Nation's Restaurant News
QSR pizza sales turned negative in 2025
13 May 2026
While the overall industry has decelerated for four consecutive years, pizza was the only category in the red
Read full article at Nation's Restaurant News →Michele's take
Pizza's decline into negative territory isn't a blip — it's a structural signal that the category's value proposition has eroded faster than operators have been willing to admit. Between aggressive third-party delivery fee stacking, commoditized LTO strategies, and a consumer base that has quietly reallocated its pizza spend toward fast-casual and even grocery deli options, the segment is facing a repositioning crisis, not a traffic dip. Franchise networks still leaning on legacy loyalty and brand familiarity without aggressively rethinking unit economics, digital ownership, and occasion relevance are going to find that negative comps in 2025 are just the opening act.