A pedestrian walks in front of Domino’s Pizza in San Francisco on December 9, 2025.
Justin Sullivan | Getty Images
domino pizza Shares closed more than 8% lower on Monday after the company announced lower-than-expected U.S. same-store sales growth.
The chain’s domestic same-store sales rose just 0.9%, lower than the 2.3% increase expected by Wall Street analysts, based on estimates from Street Accounts.
“We’re not happy with it,” CEO Russell Weiner told CNBC.
The pizza chain also lowered its full-year U.S. same-store sales forecast to a low-single-digit growth rate, down from previous expectations for U.S. same-store sales to increase 3%.
Weiner said he expects more fast-food chains to report similar headwinds due to weak consumer sentiment, which plummeted in March due to winter weather and soaring fuel prices due to the Iran war.
“One of the bad things about reporting first is you don’t hear about anyone else,” Weiner said.
Domino’s Pizza has kicked off earnings season for the restaurant chain. starbucks I was out on deck after the bell on Tuesday, Chipotle Mexican Grill And the owner of Pizza Hut yum brand The results are expected to be announced on Wednesday. rival papa john’s It is scheduled to report earnings next Thursday.
During the quarter, Domino’s also faced increased competition from rival pizza chains. Papa John’s and Pizza Hut both had promotions in the same price range, matching Domino’s Pizza’s $9.99 “best deal ever.” And Little Caesars ended its $6.99 mix-and-match deal with Domino’s and sold a $5.99 version.
“People saw what we were doing, they were tired of losing share, and they came for it,” Weiner said, adding that Papa John’s and Pizza Hut still expect same-store sales to decline this quarter despite new promotions.
Looking ahead, Weiner expressed confidence that Domino’s Pizza will prove itself in the long run.
“Domino’s has a bigger advertising budget than its two competitors combined,” he said. “And both of those competitors are going to be put up for sale, so we know the current situation is not good.”
Yum announced in November that it was considering strategic options, including selling Pizza Hut. And Papa John’s is reportedly in talks to take the company private with Qatar-backed Irus Capital. Both chains have also announced plans to close hundreds of restaurants this year, a move that could further strengthen Domino’s dominance in the pizza category.
And if either Pizza Hut or Papa John’s goes private, Weiner said the new owners will likely close more stores, which would be a win for Domino’s.
Domino’s Pizza stock lost nearly a third of its value last year. The company’s market capitalization decreased to approximately $11.2 billion.
