DOMINOS PIZZA INC SEC 10-Q Report

Domino's Pizza Inc., a leading player in the global pizza delivery industry, has released its Form 10-Q report for the third quarter of 2025. The report highlights significant financial and operational achievements, reflecting the company's robust business model and strategic initiatives aimed at driving growth and efficiency.

Financial Highlights

Domino's Pizza Inc. reported a solid financial performance for the third quarter of 2025, showcasing growth in several key metrics:

• Total Revenues: $1,147.1 million, marking a 6.2% increase compared to the third quarter of 2024. This growth was primarily driven by higher supply chain revenues and increased U.S. franchise royalties and fees.
• Gross Margin: $459.9 million, representing 40.1% of total revenues, an 8.5% increase from the previous year. The improvement was mainly due to higher global franchise royalty revenues and gross margin dollar growth within the supply chain.
• Income from Operations: $223.2 million, or 19.5% of total revenues, reflecting a 12.2% increase. This growth underscores the company's enhanced operational efficiency.
• Net Income: $139.3 million, representing 12.1% of total revenues, a slight decrease from $146.9 million in the third quarter of 2024. The decline was attributed to a higher effective tax rate.
• Earnings per Share - Diluted: $4.08, down from $4.19 in the third quarter of 2024, impacted by share repurchases and a higher effective tax rate.

Business Highlights

Domino's Pizza Inc. also reported notable achievements in its business operations during the third quarter of 2025:

• Revenue Segments: The company operates through three main segments: U.S. stores, supply chain, and international franchise. The U.S. stores segment includes both company-owned and franchised stores, while the supply chain segment involves the distribution of food and other products. The international franchise segment covers franchising operations in foreign markets.
• Geographical Performance: U.S. retail sales increased by 7.0%, while international retail sales, excluding foreign currency impact, rose by 5.7%. This growth was driven by same store sales increases of 5.2% in the U.S. and 1.7% internationally.
• Sales Units: The company reported global net store growth of 214 stores, with 29 net new stores in the U.S. and 185 internationally. Over the trailing four quarters, the company achieved a net store growth of 748 stores globally.
• New Product Launches: The introduction of the Parmesan Stuffed Crust contributed to higher customer transaction counts and an increase in average ticket size.
• Operational Excellence: Domino's continues to focus on convenience, consistency, and efficiency, supported by technological innovations and partnerships with Uber Technologies, Inc. and DoorDash, Inc. to enhance ordering access.
• Future Outlook: The company aims to generate more sales, stores, and profits through its 'Hungry for MORE' strategy, which emphasizes delicious food, operational excellence, renowned value, and leveraging best-in-class franchisees. This strategy is expected to drive continued growth in retail sales and store counts.

SEC Filing: DOMINOS PIZZA INC [ DPZ ] - 10-Q - Oct. 14, 2025