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Investing.co -- Domino’s Pizza Group PLC on Tuesday reported a 2.1% increase in system sales to £382.7 million for the third quarter of 2025, with like-for-like system sales growing 1.0% despite challenging consumer conditions.
The company maintained its full-year underlying EBITDA guidance of £130-140 million.
Total orders declined 1.5% during the quarter, with delivery orders dropping 3.4% due to weaker consumer sentiment across the quick-service restaurant sector. However, collection orders increased 1.7%, benefiting from a national collection campaign. The company’s shares fell 1.8% following the announcement.
"We have delivered a solid Q3 performance with positive sales and operational momentum despite the continued challenging consumer backdrop," said Andrew Rennie, Chief Executive Officer. "In particular I am really pleased with the initial results from the introduction of our exciting Chick’N’Dip brand."
The company noted that franchisees have implemented tactical price increases alongside targeted value deals to offset higher wages and employee taxation costs. These price adjustments, particularly in delivery, contributed to the order count reduction. Domino’s warned that the tough operating environment is likely to continue impacting order counts into 2026.
New product launches have shown promising results, with the Ultimate Indian Feast pizzas accounting for approximately 7.6% of orders since their September launch. The Chick’N’Dip chicken trial has also performed well in test markets across the North-West of England and Northern Ireland.
Domino’s has opened 18 new stores so far in 2025 and expects to reach the "mid-twenties" by year-end. The company also began construction on a new supply chain center in Avonmouth in September, which will provide increased capacity and efficiency.
The company will host an Investor Day on December 9, where senior management will provide updates on growth opportunities for the core UK and Ireland business.