Domino's Delivery Share Climbs to ~74%, Reinforcing Its Delivery-First Model
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The Big Picture
Domino's India continues to deepen its delivery-led model, with the delivery channel's share of revenue rising from 64.3% in Q1FY24 to 73.9% in Q2FY26. This steady shift reflects strong underlying demand, supported by robust delivery revenue growth that peaked at 29.7% YoY in Q3FY25.
Why It Matters
Order momentum has followed a similar trajectory, with 23.7% YoY growth underscoring greater frequency, broader usage occasions, and sustained dominance of aggregators. In contrast, Domino's dine-in channel has remained largely flat year over year.
Channel Performance
🚴 Delivery Channel
- Revenue share: 64.3% → 73.9% over 10 quarters
- Revenue growth peaked at 29.7% YoY (Q3FY25)
- Sustained 20%+ growth through Q2FY26
- Order growth at 23.7% YoY
- Driven by aggregator penetration & convenience
🍽️ Dine-in Channel
- Revenue share declining: 35.7% → 26.1%
- Flat YoY performance despite store expansion
- Subdued on-premise recovery post-pandemic
- Network scale not translating to traffic
- Becoming margin-accretive complement, not driver
The rising delivery mix highlights a structural evolution in Domino's operating model — from a balanced dine-in/delivery brand to a predominantly off-premise, convenience-driven platform. While delivery growth brings scale, it also increases reliance on aggregator channels with higher commission burdens.
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