Dive Brief:
- Domino’s posted U.S. same-store sales growth of 3.4% in the U.S. during the second quarter, according to an earnings release.
- Both delivery and carryout sales grew during the quarter and the chain is now fully rolled out with DoorDash and Uber Eats, Domino’s CEO Russell Weiner said in a statement.
- This momentum contrasts a same-store sales dip of 0.5% during the first quarter, which was driven by negative traffic and a slight decline in its sales mix. During that period, Domino’s posted higher carryout sales that typically have a lower ticket than delivery, according to a Q1 2025 earnings call.
Dive Insight:
Domino’s strong quarterly sales could indicate a return of positive momentum in the QSR pizza delivery segment. During the first quarter, all of the top three pizza delivery chains delivered negative same-store sales results. Domino’s has several sales drivers in the works including the addition of its Parmesan Stuffed Crust pizza, growth in third-party aggregator marketplaces and ongoing value propositions and promotions.
During a Monday call with investors, Weiner said the chain’s rollout of DoorDash went “extremely well” as Domino’s learned from its previous launch of Uber Eats. The company completed its rollout with DoorDash nationwide by the end of the second quarter.
Domino’s is now beginning to market on the platform “with investments coming on both sides.” The company expects sales from DoorDash to impact the second half of the year.
Domino's U.S. same-store sales
Delivery same-store sales also were up 1.5% during the quarter, CFO Sandeep Reddy said during the call. This reversed a trend of negative comps across several quarters in this channel. This sales momentum could grow more as Domino’s gains additional market share on Uber Eats and DoorDash as awareness grows.
“We think we should have our fair share on these platforms and so that means we’ve got a lot to go on DoorDash, and we’ve got more to go on Uber,” Weiner said. “We’re going to continue to grow market share over the next few years, so that number is always going to increase. I don’t think it’s far-fetched to say that we should have the same or similar market share on aggregators as we do outside.”
Weiner previously said the company believes that third-party delivery could become a $1 billion sales driver for the chain.
Weiner also credited the launch of Parmesan Stuffed Crust pizza as helping drive sales during the quarter. The additional crust type added an area of differentiation compared to competitors, allowing it to take market share from other QSR pizza chains.
“It’s delivering incremental new customers to Domino’s,” Weiner said. “Most importantly, our teams are executing this more complex product extremely well. This is proof that the training investments we made ahead of this launch paid off. … Consumer input we’ve gotten is better than any product that I can remember.”
The addition of stuffed crust also helps drive higher tickets since it costs $4 to upgrade under the Mix-and-Match category, which is driving profitability, Weiner said.
“With what we believe are best-in-class unit economics, the largest advertising budget, a robust supply chain, and a rewards program that is bigger than ever, our business is well-positioned,” Weiner said in a statement. “We’ve never had more tools to drive long-term value creation for our franchisees and shareholders.”
