Good morning, CFOs. Why Domino’s Pizza is investing in a new look; bonds heading for the best year since 2020; plus, what we lose with remote work.

Domino’s Pizza hopes its first rebrand in 13 years will help it sell more pizzas, wings and cheesy bread as Americans pull back on eating out, Jennifer Williams writes.

Restaurant chains overall are challenged as consumers eat out less. Cava and Chipotle Mexican Grill have cut their outlooks, pointing to weaker demand from certain customers. Meanwhile, Yum Brands is evaluating strategic options for its struggling Pizza Hut business, including the sale of all or parts of the brand.

☀️Domino’s has been a bright spot. Here’s what the company has been doing: The world’s largest pizza chain last month revamped its look to feature brighter and black-and-gold boxes, a new jingle and a thicker font, called “Domino’s Sans.” The changes are rolling out now as other updates at the chain—such as its first stuffed-crust pizza and a partnership with DoorDash—are boosting sales.

“We really haven’t updated a lot, and I think a lot has evolved in the way consumers gravitate toward brands,” said Chief Financial Officer Sandeep Reddy. “We saw an opportunity.”

Stuffed-crust pizza—which Pizza Hut rolled out in 1995—is also providing a boost. Read on here for the full details.

Monday

Earnings: Trip.com Group

Tuesday

Earnings: Home Depot, Klarna Group and Medtronic

The National Association of Home Builders releases its Housing Market Index for November.

Wednesday

Earnings: Lowe’s, Nvidia, Palo Alto Networks, Target, TJX Cos., Viking Holdings and Williams-Sonoma

The Census Bureau releases new residential construction statistics for October.

The Federal Open Market Committee releases the minutes from its late October monetary-policy meeting.

Thursday

Earnings:  Copart, Intuit, Jacobs Solutions, Ross Stores, Veeva Systems and Walmart

The National Association of Realtors reports existing-home sales for October.

Friday

Earnings: BJ’s Wholesale Club Holdings

Almost everything has lined up for bonds lately.

The Federal Reserve has been cutting interest rates. Jobs growth and consumer spending are slowing, keeping hopes for further cuts alive, but not pointing to an imminent recession that would threaten corporate balance sheets. Inflation pressure has continued to moderate, despite fears that President Trump’s tariffs will drive prices higher.

The widely tracked Bloomberg U.S. Aggregate Bond Index has returned around 6.7% in 2025, accounting for price changes and interest payments. That puts it on pace for the best year since 2020.

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The Wall Street Journal's CFO Journal offers corporate leaders and professionals CFO analysis, advice and commentary to make informed decisions. We cover topics including corporate tax, accounting, regulation, capital markets, management and strategy.

Follow us on X @WSJCFO. The WSJ CFO Journal Team comprises reporters Kristin Broughton, Mark Maurer and Jennifer Williams, and Bureau Chief Walden Siew.

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