote this summary from the release below and checked it against the release.

CONTINUED POSITIVE TRADING MOMENTUM, MAINTAIN FULL YEAR EXPECTATIONS

Our trading in the quarter to 30 September 2026 continued the positive momentum delivered in H1 2026, with positive results on all metrics. Total system sales in the period increased by 3.5%, including like-for-like growth of 2.3%, while total orders rose by 2.6%, with like-for-like orders up 1.4%. Following the positive benefits of the World Cup at the start of the period, we continued to grow in both August and September.

Like-for-like performance:

Q1

Q2

H1

Q3

YTD

Sales

4.5%

5.2%

4.9%

2.3%

4.0%

Orders

0.9%

2.2%

1.6%

1.4%

1.5%

Performance was again driven by growth in both Pizza and CHICK 'N' DIP, with continued strong sales from our Italianos pizza range. CHICK 'N' DIP continues to perform in line with management's expectations, with customer feedback highly positive and advocacy levels strong.

All major cost categories are fixed for FY26 and into FY27, providing good visibility over the cost base. Combined with our strategic growth initiatives, this gives us confidence in delivering earnings growth in FY27 and beyond.

Consequently, the Board remains confident of achieving our earnings expectations for the full year, in line with market expectations.

Commenting on the performance in Q3, Nicola Frampton, CEO, said:

"Our strong performance year-to-date reflects our organic growth strategy and we have been rewarded by our focus on the core Domino's business model. The proof points of our innovation in Italianos and CHICK 'N' DIP, combined with our fantastic brand, quality franchisee partners and leading supply chain have enabled us to attract more customers, more often whilst achieving more for less.

Whilst there is a lot of work still to be done, this gives us confidence in achieving our expectations for the full year, while building the foundations for further growth in 2027 and beyond."

For further information, please contact:

Domino's Pizza Group plc:
Michael Barker, Director of Investor Relations and Corporate Affairs - +44 (0) 7345 418 580

Brunswick:
Max McGahan / Emilia Smith - 020 7404 5959

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