Domino’s Pizza exceeded Wall Street expectations for fourth-quarter U.S. same-store sales, buoyed by aggressive value promotions and new menu launches that resonated with cost-conscious consumers.
Shares of the pizza chain rose about 5% in early trading after the company reported a 3.7% increase in U.S. same-store sales, surpassing analysts’ estimates of 3.47%, according to LSEG data. The performance reflects a broader trend across the quick-service restaurant (QSR) sector, where brands are leaning heavily on value offerings to attract customers facing higher everyday expenses.
Domino’s has relaunched its “Best Deal Ever” promotion at $9.99 and introduced new items such as Parmesan-stuffed crust pizza to stimulate demand. The strategy mirrors moves by rivals including McDonald’s and Yum Brands, which have also rolled out value meals to capture budget-conscious diners.
Analysts noted that Domino’s continues to gain share within the U.S. pizza category. Ari Felhandler of Morningstar said the company is well positioned to win customers through its value-driven menu, strong digital capabilities and efficient delivery network. The chain’s partnership with DoorDash has further expanded its customer reach.
Chief Executive Russell Weiner said the company expects to meaningfully increase its market share within the U.S. QSR pizza segment this year. Domino’s projects U.S. same-store sales growth of around 3% in fiscal 2026, similar to last year, with stronger growth anticipated in the first half.
Internationally, however, same-store sales rose 0.7%, missing estimates of a 1.03% increase amid softer demand and heightened competition in markets such as Australia and Japan.
On the earnings front, quarterly diluted earnings per share rose to $5.35 from $4.89 a year earlier, narrowly missing analysts’ expectations of $5.37.
