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Research Alert: Dpz: U.s. Comps Stay Positive But Miss Expectations; International Weakens

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

DPZ reported Q1 2026 EPS of $4.13, down 4.6% and missing the $4.27 consensus estimate, while total revenues increased 3.5% to $1.15B, slightly below the $1.16B consensus. Operating income expanded 9.6% to $230.4M, reflecting improved supply chain efficiency. U.S. same-store sales improved to +0.9% (vs. -0.5% prior year), though we view this performance as below expectations given the competitive environment. Management characterized the U.S. market as "intensifying and competitive," citing increased promotional activity from traditional pizza competitors and third-party delivery platforms. International same-store sales declined 0.4% (vs. +3.7% prior year), reflecting macroeconomic headwinds and representing notable deceleration. Supply chain margins expanded to 12.2% (+60 bps), benefiting from productivity gains offsetting higher food costs. The company maintained strong unit expansion with 180 net store openings, though free cash flow declined 10.6% to $147M due to unfavorable working capital changes.

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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

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