Domino's Pizza, Inc. (DPZ): Business Model Canvas

Domino's Pizza hat die Fast-Food-Branche mit einem bahnbrechenden Geschäftsmodell revolutioniert, das Technologie, Komfort und globale Skalierbarkeit nahtlos miteinander verbindet. Von seinen bescheidenen Anfängen bis zu einem 18 Milliarden Dollar globales Unternehmen mit über 19,000 Mit seinen Filialen auf der ganzen Welt hat Domino's die Pizzalieferung von einem lokalen Service zu einem technologiegesteuerten, kundenorientierten Erlebnis gemacht. Durch die Nutzung innovativer digitaler Plattformen, strategisches Franchising und einen unermüdlichen Fokus auf Kundenzufriedenheit hat Domino's nicht nur Pizzas verkauft, sondern ein dynamisches Ökosystem geschaffen, das neu definiert, wie moderne Verbraucher Fast-Food-Lieferungen erleben.

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Wichtige Partnerschaften

Franchise-Netzwerk

Ab 2023 unterhält Domino's ein globales Franchise-Netzwerk mit 19.738 Filialen, mit folgender geografischer Aufteilung:

Region	Anzahl der Geschäfte
Vereinigte Staaten	6,560
Internationale Märkte	13,178

Lebensmittellieferanten und Zutatenlieferanten

Zu den wichtigsten Partnerschaften bei Inhaltsstoffen gehören:

• Sysco Corporation
• US-Lebensmittel
• Performance Food Group

Technologiepartner

Kooperationen mit digitalen Bestellplattformen:

• Google Cloud-Plattform
• Microsoft Azure
• KI-Technologiepartner für prädiktive Bestellsysteme

Lieferdienstleister

Lieferpartner	Abdeckung
DoorDash	85 % der US-Standorte
Uber isst	70 % der US-Standorte
Grubhub	60 % der US-Standorte

Kooperationen im Bereich Marketing und Werbung

Große Investitionen in Marketingpartnerschaften:

• Sponsoring der Major League Baseball (MLB): Jahresvertrag über 20 Millionen US-Dollar
• Marketingpartnerschaften der National Football League (NFL).
• Kooperationen mit Social-Media-Influencern

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Hauptaktivitäten

Pizzaproduktion und Lebensmittelzubereitung

Im vierten Quartal 2023 betreibt Domino's 6.560 Geschäfte in den Vereinigten Staaten und 20.489 Geschäfte weltweit. Das jährliche Pizzaproduktionsvolumen erreichte im Jahr 2023 etwa 1,2 Milliarden Pizzen.

Produktionsmetrik	Daten für 2023
Insgesamt produzierte Pizzen	1,2 Milliarden
Globale Geschäfte	20,489
US-Geschäfte	6,560

Entwicklung digitaler Bestell- und Technologieplattformen

Der digitale Umsatz machte 65,5 % des US-Umsatzes im Jahr 2023 aus, was einem digitalen Umsatz von insgesamt 4,96 Milliarden US-Dollar entspricht.

• Downloads mobiler Apps: 10,2 Millionen aktive Benutzer
• Online-Bestellplattformen: Verfügbar in 90 % der globalen Märkte
• Investition in KI-gesteuerte Bestelltechnologie: 50 Millionen US-Dollar im Jahr 2023

Franchise-Management und -Erweiterung

Das Franchise-Modell macht 98,4 % des weltweiten Filialbetriebs aus.

Franchise-Metrik	Daten für 2023
Franchise-Läden	20,145
Firmeneigene Geschäfte	344
Franchise-Tantiemensatz	5.5%

Marketing und Markenförderung

Die Marketingausgaben beliefen sich im Jahr 2023 auf 283,6 Millionen US-Dollar, was 3,2 % des Gesamtumsatzes entspricht.

• Social-Media-Follower: 12,5 Millionen auf allen Plattformen
• Budget für digitales Marketing: 175,2 Millionen US-Dollar
• Kampagnen zur Markenbekanntheit: 15 globale Märkte

Menüinnovation und Produktentwicklung

F&E-Investitionen für die Entwicklung neuer Produkte: 42,3 Millionen US-Dollar im Jahr 2023.

Produktinnovationsmetrik	Daten für 2023
Neue Menüpunkte eingeführt	7
F&E-Ausgaben	42,3 Millionen US-Dollar
Produktentwicklungszyklus	4-6 Monate

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Schlüsselressourcen

Globales Franchise-Netzwerk

Im vierten Quartal 2023 betreibt Domino's weltweit 19.500 Geschäfte, davon 6.560 in den Vereinigten Staaten und 13.560 internationale Standorte in 90 Märkten.

Region	Anzahl der Geschäfte	Prozentsatz des globalen Netzwerks
Vereinigte Staaten	6,560	33.6%
Internationale Märkte	13,560	66.4%

Proprietäre digitale Bestelltechnologie

Der digitale Umsatz von Domino macht 81 % des US-Umsatzes im Jahr 2023 aus und beläuft sich über digitale Plattformen auf insgesamt 8,8 Milliarden US-Dollar.

• Digitale Bestellplattformen sind in 90 % der globalen Märkte verfügbar
• KI-gestütztes Trackingsystem, das 100 % der digitalen Bestellungen abdeckt
• Mobile App mit über 10 Millionen aktiven monatlichen Nutzern

Starke Markenbekanntheit

Markenbewertung im Jahr 2023: 12,5 Milliarden US-Dollar, Platz 1 in der Kategorie Pizzarestaurants weltweit.

Supply-Chain-Infrastruktur

Supply-Chain-Komponente	Details
Vertriebszentren	20 US-Zentren, 4 internationale Zentren
Jährliche Beschaffung	Lebensmittelzutaten im Wert von 2,3 Milliarden US-Dollar

Geschulte Arbeitskräfte und betriebliches Fachwissen

Gesamtzahl der Mitarbeiter: 14.700 Unternehmensmitarbeiter, mehr als 350.000 Franchise-Mitarbeiter weltweit.

• Durchschnittliche Betriebszugehörigkeit: 4,2 Jahre
• Jährliche Schulungsinvestition: 45 Millionen US-Dollar
• Managementschulungsprogramm, das 100 % der Unternehmensstandorte abdeckt

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Wertversprechen

Bequeme und schnelle Lebensmittellieferung

Domino's lieferte im Jahr 2022 weltweit 1,2 Milliarden Pizzabestellungen aus. Die durchschnittliche Lieferzeit beträgt 20,8 Minuten. Der digitale Umsatz machte im dritten Quartal 2023 65,5 % des US-Umsatzes aus.

Liefermetrik	Leistung 2022–2023
Globale Pizzalieferungen	1,2 Milliarden
Durchschnittliche Lieferzeit	20,8 Minuten
Prozentsatz der digitalen Verkäufe	65.5%

Erschwingliche Preisstrategie

Der durchschnittliche Preis für Domino's-Pizza liegt zwischen 7,99 und 12,99 US-Dollar. Vorteilsangebote und Kombi-Mahlzeiten beginnen bei 5,99 $.

Gleichbleibende Qualität und gleichbleibender Geschmack

• Standardisierte Zutatenbeschaffung von über 20 nationalen Lieferanten
• Proprietäres Pizzarezept, das in 19.500 Geschäften weltweit verwendet wird
• Qualitätskontrollprozesse in allen internationalen Märkten implementiert

Innovatives digitales Bestellerlebnis

Die digitalen Plattformen von Domino erwirtschafteten im Jahr 2022 einen Umsatz von 8,6 Milliarden US-Dollar. Im Jahr 2023 wurden mobile Apps über 12 Millionen Mal heruntergeladen.

Digitale Plattformmetrik	Leistung 2022–2023
Digitaler Vertrieb	8,6 Milliarden US-Dollar
Mobile App-Downloads	12 Millionen

Umfangreiche Optionen zur Menüanpassung

Bietet 34 verschiedene Pizzabeläge, 5 Bodenarten und 8 Spezialpizzas. Auf internationalen Märkten gibt es lokalisierte Menüvariationen.

• 34 Pizzabeläge verfügbar
• 5 verschiedene Krustenoptionen
• 8 verschiedene Pizza-Spezialitäten

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Kundenbeziehungen

Mobile App und Online-Bestellplattformen

Die digitalen Bestellkanäle von Domino machen im Jahr 2023 75,6 % des US-Umsatzes aus. Die Downloads mobiler Apps erreichten 11,5 Millionen aktive Nutzer. Die Online-Bestellplattform verarbeitet täglich weltweit rund 2,5 Millionen digitale Bestellungen.

Digitaler Bestellkanal	Prozentsatz des Umsatzes	Tägliches Bestellvolumen
Mobile App	45.3%	1,4 Millionen Bestellungen
Website	30.3%	1,1 Millionen Bestellungen

Treueprogramm und Prämiensystem

Domino's Piece of the Pie Rewards-Programm hat 32 Millionen aktive Mitglieder. Mitglieder generieren im Vergleich zu Nichtmitgliedern einen um 50 % höheren durchschnittlichen Bestellwert.

• Verdienen Sie 10 Punkte pro ausgegebenem Dollar
• Kostenlose Pizza nach 60 gesammelten Punkten
• Prämien einlösbar innerhalb von 180 Tagen

Social-Media-Engagement

Domino's hat 12,4 Millionen Follower auf Instagram, 3,2 Millionen auf Twitter und 16,5 Millionen auf Facebook. Social-Media-Interaktionen generieren wöchentlich etwa 500.000 Kundeninteraktionen.

Kundenfeedback-Mechanismen

Domino's verarbeitet jährlich 1,2 Millionen Kundenfeedbackeinsendungen. Die durchschnittliche Reaktionszeit auf allen digitalen Plattformen beträgt 24 Stunden.

Feedback-Kanal	Jährliche Einreichungen	Rücklaufquote
Mobile App	450,000	92%
Website	350,000	88%
E-Mail	250,000	85%

Personalisierte Marketingkommunikation

Die personalisierten Marketingkampagnen von Domino erreichen monatlich 22 Millionen Kunden. Gezieltes E-Mail-Marketing generiert 18 % höhere Konversionsraten im Vergleich zu generischen Kampagnen.

• Personalisierung basierend auf der Bestellhistorie
• Geotargetierte Werbeangebote
• Maßgeschneiderte Empfehlungen

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Kanäle

Mobile Anwendung

Im vierten Quartal 2023 generiert die mobile App von Domino 65 % des digitalen Umsatzes. Die App wurde in den USA 10,4 Millionen Mal heruntergeladen. Mobile Bestellungen machen für das Unternehmen einen Jahresumsatz von 2,9 Milliarden US-Dollar aus.

Metrik für mobile Apps	Wert
Gesamtzahl der Downloads	10,4 Millionen
Prozentsatz der digitalen Verkäufe	65%
Jährlicher Mobilfunkverkauf	2,9 Milliarden US-Dollar

Website-Bestellplattform

Die digitale Plattform von Domino macht 55 % des Gesamtumsatzes in den Vereinigten Staaten aus. Die Website erwirtschaftet einen Jahresumsatz von rund 1,8 Milliarden US-Dollar.

Einkauf im Laden

In-Store-Verkäufe machen 35 % des Gesamtumsatzes des Unternehmens aus. Der durchschnittliche Filialumsatz im Jahr 2023 betrug 1,2 Millionen USD pro Standort.

Lieferdienste von Drittanbietern

Dominos Partner mit mehreren Lieferplattformen:

• DoorDash: 60 % des Drittanbieter-Liefervolumens
• Uber Eats: 25 % des Liefervolumens von Drittanbietern
• Grubhub: 15 % des Drittliefervolumens

Lieferplattform	Marktanteil
DoorDash	60%
Uber isst	25%
Grubhub	15%

Telefonische Bestellung

Telefonbestellungen machen 10 % des Gesamtumsatzes aus, mit einem jährlichen telefonischen Umsatz von etwa 500 Millionen US-Dollar.

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Kundensegmente

Junge Erwachsene und Studenten

Im Jahr 2023 meldete Domino's 6.560 Geschäfte in den Vereinigten Staaten, mit einer erheblichen Verbreitung in Universitätsstädten und städtischen Gebieten. Die digitale Bestellung macht in diesem Segment 75,1 % des Umsatzes aus.

Altersgruppe	Prozentsatz digitaler Bestellungen	Durchschnittlicher Bestellwert
18-24 Jahre	85%	$14.50
College-Studenten	92%	$16.25

Familien

Im Jahr 2023 machen Dominos Pizzabestellungen in Familiengröße 42 % des gesamten Restaurantumsatzes aus.

Merkmale des Familiensegments	Prozentsatz
Häufigkeit der Familienordnung	2,3 Mal pro Monat
Durchschnittliche Bestellgröße für Familien	2,7 Pizzen

Vielbeschäftigte Profis

Firmen-Catering und Gruppenbestellungen von Profis machen im Jahr 2023 22 % des Umsatzes von Domino aus.

• Durchschnittliche Bestellung für ein Firmenessen: 87,50 $
• Häufigkeit der Gruppenbestellung: 1,5 Mal pro Woche
• Bevorzugte Bestellmethode: Mobile App (68 %)

Budgetbewusste Verbraucher

Preisgünstige Menüpunkte trugen im Jahr 2023 3,4 Milliarden US-Dollar zum Umsatz bei.

Wertsegmentmetriken	Betrag
Wertvolle Menüverkäufe	3,4 Milliarden US-Dollar
Durchschnittliches Rabattangebot	35%

Bis spät in die Nacht Essenssuchende

Late-Night-Bestellungen zwischen 22:00 und 2:00 Uhr machen im Jahr 2023 18 % des Gesamtumsatzes aus.

• Hauptbestellzeiten am späten Abend: 23:00–01:00 Uhr
• Durchschnittlicher Bestellwert bis spät in die Nacht: 16,75 $
• Prozentsatz der Bestellungen am Wochenende bis spät in die Nacht: 62 %

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Kostenstruktur

Beschaffung von Lebensmittelzutaten

Im Geschäftsjahr 2022 beliefen sich die Lebensmittel- und Versorgungskosten von Domino auf 2,13 Milliarden US-Dollar, was etwa 30,4 % des Gesamtumsatzes entspricht. Das Unternehmen bezieht seine Zutaten über strategische Lieferkettenpartnerschaften.

Zutatenkategorie	Jährliche Beschaffungskosten
Käse	612 Millionen Dollar
Teigzutaten	287 Millionen Dollar
Fleischbelag	413 Millionen US-Dollar

Digitale Technologieinfrastruktur

Domino's investierte im Jahr 2022 200 Millionen US-Dollar in digitale Technologie und Innovation. Zu den Kosten für die Technologieinfrastruktur gehören:

• Entwicklung mobiler Apps: 45 Millionen US-Dollar
• Website-Wartung: 22 Millionen US-Dollar
• Bestellung von Plattform-Upgrades: 38 Millionen US-Dollar
• Cybersicherheit: 15 Millionen US-Dollar

Marketing- und Werbekosten

Im Jahr 2022 beliefen sich die Marketingausgaben von Domino auf 366,1 Millionen US-Dollar, was 5,2 % des Gesamtumsatzes entspricht.

Marketingkanal	Ausgaben
Digitales Marketing	156 Millionen Dollar
Traditionelle Medien	124 Millionen Dollar
Social-Media-Kampagnen	86 Millionen Dollar

Franchise-Unterstützung und -Entwicklung

Die Franchise-bezogenen Kosten beliefen sich im Jahr 2022 auf insgesamt 87,3 Millionen US-Dollar, einschließlich Support-, Schulungs- und Entwicklungsprogrammen.

• Franchise-Schulungsprogramme: 22 Millionen US-Dollar
• Unterstützende Infrastruktur: 38 Millionen US-Dollar
• Neue Franchise-Entwicklung: 27,3 Millionen US-Dollar

Arbeits- und Betriebskosten

Die gesamten Arbeits- und Betriebskosten beliefen sich im Jahr 2022 auf 1,47 Milliarden US-Dollar und machten 21 % des Gesamtumsatzes aus.

Betriebskostenkategorie	Jährliche Ausgaben
Lagerarbeit	892 Millionen US-Dollar
Gehälter für Unternehmensmitarbeiter	378 Millionen Dollar
Betriebsaufwand	200 Millionen Dollar

Domino's Pizza, Inc. (DPZ) – Geschäftsmodell: Einnahmequellen

Pizzaverkauf

Im Geschäftsjahr 2022 erreichte der weltweite Einzelhandelsumsatz von Domino 17,81 Milliarden US-Dollar. Das inländische (USA) Same-Store-Umsatzwachstum betrug 2,4 %, während der internationale Same-Store-Umsatz um 1,5 % zurückging.

Verkaufskategorie	Umsatz (2022)
Inländischer Pizzaverkauf	8,6 Milliarden US-Dollar
Internationaler Pizzaverkauf	9,2 Milliarden US-Dollar

Franchise-Lizenzgebühren

Domino's generiert erhebliche Einnahmen aus Franchise-Lizenzgebühren. Im Jahr 2022 beliefen sich die Franchise-Lizenzgebühren und -Gebühren auf insgesamt 587,4 Millionen US-Dollar.

• Franchise-Lizenzgebühr: Ungefähr 5,5 % des Franchise-Store-Umsatzes
• Gesamtzahl der Franchise-Filialen weltweit: 19.500+, Stand 2022

Liefergebühren

Die Liefergebühren trugen im Jahr 2022 456,2 Millionen US-Dollar zum Umsatz von Domino bei.

Komponenten der Liefergebühr	Durchschnittlicher Betrag
Standardversandgebühr	$3.99
Durchschnittlicher Bestelllieferwert	$21.50

Warenverkauf

Dominos Waren- und Ausrüstungsverkäufe an Franchisenehmer beliefen sich im Jahr 2022 auf 312,6 Millionen US-Dollar.

• Verkauf von Geräten zur Pizzazubereitung
• Point-of-Sale-Systeme
• Verpackungsmaterialien

Werbeeinnahmen für digitale Plattformen

Der Umsatz mit digitalen Plattformen, einschließlich Werbung, erreichte im Jahr 2022 145,3 Millionen US-Dollar.

Kennzahlen für digitale Plattformen	Daten für 2022
Prozentsatz der digitalen Verkäufe	65.5%
Mobile App-Downloads	11,5 Millionen

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Value Propositions

Speed and convenience via digital ordering and GPS tracking

Domino's Pizza, Inc. delivers speed, which is a critical driver of customer satisfaction; overall satisfaction was reported to be 64% higher when customers were satisfied with the speed of service. A study in April 2025 found Domino's had an average delivery time of 26:10 minutes across major chains. For Domino's Pizza Group, average delivery times improved to 24.3 minutes in Q1 2025, down from 25.1 minutes in Q1 2024. The digital backbone supports this, with AI-powered forecasting models now predicting order completion times with 95 percent accuracy, a significant jump from previous 75 percent accuracy rates. The company began rolling out GPS delivery tracking technology in U.S. stores in 2020.

Consistent, affordable value with the $6.99 Mix & Match deal

Value is a core proposition, evidenced by promotions like the 'Best Deal Ever' which drove positive order counts in the U.S. during Q3 2025. A specific carryout offer in June 2025 featured a large two-topping pizza for $6.99, which saved customers $1.00 compared to the usual $7.99 price for a large one-topping carryout pizza. Customers could upgrade to the Parmesan Stuffed Crust for an additional $3.00 per pizza on this deal. This follows a historical pattern where the carryout Mix & Match Deal price increased from $5.99 per item to $6.99 per item in October 2022.

Reliable, predictable product quality across the global system

Predictability extends to product consistency, supported by technology investments. Stores implementing computer vision technology report 15 percent improvements in overall product quality when compared to locations relying only on manual quality control. The company's global enterprise of more than 21,700 stores in over 90 markets relies on this standardization to ensure customers receive a similar product experience worldwide. The food basket pricing to stores increased 3.3% in Q3 2025 compared to Q3 2024, reflecting managed input costs across the system.

You're looking at how the pieces fit together to deliver that consistent pizza experience. Here's a quick look at some recent operational scale and performance metrics:

Metric	Value/Period	Context/Date
Global Retail Sales (Trailing 4 Quarters)	Over $19.7 billion	Ended September 7, 2025
Global Net Store Growth	214 stores	Q3 2025
U.S. Same-Store Sales Growth	5.2%	Q3 2025
International Same-Store Sales Growth (Excl. FX)	1.7%	Q3 2025
Order Completion Time Prediction Accuracy (AI)	95 percent	2025

The accessibility proposition is reinforced by the sheer scale of the operation. As of the third quarter of 2025, Domino's operated more than 21,700 stores across more than 90 international markets. In that same quarter, the company added 185 net new stores internationally and 29 in the U.S., contributing to a global net store growth of 214 units. Furthermore, the CEO confirmed in Q2 2025 that the company was fully rolled out on the two largest aggregators, broadening the channels through which customers can place orders.

The digital ordering platform is central to this accessibility, as evidenced by the strong performance in the carryout business, which grew U.S. same-store sales by 19.6% in Q3 2022 compared to the year-ago period, showing the channel's historical strength. The company's system is comprised of independent franchise owners who accounted for 99% of Domino's stores as of the end of Q3 2025.

Finance: draft 13-week cash view by Friday.

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Customer Relationships

You're looking at how Domino's Pizza, Inc. keeps its massive customer base engaged, and honestly, it's all about the screen first. The relationship is heavily automated, which is how they manage their scale of over 21,700 stores across more than 90 markets.

Automated self-service through proprietary digital channels

The core of the customer interaction happens on the app and website. This digital-first approach is not new, but it's deepening its hold. As of Q2 2025, digital order penetration in the U.S. stood at 85%, a figure they maintained through Q3 2025. This means the vast majority of orders bypass the phone entirely, relying on proprietary platforms for ordering, tracking, and payment.

The company's global retail sales over the trailing four quarters ending Q3 2025 reached $19.7 billion. This massive volume is funneled through these digital assets, which Domino's Pizza, Inc. has been actively upgrading, planning a revamped website and app rollout throughout 2025 to further streamline this self-service experience.

Personalized engagement via the loyalty program and targeted offers

The Domino's Rewards program is a key tool for capturing and retaining these digital users. Membership hit 35.7 million members by the end of 2024. The structure is simple: customers earn a free pizza every 6 purchases. This program is specifically targeting 'light users' and carryout customers to drive frequency. The success is visible in the comparable sales figures; carryout comps in Q3 2025 were up 8.7%, partially attributed to the loyalty program's growth. In Q2 2025, the loyalty program also helped drive a 5.8% increase in carryout comps.

Here's a quick snapshot of the digital and loyalty metrics we are tracking:

Metric	Value/Period	Source Context
U.S. Digital Order Penetration	85%	Q2 2025 / Trailing 12 Months
Loyalty Membership	35.7 million	End of 2024
U.S. Same Store Sales Growth	5.2%	Q3 2025
Carryout Comps Growth (Loyalty Impact)	8.7%	Q3 2025
Third-Party Delivery Mix (DoorDash)	Approx. 5% of sales	As of July 2025

Transactional, driven by frequent value-based promotions

To drive immediate traffic, Domino's Pizza, Inc. relies heavily on aggressive, value-based promotions that are explicitly tied to digital ordering. The 'Best Deal Ever' promotion, offering almost any pizza with any topping for $9.99, was a major driver in Q3 2025. This deal is structured to funnel customers to the app, as it excludes phone and in-store orders. The impact was clear: U.S. same-store sales grew 5.2% in Q3 2025, with price contributing 1.3% to the average ticket. Franchisees even asked management to extend the promotion past its original plan, showing strong store-level economics supporting the deal.

High-touch problem resolution at the local store level

While the digital channels handle the bulk of transactions, the final mile of service and issue resolution defaults to the local store level. With a system comprised of independent franchise owners accounting for 99% of the stores as of Q3 2025, the relationship management involves supporting this vast network of owner-operators. The U.S. system store count reached 7,090 by the end of Q3 2025. This local structure means that while the digital experience is standardized, direct customer service issues are managed by the local franchisee team, which is incentivized by the strong unit economics.

Finance: draft 13-week cash view by Friday.

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Channels

You're looking at how Domino's Pizza, Inc. gets its product into the customer's hands, and it's a multi-pronged approach that heavily favors digital control.

Franchised and company-owned brick-and-mortar stores

The physical footprint remains the backbone, though it is overwhelmingly franchised. As of the end of the third quarter of 2025, Domino's Pizza, Inc. operated more than 21,700 stores across over 90 international markets. 99% of the system is comprised of independent franchise owners as of the end of the second quarter of 2025. Specifically within the United States, the network stood at approximately 7,043 locations, broken down into about 6,751 franchise-owned outlets and 292 company-owned locations based on the latest available data. The company continues to refine this mix; for instance, Domino's Pizza, Inc. refranchised 36 company-owned stores in Maryland during the second quarter of 2025. Store expansion remains a focus, with Q3 2025 reporting 29 net store openings in the U.S. and 185 net openings internationally, totaling 214 global net store additions for that quarter.

Here's a quick look at the physical scale:

Metric	Value (As of Late 2025 Data)
Global Store Count (Q3 2025)	More than 21,700
U.S. Total Locations (Approximate)	7,043
U.S. Franchise-Owned Locations (Approximate)	6,751
U.S. Company-Owned Locations (Approximate)	292
Global Net Store Growth (Q3 2025)	214

Domino's proprietary mobile app and website (primary channel)

This is where Domino's Pizza, Inc. exerts the most control over the customer experience and data. The company's strategy is heavily tech-driven. In the U.S., the digital channels-the proprietary mobile app and website-are the dominant ordering method. Domino's Pizza, Inc. generated more than 85% of U.S. retail sales via these digital channels in 2024, a figure that remains central to their 'Hungry for MORE' strategy. They actively push customers to these platforms with digital-only promotions, such as a limited-time offer for 50 percent off all menu-priced pizzas ordered online through December 7, 2025. This channel excludes phone and in-store orders from the discount.

The focus on proprietary digital ordering helps drive loyalty program engagement, which is a key sales driver.

Third-party delivery platforms (DoorDash, Uber Eats)

Domino's Pizza, Inc. has integrated with major third-party aggregator platforms to capture broader consumer reach, though these sales are secondary to their owned channels. The third quarter of 2025 marked the first full quarter the chain was on DoorDash nationally, following its earlier partnership with Uber Eats. This expanded reach is showing results in delivery performance. For U.S. delivery same-store sales (comps) in Q3 2025, growth was 2.5%. This followed a 1.5% increase in delivery comps in Q2 2025. An analyst noted that the DoorDash partnership doubled third-party delivery sales to about 5% of online sales by mid-2025. The company expects volume through DoorDash to grow further, given its larger market size compared to Uber Eats.

In-store carryout, a growing focus for value customers

Carryout has become a significant growth engine, particularly for value-conscious customers engaging with the loyalty program. This channel has consistently outpaced delivery comps over recent quarters. In the second quarter of 2025, U.S. carryout comps rose 5.8%, marking the highest quarter of average carryout orders in the company's history. This momentum continued into the third quarter of 2025, where carryout comps were up 8.7%, partially driven by the growth of the Domino's Rewards loyalty program. This strong performance contrasts with the delivery channel's 2.5% growth in the same quarter. The company expects comps for both delivery and carryout to remain positive throughout 2025.

Here's the channel performance comparison for Q3 2025:

• U.S. Carryout Comps: Up 8.7%.
• U.S. Delivery Comps: Increased 2.5%.
• U.S. Same-Store Sales Growth (Total): Rose 5.2%.

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Customer Segments

You're looking at who Domino's Pizza, Inc. is actually selling to as of late 2025. It's not just one group; it's a few distinct segments they are targeting with specific tactics. Honestly, the data shows they've successfully positioned themselves to capture value-seeking customers while leaning hard into digital convenience.

Price-sensitive middle-income consumers and families

This group is definitely feeling the pinch from persistent inflation and menu price hikes across the industry. Domino's Pizza, Inc. is actively catering to this budget-consciousness. They revived their $9.99 pizza offer in August 2025 and stuck with it longer than planned because it drove demand so well. This deal, which covers nearly any pizza with any topping across multiple crust types, directly addresses the need for value when dining out or ordering in. It's a clear signal that they understand this segment is curtailing spending.

Here's the quick math on how that value focus is working in the U.S. market:

Metric (Q3 2025)	Result	Context
U.S. Same-Store Sales Growth	5.2%	Beat expectations of 4.0% increase
Primary Driver	$9.99 Pizza Offer & Parmesan Stuffed Crust	Drove positive traffic
U.S. Company-Owned Store Gross Margin	Decreased 0.5 percentage points	Indicates cost pressures despite sales leverage

Digital-native young adults (18-34) prioritizing speed and ease

For the younger, tech-savvy crowd, it's all about the transaction being seamless. Domino's Pizza, Inc. has built its core around this expectation. You see this in their U.S. operations where, as of 2024, more than 85% of retail sales were made through their app and website. This tech-driven model is central to their 'Hungry for MORE' strategy.

The focus on digital channels continues to pay off, especially with the integration of third-party platforms. The third quarter of 2025 was the first full quarter they were on DoorDash, which helps capture customers who prefer those aggregator platforms for speed and ease. This segment values the convenience that their robust supply chain and innovative ordering platforms provide.

• U.S. Digital Sales Share (2024 Data): >85% of U.S. retail sales
• Delivery Comps (Q3 2025): Increased 2.5%
• Global Enterprise Store Count (Q3 2025): Over 21,700 stores

International consumers, served with localized menu offerings

Domino's Pizza, Inc. is a truly global player, operating in over 90 markets. While the U.S. market is important, international growth is a key pillar. They serve these customers by adapting menus, which is crucial for local relevance. The global enterprise has grown to more than 21,700 stores as of the end of Q3 2025, with significant net store openings internationally in that quarter.

Still, international performance can be choppy, showing the need for localization. For instance, in Q3 2025, international same-store sales growth, excluding foreign currency impact, was only 1.7%, missing estimates of 1.9%. This contrasts with the U.S. growth of 5.2% that same quarter, but the international segment still saw 185 net store openings in Q3 2025, showing a commitment to physical expansion abroad.

Large groups and social occasions requiring bulk ordering

When people gather, pizza is a go-to, and Domino's Pizza, Inc. captures this through both delivery and carryout channels. The success of promotions like the $9.99 deal isn't just about individual value; it drives higher transaction counts suitable for groups. The carryout business, often associated with family pickups or smaller social events, showed significant strength in Q3 2025.

The loyalty program is also a key tool here, encouraging repeat, often larger, orders. This segment is served by the overall growth in store count and the focus on making ordering easy, whether for a few people or a larger party.

• Carryout Comparable Sales Growth (Q3 2025): Up 8.7%
• Loyalty Program Impact: Partially drove carryout growth
• Global Retail Sales (Trailing 4 Quarters ending Q3 2025): Over $19.7 billion

Finance: draft 13-week cash view by Friday.

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive the engine room at Domino's Pizza, Inc. The cost structure is heavily weighted toward maintaining scale and driving digital relevance, which means significant upfront and ongoing investment.

High fixed costs for the proprietary supply chain infrastructure are a cornerstone. While a direct annual fixed cost figure isn't always broken out, the investment in the physical network that supports over 21,500 stores globally represents substantial, relatively fixed overhead. For context on the investment level, capital expenditures for the first three fiscal quarters of 2025 totaled $56.7 million, down from $70.8 million in the same period of 2024, showing a managed but still significant outlay in assets supporting operations.

Cost of food and ingredients (food basket price up 3.3% in Q3 2025) directly impacts the U.S. Company-owned store gross margin. The increase in the Company's food basket pricing to stores rose 3.3% during the third quarter of 2025 as compared to the third quarter of 2024. This price adjustment, alongside higher wage rates, caused the U.S. Company-owned store gross margin to decrease by 0.5 percentage points in Q3 2025 versus Q3 2024. However, supply chain gross margin still increased by 0.7 percentage points in Q3 2025, helped by procurement productivity offsetting some of that food basket cost increase.

Significant advertising and marketing fund expenditures are essential to drive traffic, especially with value promotions like the 'Best Deal Ever' at $9.99. The structure of these funds is also a cost consideration for franchisees and the company. For Domino's Pizza Group, starting July 1, 2025, the franchise partner contribution to the eCommerce fund increased to 1.0% of system sales from the previous 0.75%. Domino's Pizza Group will also contribute an additional 0.25% of system sales into that fund to cover increasing platform running costs.

Technology development and maintenance for digital platforms is a non-negotiable expense to maintain the omnichannel experience. For the Domino's Pizza Group system, there is a planned annual investment of approximately £4-5 million into the cost base specifically for continued stability and innovation of the technology platform, plus strengthening cyber security.

Here's a quick look at some key financial metrics from the Q3 2025 period that frame the cost environment:

Metric	Value (Q3 2025)	Comparison/Context
Total Revenues	$1.15 billion	Up 6.2% versus Q3 2024
Income from Operations	Up 12.2%	Excluding FX impact, up 11.8%
U.S. Food Basket Pricing Change (YoY)	Up 3.3%	Contributed to supply chain revenue increase
Capital Expenditures (3 Fiscal Quarters 2025)	$56.7 million	Down from $70.8 million in the same period of 2024
Share Repurchases (Q3 2025)	$74.7 million	165,778 shares retired

The company's ability to grow income from operations by 12.2% in Q3 2025, despite commodity inflation pressures, shows that procurement productivity within the supply chain is a critical cost control lever. That said, the underlying U.S. Company-owned store gross margin still took a 0.5 percentage point hit.

Domino's Pizza, Inc. (DPZ) - Canvas Business Model: Revenue Streams

You're looking at how Domino's Pizza, Inc. actually brings in the money, which is heavily weighted toward its franchise partners. Honestly, the corporate entity acts more like a landlord and a supplier than a primary pizza seller these days.

The core of the Domino's Pizza, Inc. revenue engine is built on recurring fees from its vast global network of independent operators. As of the end of the third quarter of 2025, its system comprised of independent franchise owners accounted for 99% of Domino's Pizza, Inc.'s stores, which numbered over 21,700 globally.

Here's a breakdown of the primary revenue sources, using the most recent quarterly figures available:

• Franchise royalties and fees are a major component, with the standard royalty fee being 5.5% of a franchisee's weekly gross sales. International franchise royalties and fees were a key driver of the Q1 2025 revenue increase.
• Supply chain revenues from selling food and equipment to franchisees also contribute significantly. The increase in supply chain revenues in Q1 2025 was largely due to a 4.8% increase in the company's food basket pricing to stores compared to Q1 2024.
• Sales from company-owned stores remain a minor component of the overall revenue picture. In Q1 2025, U.S. Company-owned store revenue actually decreased by $1 million (or 1.1%) year-over-year.

For the first quarter of 2025, Domino's Pizza, Inc. reported total revenues of $1.11 billion. This revenue growth of 2.5% was primarily attributed to the combination of these franchise-related streams.

To give you a clearer picture of the financial health within these streams during Q1 2025, look at the gross margin performance:

Revenue Stream Component	Q1 2025 Metric	Change/Value
Total Revenue (Q1 2025)	$1.11 billion	Up 2.5% Year-over-Year
Supply Chain Gross Margin	11.6%	Improved 0.5 percentage points
U.S. Company-owned Store Gross Margin	16.0%	Decreased 1.5 percentage points
U.S. Company-owned Store Revenue (Q1 2025)	Decreased by $1 million	Represents a 1.1% decline

Also, remember that franchise fees include more than just royalties. U.S. franchise advertising revenues increased in Q1 2025 partly because the standard advertising contribution rate of 6.0% returned in Q2 2024, up from the temporary 5.75% rate. That small percentage point difference on billions in sales adds up fast for corporate revenue.

Finance: draft 13-week cash view by Friday.