Dominos Pizza Inc

Domino's Pizza delivered a mixed but earnings-positive first quarter for 2025, posting diluted EPS of $4.33 to beat the $4.07 consensus by 6.29%, even as revenue of $1.11 billion came in just shy of the $1.12 billion estimate, a shortfall of 1.09%. Total revenues still grew 2.5% year-over-year, supported by higher U.S. franchise advertising revenues, supply chain pricing gains, and expanding international royalties. The headline earnings strength was driven in large part by an $42.70 million swing in unrealized gains tied to the company's DPC Dash investment, which helped lift net income 18.9% to $149.65 million and pushed free cash flow up 59.1% to $164.40 million. The softer revenue picture reflected a notable domestic stumble, with U.S. same-store sales slipping 0.5% after a strong prior-year comp of 5.6%, a weakness that weighed on investor sentiment and pressured shares in premarket trading. International same-store sales of 3.7% excluding currency effects provided a meaningful counterbalance, underscoring the uneven geographic picture heading into the rest of 2025.