Domino’s is winning again. The pizza giant just beat Wall Street’s sales estimates for the quarter. In a tough market, that’s big.
People in the U.S. are cutting costs. Prices are high. Many don’t want to spend on expensive dine-outs. But Domino’s found the sweet spot.
The company brought new menu items. One big hit? The parmesan-stuffed crust pizza. It sounds fancy, but it’s value-focused. And that’s what worked. Domino’s also ran more deals under its rewards program.
These simple moves pulled in more value-seeking customers. Even Trump’s changing tariff policies and economic drama couldn’t stop them.
U.S. Sales and Online Growth
Domino’s saw its U.S. same-store sales rise by 3.4%, beating the 2.21% analysts expected. This is its first beat in five quarters.
CEO Russell Weiner said both delivery and carryout orders went up. That helped Domino’s gain more market share.
Another big push came from digital sales. Online orders grew with help from DoorDash. Third-party delivery now makes up about 5% of all sales. That’s double from before.
Matt Goodman, an analyst at M Science, said this DoorDash deal is driving more business online.
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International Sales Also Up
Domino’s didn’t just win at home. International same-store sales went up 2.4%, beating the 1.71% estimate. That’s proof the brand is working worldwide.
Total revenue for the quarter rose 4.3% to $1.15 billion, matching market predictions.
Some Costs Still Bite
It’s not all easy dough. Domino’s had to deal with price hikes. The ingredient packs for U.S. company-owned stores got more expensive.
This cut into profit margins, lowering the gross margin by 2%.
Also, earnings per share came in at $3.81, slightly below the $3.95 expected. But investors didn’t seem to care. Shares jumped nearly 5% in premarket trading.
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