This photo illustration depicts a Domino’s Pizza in a takeout box on July 21, 2025 in Miami, Florida.
Joe Radle | Getty Images
domino pizza Shares rose on Monday after the company posted a better-than-expected quarter and laid out ambitious growth plans.
The strong performance comes as the pizza chain said its value products have increased business and improved traction among lower-income customers.
The pizza chain reported a 3.7% increase in same-store sales, beating Wall Street’s 3.1% estimate. Sales of $1.54 billion also beat analysts’ expectations of $1.52 billion, even as the broader pizza category and restaurant industry as a whole face headwinds.
Domino’s Pizza’s CEO said in an interview with CNBC on Monday that the company is really just getting started and aims to double its market share.
“What I want people to understand is that we think we can double this business, and given our track record and what’s going on in other markets, it’s no wonder we think we can do it,” CEO Russell Weiner said.
The quarterly report comes at a time when Domino’s Pizza’s two biggest competitors are struggling. Rumors of sales are circulating both. Yum Brands Pizza Hut, which recently completed a strategic review, and papa john’s.
Shares of Domino’s Pizza and Papa John’s have fallen this year, but Domino’s is down about 3.6%, while its rival’s is down 13.8%.
Weiner said the success came from delivering value on Domino’s core menu items. Previously, we called this the center of the plate discount.
“The only disruption in the pizza category is the disruption we’re causing, right? Is the category still growing 1-2% (and) we’re up 11 share points in 11 years,” he said. “Two of our major competitors are rumored to be up for sale, so if that were to happen, we would be in a very unique position.”
This quarter’s growth was also driven by increased traffic and purchases, rather than ticket or order value, which is unusual in the industry. mcdonalds and starbucks was also achieved. Weiner highlighted strong spending among low-income consumers, which grew in the fourth quarter and for the year.
He calls it “profit power.”
“We can maintain these prices and make a profit…If we can maintain and grow our franchisees’ profitability and still gain share at these low prices, why lower prices (and) feed the consumer less?” he said.
