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：
達美樂披薩最近的季度業績表現各異，美國業績符合預期，而國際業務板塊主要影響了營業收入的預測。在評估2025年展望時，這種謹慎被視爲一種降低風險的行動。然而，對於這一預測的謹慎性以及將如何維持2025財年美國同店銷售增長超過3%的因素仍存在疑問。
在達美樂披薩發佈第三季度報告後，公司在美國的可比銷售增長爲3.0%，其中Uber和第三方渠道貢獻了顯著的2.7%，加上價格的1.6%提升。公司似乎面臨着更加激烈的市場競爭而帶來的挑戰。
達美樂披薩最近第三季度的表現和陳述顯示美國披薩板塊已恢復至疫情前的狀態。這一板塊的競爭激烈，而達美樂雖然佔據領先地位，且長期以來市場份額不斷增長，季度同店銷售受目前在價值、促銷和創新方面領先的策略影響。
根據第三季度報告，預計達美樂披薩2024財年每股收益由之前的估計調整爲5.18美元，考慮到國際增長速度和美國系統銷售的溫和增長，略微抵消了供應鏈成本和一般行政費用的減少。對於2025財年每股收益的預期也進行了修訂，現預測全球系統銷售增速將略有下降。
達美樂披薩第三季度的業績呈現出參差不齊的結果，美國和國際的可比銷售未達預期，儘管調整後的息稅折舊攤銷前利潤和每股收益符合預期。2024年淨單位增長的預期已經調整，尤其是國際市場，這導致對全球銷售和利潤的更加保守展望。這些障礙預計將延續至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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