BUZZ-Street View: Analysts flag growth risks for Domino's after pizza giant reaffirms sales target

Domino's Pizza, Inc.

Domino's Pizza, Inc.

DPZ

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** Domino's Pizza DPZ.O maintained its annual comparable sales forecasts on Monday, though it warned that macroeconomic pressures remained a drag on consumer demand and intensified competition

** Co continues to expect fiscal 2026 U.S. comparable sales and international sales growth in the low single digits versus estimates for growth of 1.28% and 0.95%, respectively

** Median PT of 32 brokerages covering stock is $390 — LSEG


GROWTH CONCERNS CLOUD SALES RECOVERY

** Piper Sandler ("neutral" rating, PT: $353) expects the investment community will temper its domestic unit growth expectations not only for the second half of this year, but also very likely for FY27

** Zacks Investment Research ("neutral" rating, PT: $346) notes that high costs, competitive intensity, cautious consumer spending, weak product messaging, softer franchisee profitability and Domino's Pizza Enterprises' turnaround remain concerns

** Jefferies ("hold" rating, PT: $350) notes solid order growth but flags ongoing pressure from weak ticket trends, franchise profitability concerns and uncertain same-store sales recovery

** BTIG ("buy" rating, PT: $425) says optimistic that DPZ can sustain the positive transaction counts, while reversing the average check pressure in Q3