| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 13, 2026 | 8/12 | 2 high, 2 medium flags | 2 | 0 | Call sheet → |
| Q2'26 | July 20, 2026 | 3/12 | 4 high, 4 medium flags | 1 | 3 | Call sheet → |
| Q1'26 | April 27, 2026 | 6/12 | 1 high, 3 medium, 2 low flags | 1 | 3 | Call sheet → |
| Q4'25 | February 23, 2026 | 9/12 | 1 high, 4 medium, 1 low flags | 4 | 2 | Call sheet → |
| Q3'25 | 2025-10-14 | 9/12 | 1 medium, 5 low flags | 2 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Delivered | New signature pizza innovation to launch later in Q3 2026 Period ended; product ('The Domino') launched in Q3, though only for the final week of the quarter. |
| Q3'26 | Delivered | Ticket drag from lapping Stuffed Crust expected to be lower in Q3 Period ended; management confirmed 'our ticket trend improved from the second quarter' in Q3. |
| Q3'26 | Pending | Operating income growth of mid-to-high single digits for FY2026 Full-year period not ended; cut to mid-single digits this quarter. |
| Q3'26 | Pending | Global retail sales growth up mid-single digits for FY2026 Full-year period not ended; cut to low-to-mid single digits, targeting the midpoint, this quarter. |
| Q3'26 | Pending | Approximately 800 net new international stores for FY2026 Reaffirmed unchanged at approximately 800 this quarter; on track per guidance. |
| Q3'26 | Pending | Approximately 175 net new US stores for FY2026 Full-year period not ended; cut to 125-150 stores this quarter, the second consecutive reduction. |
| Q3'26 | Pending | International same-store sales to be up low single digits, inclusive of World Cup benefit Full-year period not ended; cut to 'approximately flat' this quarter due to DPE pressure. A clear downward revision. |
| Q3'26 | Pending | US same-store sales to be up low single digits for FY2026 Full-year period not yet ended; guidance revised to 'towards the low end' of that range this quarter. Revision, not a miss yet. |
| Q2'26 | Pending | International same-store sales low single digits Q2 at -0.1% slightly better than Q1 but still negative |
| Q2'26 | Pending | Product innovation in second half particularly around pizza New product coming Q3, but Q2's premium series already failed |
| Q2'26 | Delivered | Continue to drive meaningful cash to shareholders $231M in buybacks YTD, maintaining pace despite operational challenges |
| Q2'26 | Missed | Drive order counts while maintaining healthy ticket Order counts grew but ticket collapsed, breaking the 'barbell strategy' |
| Q2'26 | Missed | 175+ net stores in US for 2026 Already downgraded to 'approximately 175' citing franchisee profitability pressure |
| Q2'26 | Pending | Changes in 2026 marketing calendar for second half Best Deal Ever with Stuffed Crust launched Q3, but too early to assess impact |
| Q2'26 | Missed | Deliver 3% same-store sales in the U.S. for 2026 Q2 at 0.1% makes 3% for full year mathematically impossible without 5%+ comps in H2 |
| Q1'26 | Pending | Continued growth on aggregator platforms, particularly DoorDash Still ramping but delivery comps went negative - aggregator boost may be fading |
| Q1'26 | Delivered | Approximately 800 international net stores Actually increased from original guidance, driven by fewer DPE closures expected |
| Q1'26 | Pending | 175+ net U.S. stores Maintained guidance despite weaker fundamentals, shows franchisee confidence intact |
| Q1'26 | Missed | Operating income growth of approximately 8% Cut to mid- to high single digits, directly tied to sales disappointment |
| Q1'26 | Missed | Global retail sales growth of approximately 6% Revised down to mid-single digits due to weaker comp outlook |
| Q1'26 | Pending | International same store sales of 1% to 2% Maintained low single digit guidance but Q1 was negative 0.4% - concerning start |
| Q1'26 | Missed | U.S. comp for the year to be 3% Guided to 'positive low single digits' instead - major miss on key metric despite Russell still calling 3% his 'objective' |
| Q4'25 | Missed | App versions of new ecommerce platform by end of year Website launched but apps now targeted for end of 2026, timeline slipped |
| Q4'25 | Delivered | DoorDash to be meaningful contributor to US comps in Q4 Called out DoorDash as contributor to Q4 same store sales growth |
| Q4'25 | Delivered | Operating income growth of approximately 8% excluding FX and one-times Achieved 8.1% excluding currency and refranchising gains |
| Q4'25 | Missed | 175 plus net stores in US (Q3 2025 guidance) Delivered only 172 net stores, slightly below 175+ commitment |
| Q4'25 | Delivered | International same-store sales growth to be 1% to 2%, could tilt towards high end Delivered 1.9% for full year, in upper half of range |
| Q4'25 | Delivered | US comp for the year to be 3% (Q3 2025 guidance) Achieved exactly 3.0% for full year 2025 as guided |
| Q3'25 | Pending | Apps rollout by end of year Reaffirmed timeline, website and mobile web now live |
| Q3'25 | Delivered | Operating income growth approximately 8% excluding FX 11.8% growth in Q3 excluding FX, ahead of expectations |
| Q3'25 | Delivered | International same-store sales growth 1% to 2% Q3 at 1.7%, within range but toward lower end |
| Q3'25 | Pending | 175+ net stores in the US Added 29 in Q3, running at proper pace with strong pipeline |
| Q3'25 | Pending | DoorDash to be meaningful driver to US comp in back half Pushing impact timeline into 2026, suggests slower ramp than originally expected |
| Q3'25 | Pending | US comp for the year to be 3%, higher in second half due to timing of initiatives On track with Q3 at 5.2%, still guiding 3% for full year despite strong Q3 |
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