Domino’s reports positive sales growth in first quarter with delivery up but collection down, most of targeted 50 new stores for 2025 to open in second half: Domino’s has reported positive sales growth in the first quarter of 2025, with delivery up but collection down, and said most of its of targeted 50 new stores for this year will open in second half. The company said total system sales were up 2.1% in the period, with like-for-like sales up 0.5% and total orders up 0.5% compared to the first quarter of 2024. It said delivery was up 1.3%, driven by continued intense focus from franchise partners, and while collection was down 0.9%, it showed an improving trajectory supported by the company’s first ever national collection campaign. Domino’s said total orders and like-for-like sales remain positive so far in the second quarter, and that it continues to expect FY25 underlying Ebitda in line with market expectations. The company said: “The positive trends we saw in the second half of 2024 have continued in 2025 despite an uncertain market. Our delivery times continue to improve and are a clear, competitive differentiator. Average delivery times in Q1 25 were 24.3 minutes compared to 25.1 minutes in Q1 24. We also saw a continued improvement in on-time deliveries and a reduction in late deliveries. The benefits of this showed in our performance, where delivery orders grew by 1.3% compared to Q1 24. Although collection orders declined 0.9% in Q1, we see clear consumer value in the collection channel in this uncertain economic environment, and order trends have improved as a result of our first ever national marketing campaign focused on value in collection which was launched at the end of Q1. After positive results from our first phase of our loyalty trial, we have moved into the second phase, inviting circa 3 million customers to participate. In this phase, we are testing our loyalty models across a wider range of cohorts, and we are seeing early signs of incremental orders across all these cohorts. We continue to target a full roll out in FY26 and will update further on the second phase of the trial at the H1 results in August. We have 26 new stores in construction or planning approved. In a more uncertain environment, we continue to expect in excess of 50 new stores in FY25, albeit, as usual, these will be second half weighted, and planning remains slow. In January, we launched two new sides, ‘Loaded Veg’ and ‘Loaded Veg with Chicken’ and added a personal thin crust option to our Cheeky Little Pizzas Range, all under 400 calories, as part of our lunch range. We also brought back our Chicken Mexicana range of pizza, sides and lunchtime wrap, and our second year of the Domino’s Cookie with Crème Egg once again sold out before Easter. As we outlined at our full year results in March, we continue to explore targeted, accretive opportunities, which would be financed within our existing balance sheet capacity, while remaining committed to returning excess capital to shareholders in the future.” Chief executive Andrew Rennie added: “Our focused operational strategy returned the Domino’s system to growth in the second half of last year and growth has continued in 2025. During Q1, Domino’s market share has strengthened, our franchise partners have driven further improvements in delivery times, and we continue to focus on giving our customers compelling value. Looking ahead, while the market and consumer environment has become more uncertain since our FY results, we remain confident that our ongoing strategic initiatives, store opening pipeline and collaboration with our franchise partners will allow us to continue to win market share. Our initial assessment of newly introduced tariffs shows minimal direct impact. We continue to assess any indirect impacts on our supply chain, monitor the broader environment going forward and our full year expectations remain unchanged.”