Domino’s leans on discounting as same-store sales grow 5.2%

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Domino’s Pizza is pulling multiple value levers in a tough macroeconomic environment, and it appears to be working. The Ann Arbor, Mich.-based pizza chain cited its “Best Deal Ever” promotion as a major driver of U.S. sales growth for the third quarter ended Sept. 7, 2025.

Over the past few months, Domino’s brought back both the Best Deal Ever promotion — offering any pizza with any toppings for $9.99 — and the company’s periodic $6.99 carryout special. CEO Russell Weiner said during Tuesday’s third quarter earnings call that Domino’s ended up extending the Best Deal Ever promotion due to its popularity with guests, which contributed to the 5.2% same-store sales and 6.9% revenue growth for the quarter.

“We ended up doing ‘Best Deal Ever’ longer than we expected because our franchisees called us and told us that it was driving business in their stores,” Weiner said. “It’s just one part of what we have in our arsenal on renowned value, like Boost Weeks, Emergency Pizza, the Carryout Tips, all of these things we come up with that are new every year as a way to reinvent value… Also, the Best Deal Ever is a great price point, but when you talk to customers about being able to build any pizza they want, they think the food tastes even better.”

Weiner added that the complexity of the deal’s execution would not have been possible a few years ago without the operational changes unlocked by the Hungry for More strategy.

Beyond promotional deals, Domino’s also touted the success of the third quarter as the first full period of its complete DoorDash rollout, and the company expects sales on the platform to grow as marketing awareness increases into Q4 2025 and 2026.  

Menu innovation was another success driver for Domino’s in the third quarter, with Parmesan Stuffed Crust Pizza — as well as other new menu items like the garlic and cinnamon Bread Bites flavors — adding new customers and contributing to a favorable product mix.

Looking forward, Domino’s expects U.S. same-store sales growth to be 3% for the year, and 2% internationally, pacing ahead of the rest of the QSR pizza segment, despite the macroeconomic pressures on multiple fronts.

“We are expecting to continue to gain share against the QSR pizza industry,” Domino’s CFO Sandeep Reddy said during Tuesday’s call. “We’ve done so really well so far this year, and we expect to continue to do that in Q4. …Moving forward, we’ll have a whole bunch of stuff going on from the renowned value perspective. So, we just want to make sure that we do all the things that we need to do in terms of initiatives and drivers. We’re excited about our business.”

Domino’s is also looking to expand its store count from 7,090 U.S. stores to 8,500 in the long-term, with 175 stores expected to open in the remainder of the year.  

“Our economics are very compelling, and I think the appetite from franchisees continues to be strong, which is why the pipeline visibility this year is a little bit better than last year at the same time,” Reddy said. “We’ve had long-term targets multiple times over the years, but somehow, they start getting bigger over time. Why? Because … we’ve been taking share consistently with competitive stores closing.”

For the third quarter that ended Sept. 7, Domino’s net income declined 5.2% to $139.3 million, or $4.08 per share, compared to $146.9 million, or $4.19 per share, in the prior-year period. Revenue increased 6.2% to $1.15 billion, compared to $1.1 billion in the same quarter last year.

Domino’s Pizza opened 250 net new stores globally last quarter, for a total of 21,750 locations.

Contact Joanna at joanna.fantozzi@informa.com

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