Domino's Pizza® Announces Fourth Quarter and Fiscal 2025 Financial Results

Core Insights - Domino's Pizza reported a global retail sales growth of 4.9% for Q4 and 5.4% for fiscal 2025, with U.S. same-store sales growth of 3.7% for Q4 and 3.0% for the fiscal year [1][2] - The company achieved a net store growth of 392 in Q4 and 776 for fiscal 2025, indicating strong expansion [1] - The Board of Directors approved a 15% increase in the quarterly dividend to $1.99 per share, reflecting confidence in financial performance [1][2] Financial Performance - Total revenues for Q4 reached $1,535.7 million, a 6.4% increase from $1,443.9 million in Q4 2024; fiscal 2025 revenues were $4,940.0 million, up 5.0% from $4,706.4 million [1][2] - Income from operations increased by 8.0% in Q4 to $295.7 million and by 8.5% for the fiscal year to $954.0 million [1][2] - Net income for Q4 was $181.6 million, a 7.2% increase from $169.4 million in Q4 2024; fiscal 2025 net income was $601.7 million, up 3.0% from $584.2 million [1][2] Operational Highlights - U.S. Company-owned store gross margin decreased by 5.4 percentage points in Q4, primarily due to higher insurance costs and labor rates [2] - Supply chain gross margin increased by 0.1 percentage points in Q4, attributed to procurement productivity [2] - The effective tax rate decreased to 21.2% in Q4 2025 from 23.3% in Q4 2024, contributing to the increase in net income [2] Shareholder Returns - The company repurchased 188,526 shares for $80.0 million in Q4 and a total of 785,280 shares for $354.7 million in fiscal 2025 [2] - The remaining authorized amount for share repurchases as of December 28, 2025, was $459.7 million [2] Market Position - Domino's has maintained a strong market share in the U.S. QSR pizza category, gaining another point of market share in 2025 [1] - The company has achieved 32 consecutive years of same-store sales growth in its international business [1]