Episode Details

Domino's Q1 2026 earnings revealed stalling domestic growth, but the pizza giant is deploying a ruthless combination of margin warfare and internal tech to crush the competition.

In ~10 minutes:

• How new AI agents literally "hold" your pizza to solve driver shortages.

• Why the CEO is publicly cheering on 450 rival store closures.

• A $30M unrealized loss in China that gutted the company's bottom line.

• How the $7.8M sale of an old corporate jet artificially padded margins.

While the CFO formally lowered full-year guidance to "low single digits," CEO Russell Weiner explicitly overrode him on the call, demanding the company hit a 3% quota anyway. We break down the tense internal dynamics and Domino's aggressive push to capture the massive $21B carryout market while the rest of the industry starves.

Domino's Pizza, Inc. (DPZ) | Q1 FY2026

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