Loading…
Loading…
2Q's embedding a 50 basis points traffic decline that versus what you saw with 1Q 60 basis points gain
the sustainability report published this week it indicated a large pickup in hourly turnover in 2025
should we think about them being roughly evenly spaced around three months each? Or Al Pastore obviously has been a hero for you guys
I'm curious what you would need to see to slow development to intensify the focus on improving traffic
what are you seeing just in early stages with the sales volumes and margin uplifts relative to the remainder of the restaurant fleet?
I'm curious what leads you to confidence that fast-casual competition won't impede your target for positive traffic in the back half of this year?
How should we think about the impact on new store CapEx? And I think you talked about how new store economics, 60%, while still very strong, diminished a bit
can you talk about the decision to keep March at the time to launch this upcoming chicken promotion when it possibly could have been accelerated
what is the gaining factor to getting that staffing of that position from 60% to closer to a 100%
I'm curious if part of Q2's ticket mix can be explained by the value offers being offered in recent months
I'm curious if you could speak to the narrowing performance between delivery and carryout
I was wondering if you could help us understand your confidence in the compounding impact of aggregators in 2026
could we see Domino's play deeper in the chicken category, not just from menu innovation and marketing
how do you ensure this doesn't dent the incrementality of Uber
the $162,000 of US store level cash flow in 2024. It trailed the initial $170,000 target issued at the December 2023 investor meeting
Does the same-store sales guidance embed expansion of delivery, either via more brands adopting first party
is it fair to assume that a good portion of the converted Bahama Breezes will be Olive Gardens
What do you attribute that to
Do you believe are better addressable as ultimately contemplating the decision to add Olive Garden to third-party delivery
does that embed any incremental pricing
can you segue how that's going to look between food and labor
are you prioritizing expanding rolling out Uber Direct across the remaining brands
can you just help level set the expectations for line items around G&A, interest expense, and depreciation for the year
is it right to think that [ ILD ] is going to really be driving a lot more and pulling a lot more of its weight than you originally expected
can you talk more about the U.S. McOpCo margin contraction in 3Q and help unpack as a bigger headwind this quarter
what are you monitoring for to decide if this is something you're looking to expand further
moderate U.S. same-store sales embedded within your 2025 U.S. McOpCo outlook
we're estimating about a 14% decline in US Mexico's 2024 store-level cash flows. So I'm curious
you guys talked about the opportunity in 2027 to slow development, you know, step up closures of underperforming stores
how the improved value perceptions play into your 2026 pricing plans
how many Mobile Order and Pay stores are in the portfolio as you go through the process of system optimization?
what levers does the brand have as disposal to protect US traffic if the macro would deteriorate further?
can you talk a little bit more about Tressie Lieberman's plan of attack to help build on the initial marketing work around reintroducing the brand?
does that imply trends are somewhere down 20 over the last 2 weeks since publicity started
does the KFC development guidance for the year reflect the ripple effect of the Middle East conflict
what needs to happen for that to be rolled out more broadly
is it realistic to expect that Taco Bell is up 10% performance on a 2-year basis can persist throughout 2025