DPDPZEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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DPZ earnings call: We now expect 125 to 150 net new stores in the U.S., reflecting increased pressure on our development pipeline from the macroeconomic environment and year to date pressure on franchisee profitability, which we are working to stabilize and return to growth.达美乐比萨 (DPZ) 电话会：我们目前预计美国将净新增125至150家门店，这反映了宏观经济环境对我们开发管线的压力加大，以及加盟商盈利能力今年迄今面临的压力，我们正努力稳定该情况并恢复增长。
Management remarks
Call period: 2026 Q3 · 2026-10-13
Guidance: Sandeep Reddy: We now expect 125 to 150 net new stores in the U.S., reflecting increased pressure on our development pipeline from the macroeconomic environment and year to date pressure on franchisee profitability, which we are working to stabilize and return to growth.
Demand and orders: Joseph Hugh Jordan: We continue to drive order count growth, with orders increasing in both our delivery and carryout businesses.
Analyst Q&A
Analyst Chris asked: Joe, as you kind of looked at that, last year's best deal ever promotion, how do you think about balancing between keeping value compelling with avoiding the need for increasingly aggressive offers. And I am and are you seeing these promotions bring back lapsed customers who then return without a deal? Management Joseph Hugh Jordan answered: It is a balance. We need to get we have driven the order counts throughout the year. We need to balance that with improved ticket growth. Sequentially, we did that in Q3 over Q2. We need to do more of that in Q4, and that is by getting the right offers to the right consumers at the right time. So best deal ever continued to work hard for us. In the in the third quarter. We continue to evolve that promotion by introducing stuffed crust to it, getting consumers to try 1 of our most delicious products.
