DPZ at a glance
Domino's (DPZ, SEC CIK 1286681) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 20, 2026, an 8-K current report on July 20, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Domino's (DPZ) reported revenue of $4.9 billion (up 5.0% from FY2024) and net income of $601.7 million. Diluted EPS was $17.57.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Domino's (DPZ) shares worth $5.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by GARCIA KELLY E on July 22, 2026 of 3,453 shares at $322.01 per share.
- In the last 90 days, DPZ insiders reported 0 open-market purchases ($0) and 11 open-market sales ($9.4M) on Form 4, a net sale of $9.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.9B
- +5.0% vs prior year
- Insiders · 90 days
- 0 buys · 11 sells
- Net −$9.4M
- 13F holders
- 37 funds
- $5.3B · −2 vs prior quarter
- Latest 8-K
- Jul 20, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 28, 2025
Business Overview
- Asset-light franchisor (~99% franchised); revenue via royalties, supply chain sales (60.5% of revenue at $2.99B), and Company-owned stores
- New 2025 menu launches: Parmesan Stuffed Crust Pizza, Spicy Chicken Bacon Ranch pizza, and Garlic and Cinnamon Bread Bites
- U.S. total market share rose to 23.3% (from 22.5% in 2024); delivery share 32.9%, carryout share 19.6%
- 85%+ of U.S. retail sales from digital channels in 2025; eCommerce platform redesign fully launched (website/mobile web), with app rollout ongoing
- SBTi approved near-term and net zero targets (October 2024); commitment to net zero by 2050 and near-term targets by 2032: notable ESG formalization for the filing year
Management Discussion & Analysis
- Revenue $4.94B, up $233.6M (+5.0%) YoY; supply chain (+$143.7M), U.S. franchise advertising (+$49.6M) primary drivers
- Operating margin 19.3% vs 18.7%; gross margin 40.0% vs 39.3%; net margin 12.2% vs 12.4% (higher tax rate 21.9% vs 19.1%)
- Best segment: Supply Chain Segment Income +$39.5M (+14.1%) to $320.1M; worst: U.S. Stores +$10.0M (+1.8%) to $575.3M
- Operating cash flow $792.1M vs $624.9M; capex $120.6M; buybacks $354.7M; dividends $236.9M paid; 2025 Refinancing issued $1.0B new notes
- Capex guidance ~$120M for 2026; key risks include commodity/food cost inflation, foreign currency headwinds, substantial leverage and tariff/geopolitical uncertainty
Risk Factors
- NLRB joint employer rule (vacated Apr 2024) could be reinstated, potentially making Domino's liable for franchisees' labor violations across 6,924 U.S. franchise stores
- Largest international master franchisee operates 3,524 stores across 12 markets, representing ~24% of international store count: single-entity concentration risk
- Consolidated total debt ~$4.82 billion; fixed rate notes include $1.34B due 2027 and $836.4M due 2028
- Cheese represents ~25% of Company-owned store food basket; single/limited-supplier dependency for cheese and meat toppings
- 10% adverse FX move would reduce international royalty revenues by ~$30M; international royalties ~6.9% of total 2025 revenues
AI summary of the DPZ 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 14, 2026
Risk Factors
- No risk-factors section provided; submitted text contains no new or changed filing risks
- Share-repurchase discretion risk; $1.23 billion remained authorized as of June 14, 2026
- Insider-trading compliance risk; CFO adopted a Rule 10b5-1 plan covering up to 3,079 shares
- Insider-trading compliance risk; Chief Supply Chain Officer adopted plans covering up to 1,560 shares and 8,590 options
AI summary of the DPZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended June 14, 2026
- Press release issued July 20, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 4.3% to $1,194.4M, while operating income increased 3.1% to $232.0M
- Demand momentum weakened: U.S. same-store sales grew 0.1% and international same-store sales declined 0.1%
Item 8.01: Other Events
- Corie S. Barry appointed Lead Independent Director effective July 14, 2026
- Barry becomes liaison between Executive Chairman, CEO, and independent directors
Item EX-99.1: Item EX-99.1
- Two new independent directors appointed: Michael C. Creedon and Anneliese Olson
- Creedon and Olson assigned to the Audit Committee, adding retail, technology and international operating expertise
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from eight to ten directors effective July 15, 2026
- Michael C. Creedon Jr. and Anneliese Olson add retail, technology, and international operating expertise
Item 7.01: Regulation FD Disclosure
- Reg FD section contains only forward-looking statement risk disclosures
- Investors should weigh projections against risks in Domino’s fiscal 2025 Form 10-K
Item EX-99.1: Item EX-99.1
- Joe Jordan, current COO and President–Domino’s U.S., becomes CEO October 1, 2026, signaling planned internal succession
- Russell Weiner retires as CEO September 30, 2026, then becomes Executive Chairman after the 2027 annual meeting
AI summaries of DPZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DPZ
Don't miss the next DPZ filing
- Alerts as it files. A push when DPZ files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DPZ, by share count.
- Ask anything. An AI agent that reads every DPZ filing and answers with sources.
DPZ alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| JORDAN JOSEPH HUGH | A | Oct 1, 2026 | 10,170 | - |
| BALSON ANDREW | A | Sep 30, 2026 | 101 | - |
| GARCIA KELLY E | M | Jul 22, 2026 | 1,010 | $275.35 |
| GARCIA KELLY E | Sell | Jul 22, 2026 | 3,453 | $322.01 |
| GARCIA KELLY E | Sell | Jul 22, 2026 | 1,540 | $322.88 |
| GARCIA KELLY E | M | Jul 22, 2026 | 1,540 | $212.52 |
| GARCIA KELLY E | Sell | Jul 22, 2026 | 1,161 | $322.84 |
| GARCIA KELLY E | M | Jul 22, 2026 | 8,220 | $300.16 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.7B | $4.9B |
| Gross Profit | - | $1.8B | $2.0B |
| Operating Income | - | $879.0M | $954.0M |
| Net Income | - | $584.2M | $601.7M |
| Gross Margin | - | 39.3% | 40.0% |
| Op. Margin | - | 18.7% | 19.3% |
| Net Margin | - | 12.4% | 12.2% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.7B | $1.7B |
| Equity | - | -$4.0B | -$3.9B |
| ROE | - | -14.7% | -15.4% |
| Per Share | |||
| EPS | - | $16.69 | $17.57 |
| Cash Flow | |||
| Operating CF | - | $624.9M | $792.1M |
| CapEx | $105.4M | $112.9M | $120.6M |
Source: XBRL data in Domino's (DPZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DPZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $5.34B |
| Q1 2026 | 39 | $5.81B |
| Q4 2025 | 38 | $7.80B |
| Q3 2025 | 39 | $8.17B |
| Q2 2025 | 37 | $8.64B |
| Q1 2025 | 35 | $7.36B |
| Q4 2024 | 30 | $6.03B |
| Q3 2024 | 27 | $3.06B |
- FMR LLC (Fidelity)+1.57M (+61%)
- AQR Capital Management+313.4K (+37%)
- Invesco Ltd+275.7K (+22%)
- Vanguard Portfolio Management LLC+210.3K (+12%)
- Morgan Stanley+188.8K (+24%)
- Millennium Management−239.8K (-87%)
- Renaissance Technologies LLC−211.1K (-60%)
- T. Rowe Price Group−168.0K (-65%)
- Two Sigma Investments−105.5K (-94%)
- Bank of America Corp−67.8K (-24%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 282 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DPZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 10-Q | Jul 20, 2026 | Jun 14, 2026 | Analysis | |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 26, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| SC 13G | May 6, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
Related Consumer Discretionary companies
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
- ASLE · AerSale CorpWholesale-Machinery, Equipment & Supplies
- AEVA · Aeva Technologies, Inc.Motor Vehicle Parts & Accessories
DPZ SEC filings: frequently asked questions
Are DPZ insiders buying or selling?
In the last 90 days, Domino's (DPZ) officers, directors and 10% owners reported no open-market purchases and 11 open-market sales worth $9.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DPZ stock?
As of June 30, 2026, the largest Domino's (DPZ) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.2 billion), BlackRock ($715.7 million), Vanguard Capital Management LLC ($616.5 million), Vanguard Portfolio Management LLC ($595.8 million), Invesco Ltd ($451.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DPZ's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Domino's (DPZ) reported revenue of $4.9 billion (up 5.0% from FY2024) and net income of $601.7 million. Diluted EPS was $17.57. The figures come from the XBRL data in the 10-K.
What are the main risks in DPZ's latest 10-K?
In the 10-K filed February 23, 2026, Domino's (DPZ) flagged: NLRB joint employer rule (vacated Apr 2024) could be reinstated, potentially making Domino's liable for franchisees' labor violations across 6,924 U.S. franchise stores. Largest international master franchisee operates 3,524 stores across 12 markets, representing ~24% of international store count: single-entity concentration risk. (AI summary of the Risk Factors section.)
What did DPZ report in its latest 8-K?
Domino's (DPZ) filed an 8-K on July 20, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results covered quarter ended June 14, 2026.
What are the latest DPZ SEC filings?
Domino's (DPZ) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 20, 2026, an 8-K current report on July 20, 2026 and a Form 4 insider filing on October 2, 2026.
What is DPZ's SEC CIK number?
Domino's (DPZ)'s SEC Central Index Key (CIK) is 1286681. EDGAR lists every DPZ filing under that number.
Ask anything about DPZ
The research agent reads DPZ's filings, financials, insider trades and 13F holders, then answers with sources.