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Menu innovation & branded collaboration
Menu innovation paired with a planned movie collaboration could boost customer traffic and average order size if the offer resonates with consumers.
International market strength
Solid performance across key international markets suggests growth opportunities outside North America that could support overall revenue and margin improvement.
Franchise optimization and refranchising
Strategic closure and refranchising of underperforming stores may increase average sales per unit and improve franchisee profitability, helping stabilize network performance.
North American demand and competition
Stronger competition and weaker consumer spending in North America have pressured sales and may continue to weigh on same-store performance.
Smaller basket size and lower add-ons
A shift toward smaller pizzas and fewer desserts and sides reduces spend per order, limiting the upside from promotional activity.
Sales declines and unit closures
Ongoing sales declines and higher unit closures create uncertainty about the success of any turnaround strategy, which could suppress investor sentiment.
