Domino's Surpasses $19B Sales, Toast Expands with Uber Deal

Domino's Pizza achieved impressive financial results with over $19 billion in sales, marking a 6% growth. This shift, due to their partnership with Uber, could influence investor sentiment positively towards both Domino's and Toast as they adapt to new delivery trends.

Date: 08-03-2025

AI Rating: 7

Financial Insights: Domino's Pizza (NASDAQ: DPZ) reported sales exceeding $19 billion for 2024, reflecting a robust 6% year-over-year growth. This positive trend can be attributed significantly to its partnering with Uber Technologies (NYSE: UBER) for delivery services, marking a notable shift in its strategy. The partnership has opened new avenues for consumer demand, helping Domino's to efficiently tap into the existing user base of Uber.

Implications for Toast: Toast (NYSE: TOST), a restaurant technology company, also seems to be in a promising position following its expanded collaboration with Uber. It has managed to grow remarkably, with a record 28,000 new restaurant locations added in 2024, while maintaining an efficient marketing spend. This efficiency and growth signal a positive outlook for the company.

Toast's integration with Uber could enhance its reach and customer acquisition, particularly among larger restaurant chains that are more inclined to offer delivery services. As of now, Toast holds a 15% market share in the U.S., indicating room for expansion as it seeks to enter segments with higher demand.

Both companies could benefit from this evolving landscape. For investors, Domino's success and Toast's strategic growth initiatives suggest a potential bullish trend for their stock prices influenced by the growing demand for third-party delivery solutions.

Stocks: DPZ TOST UBER