On Oct 12, 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.
Goldman Sachs analyst Christine Cho maintains with a buy rating, and adjusts the target price from $528 to $515.
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.
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:
Domino's Pizza's recent quarter results are characterized as varied, with the U.S. performance aligning with expectations, while the international segment primarily influenced a subdued revenue forecast. When assessing the 2025 outlook, which is perceived somewhat cautious, it may act as a reduction in risk. Nevertheless, there are still inquiries regarding the cautiousness of this projection and the factors that will maintain the U.S. same-store sales growth above 3% in FY25.
After Domino's Pizza's Q3 report, it's noted that the company's U.S. comparable sales growth of 3.0% comprises a significant 2.7% contribution from Uber and third-party channels, coupled with a 1.6% increase in price. It appears that the company is facing challenges due to increased competition in the broader market.
Domino's Pizza's recent Q3 performance and statements indicate a return to the pre-pandemic conditions of the U.S. pizza sector. This sector is characterized by intense competition, and while Domino's holds a leadership position and has historically gained market share over the long term, quarterly same-store sales are influenced by the current leading strategies in value, promotions, and innovation.
Following the third quarter report, projections for Domino's Pizza's FY24 EPS have been adjusted to $5.18 from a previous estimate, factoring in a moderated pace of international growth and U.S. system comps, slightly offset by reductions in supply chain costs and G&A expenses. Expectations for FY25 EPS have also been revised, now anticipating a slight decrease in global system sales growth.
Domino's Pizza's Q3 performance presented a mixed outcome, with U.S. and International comparable sales not meeting expectations, though adjusted EBITDA and EPS met projections. Anticipations for 2024 net unit growth have been moderated, particularly in the International market, which has resulted in a more conservative outlook for global sales and profits. These hurdles are expected to 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12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。
高盛集團分析師Christine Cho維持買入評級，並將目標價從528美元下調至515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。
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業績表現各異，美國業績符合預期，而國際板塊主要影響了溫和的營業收入預測。在評估2025年展望時，一定程度上被視爲風險降低。然而，仍然有關於這一預測的謹慎性以及將保持美國同店銷售增長在25財年超過3%的因素的疑問。
在達美樂披薩的第三季度報告後，公司美國可比銷售額增長3.0%，其中有顯著的2.7%來自Uber和第三方渠道的貢獻，再加上1.6%的價格增長。公司似乎面臨着更廣泛市場上競爭加劇的挑戰。
達美樂披薩最近的第三季度業績和聲明表明美國披薩板塊已恢復到疫情前的狀態。這個板塊的特點是競爭激烈，儘管達美樂處於領先地位，並且歷史上長期獲得市場份額，但季度同店銷售受目前領先戰略在價值、促銷和創新方面的影響。
根據第三季度報告，調整了達美樂披薩2024財年每股收益預期至5.18美元，考慮到國際增長和美國系統銷售額的溫和增長，略有抵消供應鏈成本和總務費用的降低。對於2025財年每股收益的預期也已經修訂，現在預計全球系統銷售增長會稍微下降。
達美樂披薩的第三季度業績呈現了參差不齊的結果，美國和國際可比銷售未達到預期，儘管調整後的EBITDA和每股收益符合預期。對2024年淨單位增長的預期已有所調整，特別是在國際市場，這導致全球銷售和利潤的展望更加保守。這些障礙預計將延續到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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