DOMINOS PIZZA INC Earnings Summary — Q2 FY2026

• Revenue grew 4.3% YoY to $1.19 billion, driven by higher supply chain volumes and franchise royalties.
• U.S. same-store sales growth was marginal at 0.1%, while international same-store sales slightly declined by 0.1% excluding FX impact.
• Global net store count grew by 209 units in the quarter, with significant international expansion (183 stores) and 26 net openings in the U.S.
• Supply chain gross margin improved by 0.2 percentage points due to procurement productivity offset by higher food basket costs (+2.2%).
• Diluted EPS increased 6.8% to $4.07, benefiting from higher net income and aggressive share repurchases ($156.2M in Q2).
• The company's leverage ratio improved to 4.3x from 4.7x in the prior year period.
• Order count growth was achieved in both delivery and carryout segments despite a pressurized U.S. QSR environment.

Management emphasizes that order growth is the primary driver of long-term success, noting that scale and digital loyalty engagement are strengthening the company's competitive 'flywheel'. While broader QSR demand is under pressure, they maintain high conviction in long-term market share gains and store growth potential.

Stable

While same-store sales were relatively flat, the company successfully maintained order growth and improved margins through supply chain efficiencies and share buybacks.

The company remains focused on its 'Fortress' strategy of increasing store density to improve delivery economics and leveraging its tech stack to drive digital sales, which currently account for over 85% of U.S. retail sales.