In this photo illustration, a Domino’s pizza sits in a takeout box on July 21, 2025 in Miami, Florida.
Joe Raedle | Getty Images
Domino’s Pizza Shares climbed Monday after the company reported a better-than-expected quarter and outlined ambitious growth plans.
The strong performance came as the pizza chain said it saw increased transactions and better traction among lower-income diners thanks to its value offerings.
The pizza chain reported same-store sales growth of 3.7%, better than the 3.1% expected by Wall Street. Revenue of $1.54 billion was also higher than the $1.52 billion estimated by analysts, at a time when the broader pizza category and the restaurant industry as a whole are facing headwinds.
Domino’s chief executive told CNBC in an interview Monday that the company is in its early stages and aims to double its market share.
“I want people to understand that I think we can double that revenue, and that it’s not a stretch, given our track record and our position in other markets, to think we can do that,” CEO Russell Weiner said.
The quarterly report comes at a time when Domino’s two largest public competitors are struggling. Sales rumors swirl around both Yum the brands Pizza Hut, which recently underwent a strategic review, and Papa John’s.
While shares of Domino’s and Papa John’s have fallen this year, Domino’s stock has fallen about 3.6%, compared to a 13.8% drop for its rival.
Weiner said success came from offering value on Domino’s main menu item. In the past, he called this the center-of-the-plate delivery.
“The only disruption in the pizza category is the disruption we’re causing, right? Is the category still growing 1 has 2 percent [and] we’ve gained 11 points of market share in 11 years,” he said. “Two of our main competitors…the rumor on both is that they’re up for sale. And so if that comes to fruition, we’re in a pretty unique place. »
This quarter’s growth also came from traffic, or a greater number of purchases, rather than ticket or order value – an industry rarity that McDonald’s And Starbucks were also able to achieve. Weiner touted strong spending by low-income consumers, which increased in the fourth quarter and year-over-year.
He calls it “the power of profit.”
“We can maintain this price and make money… why would we want to accept this price? [and] feed fewer consumers, if we can maintain and increase the profitability of our franchisees on this lower price while taking share,” he said.