Domino’s earnings show it’s ‘just not true’ that people are eating less pizza

MarketWatch

by Tomi Kilgore

February 23, 2026

AI-Generated Deep Dive Summary

Domino’s Pizza reported strong earnings, with its stock rallying after a sales beat that highlighted the resilience of the quick-service pizza market. Despite challenges faced by competitors, Domino’s demonstrated robust performance, driven by solid same-store sales growth and higher customer satisfaction. The company also announced a 15% increase in its dividend, signaling confidence in its future prospects. In his earnings call, CEO Russell Weiner acknowledged that while the pizza restaurant category is mature, it has maintained steady growth rates of 1% to 2% annually since before the pandemic. This growth is expected to continue in 2026, countering claims that the market is declining. Weiner suggested that Domino’s success reflects the overall health of the quick-service pizza industry, which has remained stable despite broader economic conditions. Domino’s performance stands out against competitors who have reported weaker sales. The company attributes its success to strategic initiatives such as improved customer experience, menu innovation, and strong digital ordering capabilities. These factors have helped Domino’s maintain its position as a leader in the pizza market, further solidifying its outlook for sustained growth. For investors, this news underscores the potential stability and profitability of the quick-service restaurant sector. Domino’s ability to outperform while others struggle highlights the importance of adaptability and innovation in maintaining market share. The company’s strong financial results and optimistic projections suggest that the pizza industry remains a viable investment opportunity despite broader economic uncertainties.

Verticals

financemarkets

Originally published on MarketWatch on 2/23/2026