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Domino's Pizza (NASDAQ: DPZ) has had a rough 2026. Shares are trading near the five-year lows they hit back in June, and the company steps up to the plate Tuesday morning with third-quarter results before the market opens.
So what should investors be watching? Let's break it down.
Analysts expect Domino's to report third-quarter revenue of $1.18 billion, up from $1.15 billion in last year's third quarter, according to market data.
The company has beaten analyst estimates for revenue in five of the last 10 quarters overall, including the most recently reported second quarter.
On the bottom line, analysts expect third-quarter earnings per share of $4.37, up from $4.08 in last year's third quarter.
The company has missed analyst estimates for earnings per share in three straight quarters and in five of the last 10 quarters overall.
Analysts have been lowering their price targets on Domino's Pizza ahead of the upcoming earnings. Here are some of the latest analyst ratings and price targets on Domino's Pizza stock.
As shown above, revenue and earnings have been a mixed bag for the pizza chain, with analyst beats in five of the last 10 quarters for each of revenue and earnings per share.
In the second quarter, revenue was up 4.3% year-over-year, while earnings per share missed analyst estimates.
Among the areas for investors and analysts to watch will be sales by region. U.S. retail sales were up 1.9% year-over-year in the second quarter, with international sales up 4.1% year-over-year. With same-store sales for both regions essentially flat, the growth came from new stores.
In the second quarter, Domino's opened 26 stores in the U.S. and 183 internationally. Investors will be closely monitoring how many new stores were opened and company guidance for new store opening going forward.
Domino's also kicked off this month with new CEO Joe Jordan, who previously served as the company's chief operating officer and president of Domino's U.S. Investors could get a better idea on what Jordan's focus areas will be moving forward.
Less important to investors, it's worth noting that Domino's Pizza may have been a battleground stock for former Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett and his successor Greg Abel. Domino's was the 20th largest stock holding for the conglomerate in the fourth quarter of 2025, with the stake increased several times.
In the first quarter of 2026, the first with Abel as CEO, the position in Domino's Pizza went to 0, with 3,350,000 shares sold.
Domino's stock has underperformed the market since, making Abel's sale look like the right move.
Domino's stock is up 0.59% to $311.18 on Monday versus a 52-week trading range of $282 to $442.35. Domino's stock is down 26.8% year-to-date in 2026.
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