On the company’s Q4 2025 earnings call, CEO Russell Weiner said Domino’s has the opportunity to double its retail sales over time.
The chain reported 3.7 percent U.S. same-store sales growth in the fourth quarter and 5.5 percent U.S. sales growth for the full year.
Weiner credited a mix of value and menu innovation for the gains. The limited-time “Best Deal Ever” promotion — any pizza with any single topping for $9.99 — drove traffic, as did adding Parmesan Stuffed Crust Pizza to the permanent menu.
Weiner said Domino’s scale and purchasing power have allowed the company to promote value without hurting franchisee profitability. Average U.S. franchisee store-level income rose to $166,000 in 2025, according to the earnings release.
Domino’s has steadily gained market share. Its U.S. store count grew from 6,126 units before the pandemic to 7,186 by late 2025.
Meanwhile, rivals Pizza Hut and Papa Johns have faced declining same-store sales in the U.S., leading to closures.
Weiner pushed back on concerns about the broader pizza category.
“Our competitors’ results are not a reflection of the category’s health or its future potential,” He said. “Their results are a direct reflection of our strength.”
Carryout trumps delivery
Carryout remains Domino’s strongest channel. Comparable carryout sales rose 6.5 percent in the fourth quarter, while delivery comps increased 1.6 percent.
Weiner noted that carryout sales have grown an average of about 10 percent annually since the company began emphasizing the channel in 2010. In 2025, carryout generated roughly $4.4 billion in sales.
“We expect continued growth on aggregator platforms, in particular on DoorDash, where we were not fully rolled out until mid-year 2025,” Weiner said. “We have not yet reached our fair share on either of the major aggregators.”
Loyalty is a growth driver for the brand. Domino’s Rewards reached 37.3 million active users at the end of 2025, up nearly 20 percent since its 2023 relaunch.
“We stated before that our objectives with the loyalty program was definitely to cater much more to the carryout customer and also to attract live users,” Weiner said during the call. “And we just talked about the fact that we’re up 20 percent on the number of customers that have come into our loyalty program. So that becomes an accelerator to this fantastic carryout business that we’re talking about.”
The company also rolled out an updated e-commerce platform in the third quarter of 2025, designed to speed up ordering and checkout.
“When I look at our current market share in comparison to other leaders within QSR, who own 40 percent to 50 percent of their categories, I believe that Domino’s can double our retail sales from where they are today,” Weiner said.
