Global Store Growth Continues to Drive Revenue
Domino's added 209 net new stores globally in Q2 FY2026 (26 net U.S. openings and 183 net international openings), bringing total store count to 22,531. Trailing four quarters net store growth reached 995 stores, which management cites as the primary driver of higher franchise royalties, advertising revenue, and supply chain volumes.
Same Store Sales Growth Slowed Versus Prior Year
U.S. same store sales grew only 0.1% in Q2 FY2026, rolling over a 3.4% increase in Q2 FY2025, driven by higher transaction counts offset by lower average ticket. International same store sales (ex-FX) declined 0.1% in Q2 FY2026 versus a 2.4% increase a year ago.
Supply Chain Revenue Growth from Volume and Pricing
Supply chain revenues increased $44.6 million, or 6.5%, in Q2 FY2026, driven by higher order volumes and a 2.2% increase in food basket pricing to stores, which management estimates added approximately $19 million to supply chain revenue in the quarter.