Financial Performance - Domino's reported a mixed quarter with EPS miss but revenues in line [1] - US same store sales came in much better than expected, up 34% [1] Strategic Initiatives - Domino's introduced Parmesan stuffed crust pizza [2] - The company is seeing growth across income cohorts [2] - Domino's is doing well with value competition by discounting the pizza itself [3] - Domino's believes it offers the best deal by providing value on what customers actually want [3][4] - Domino's integrated with DoorDash as of May and expects it to be a tailwind in the back half of the year [5] - Aggregators have a higher income, younger customer base, while Domino's app has a lower income consumer, diversifying the customer base [5] Market Trends - Customers are turning away from fast food to casual dining for a more complete meal experience, even if it's more expensive [4] - Aggregators are here to stay, and Domino's is meeting consumers where they are [5]
Domino's reports mixed earnings results. Here's what the CEO told us
CNBC Televisionยท2025-07-21 16:10