Domino’s posted another quarter of genuine outperformance Monday, $1.54 billion in revenue, U.S. same-store sales up 3.7%, 392 net new stores globally, while the rest of the restaurant sector continues its two-year group therapy session about the American consumer. The stock jumped 4.4% in premarket. CEO Russell Weiner declared victory on the “Hungry for MORE strategy,” which sounds like something a youth soccer coach prints on a banner.
When inflation tightens wallets, a $9.99 large pizza doesn’t feel like a compromise so much as the only adult decision you made all week. Domino’s “Best Deal Ever” promotion drove comparable sales through the back half of 2025 while “chef-driven” fast-casual concepts were busy explaining to investors why $22 slop bowls are actually a bargain. Spoiler: consumers disagreed.
Meanwhile, the competitive carnage is worth pausing on. Domino’s gained another point of U.S. pizza market share last year. Papa John’s stock is down 35% over the past twelve months. Domino’s is down 19%, which, in this economy, is practically a ticker-tape parade.
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The stock sitting near two-year lows despite the operational outperformance is also a story. Investors aren’t grading on execution right now; they’re grading on macro vibes, and those vibes remain unsettled. The company skipped detailed 2026 guidance, the board sweetened the quarterly dividend 15% to $1.99 per share, and Weiner promised that “value and scale advantages will remain a differentiator.” Translation: we’re winning, we’re just not totally sure for how long.
Watch whether the $9.99 price point quietly becomes a permanent ceiling. Discounts are very easy to launch and extraordinarily painful to take back.
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