DPZ Stock Pops Pre-Market As Domino’s ‘Hungry For More’ Strategy Drives 32nd Straight Year Of International Same-Store Sales Growth

• Domino’s reported a 3.7% year-on-year increase in same-store sales in the U.S. in Q4, while international same-store sales rose 0.7% YoY.
• The firm estimated that it will “meaningfully” increase its market share in the U.S. QSR pizza category in 2026, which is itself continuing to grow.
• Its topline growth during the quarter was driven primarily by higher supply chain revenues, franchise advertising in the U.S., and franchise royalties and fees, the company added.

Domino’s Pizza Inc. (DPZ) shares popped nearly 6% in Monday’s pre-market trade after the company’s fourth-quarter (Q4) results showed the company gained market share in the U.S. thanks to its “Hungry for More” strategy.

Domino’s reported earnings per share (EPS) of $5.35 on revenue of $1.54 billion, compared to estimates of an EPS of $5.38 on revenue of $1.52 billion, according to Stocktwits data.

The company said that its market share in the U.S. increased by another point, keeping it ahead of the Quick Service Restaurant (QSR) pizza category. Domino’s also posted its 32nd consecutive year of same-store sales growth internationally.

“In 2025, we demonstrated that when we execute our Hungry for MORE strategy, it delivers MORE sales, MORE stores, and MORE profits," said Domino's CEO Russell Weiner.

Retail sentiment on Stocktwits around Domino’s Pizza trended in the ‘extremely bullish’ territory at the time of writing.

Domino’s Optimistic Looking Ahead

The company said in its announcement that it is optimistic as it looks ahead to 2026, estimating it will “meaningfully” increase its market share in the U.S. QSR pizza category, which is itself continuing to grow.

“Our value and scale advantages will remain a differentiator, while our new brand campaign and e-commerce site will drive deliciousness and improved experiences,” the company said.

Domino’s reported a 3.7% year-on-year (YoY) increase in same-store sales in the U.S. in Q4, while international same-store sales rose 0.7% YoY.

The company said that its strong Q4 flowed through to increased profits for franchisees. It announced a 15% increase in its quarterly dividend to $1.99 per share, payable to shareholders of record as of March 13, 2026, to be paid on March 30, 2026.

What Drove Domino’s Revenue Growth In Q4?

Domino’s stated that its topline growth of 6.4% YoY during the quarter was driven primarily by higher supply chain revenues, franchise advertising in the U.S., and franchise royalties, as well as fees.

Supply chain revenue growth was boosted by higher order volumes and Domino’s raising food basket pricing for stores.

However, the company also reported a decline in gross margins for company-owned stores, which fell 5.4% YoY in Q4. This was a result of higher insurance costs and higher labor rates, Domino’s said.

DPZ stock is down 8% year-to-date and 18% over the past 12 months.

Also See: Trump Administration Can Replicate Most Of The Tariffs, Says Goldman Sachs Following Supreme Court Rebuke: Report

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