Core Insights - Domino's Pizza reported modest misses on revenue and earnings per share for Q2 2025, with revenue at $1,145.1 million, slightly below analyst estimates, and diluted EPS at $3.81, missing the consensus estimate of $3.94 [1][5] Financial Performance - Revenue for Q2 2025 was $1.15 billion, a 4.3% increase from $1.10 billion in Q2 2024 [2] - Diluted EPS was $3.81, down 5.5% from $4.03 a year ago [2] - Income from operations rose to $225.0 million, a 14.8% increase from $196.1 million in the previous year [2] - Net income decreased to $131.1 million, down 7.7% from $141.98 million in Q2 2024 [2] - Global retail sales growth (excluding foreign exchange) was 5.6%, a decline of 1.6 percentage points from 7.2% in the prior year [2] Operational Highlights - Same store sales in the U.S. increased by 3.4%, below the 4.8% gain from the previous year, while international same store sales grew by 2.4% [6] - The U.S. store base expanded by 30 net units, and international operations added 148 net stores [6] - The company completed the roll-out on DoorDash and Uber Eats, enhancing delivery volumes [7] Strategic Focus - The company is focusing on expanding digital platforms, which now account for over 85% of U.S. retail sales, and menu innovation [4] - Key success factors include maintaining supply chain quality, rapid global store growth, and technological innovations [4] - Menu innovation includes the introduction of the Parmesan Stuffed Crust pizza, aimed at increasing average order value [11] Shareholder Returns - The company repurchased 315,696 shares for a total of $150 million and declared a quarterly dividend of $1.74 per share [10] Future Outlook - Management expects U.S. same store sales to rise by 3% in the second half of the year, with international same store sales growth projected between 1% and 2% [13] - Net domestic unit growth is targeted at approximately 175 stores, with an operating profit growth target of about 8% [13] - Leadership maintained a measured view on forward-looking targets amid ongoing food cost inflation and competitive pricing activity [14]