The indicator: Domino’s US delivery sales fell 1.5% YoY in Q1, as increasingly cost-conscious consumers opted to pick up their orders to avoid delivery fees and tips—highlighting a broader shift toward value-seeking behavior. Carryout sales, by contrast, rose 1% YoY.

The other numbers: Domino’s posted a mixed Q1 performance as shifting consumer habits and macroeconomic pressures weighed on results.

• US same-store sales declined 0.5%, missing expectations for a 0.3% gain. However, international same-store sales were a bright spot, rising 3.7%—well ahead of the 1.9% forecast.