Domino’s capped a strong year in 2025 with better-than-expected sales and a bigger share of the fast-food pizza market, sending the company’s stock soaring in the process.
The Ann Arbor, Michigan-based pizza chain said that its U.S. same-store sales rose 3.7%, a number that bested analysts’ expectations. CEO Russell Weiner said that the company gained a point of market share over its rivals in the process.
He also bullishly promised more market-share gains in 2026. “It is our expectation that we will meaningfully increase our market share within a U.S. QSR pizza category that continues to grow,” Weiner said in a statement. He cited the company’s new brand campaign and its upgraded ecommerce site, saying they will “drive deliciousness and improved experiences.”
Weiner opened the company’s fourth-quarter earnings call by defending the state of the U.S. fast-food pizza market, arguing that challenges with its competitors are not a reflection of the business overall.
“The category is certainly mature,” Weiner said, noting that the category grows by 1% to 2% per year. “Our competitors’ results are not a reflection of the category’s health or future potential. They’re a direct reflection of our strength.”
The chain’s same-store sales grew in both delivery and carryout.
The numbers sent Domino’s stock soaring 5% in premarket trading on Monday.
Global retail sales grew 4.9% in the quarter to $6.3 billion. The company said that its international same-store sales rose 0.7% in the fourth quarter.
Domino’s added 96 new shops in the quarter and now has 7,186 U.S. locations to go along with 14,956 international units.
Net income at the company rose 7.2% to $181.6 million in the quarter, or $5.35 per share. Revenues rose 6.4% to $91.8 million.
Domestically, Domino’s same-store sales have risen for nine straight quarters, solidifying the chain’s stranglehold on the fast-food pizza business. That has come despite a generally difficult period for the fast-food business, which has lost customers grappling with inflation.
The company accounted for 30% of the fast-food pizza market in 2024, according to data from Restaurant Business sister company Technomic, up from 26% in 2019.
Domino’s launched a new brand campaign, with new pizza box designs, new uniforms, brighter colors and a jingle called “Dommmino’s” recorded by the musician Shaboozey. The company has also aggressively marketed its pizzas using third-party aggregators DoorDash and Uber, though Domino’s delivers the pizzas itself.
Domino's said that it expects same-store sales to rise 3% in 2026.
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