Domino's Q2 FY26: same-store sales stall (U.S. +0.1%, intl -0.1%) as operating income growth slows to 3%

Filed July 20, 2026 · Period ending June 14, 2026 · Compared to 10-Q Jul 21, 2025 · ~2 min read

Key Changes

• high

  U.S. same-store sales growth decelerated sharply to +0.1% from +3.4% prior year, driven by higher transaction counts offset by lower average ticket. International same-store sales turned negative at -0.1% versus +2.4% growth in Q2 FY25, signaling softer demand or competitive pressure.

  MD&A: Same-Store Sales verify on EDGAR →
• high

  Operating income growth slowed to +3% from +14.8% prior year, reflecting the same-store sales deceleration and higher operating costs. U.S. Company-owned store gross margin fell 4.2 percentage points, driven by higher food (+0.8 pp) and labor (+1.0 pp) costs.

  MD&A: Operating Income & Store Margins verify on EDGAR →
• high

  Net store growth accelerated to 209 stores (183 international, 26 U.S.) from 178 prior year, bringing global count to more than 22,500 locations. The company refranchised 77 U.S. stores in Virginia and Michigan for $19.8M proceeds and a $4.1M gain, more than doubling the prior year's 36-store Maryland transaction.

  MD&A: Store Growth & Refranchising verify on EDGAR →