Total Revenue

+2.5%

Total revenue increased to $1,112.1M from $1,084.6M, driven by improved performance across multiple segments (notably supply chain and advertising) that build on previous period enhancements such as incremental food basket pricing and expanded operational scale. "

U.S. Company-owned Stores

-1.1%

Revenues declined slightly to $91.6M from $92.6M, reflecting lower same-store sales and reduced customer transaction counts—a continuation of the trends observed in Q1 2025 where same-store sales dropped by 2.9%. " " " "

U.S. Franchise Royalties and Fees

Essentially Flat

Revenues held steady at $151.0M versus $150.5M, as gains from higher same-store sales and net store growth were offset by adjustments in digital transaction fees—a dynamic seen in earlier periods that maintained overall stability in the metric. " " "

U.S. Franchise Advertising

+11.9%

Advertising revenues rose to $124.0M from $110.3M, largely due to the return to the standard 6.0% advertising contribution rate and ongoing growth in same-store sales and store count, continuing the positive trends established in prior periods. " " "

Supply Chain

+1.6%

Supply chain revenues increased to $669.9M from $659.2M, reflecting modest gains from higher order volumes and incremental increases in food basket pricing—a trend that previously contributed an estimated $34M boost in FY 2025 and continues to underpin revenue growth. " "

International Franchise Royalties and Fees

Newly Disclosed ($75.6M)

At $75.6M, this new disclosure indicates expansion in the international franchise segment, likely driven by net store growth and improved same-store sales in global markets—factors that echo earlier observations from FY 2025. " "