Domino’s Pizza (NYSE: DPZ) is set to transform its delivery services across the United States through a new collaboration with DoorDash (NASDAQ: DASH). This strategic move, scheduled to roll out nationwide in May 2025, aims to broaden Domino’s customer base by leveraging DoorDash’s extensive delivery network.
The partnership is a notable shift for Domino’s, which had previously maintained a stance against third-party delivery services. By aligning with DoorDash, Domino’s is positioning itself to capitalize on the increasing popularity of delivery aggregators, potentially driving significant sales growth.
Domino’s Adapts to Modern Trends with DoorDash Partnership
The decision to partner with DoorDash reflects a broader trend within the restaurant industry, where third-party delivery services have become increasingly essential. Domino’s move follows its successful partnership with Uber Eats, which demonstrated the potential for substantial revenue increases through such collaborations.
Industry experts anticipate that Domino’s could see an additional $1 billion in sales by joining multiple aggregator platforms. This strategic pivot aligns Domino’s with the evolving landscape of the quick-service restaurant sector, where convenience and accessibility are paramount.
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DASH Stock Brief
The announcement of Domino’s new partnership has already begun to influence stock market dynamics, particularly for DoorDash. As of April 2, 2025, DoorDash’s stock opened at $180.11 and reached a high of $190.51, and currently trading at $188.79. This represents a noticeable increase from its previous close of $182.42. DoorDash’s stock has shown a volatile pattern over the past month, with fluctuations reflecting broader market trends and company-specific developments. Despite these fluctuations, the overall trajectory indicates a favorable response to the company’s expanding partnerships.
Domino’s stock has also experienced some movement following the partnership announcement. On April 2, 2025, the stock opened at $463.76 and reached a high of $466.55, and currently trading at $466.42. This slight uptick suggests that investors are optimistic about the potential impact of the DoorDash collaboration on Domino’s future performance.
With a 52-week high of $542.75, Domino’s stock has room for growth as the company continues to innovate and adapt to changing market conditions. The strategic partnership with DoorDash is expected to enhance Domino’s competitive edge in the delivery service arena.
Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.
About the author
Tim Fries is the cofounder of The Tokenist. He has a B. Sc. in Mechanical Engineering from the University of Michigan, and an MBA from the University of Chicago Booth School of Business. Tim served as a Senior Associate on the investment team at RW Baird’s US Private Equity division, and is also the co-founder of Protective Technologies Capital, an investment firm specializing in sensing, protection and control solutions.