Domino’s gets a boost from order count growth in Q2

Domino’s Pizza’s domestic same-store sales stayed positive in the second quarter, up 0.1% year-over-year, despite a tough lap from its DoorDash rollout in 2025 and an increasingly pressured consumer hit by rising gas prices. Revenue also exceeded Wall Street’s expectations, marking a 4.3% increase to $1.19 billion, driven by higher order volumes, a 2.2% increase in food basket pricing, and higher franchise royalty and advertising revenue from store growth.

"In the second quarter, Domino's drove meaningful order count growth," CEO Russell Weiner said in a statement. "I believe order growth is the most important driver of long-term success in our business. In a quarter where the broader U.

S. QSR industry continued to face pressure on consumer demand, Domino's generated order count growth across both our delivery and carryout businesses, bringing millions of new customers to our brand. These new customers strengthen our long-term growth flywheel by engaging with our loyalty program, while their orders power our supply chain business, fuel store growth, and drive market share.”

Weiner, who is retiring from his role on Oct. 1 and will be replaced by current Chief Operating Officer Joe Jordan, said his conviction in the long-term growth potential of Domino’s “remains as strong as ever.” The pizza category overall has been struggling lately, including mass closures at rivals Pizza Hut, Papa Johns, and Papa Murphy’s.

In 2025, it was the only category to experience negative sales, according to Technomic data. Eric Lefebvre, CEO of Papa Murphy’s parent company MTY Food Group, said the category’s challenges are caused by “very little loyalty” in the market and the “consumer will go where the pizza is cheapest at any given time.”

Amid such an environment, Weiner said Domino’s scale and competitive position “have never been stronger.”

“Domino's is uniquely positioned to continue gaining market share and delivering long-term value for shareholders,” he said.

Domino’s revenues in the second quarter were $49.3 million, up 4.3% versus Q2 2025, primarily due to higher supply chain revenues and higher global franchise royalties and advertising revenues. The increase in supply chain revenues was primarily attributable to higher order volumes, as well as an increase in the company's food basket pricing to stores, which increased 2.2% in the second quarter.

Increases in U.S. franchise royalties and advertising revenues were primarily driven by an increase in the average number of U.S. franchise stores open during the period resulting from net store growth during the trailing four quarters. Domino's added a net 209 stores globally during the quarter, including 26 net openings in the U.S. and 183 internationally.

Supply chain gross margin increased 0.2 percentage points in Q2, primarily due to procurement productivity, partially offset by an increase in the company’s food basket costs.

Income from operations increased $5.9 million, or 2.6%, driven by higher U.S. and international franchise royalties and fees and gross margin dollar growth within supply chain. This increase helped generate a 3.6% increase in net income, to $4.7 million.