Domino's Pizza Reports Q3 Revenue of $1.19 Billion, Net Income of $152.2 Million

Domino's Pizza, Inc. reported its financial results for the third quarter and three fiscal quarters ended September 6, 2026, revealing a total revenue of $1.19 billion for the quarter, a 3.4% increase from $1.15 billion in the same period last year. For the three fiscal quarters, revenue rose to $3.53 billion, up 3.7% from $3.40 billion in the prior year. The company's net income for the third quarter was $152.2 million, or $4.61 per share, compared to $139.3 million, or $4.11 per share, in the same quarter of 2025. Year-to-date net income reached $427.7 million, slightly up from $420.1 million in the previous year.

The financial performance reflects a notable decline in revenues from U.S. Company-owned stores, which fell by 25.8% to $61.4 million in the third quarter, attributed to the refranchising of certain stores. Conversely, U.S. franchise royalties and fees increased by 5.4% to $165.6 million, driven by a higher average number of franchised stores. Supply chain revenues also saw a significant increase of 7.1%, totaling $746.2 million, primarily due to higher order volumes and increased food basket pricing.

Operationally, Domino's continued to expand its footprint, achieving a global net store growth of 175 stores in the third quarter, including 26 in the U.S. and 149 internationally. The company now operates over 22,700 locations across more than 90 markets. Same-store sales in the U.S. increased by 0.3%, while international same-store sales rose by 0.2%, excluding foreign currency impacts. The company reported a total of 564 net store openings for the three fiscal quarters, with 71 in the U.S. and 493 internationally.

In terms of strategic developments, Domino's refranchised 77 U.S. Company-owned stores in Virginia and Michigan during the second quarter, generating proceeds of $19.8 million and a pre-tax refranchising gain of $3.9 million. The company also sold its fully depreciated corporate aircraft for a pre-tax gain of $7.8 million. As of September 6, 2026, Domino's had approximately $4.89 billion in long-term debt, with $1.33 billion classified as current liabilities. The company has a share repurchase program with $1.15 billion remaining for future purchases.

Looking ahead, Domino's remains focused on its "Hungry for MORE" strategy, which aims to drive sales, store growth, and profitability. The company anticipates continued growth in both U.S. and international markets, supported by its franchise model and operational efficiencies. However, it acknowledges potential risks, including economic conditions, labor costs, and competition, which could impact future performance.