
What smart money is saying about Domino's Pizza
1 fund in our archive has pitched Domino's Pizza — most recently KNA Capital Core Equity Strategy in September 2026.
Domino's Pizza, Inc. operates as a leading international and domestic purveyor of pizza, managing its extensive operations through three distinct segments: U.S. Stores, International Franchise, and Supply Chain. The company is primarily recognized for its Domino's-branded pizzas, which are distributed via a vast network of both corporate-owned and independently franchised outlets. Beyond its flagship product, the menu also encompasses a variety of other offerings, including oven-baked sandwiches, pasta dishes, boneless and winged chicken, various bread and dip accompaniments, desserts, and soft drink beverages. As of January 2, 2022, the enterprise boasted approximately 18,800 locations spanning 90 global markets. Established in 1960, Domino's Pizza, Inc. is headquartered in Ann Arbor, Michigan.
Get an email when a fund buys, sells or pitches it
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Domino's Pizza — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 1 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“Domino’s Pizza (Sold): Domino’s was an original holding in the Strategy and a disappointing performer.”
Domino's Pizza - March 2026
“The additions were funded by the sales of UnitedHealth, Domino’s Pizza, Carrier and Old Dominion Freight Line, which all faced lower dividend growth predictions.”
Domino's Pizza
Fund coverage · 1 thesis
- KNA Capital Core Equity StrategySeptember 2026
Domino’s Pizza was sold after delivery aggregators eroded its moat and weakened the original thesis.
Read the full thesis
Read every full thesis on Domino's Pizza
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→