During the first quarter, Domino's reported a 1.5% decrease in delivery sales compared to prior periods, while carryout sales rose by 1%. This reflects a growing trend among cost-conscious consumers who are opting for pickup to avoid delivery fees amid rising prices and economic pressures. Despite expectations for a 3% increase in overall sales for the year, company executives warn that ongoing macroeconomic challenges could jeopardize reaching this goal, particularly among low-income consumers who are feeling the squeeze.
"Our delivery business continues to be impacted by macro pressures that are impacting the low-income consumer," Domino's Reddy said.
Customers' reasons to look for value have only increased in 2025, as well as persistently high prices due to inflation.
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