Domino's reported Q1 revenue of $1.19 billion that matched estimates, but EPS missed at $4.07 versus $4.21 expected, marking the third miss in four quarters. U.S. same-store sales rose just 0.1 percent as surging order counts were offset by a sharp drop in average ticket, driven by lapping prior promotions and a failed premium product launch. Management's heavy shift to lower-margin aggregator platforms like DoorDash and Uber is boosting transactions yet pressuring franchisee profitability, prompting trimmed store-opening targets and vague guidance that analysts question given the pattern of underperformance.

Company: Domino's Pizza, Inc. (DPZ) — Q2 FY2026

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