Domino's Pizza Inc
NASDAQ:DPZ

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Domino's Pizza Inc
NASDAQ:DPZ
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Price: 419.63 USD 0.97% Market Closed
Market Cap: 14.2B USD

Domino's Pizza Inc
Investor Relations

Domino's Pizza Inc. began its journey in 1960 as a single pizza store in Ypsilanti, Michigan. Over the decades, it has transformed into a global leader in the pizza delivery industry. The company's business model hinges primarily on franchising, which has allowed it to expand rapidly while maintaining modest capital expenditures. Franchisees operate the vast majority of Domino's stores, providing a steady stream of revenue through royalties and sales of food and equipment from Domino’s supply chain division. This symbiotic relationship with its franchisees enables the company to scale its operations efficiently while focusing on innovations that enhance customer experience.

Central to Domino's success is its relentless emphasis on technology and logistics. With a robust digital ordering platform, Domino's has consistently led the industry in online sales, turning smartphone apps and websites into its virtual storefronts. This digital prowess is supported by an impressive supply chain network that ensures timely delivery of ingredients to its stores, helping franchisees meet customer demands effectively. Furthermore, Domino's commitment to its "fortressing" strategy aims to improve delivery speeds by opening more stores in strategically chosen locations. Through a combination of franchising, digital innovation, and efficient logistics, Domino’s has carved out a profitable niche in the highly competitive food service industry.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 14, 2025
AI Summary
Q3 2025

Strong U.S. Growth: Domino's reported positive growth across carryout, delivery, and order count in Q3, resulting in meaningful market share gains.

Promotional Success: The "Best Deal Ever" promotion was a major driver of results, extending longer than planned due to franchisee demand and profitability.

Digital Initiatives: The company completed upgrades to its website and mobile web, with apps to follow by year-end, improving user conversion and checkout speed.

Aggregator Expansion: DoorDash rollout was completed in Q3, with management expecting aggregators to be a multi-year growth driver.

Guidance Reaffirmed: Domino's reiterated its 3% 2025 U.S. same-store sales growth outlook, but noted macroeconomic headwinds could pressure comps in Q4.

Profit and Store Growth: Income from operations grew 11.8%. Net U.S. store count increased by 29, and international growth was led by India and China.

Brand Refresh: Domino's announced its first brand refresh in 13 years, aiming to enhance perceptions of taste and value.

Franchisee Health: Management emphasized strong franchisee profitability and store economics, supporting ongoing robust pipeline for new store openings.

Key Financials
U.S. Same-Store Sales
5.2%
U.S. Carryout Comps
8.7%
U.S. Delivery Comps
2.5%
Net U.S. Store Openings
29
U.S. System Store Count
7,019
International Net Store Growth
185
International Same-Store Sales
1.7%
Share Repurchases
166,000 shares at $450 per share for $75 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. David Allen Brandon
Executive Chairman
No Bio Available
Mr. Russell J. Weiner
CEO & Director
No Bio Available
Mr. Sandeep Reddy C.F.A.
Executive VP & CFO
No Bio Available
Mr. Kelly E. Garcia
Executive VP & CTO
No Bio Available
Mr. Joseph Hugh Jordan
President of U.S. & Global Services and Executive VP of International
No Bio Available
Mr. Arthur P. D'Elia
Advisor
No Bio Available
Ms. Jessica L. Parrish
VP, Chief Accounting Officer & Treasurer
No Bio Available
Mr. Gregory J. Lemenchick
Vice President of Investor Relations
No Bio Available
Mr. Kevin Scott Morris
Executive VP, General Counsel & Corporate Secretary
No Bio Available
Jenny Fouracre-Petko
Director of Public Relations & Charitable Giving
No Bio Available

Contacts

Address
MICHIGAN
Ann Arbor
30 Frank Lloyd Wright Dr
Contacts
+17349303030.0
www.dominos.com