FINWIRES · TerminalLIVE
FINWIRES

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

By

-- 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.

Related Articles

Research

Research Alert: T-mobile Posts Industry-leading Q1 Results, Adds 217k Postpaid Accounts

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:T-Mobile reported Q1 2026 EPS of $2.27 vs $2.58 in Q1 2025, impacted by $476M UScellular merger costs and $105M transformation expenses, though service revenues grew 11% to $18.8B, with postpaid service revenue up 15% to $15.6B. Postpaid net account additions of 217k (+6% Y/Y) demonstrated continued market share gains despite earnings pressure from strategic investments. Industry-leading operational performance reflects network differentiation driving customer acquisition, with record switcher share citing network quality and fastest fixed wireless speeds. Management raised 2026 guidance for postpaid adds to 950K-1.05M, EBITDA to $37.1B-$37.5B, and FCF to $18.1B-$18.7B. Strong FCF of $4.6B enabled $6.0B stockholder returns, with Board increasing authorization to $18.2B from $14.6B. We expect continued profitable growth through network leadership, fiber expansion targeting 3M-4M customers by 2030, and scaling of T-Ads and T-Mobile Visa services.

$TMUS
Australia

Fair Isaac Fiscal Q2 Adjusted Earnings, Revenue Climb; FY Outlook Raised; Shares Gain After Hours

Fair Isaac (FICO) reported fiscal Q2 adjusted earnings late Tuesday of $12.50 per diluted share, up from $7.81 a year earlier.Analysts polled by FactSet expected $10.89.Revenue in the quarter ended March 31 rose to $691.7 million from $498.7 million a year earlier.Analysts surveyed by FactSet expected $630.2 million.The company raised fiscal 2026 guidance to adjusted EPS of $40.45 on revenue of $2.45 billion, compared with its prior forecast of EPS of $38.17 on revenue of $2.35 billion.Fair Isaac shares rose 5.9% in after-hours trading.

$FICO
Insider Trading

World Kinect Insider Sold Shares Worth $666,600, According to a Recent SEC Filing

Michael J Kasbar, Director, Executive Chairman, on April 24, 2026, sold 23,653 shares in World Kinect (WKC) for $666,600. Following the Form 4 filing with the SEC, Kasbar has control over a total of 1,062,797 common shares of the company, with 1,062,797 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/789460/000119312526187346/xslF345X05/ownership.xml

$WKC