‘We grew sales across all income cohorts in Q4,’ the pizza chain said, even as competitors struggled with lower-income consumers

Domino’s Pizza is optimistic about its leadership in the pizza and quick-service categories after posting 3.7% same-store sales growth in the fourth quarter ended Dec. 28, 2025.

Russel Weiner, CEO of the Ann Arbor, Mich.-based company, said that even though many other companies have reported spending slowdowns among lower income consumers, Domino’s saw sales growth across all income cohorts last quarter.

The company plans to take advantage of some of the sluggishness of the pizza and broader quick-service categories by aggressively taking more market share in the future.

“There seems to be a narrative out there that pizza is a challenged and declining category, and that is just not true,” Weiner said. “The pizza category is certainly mature, but do not let the challenges at some of our higher profile competitors drive a false narrative. … When I look at our current market share in comparison to other leaders within QSR who own 40 to 50% of their categories, I believe that Domino’s can double our retail sales from where we are today.”

Weiner said that the company is perfecting the balance between consumer value and efficiency-driven franchisee profitability, even though margins declined in the last quarter.

Domino’s continues to push promotions like the semi-regular Boost Weeks and last quarter’s Best Deal Ever promotion, which Weiner said combined dual consumer desires for customization and value. Additionally, with the positive response to the company’s first stuffed crust pizza last year, Domino’s will be moving ahead with “two or more menu innovations” in 2026.

Both the company’s delivery and carryout business were strong throughout 2025, thanks in large part to the bump from third-party aggregator partnerships, though carryout had a higher ticket. However, Domino’s sees more room for growth in the delivery business.

“The way I look at delivery, especially regarding the aggregators, is we’re not at our fair share,” Weiner said. “We do really well on marketplaces, and I think we are growing our delivery business. … The more our delivery business gets more efficient and quicker, the better it is for our business.”

Looking ahead, the company expects 3% same-store sales for 2026 and believes the microenvironment will remain pressured. The company also has a long-term goal of doubling U.S. retail sales and increasing market share.

“Right now, we’re about one in every four pizzas delivered and there’s no reason why we shouldn’t be as big as the other competitors in the category,” Weiner said.

For the fourth quarter ended Dec. 28, Domino’s net income increased 7.2% to $181.6 million, or $5.35 per share, compared to $169.4 million, or $4.89 a share in the prior-year period. Revenues increased 6.4% to $1.56 billion, compared to $1.44 billion in the same quarter last year.

Domino’s opened 392 net new stores globally, for a total of 22,142 locations.

Contact Joanna at joanna.fantozzi@informa.com

Source https://www.nrn.com/quick-service/domino-s-defies-industry-wide-consumer-spending-slowdown-with-3-7-q4-same-store-sales-growth