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What factors drove the changes in Domino'S Pizza's revenue and profit?

- **U.S. Growth Momentum**: 7% retail sales growth driven by 5.2% SSS, with Best Deal Ever and Stuffed Crust leading the way.
- **Sustained Franchisee Profitability**: Promotions extended due to franchisee demand, with 8.7% carryout SSS and 2.5% delivery SSS growth.
- **Digital & Brand Innovation**: New website/app launch, brand refresh campaign, and loyalty program expansion to drive frequency.
- **Macro Resilience**: 2025 U.S. SSS target of 3% maintained despite Q4 macro challenges, with intl SSS expected 1-2%.

**【CEO Summary Section】**
- **Q3 Revenue Growth**: U.S. retail sales grew 7% year-over-year, driven by 5.2% same-store sales (SSS) growth, with Best Deal Ever and Parmesan Stuffed Crust as key contributors.
- **Promotional Success**: Best Deal Ever extended due to franchisee demand, with 8.7% carryout SSS growth and 2.5% delivery SSS growth. New Bread Bites flavors and DoorDash rollout added incremental sales.
- **Strategic Initiatives**: Launch of new website/mobile app, brand refresh campaign, and loyalty program expansion to drive frequency and market share.
- **Long-Term Vision**: Targeting 3% U.S. SSS growth in 2026+ through sustained value promotions, aggregator growth, and menu innovation.

**【CFO Financial Commentary】**
- **Financial Highlights**: Global retail sales +6.3% YoY (U.S. +7%, intl +5.7%), operating income +11.8% YoY (ex FX). U.S. franchise royalties up due to SSS growth and supply chain margin expansion.
- **Economic Resilience**: Average ticket +1.3% from pricing and Stuffed Crust, offset by lower carryout mix. Franchisee profitability maintained despite macro challenges.
- **Balance Sheet**: Refinanced $1B debt at 5.1% interest rate, with $75M share buybacks in Q3. 2025 outlook: U.S. SSS 3%, intl SSS 1-2%, operating income +8% (ex FX).
- **Macro Considerations**: Q4 facing tougher comp vs. 2024, but confident in initiatives to maintain share against QSR pizza category (+1% YoY).

Domino's Pizza, Inc. (DPZ) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DPZ

DPZ fundamentals

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