Domino's Pizza beats Q3 revenue estimates driven by promotions and strength in supply chain

Overview

• Domino's Pizza Q3 2025 revenue of $1.147 bln beats analyst expectations

• Income from operations rose 12.2%, driven by higher U.S. franchise royalties and fees

• Net income fell 5.2% due to investment losses and higher tax provisions

Outlook

• Domino's did not provide specific financial guidance for future periods

Result Drivers

• PROMOTIONS AND INNOVATIONS - U.S. same-store sales growth driven by Best Deal Ever promotion and stuffed crust pizza innovation

• SUPPLY CHAIN REVENUE - Revenue growth attributed to higher supply chain revenues and increased food basket pricing

• INCOME FROM OPERATIONS - Increase driven by higher U.S. franchise royalties and supply chain gross margin

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", 12 "hold" and 3 "sell" or "strong sell"

• The average consensus recommendation for the restaurants & bars peer group is "buy"

• Wall Street's median 12-month price target for Domino's Pizza Inc is $520.00, about 21.5% above its October 13 closing price of $408.26

• The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release:

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.