Core Insights - Domino's Pizza, Inc. reported a global retail sales growth of 6.3% for the third quarter of 2025, with U.S. same-store sales growth at 5.2% and international same-store sales growth at 1.7% [1][4] - The company achieved a net store growth of 214, with 29 openings in the U.S. and 185 internationally [1][5] - Income from operations increased by 12.2% to $223.2 million, driven by higher franchise royalties and supply chain gross margin growth [10][5] Financial Performance - Total revenues for the third quarter of 2025 reached $1,147.1 million, a 6.2% increase compared to $1,080.1 million in the same quarter of 2024 [5][10] - Net income decreased by 5.2% to $139.3 million, primarily due to unfavorable changes in unrealized losses related to investments [10][5] - Diluted earnings per share (EPS) were $4.08, down 2.6% from $4.19 in the previous year [10][5] Operational Highlights - The company reported a gross margin of 40.1% for the third quarter, up from 39.2% in the previous year [10][5] - Supply chain gross margin improved by 0.7 percentage points, attributed to procurement productivity [10][5] - Free cash flow increased by 31.8% to $495.6 million, reflecting better operating cash flow and reduced capital expenditures [10][5] Strategic Initiatives - The CEO highlighted the success of the "Hungry for MORE" strategy, which contributed to positive order counts and strong growth in delivery and carryout businesses [2][5] - The company declared a quarterly dividend of $1.74 per share, payable on December 26, 2025 [6] - Share repurchases totaled 165,778 shares for $74.7 million during the third quarter, with a remaining authorization of $539.7 million for future buybacks [7][5] Market Position - Domino's operates over 21,700 stores globally, with a significant portion of U.S. retail sales generated through digital channels [25][5] - The company continues to focus on expanding its market share in the quick-service restaurant (QSR) pizza segment [2][5]
Domino's Pizza® Announces Third Quarter 2025 Financial Results