Domino’s (DPZ) posted mixed fourth quarter and fiscal 2025 results as the chain doubles down on growing sales, store count, and profits while consumers home in on value.
The pizza chain posted revenue of $1.54 billion for the fiscal fourth quarter on Monday morning. That was up 6.4% year over year and a tick above the $1.52 billion Wall Street forecast, per Bloomberg consensus data. The bump was driven by higher order volumes and an increase in the company’s food basket pricing to stores.
Adjusted earnings came in at $5.35 per share, just below estimates of $5.37.
CEO Russell Weiner said the chain’s “MORE strategy” delivered higher sales and profits.
He said in the release, “These strong results flowed through to increased franchisee profits, showcasing our ability to drive store level profitability while providing incredible value for our customers.”
US same-store sales grew 3.7%, above the 3.3% jump forecast, while international stores of 0.7% were lower than the expected 1.1% tick up.
Shares in Domino’s rose over 5% at market open Monday, as investors assessed its revenue growth. The stock is down 12% over the past year, compared with the S&P 500’s (^GSPC) 15% gain.
For the fiscal year, revenue came in at $4.9 billion, alongside adjusted earnings of $17.57.
Same-store sales for US stores grew 3%, more than the 2.85% forecast. For the year, international stores’ same-store sales growth missed expectations, rising 1.9% versus the estimated 2.14%.
In 2025, the company added 776 stores, slightly more than the Street anticipated, bringing the total to 22,142 globally.
For the current year, Domino’s said it expects US same-store sales to grow 3% and for international sales to be up between 1% to 2%. The company also expects growth from third-party platforms, such as DoorDash and Uber.
“We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggregators,” Weiner said.