Feb. 23 at 2:08 PM
🍕
$DPZ and 🐶
$FRPT just dropped Q4 numbers - mixed, but solid.
$DPZ: EPS
$5.35 (miss vs
$5.39) but revenue beat at
$1.54B. U.S. same-store sales and global retail growth still holding up. Margins pressured by labor + insurance costs, but board hiked the dividend 15%. Confidence move.
$FRPT: Big EPS beat ->
$0.64 vs
$0.41 expected. Net income nearly doubled YoY. Revenue slightly light at
$285.2M, but volume up ~10%. Margins improving and EBITDA guide for 2026 looks strong.
2026 outlook:
$DPZ leaning into value, tech, and brand push.
$FRPT guiding 7–10% sales growth + positive FCF.
