DPZ 最新10-Q变化
将 DPZ 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-10-13 与上一份 10-Q · 2026-07-20
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +6 | −6 | ~45 | 27 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −2 | ~2 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +2 | −3 | ~1 | 2 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-10-13
Revenues from U.S. franchise advertising decreased $3.0 million, or 2.3%, in the third quarter of 2026 primarily due to an increase in advertising incentives related to certain brand promotions, partially offset by an increase in the average number of U.S. franchised stores open during the period pr…
Labor costs increased 0.6 percentage points to 31.5% in the third quarter of 2026 and increased 1.0 percentage point to 31.9% in the three fiscal quarters of 2026, each driven by higher wage rates.
Labor costs decreased 0.5 percentage points to 8.4% in the third quarter of 2026 and decreased 0.2 percentage points to 8.7% in the three fiscal quarters of 2026, each primarily due to higher sales leverage and labor efficiency.
Provision for income taxes increased $3.3 million, or 2.8%, in the three fiscal quarters of 2026 due to higher income before provision for income taxes, as well as a higher effective tax rate. The effective tax rate increased to 22.4% during the three fiscal quarters of 2026 compared to 22.2% in the…
The legal final maturity dates of the 2018 9.25-Year Notes and the 2017 Ten-Year Notes are July 2048 and October 2047, respectively. However, the anticipated repayment date for the 2018 9.25-Year Notes and the 2017 Ten-Year Notes is July 2027, and accordingly, the outstanding principal amounts for t…
相对上期删除的文字 · 来源:10-Q · 2026-07-20
Revenues from U.S. franchise advertising increased $2.7 million, or 2.0%, in the second quarter of 2026, and increased $9.3 million, or 3.6%, in the two fiscal quarters of 2026, primarily due to an increase in the average number of U.S. franchised stores open during the period resulting from net sto…
Labor costs increased 1.0 percentage point to 30.9% in the second quarter of 2026 and increased 1.2 percentage points to 32.1% in the two fiscal quarters of 2026, each driven by higher wage rates.
Labor costs were flat at 8.7% in the second quarter of 2026 and decreased 0.1 percentage points to 8.9% in the two fiscal quarters of 2026.
Provision for income taxes increased $0.3 million, or 0.4%, in the two fiscal quarters of 2026 due to a higher effective tax rate, partially offset by lower income before provision for income taxes. The effective tax rate increased to 22.6% during the two fiscal quarters of 2026 as compared to 22.2%…
The anticipated repayment date for the 2018 9.25-Year Notes and the 2017 Ten-Year Notes is July 2027. The Company expects to refinance the 2018 9.25-Year Notes and the 2017 Ten-Year Notes prior to the anticipated repayment date. If the Company does not refinance the 2018 9.25-Year Notes and the 2017…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-10-13
Our fixed-rate debt exposes us to changes in market interest rates reflected in the fair value of the debt and to the risk that the Company may need to refinance maturing debt with new debt at a higher rate. As of September 6, 2026, we had approximately $1.32 billion of debt classified as current as…
We have exposure to various foreign currency exchange rate fluctuations for revenues generated by our operations outside the U.S., which can adversely impact our net income and cash flows. Approximately 7.1% of our total revenues in the third quarter of 2026, approximately 7.0% of our total revenues…
相对上期删除的文字 · 来源:10-Q · 2026-07-20
Our fixed-rate debt exposes us to changes in market interest rates reflected in the fair value of the debt and to the risk that the Company may need to refinance maturing debt with new debt at a higher rate.
We have exposure to various foreign currency exchange rate fluctuations for revenues generated by our operations outside the U.S., which can adversely impact our net income and cash flows. Approximately 6.8% of our total revenues in the second quarter of 2026, approximately 7.0% of our total revenue…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-13
Joseph H. Jordan, then our Chief Operating Officer and President – U.S., adopted a new Rule 10b5-1 trading arrangement on July 29, 2026. The plan’s maximum duration is until July 20, 2027, and first trades will not occur until November 9, 2026 at the earliest. The trading plan, which is subject to c…
The Rule 10b5-1 trading arrangement described above was adopted and precleared in accordance with Domino’s Insider Trading Policy and actual sale transactions made pursuant to such trading arrangement will be disclosed publicly in future Section 16 filings with the SEC.
相对上期删除的文字 · 来源:10-Q · 2026-07-20
Sandeep Reddy, our Executive Vice President, Chief Financial Officer, adopted a new Rule 10b5-1 trading arrangement on May 27, 2026. The plan’s maximum duration is until March 12, 2027, and first trades will not occur until March 10, 2027 at the earliest. The trading plan, which is subject to certai…
Cynthia A. Headen, our Executive Vice President, Chief Supply Chain Officer, adopted a new Rule 10b5-1 trading arrangement on May 27, 2026. The plan’s maximum duration is until August 27, 2027, and first trades will not occur until August 31, 2026 at the earliest. The trading plan, which is subject …
The Rule 10b5-1 trading arrangements described above were adopted and precleared in accordance with Domino’s Insider Trading Policy and actual sale transactions made pursuant to such trading arrangements will be disclosed publicly in future Section 16 filings with the SEC.
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议