Domino’s Pizza reported second-quarter revenue of $1.145 billion, up 4.3% year-on-year and broadly in line with forecasts, while diluted earnings per share fell 5.5% to $3.81. U.S. same-store sales rose 3.4%, topping consensus estimates as promotions, new items such as the parmesan-stuffed crust and its partnership with DoorDash helped drive both carryout and delivery orders. Global retail sales excluding currency effects expanded 5.6%, and the company added a net 178 stores during the quarter, underscoring management’s view that value-oriented offers are resonating with cost-conscious diners. The stock gained roughly 5% in early New York trading. Two days later, Chipotle Mexican Grill posted contrasting results. Second-quarter revenue came in at $3.06 billion, short of analysts’ $3.11 billion estimate, while adjusted EPS matched expectations at $0.33. Comparable restaurant sales fell 4.0% on a 4.9% drop in transactions—its second consecutive decline—and operating margin narrowed to 18.2% from 19.7% a year earlier. Citing a pullback by lower-income customers, the company cut its full-year outlook for same-store sales to about flat, having previously guided for low-single-digit growth. Shares slid roughly 9–10% in after-hours trading. The diverging performance of the two restaurant chains highlights a shift in U.S. consumer spending toward lower-priced, promotional offerings. Analysts say Domino’s disciplined discounting and growing use of third-party delivery platforms gave it an edge, while Chipotle’s management acknowledged a need to communicate stronger value amid macroeconomic uncertainty.