Skip to content
Subscriber Only
Opinion
Tara Lachapelle

There’s No One to Deliver the Pizzas

Domino’s posted its first decline in U.S. same-store sales in more than a decade because it cannot find enough delivery drivers.

There aren’t enough of these.

There aren’t enough of these.

Photographer: Brandon Bell/Getty Images 

There’s no one to deliver the pizzas.

Shares of Domino’s Pizza Inc. initially fell Thursday morning after the largest pizza company in the world posted its first decline in U.S. same-store sales in more than a decade. These results came as a shock to analysts and investors, who were expecting continued growth while the pandemic supercharges demand for takeout and delivery meals. But demand may not be the problem. Rather, a dearth of delivery drivers — amid a national shortage of workers — could be what’s eating into Domino’s sales. (Shares later reversed course and erased their decline.)