Skift Take
We definitely expected Domino’s fortressing strategy to have a negative impact on sales, but the adverse effect from third-party delivery advertising is a new development.
Consumers’ growing appetite for third-party delivery services is finally affecting Domino’s Pizza where it hurts — its pocketbook.
Strategic marketing on the part of Grubhub, DoorDash, and Uber Eats in the first quarter had a negative impact on the pizza chain’s U.S. same-store sales growth, which plummeted by more than 50 percent, according to Chief Financial Officer Jeffrey Lawrence.
Uber Eats and DoorDash each rolled out their first national TV campaigns in the U.S. in the first quarter. Meanwhile, Grubhub leveraged its exclusive partnership with Yum Brands to adv
