US markets | Domino’s shares rise 5% as US sales exceed expectations

Domino’s Pizza on Monday beat Wall Street estimates for fourth-quarter U.S. same-store sales as value-driven promotions and new menu items fueled demand, sending the pizza chain’s shares up about 5% in early trading.The pizza chain joined fast-food rivals such as hamburger giant McDonald’s and Taco Bell parent Yum Brands, which have also launched value meals to attract budget-conscious customers struggling with rising prices for daily essentials, including groceries and other food items.

Domino’s is offering more promotions to attract customers, including the relaunch of the “Best Deal Ever” for $9.99, as well as the introduction of fresh flavors and new menu items such as Parmesan and Stuffed Crust Pizza.

Quarterly U.S. same-store sales rose 3.7%, beating analyst estimates of 3.47%, according to data compiled by LSEG. The company now expects U.S. same-store sales to grow 3% in fiscal 2026, similar to last year, with growth higher in the first half than in the second.

“Domino’s continues to steal market share in the U.S. pizza category,” said Ari Felhandler, an analyst at Morningstar.

The company is well positioned to win over consumers with its value menu, digital growth and faster delivery, he added.

Domino’s also benefited from partnerships with online food delivery companies like DoorDash, allowing the pizza chain to expand its reach. CEO Russell Weiner said Domino’s expects to significantly increase its market share within the quick-service restaurant pizza category in the U.S. this year. Meanwhile, international same-store sales rose 0.7%, missing estimates of a 1.03% increase due to tepid demand and fierce competition in regions such as Australia and Japan. McDonald’s and Yum Brands also posted optimistic quarterly sales, while luxury chains like Chipotle Mexican Grill struggled with weak demand.

Domino’s diluted quarterly earnings per share of $5.35 rose from $4.89 a year ago, but missed estimates of $5.37.