On Oct 11, major Wall Street analysts update their ratings for $Domino's Pizza (DPZ.US)$, with price targets ranging from $370 to $557.
Morgan Stanley analyst Brian Harbour maintains with a buy rating, and maintains the target price at $510.
J.P. Morgan analyst John Ivankoe maintains with a hold rating, and adjusts the target price from $470 to $450.
BofA Securities analyst Sara Senatore maintains with a buy rating, and adjusts the target price from $582 to $557.
Citi analyst Jon Tower maintains with a hold rating, and adjusts the target price from $450 to $440.
Barclays analyst Jeff Bernstein maintains with a sell rating, and maintains the target price at $370.
Furthermore, according to the comprehensive report, the opinions of $Domino's Pizza (DPZ.US)$'s main analysts recently are as follows:
The evaluation of Domino's Pizza's recent quarter could be seen as varied, with domestic performance aligning with expectations, while international sectors primarily influenced a subdued revenue forecast. Looking ahead to 2025, the current projections might reflect a cautious stance potentially serving as a buffer against risks. However, there is still some ambiguity surrounding the conservative nature of these projections and the factors that will sustain domestic same-store sales growth exceeding 3% in FY25.
The company's reported U.S. comparable sales of 3.0% consisted of a notable 2.7% contribution from partnerships with Uber and other third-party channels, coupled with a 1.6% increase due to pricing. Overall, the results demonstrate that the company is facing challenges from an increasingly competitive marketplace.
Domino's Pizza's Q3 results and commentary suggest that the U.S. pizza sector is reverting to its pre-pandemic norms. The industry remains intensely competitive, with Domino's positioned as the leader and a consistent long-term market share gainer. However, same-store sales on a quarterly basis are influenced by the current success in value propositions, promotional battles, and innovative offerings.
Following the Q3 report, expectations for Domino's Pizza's FY24 earnings per share have been adjusted to reflect a more conservative stance, taking into account a moderated pace in international system growth and U.S. system comps, though this is somewhat balanced by reductions in supply chain costs and general & administrative expenses. Additionally, projections for FY25 earnings per share have been similarly revised, incorporating a tempered outlook on global system sales growth.
Domino's Pizza's third quarter presented a mix of outcomes, with U.S. and International comparable sales not meeting expectations, although adjusted EBITDA and EPS matched projections. Moving forward, the guidance for 2024 net unit growth has been moderated, particularly due to International factors, resulting in a more conservative outlook on global sales and profits. It is anticipated that these difficulties will extend into 2025.
Here are the latest investment ratings and price targets for $Domino's Pizza (DPZ.US)$ from 18 analysts:
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美東時間10月11日，多家華爾街大行更新了$達美樂比薩 (DPZ.US)$的評級，目標價介於370美元至557美元。
摩根士丹利分析師Brian Harbour維持買入評級，維持目標價510美元。
摩根大通分析師John Ivankoe維持持有評級，並將目標價從470美元下調至450美元。
美銀證券分析師Sara Senatore維持買入評級，並將目標價從582美元下調至557美元。
花旗分析師Jon Tower維持持有評級，並將目標價從450美元下調至440美元。
巴克萊銀行分析師Jeff Bernstein維持賣出評級，維持目標價370美元。
此外，綜合報道，$達美樂比薩 (DPZ.US)$近期主要分析師觀點如下：
達美樂披薩最近一個季度的評估可能被視爲各不相同，國內業績符合預期，而國際板塊主要影響了平淡的營業收入預測。展望2025年，目前的預測可能反映出一種謹慎態度，可能作爲對風險的緩衝。然而，對於這些預測的保守性質以及將維持國內同店銷售增長超過3%的因素仍存在一些模糊不清。
公司報告的美國可比銷售增長爲3.0%，其中有2.7%的貢獻來自與Uber和其他第三方渠道的合作，另外1.6%的增長歸因於定價。總體而言，這些結果表明公司正面臨日益競爭激烈的市場挑戰。
達美樂披薩的第三季度業績和評論表明美國披薩行業正在恢復到疫情前的正常水平。該行業競爭激烈，達美樂位居領先地位，是一個穩定的長期市場份額增長者。然而，每季度的同店銷售增長受到當前在價值主張、促銷戰和創新產品方面取得成功的影響。
在第三季度報告之後，對達美樂披薩FY24每股收益的預期已經調整，以反映出更爲保守的立場，考慮到國際系統增長和美國系統對照的溫和步伐，儘管這在一定程度上被供應鏈成本和總部行政費用的降低所平衡。此外，對於FY25每股收益的預測也已做出類似修訂，包括對全球系統銷售增長的調整展望。
達美樂披薩的第三季度呈現了不同的結果，美國和國際可比銷售未達到預期，儘管調整後的EBITDA和EPS符合預期。展望未來，對2024年淨單位增長的指導已經有所調整，特別是由於國際因素，導致對全球銷售和利潤的更爲保守的展望。預計這些困難將延續到2025年。
以下爲今日18位分析師對$達美樂比薩 (DPZ.US)$的最新投資評級及目標價：
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