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Domino's Pizza Seen Drawing Positive Stock Reaction After Q2 Results, UBS Says

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Domino's Pizza (DPZ) is likely to see a positive stock reaction after reporting better-than-expected US same-store sales and operating income in Q2, though investors will focus on any updates to 2026 guidance, UBS Securities said.

The brokerage said in a Monday note that the US same-store sales of 0.1% topped consensus estimates and exceeded most investor expectations, while operating income also beat forecasts. Earnings per share missed consensus due to unrealized losses related to DPC Dash that were not included in most estimates.

UBS said management's comments on 2026 guidance, third-quarter-to-date US sales trends and key sales drivers-including promotional activity, the DoorDash (DASH) partnership, Parmesan Stuffed Crust pizza and Slice Sauce-are likely to determine the stock's reaction.

The investment firm said positive delivery and carryout order growth in the US during Q2, along with the addition of millions of new customers, leaves Domino's well-positioned for continued US market share gains in 2026.

UBS has a buy rating on the stock and a price target of $375 per share.

Price: $329.57, Change: $+0.59, Percent Change: +0.18%

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