Just a reminder:
This is not @Verneri_Pulkkinen’s pirkkapitseria ky, but this is the real Domino’s Pizza chain.
Domino’s had a strong quarter, e.g., US sales really took off, and the “Hungry for More” strategy seems to be working. Stuffed crust pizza and discount campaigns brought in new customers, and market share was significantly gained from competitors.
Earnings were weaker in the headlines
one-off item
Net income decreased $7.6 million, or 5.2%, in the third quarter of 2025 as compared to the third quarter of 2024, primarily due to an unfavorable change of $29.2 million in the pre-tax unrealized losses and gains associated with the Company’s investment in DPC Dash Ltd. To a lesser extent, an increase in the provision for income taxes also contributed to the decrease in net income. The effective tax rate increased to 22.3% in the third quarter of 2025 as compared to 20.4% in the third quarter of 2024 resulting in an increase in the provision for income taxes of $2.2 million. These decreases were partially offset by higher income from operations as discussed above
due to, but the core business is doing great. Both pickup and delivery performed well, although international growth was still sluggish. People are now waiting to see if the company will soon update its outlook upwards.
https://x.com/earnings_guy/status/1978039447053541728
Company’s Own Materials
