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Berkshire's $1.4B Bet: DPZ Looks Poised to Expand Market Share
Author: Leo Miller. Article Published: 2/24/2026.
Key Points
- Berkshire Hathaway is a huge shareholder of Domino’s Pizza; the company’s expanding market share is almost surely a key reason why.
- Domino’s shares got a solid lift after the company’s last earnings report, music to Warren Buffett’s ears.
- Domino’s not only provides a solid dividend, but has been growing its payment briskly for years.
- Special Report: [Sponsorship-Ad-6-Format3]
While shares of Domino’s Pizza (NASDAQ: DPZ) have underperformed in recent years, the company now has the backing of arguably the most famous investment firm in the world. Domino's isn't a decades-long holding for Warren Buffett's Berkshire Hathaway (NYSE: BRK.B), but it isn't entirely new to the portfolio either. Berkshire first initiated a position in DPZ in Q3 2024, buying 1.28 million shares. As is typical of investors with conviction, Berkshire has added millions more shares since then.
From the beginning of Q3 2024 through late February, Domino's shares have fallen by more than 20%. As of Q4 2025, Berkshire's stake stood at over 3.35 million DPZ shares, an increase of roughly 150% since it first invested. Berkshire now owns just under 10% of Domino's outstanding shares, making it the company's second-largest shareholder. The position represents about 0.5% of Berkshire's total portfolio and is worth nearly $1.4 billion.
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Add yourself to the distribution list here.Berkshire's sizable position and its willingness to buy the dips are clear indications of confidence in Domino's. That makes the stock worth a close look after its latest quarterly report.
DPZ Posts Mixed Q4, Shares Gain
Domino's delivered a Q4 2025 earnings report that impressed investors, sending shares roughly 4% higher.
Revenue came in at $1.54 billion, a little more than a 6% year-over-year increase and above the consensus estimate of $1.52 billion. Adjusted earnings per share rose over 9% to $5.35, narrowly missing the $5.38 consensus.
Looking ahead to 2026, Domino's expects global retail sales to grow about 6%, a modest acceleration from global retail sales growth of 5.4% in 2025.
Market Share Leader with Expansion in Sight
Domino's has the leading U.S. market share among fast-food pizza chains, with Pizza Hut (a Yum! Brands (NYSE: YUM) subsidiary) its largest rival.
Market share is best measured using retail/system sales—total sales across company-owned and franchised stores—rather than reported revenue, since franchisees operate most locations and the parent company only retains a portion of those sales.
In 2024, Domino's generated U.S. retail sales of $9.5 billion, well ahead of Pizza Hut's $5.5 billion in system sales. In 2025, Domino's extended that lead: full-year U.S. retail sales were about $9.95 billion, versus Pizza Hut's roughly $5.11 billion in system sales. Domino's U.S. sales rose 4.7% for the year, while Pizza Hut's fell about 8%.
Meanwhile, Yum! expects to close 250 U.S. Pizza Hut locations in 2026. Domino's plans to open 175 or more new U.S. stores, which should help it continue taking share. Notably, Yum! has launched a "strategic review" of Pizza Hut, a move that often signals concerns about a brand's performance and can sometimes precede a sale or major restructuring.
Domino's scale and system advantages make it difficult for fragmented local competitors to match on price and convenience, reinforcing its durable position in the market.
Prolific Dividend Grower Trading at a Discount
With a strong market position and a weakened top competitor, Berkshire's bullish stance carries weight. The stock looks modestly undervalued, trading at a forward price-to-earnings (P/E) ratio of about 21.5x—roughly 16% below its three-year average forward P/E of 25.7x.
Domino's also offered shareholders income upside. Alongside the earnings release, the company announced a 15% increase to its quarterly dividend, raising it to $1.99. That provides a dividend yield near 2%, well above the S&P 500's roughly 1.1% yield.
Domino's has grown its dividend at an impressive ~18% compound annual rate over the past five years, a pace few large-cap U.S. companies match. The company will pay its next dividend on March 30 to shareholders of record as of the close on March 13.
Costco Wholesale: Buy Now, Get Paid Later as Cash and Returns Build
Author: Thomas Hughes. Article Published: 3/6/2026.
Key Points
- Costco’s bull case rests on steady comp growth, store expansion, and strong operating execution that supports cash flow and returns.
- Strong institutional inflows and analysts’ reaction to fiscal Q2 results reinforce the view that Costco can push back toward record highs.
- The special dividend thesis remains intact, supported by balance sheet strength and Costco’s history of periodic special payouts.
- Special Report: [Sponsorship-Ad-6-Format3]
Costco Wholesale (NASDAQ: COST) presents a buy-now, get-paid-later scenario, with its share price poised to move higher and the special dividend thesis remaining intact.
Shares, up significantly from late-2025 lows, could rise at least another 20% to reach fresh all-time highs — and possibly more given the trends.
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Add yourself to the distribution list here.The trends include sustained growth driven by comparable-store sales and new store openings, plus operational strength, cash flow, capital returns, and positive analyst sentiment.
Bullish Analysts and Institutional Flows Point to Fresh Highs for Costco
Analysts are a key driver of Costco's stock performance because they influence broader market sentiment. The response to Costco's Q2 fiscal year 2026 (FY2026) earnings release was broadly positive, with many analysts reiterating or reaffirming ratings and price targets near the high end of their ranges. As it stands, COST carries a consensus Moderate Buy rating with only about 5% upside relative to the pre-release close; however, the trends point toward a move into the $1,200 region, and other factors support the thesis.
Institutional investors own nearly 70% of Costco and have been net buyers on a trailing-12-month basis, purchasing more than $2 for every $1 sold. Buying accelerated in early Q1 2026 to roughly $4 bought for each $1 sold, giving the stock solid support and a favorable market tailwind. If this trend continues, Costco could retest its all-time highs by early Q2 2026 and trend higher through the year.
Costco Capital Returns and Special Dividends Attract Investor Interest
Capital returns help attract investors. Buybacks have modestly reduced the share count each quarter and year, and the regular dividend is modest but reliable. Costco also tends to pay special dividends every few years and appears well-positioned to do so again. While management has given no indication, the balance sheet resembles prior periods when special distributions — potentially $15 per share or more — were paid.
Costco's balance sheet reflects a strong capital position and healthy cash flow. Q2 FY2026 highlights include a 22% year-to-date (YTD) increase in cash to more than $17.3 billion, higher assets, reduced long-term debt, very low leverage, and equity up about 10%, which supports the stock outlook. All else equal, a 10% rise in equity would typically translate into a roughly 10% increase in market capitalization (and, by extension, share price) versus six months earlier. As of early March, the stock price was relatively flat while the share count edged lower.
Costco Falls After Solid Report, Signs of Acceleration
Costco reported a solid quarter with revenue of $69.6 billion, up 9.1% year over year and leading peers. The top line outperformed MarketBeat's consensus by roughly 40 basis points, driven by new-store sales and comparable-store growth. Comparable-store sales rose 6.7%, led by 7% gains in Canada and international markets; U.S. comps increased 6.4%. Digital comp surged 21.7%, and membership fee revenue climbed 13.6%, suggesting comp growth should continue.
Margins also improved: operating margin rose about 12.5% and net margin increased about 13.8%, reflecting efficiency and favorable mix. GAAP EPS was $4.58, nearly a 14% increase. While Costco does not provide detailed forward guidance, it disclosed February sales that indicate acceleration versus the prior quarter.
The stock's price action was muted after the release. COST slipped roughly 0.5% but remained above key support and consistent with its 2026 rebound. A larger sell-off is possible but unlikely; the more probable outcome is consolidation around early-March levels followed by further gains later in the year, either catalyzed by events or via gradual accumulation of available shares that slowly pushes the price higher.
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