Can Domino's Robust Same-Store Sales Drive Retail Expansion in 2026?

Domino's Pizza: Same-Store Sales Drive Global Expansion

Domino's Pizza, Inc. (DPZ) continues to fuel its worldwide retail growth by focusing on robust same-store sales. The company prioritizes boosting order numbers, enhancing profitability at the store level, and broadening its network of locations. These strategies help Domino’s reach more customers and increase sales efficiency at existing outlets. Maintaining steady growth in comparable sales remains a key factor in sustaining retail momentum as the company heads into 2026.

During the fourth quarter of 2025, Domino’s demonstrated this momentum with global retail sales rising by 4.9%. This increase was supported by positive comparable sales in both the U.S. and international markets, as well as ongoing expansion of its store footprint. The company’s ability to attract customers through value-driven promotions and new menu items, along with consistent transaction activity, contributed to this growth.

In the United States, retail sales climbed 5.5% in the fourth quarter of 2025, propelled by higher same-store sales and new store launches. Same-store sales advanced 3.7% during the period, thanks to increased order volumes. Promotions like the Best Deal Ever, the debut of a new specialty pizza, and additional demand from aggregator platforms all helped boost transactions. Both delivery and carryout services remained strong, further supporting sales growth.

Internationally, Domino’s also saw gains. Retail sales outside the U.S. grew by 4.5% in the fourth quarter of 2025 (excluding currency fluctuations), driven by the addition of 296 net new stores and a 0.7% rise in same-store sales. Expansion in key international markets and steady customer demand underpinned these results.

Looking forward to 2026, Domino’s anticipates continued positive same-store sales growth internationally, supported by an accelerated pace of new store openings as development picks up across its network. While economic uncertainty and industry competition may pose challenges, the company’s strong comparable sales trends and ongoing expansion are expected to sustain its retail sales trajectory.

Comparing Domino’s to Other Leading Pizza Chains

Domino’s competes in the fast-paced quick-service pizza sector alongside major players like Yum! Brands and Papa John’s International. These companies vie for market share through menu innovation, value deals, digital ordering advancements, and expanding their global presence.

• Yum! Brands leverages its diverse portfolio, including Taco Bell and KFC, to drive system-wide sales growth. The company’s performance is bolstered by new unit openings and positive same-store sales. Investments in digital technology have led to a significant increase in digital transactions, which now make up a large portion of total sales. Yum! Brands also emphasizes menu creativity, value offerings, and expanding its restaurant network to support long-term growth.
• Papa John’s is focusing on operational upgrades and rebranding efforts to enhance its competitive edge. The company is investing in new menu items and expanding its innovation pipeline to attract more customers and boost order frequency. Improvements to its technology platform and loyalty programs aim to deepen digital engagement, while cost-saving measures and targeted changes to its restaurant portfolio are designed to improve profitability and growth prospects.

DPZ: Stock Performance, Valuation, and Analyst Estimates

Over the past six months, Domino’s shares have declined by 13%, in contrast to the industry’s 5.5% gain.

Image Source: Zacks Investment Research

Currently, Domino’s trades at a forward 12-month price-to-earnings ratio of 19.54, which is below the industry average of 24.75.

Image Source: Zacks Investment Research

Analyst expectations for Domino’s 2026 earnings per share have increased over the last month, as illustrated in the following chart.

Image Source: Zacks Investment Research

Domino’s currently holds a Zacks Rank #3 (Hold).

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