[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4477 followers Created: 2025-07-21 22:37:49 UTC $DPZ Domino's Pizza, Inc. Earnings Call Key Highlights: (1/2) 🍕 Strong U.S. Sales and Market Share Gains Domino’s delivered positive comps in both delivery and carryout in Q2 2025, outpacing the broader QSR pizza category, which remained flat. U.S. same-store sales rose 3.4%, driven by incremental traffic and higher average tickets, notably due to the successful launch of Parmesan Stuffed Crust. Carryout comps were up 5.8%, marking the highest average carryout orders in company history. Domino’s continued to gain market share, with CEO Russell Weiner noting the company has captured approximately one percentage point of share annually over the past decade. 📦 Parmesan Stuffed Crust Launch Performance Parmesan Stuffed Crust, introduced late Q1, performed above expectations, with high customer satisfaction and strong franchisee execution. The product contributed positively to both traffic and ticket size, priced at a $X upcharge on mix-and-match deals. Domino’s views Stuffed Crust as a long-term menu item rather than a limited-time offering, creating a lasting platform for incremental market share. The medium-sized offering strategically differentiates from competitor offerings, limiting direct price comparisons and protecting margin. 📈 Aggregator Channel Expansion and Growth Prospects Domino’s completed its national rollout with DoorDash in Q2, following the prior Uber Eats launch; DoorDash is expected to drive more volume due to its larger pizza market share. Aggregator-driven delivery showed modest comp benefit in Q2 but is expected to scale significantly in the second half. Management aims to reach Domino’s fair share of aggregator volume, aligning digital aggregator market share with its broader pizza category share. CEO emphasized these are long-term drivers, not temporary comp tailwinds, supporting sustainable growth into 2026 and beyond. 🏪 Franchise System Strength and Refranchising Activity Refranchised XX company-owned stores in Maryland to a long-time Domino’s veteran, reinforcing confidence in franchisee-led growth. Domino’s continues to support unit expansion through refranchising when strategically aligned; new franchisees bring operational experience and brand alignment. U.S. added XX net new stores in Q2, bringing the domestic store count to XXXXX. Franchisee average EBITDA remains strong at ~$162K per store, supporting healthy reinvestment and expansion. 💰 Loyalty Program Performance and Customer Engagement Domino’s Rewards continued to drive carryout traffic and user growth, supporting frequency and retention objectives. Recent redesign targeting light and carryout users is yielding positive results, with an increase in active users and elevated average checks. Management highlighted the loyalty program as a multi-year comp driver and an integral part of the Renowned Value strategy. Rewards redemption structure allows earlier benefit (20–40 points) and drives check add-ons like sides, improving overall ticket. 🌍 International Growth and Strategy Execution International same-store sales grew XXX% in Q2, in line with expectations, and retail sales rose X% (ex-FX), supported by XXX net new store openings. Strength seen in India, Canada, and Mexico, with India noted as a leading example of full execution of the Hungry for MORE strategy. Global macro uncertainty remains a watch item, but no material impacts have been observed to date. Domino’s expects 2025 international net unit growth to remain consistent with 2024, despite DPE-related store closures in Japan earlier in the year. 📊 Q2 Financial Performance and Margin Dynamics Income from operations grew XXXX% ex-FX, aided by U.S. franchise royalty growth, supply chain gross margin improvement, and lower G&A. Reported results included a $3.9M pretax gain from refranchising and minor severance costs; adjusted operating income growth would have been 13.2%. Corporate store margin was flat when adjusted for one-time insurance costs; franchisee EBITDA is tracking to full-year expectations. Company repurchased $150M in shares at an average price of $475, with $614M remaining under authorization.  XXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [dominos](/topic/dominos) [$dpz](/topic/$dpz) [dominos pizza inc](/topic/dominos-pizza-inc) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/LongYield/status/1947425812895920379)
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LongYield @LongYield on x 4477 followers
Created: 2025-07-21 22:37:49 UTC
$DPZ Domino's Pizza, Inc. Earnings Call Key Highlights: (1/2)
🍕 Strong U.S. Sales and Market Share Gains
Domino’s delivered positive comps in both delivery and carryout in Q2 2025, outpacing the broader QSR pizza category, which remained flat.
U.S. same-store sales rose 3.4%, driven by incremental traffic and higher average tickets, notably due to the successful launch of Parmesan Stuffed Crust.
Carryout comps were up 5.8%, marking the highest average carryout orders in company history.
Domino’s continued to gain market share, with CEO Russell Weiner noting the company has captured approximately one percentage point of share annually over the past decade.
📦 Parmesan Stuffed Crust Launch Performance
Parmesan Stuffed Crust, introduced late Q1, performed above expectations, with high customer satisfaction and strong franchisee execution.
The product contributed positively to both traffic and ticket size, priced at a $X upcharge on mix-and-match deals.
Domino’s views Stuffed Crust as a long-term menu item rather than a limited-time offering, creating a lasting platform for incremental market share.
The medium-sized offering strategically differentiates from competitor offerings, limiting direct price comparisons and protecting margin.
📈 Aggregator Channel Expansion and Growth Prospects
Domino’s completed its national rollout with DoorDash in Q2, following the prior Uber Eats launch; DoorDash is expected to drive more volume due to its larger pizza market share.
Aggregator-driven delivery showed modest comp benefit in Q2 but is expected to scale significantly in the second half.
Management aims to reach Domino’s fair share of aggregator volume, aligning digital aggregator market share with its broader pizza category share.
CEO emphasized these are long-term drivers, not temporary comp tailwinds, supporting sustainable growth into 2026 and beyond.
🏪 Franchise System Strength and Refranchising Activity
Refranchised XX company-owned stores in Maryland to a long-time Domino’s veteran, reinforcing confidence in franchisee-led growth.
Domino’s continues to support unit expansion through refranchising when strategically aligned; new franchisees bring operational experience and brand alignment.
U.S. added XX net new stores in Q2, bringing the domestic store count to XXXXX.
Franchisee average EBITDA remains strong at ~$162K per store, supporting healthy reinvestment and expansion.
💰 Loyalty Program Performance and Customer Engagement
Domino’s Rewards continued to drive carryout traffic and user growth, supporting frequency and retention objectives.
Recent redesign targeting light and carryout users is yielding positive results, with an increase in active users and elevated average checks.
Management highlighted the loyalty program as a multi-year comp driver and an integral part of the Renowned Value strategy.
Rewards redemption structure allows earlier benefit (20–40 points) and drives check add-ons like sides, improving overall ticket.
🌍 International Growth and Strategy Execution
International same-store sales grew XXX% in Q2, in line with expectations, and retail sales rose X% (ex-FX), supported by XXX net new store openings.
Strength seen in India, Canada, and Mexico, with India noted as a leading example of full execution of the Hungry for MORE strategy.
Global macro uncertainty remains a watch item, but no material impacts have been observed to date.
Domino’s expects 2025 international net unit growth to remain consistent with 2024, despite DPE-related store closures in Japan earlier in the year.
📊 Q2 Financial Performance and Margin Dynamics
Income from operations grew XXXX% ex-FX, aided by U.S. franchise royalty growth, supply chain gross margin improvement, and lower G&A.
Reported results included a $3.9M pretax gain from refranchising and minor severance costs; adjusted operating income growth would have been 13.2%.
Corporate store margin was flat when adjusted for one-time insurance costs; franchisee EBITDA is tracking to full-year expectations.
Company repurchased $150M in shares at an average price of $475, with $614M remaining under authorization.
XXX engagements
Related Topics quarterly earnings dominos $dpz dominos pizza inc stocks consumer cyclical