Growth OutlookThe meeting reinforces confidence in DPZ's growth outlook, and with the stock down an outsized ~19% over the last month and expectations reset lower, DPZ offers a favorable setup into 2H/2025.
Market ShareDomino's is executing its domestic strategy brilliantly, gaining market share and driving traffic with all income groups, while the broader industry is struggling.
Sales TrendsSales trends remain strong and the ~5% comp was mostly traffic driven and comes in a 2Q when most QSR peers likely print results in the -1% to +2% range in the US.