Domino’s Pizza (DPZ) Investor presentation summary

Company overview and global performance

• Achieved over $20B in global retail sales across 90+ markets, with a 9.0% CAGR since 2010, and a global store count of 22,142, 99% franchised.

• Holds #1 rank in both U.S. and international QSR pizza categories, with ~23% U.S. market share and 32 consecutive years of international same store sales growth.

• U.S. and international retail sales each contribute about 50% of total global retail sales, with 7,186 U.S. stores and 14,956 international stores as of year-end 2025.

• Operates a 100% master franchised model internationally, targeting a full potential of 40,000 stores globally.

Sales, store growth, and market share

• Global retail sales grew at a 9.0% CAGR from 2010 to 2025, with consistent year-over-year increases.

• U.S. same store sales grew in 15 of the last 16 years, averaging 5.7% growth, while international same store sales averaged 4.5% growth over 16 years.

• U.S. net store growth averaged 2.4% CAGR, while international net store growth averaged 8.5% CAGR from 2010 to 2025.

• Gained 11 points of U.S. QSR pizza market share from 2015 to 2025, with $4B in retail sales growth, primarily sourced from national competitors, regionals, and independents.

• Continued to gain significant market share over the past two years, adding $900M in U.S. retail sales.

U.S. business highlights

• U.S. operations generated ~$10B in retail sales from 7,186 stores, with over 85% digital sales mix and best-in-class store paybacks.

• Delivery accounts for 45% of transactions and 56% of sales, with ~33% market share; carryout represents 55% of transactions and 44% of sales, with ~20% market share.

• Estimated average U.S. franchise store EBITDA grew at a 6.2% CAGR from 2010 to 2025, reaching $177K in 2025.