Domino's Pizza (DPZ) is well positioned to accelerate US same-store sales momentum in 2025 through several new initiatives and despite some near-term pressures, including modest expectations for Q4 and Q1 performance, the focus is on long-term growth, UBS Securities said in a note on Friday.
Everyday value promotions, marketing and promotional events such as the $9.99 Any Crust Any Toppings promotion, menu innovations like potential stuffed crust pizza and Mac and Cheese offering, and contributions from third-party delivery platforms could strengthen Domino's same-store sales and increase market share in 2025, the firm added.
Even though near-term trends are expected to be under pressure from industry headwinds and unfavorable comparisons, these initiatives are anticipated to lead to a notable acceleration in sales, according to the note.
"We believe global store development should accelerate over the coming years as major international closures largely enter the rearview, with solid new open demand in the US and key international markets such as India and China, and a recovery from the Middle East conflict impact," UBS said.
UBS has a buy rating on Domino's stock with a $540 price target.
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