London · Delayed Price · Currency is GBP · Price in GBX Domino's Pizza Group Earnings Call Transcripts
Fiscal Year 2025
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Finished 2025 with strong momentum, gaining pizza market share despite a 13% market decline. Franchisee profitability outperformed expectations, food costs are lower for 2026, and new product launches like Chick ’n’ Dip are driving higher basket sizes and attracting new customers.
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Delivered 1.5% system sales growth and maintained strong free cash flow despite a challenging market, with digital and product innovation driving momentum. Expanded into the chicken segment and invested in supply chain and technology to support future growth.
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Q3 saw 2.1% sales growth and 1% like-for-like sales increase, with market share gains and strong franchisee profitability. New product launches and automation investments supported performance, while guidance and store expansion plans remain on track.
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Despite a tough consumer environment, market share rose 560 bps and revenue grew 1.4% year-over-year, though EBITDA fell 7.4% and profit after tax dropped 14.7%. Guidance was revised down, but long-term growth ambitions and capital discipline remain intact.
Fiscal Year 2024
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Order count, like-for-like sales, profits, and dividends all grew in FY2024, driven by delivery and digital initiatives. Strategic investments in Ireland and supply chain automation support long-term growth, with positive early FY2025 trading and continued market share gains.
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Q3 saw 3.5% order growth and 6.6% delivery growth, with strong franchisee profitability despite wage increases. Store expansion remains on track, and digital initiatives like the loyalty program and Uber Eats are progressing, supporting continued momentum into Q4.
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H1 2024 saw modest sales growth, improved delivery order momentum, and higher franchisee profitability, despite a tough start and lower supply chain revenue. Guidance for FY24 EBITDA is at the lower end of expectations, with strong H2 momentum and a GBP 20 million buyback announced.