Domino's parent fell to Rs 434.65 despite a 5-8% Q4 EBITDA beat, after management flagged near-term inflation in labour, utility and logistics costs. FY26 like-for-like growth guided flat vs 6.5% prior, prompting Emkay to cut EBITDA 6-7%. Elara slashed target to Rs 500 from Rs 780 and downgraded to Accumulate; ICICI held Buy at Rs 570.

Business Today · Latest · 5/21/2026, 7:59:14 AM

Delivery momentum holds but dine-in weakness, commodity, LPG and labor costs squeeze margins. Broker pegs FY26-28 revenue CAGR at 13% with Ebitda margin band of 12.5-13.0% and LFL growth of 5-7%, valuing India at 25x and international at 10x EV/Ebitda.

NDTV Profit · 5/21/2026, 5:52:19 AM

Domino's India parent posted Q4FY26 net profit of Rs 82.4 cr (+67% YoY) on revenue of Rs 2,499 cr. FY26 revenue grew 17.4% to Rs 9,512 cr with India business up 13%. March LPG supply issues dented Domino's like-for-like growth by 30-40 bps. Dividend of Rs 1.2/share declared.

ET Retail · 5/21/2026, 4:06:28 AM

Brokerages reset consumer plays: Jubilant target cut from Rs 850 to Rs 600 amid Domino's ~1.2% price hike risk; Lenskart pegged at Rs 576-600 on 25% Q4 volume growth; Birla Opus crosses 10% paints share, threatening incumbents; Grasim TP held at Rs 3,600.

NDTV Profit · 5/21/2026, 3:34:18 AM

The $31B US quick-service pizza category fell 0.3% in 2025, the only restaurant segment to contract. Pizza Hut (-8.2%), MOD (-10.6%) and Pieology (-26.5%) bled share while Domino's (+4.8%) and Jet's (+11.5%) grew. Asian (+7.8%), Mexican (+4.7%) and chicken (+5.3%) concepts plus DoorDash and Uber Eats siphoned occasions.

Restaurant Business · 5/15/2026, 1:42:17 AM

An internal grooming memo barring bindis and tilaks leaked online, triggering a 5-6% stock slide and Rs 4,500 crore in lost market cap. CEO Peyush Bansal apologised and rolled out a standardised in-store style guide, a textbook case of how fast cultural missteps now hit listed retail equity.

Financial Express · BrandWagon · 5/14/2026, 1:31:26 AM