Domino's Pizza, Inc. (DPZ): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Domino's Pizza ha revolucionado la industria de la comida rápida con un modelo de negocio innovador que combina la tecnología, la conveniencia y la escalabilidad global. Desde sus humildes comienzos hasta convertirse en un $ 18 mil millones Enterprise global con Over 19,000 Tiendas en todo el mundo, Domino's ha transformado la entrega de pizza de un servicio local a una experiencia centrada en el cliente y la tecnología. Al aprovechar plataformas digitales innovadoras, franquicias estratégicas y un enfoque implacable en la satisfacción del cliente, Domino's no solo ha vendido pizzas, sino que creó un ecosistema dinámico que redefine cómo los consumidores modernos experimentan la entrega de comida rápida.

Domino's Pizza, Inc. (DPZ) - Modelo de negocios: asociaciones clave

Red de franquicias

A partir de 2023, Domino's mantiene un Red de franquicia global de 19,738 tiendas, con el siguiente desglose geográfico:

Región	Número de tiendas
Estados Unidos	6,560
Mercados internacionales	13,178

Proveedores de alimentos y proveedores de ingredientes

Las asociaciones clave de ingredientes incluyen:

• Sysco Corporation
• Alimentos estadounidenses
• Grupo de alimentos de rendimiento

Socios tecnológicos

Colaboraciones de la plataforma de pedido digital:

• Plataforma en la nube de Google
• Microsoft Azure
• AI Technology Partners para sistemas de pedidos predictivos

Proveedores de servicios de entrega

Socio de entrega	Cobertura
Doordash	85% de las ubicaciones estadounidenses
Uber come	70% de las ubicaciones estadounidenses
Grubhub	60% de las ubicaciones estadounidenses

Colaboraciones de marketing y publicidad

Principales inversiones de asociación de marketing:

• Patrocinio de Major League Baseball (MLB): contrato anual de $ 20 millones
• Asociaciones de marketing de la National Football League (NFL)
• Colaboraciones de influencers de las redes sociales

Domino's Pizza, Inc. (DPZ) - Modelo de negocio: actividades clave

Producción de pizza y preparación de alimentos

A partir del cuarto trimestre de 2023, Domino's opera 6.560 tiendas en los Estados Unidos y 20,489 tiendas a nivel mundial. El volumen de producción anual de pizza alcanzó aproximadamente 1,2 mil millones de pizzas en 2023.

Métrica de producción	2023 datos
Pizzas totales producidas	1.200 millones
Tiendas globales	20,489
Tiendas de EE. UU.	6,560

Desarrollo de la plataforma de pedidos digitales y tecnología

Las ventas digitales representaron el 65.5% de las ventas de EE. UU. En 2023, por un total de $ 4.96 mil millones en ingresos digitales.

• Descargas de aplicaciones móviles: 10.2 millones de usuarios activos
• Plataformas de pedidos en línea: Disponible en el 90% de los mercados globales
• Inversión de tecnología de pedidos impulsada por IA: $ 50 millones en 2023

Gestión de franquicias y expansión

El modelo de franquicia representa el 98.4% de las operaciones globales de la tienda.

Franquicia métrica	2023 datos
Tiendas franquiciadas	20,145
Tiendas propiedad de la compañía	344
Tasa de regalías de franquicia	5.5%

Marketing y promoción de la marca

El gasto de marketing en 2023 fue de $ 283.6 millones, lo que representa el 3.2% de los ingresos totales.

• Seguidores de redes sociales: 12.5 millones en todas las plataformas
• Presupuesto de marketing digital: $ 175.2 millones
• Campañas de concientización de marca: 15 mercados globales

Innovación de menú y desarrollo de productos

Inversión de I + D para el desarrollo de nuevos productos: $ 42.3 millones en 2023.

Métrica de innovación de productos	2023 datos
Nuevos elementos de menú lanzados	7
Gasto de I + D	$ 42.3 millones
Ciclo de desarrollo de productos	4-6 meses

Domino's Pizza, Inc. (DPZ) - Modelo de negocio: recursos clave

Red de franquicia global

A partir del cuarto trimestre de 2023, Domino's opera 19,500 tiendas a nivel mundial, con 6.560 tiendas en los Estados Unidos y 13,560 ubicaciones internacionales en 90 mercados.

Región	Número de tiendas	Porcentaje de red global
Estados Unidos	6,560	33.6%
Mercados internacionales	13,560	66.4%

Tecnología de pedidos digitales patentados

Las ventas digitales de Domino representan el 81% de las ventas de EE. UU. En 2023, por un total de $ 8.8 mil millones a través de plataformas digitales.

• Plataformas de pedido digital disponibles en el 90% de los mercados globales
• Sistema de seguimiento con IA que cubre el 100% de los pedidos digitales
• Aplicación móvil con más de 10 millones de usuarios mensuales activos

Reconocimiento de marca fuerte

Valoración de la marca a partir de 2023: $ 12.5 mil millones, clasificación #1 en la categoría de restaurantes de pizza a nivel mundial.

Infraestructura de la cadena de suministro

Componente de la cadena de suministro	Detalles
Centros de distribución	20 Centros de EE. UU., 4 centros internacionales
Adquisición anual	$ 2.3 mil millones en ingredientes alimentarios

Fuerza laboral capacitada y experiencia operativa

Total de empleados: 14,700 personal corporativo, más de 350,000 empleados de franquicia en todo el mundo.

• Promedio de la tenencia del empleado: 4.2 años
• Inversión de capacitación anual: $ 45 millones
• Programa de capacitación de gestión que cubre el 100% de las ubicaciones corporativas

Domino's Pizza, Inc. (DPZ) - Modelo de negocio: propuestas de valor

Entrega conveniente y de comida rápida

Domino's entregó 1.200 millones de pedidos de pizza a nivel mundial en 2022. El tiempo promedio de entrega es de 20.8 minutos. Las ventas digitales representaron el 65.5% de las ventas de EE. UU. En el tercer trimestre de 2023.

Métrica de entrega	Rendimiento 2022-2023
Entregas de pizza global	1.200 millones
Tiempo de entrega promedio	20.8 minutos
Porcentaje de ventas digitales	65.5%

Estrategia de precios asequibles

El precio promedio de Domino's Pizza oscila entre $ 7.99 y $ 12.99. Las ofertas de valor y las comidas combinadas comienzan en $ 5.99.

Calidad y sabor consistentes

• Abastecimiento de ingredientes estandarizados de más de 20 proveedores nacionales
• Receta de pizza patentada utilizada en 19,500 tiendas globales
• Procesos de control de calidad implementados en todos los mercados internacionales

Experiencia innovadora de pedidos digitales

Las plataformas digitales de Domino procesaron $ 8.6 mil millones en ventas durante 2022. Las descargas de aplicaciones móviles excedieron los 12 millones en 2023.

Métrica de plataforma digital	Rendimiento 2022-2023
Ventas digitales	$ 8.6 mil millones
Descargas de aplicaciones móviles	12 millones

Opciones de personalización de menú extensas

Ofrece 34 coberturas de pizza diferentes, 5 tipos de corteza y 8 pizzas especiales. Los mercados internacionales cuentan con variaciones de menú localizadas.

• 34 ingredientes de pizza disponibles
• 5 opciones diferentes de corteza
• 8 Selecciones de pizza especializada

Domino's Pizza, Inc. (DPZ) - Modelo de negocios: relaciones con los clientes

Aplicación móvil y plataformas de pedidos en línea

Los canales de pedido digital de Domino representan el 75.6% de las ventas de EE. UU. En 2023. Las descargas de aplicaciones móviles alcanzaron 11.5 millones de usuarios activos. La plataforma de pedido en línea procesa aproximadamente 2.5 millones de pedidos digitales diariamente en todo el mundo.

Canal de pedidos digitales	Porcentaje de ventas	Volumen de pedido diario
Aplicación móvil	45.3%	1,4 millones de pedidos
Sitio web	30.3%	1.1 millones de pedidos

Programa de lealtad y sistema de recompensas

Domino's Piece of the Pie Rewards Program tiene 32 millones de miembros activos. Los miembros generan un valor de pedido promedio 50% más alto en comparación con los no miembros.

• Gane 10 puntos por dólar gastado
• Pizza gratis después de 60 puntos acumulados
• Recompensas canjeables en 180 días

Compromiso de las redes sociales

Domino's mantiene 12.4 millones de seguidores en Instagram, 3.2 millones en Twitter y 16.5 millones en Facebook. Las interacciones en las redes sociales generan aproximadamente 500,000 compromisos de clientes semanalmente.

Mecanismos de comentarios de los clientes

Domino's procesa 1,2 millones de presentaciones de comentarios de los clientes anualmente. El tiempo de respuesta promedio es de 24 horas en las plataformas digitales.

Canal de retroalimentación	Presentaciones anuales	Tasa de respuesta
Aplicación móvil	450,000	92%
Sitio web	350,000	88%
Correo electrónico	250,000	85%

Comunicaciones de marketing personalizadas

Las campañas de marketing personalizadas de Domino llegan a 22 millones de clientes mensualmente. El marketing de correo electrónico dirigido genera tasas de conversión 18% más altas en comparación con las campañas genéricas.

• Personalización basada en el historial de pedidos
• Ofertas promocionales de geotargel
• Recomendaciones personalizadas

Domino's Pizza, Inc. (DPZ) - Modelo de negocios: canales

Aplicación móvil

A partir del cuarto trimestre de 2023, la aplicación móvil de Domino genera el 65% de las ventas digitales. La aplicación se ha descargado 10.4 millones de veces en los Estados Unidos. El pedido móvil representa 2.9 mil millones de dólares en ventas anuales para la empresa.

Módulo de aplicación móvil	Valor
Descargas totales	10.4 millones
Porcentaje de ventas digitales	65%
Ventas móviles anuales	2.9 mil millones de USD

Plataforma de pedido en el sitio web

La plataforma digital de Domino representa el 55% de las ventas totales en los Estados Unidos. El sitio web procesa aproximadamente 1,8 mil millones de dólares en ventas anuales.

Compras en la tienda

Las ventas en la tienda representan el 35% de los ingresos totales de la compañía. Las ventas promedio de la tienda en 2023 fueron 1.2 millones de dólares por ubicación.

Servicios de entrega de terceros

Domino's Partners con múltiples plataformas de entrega:

• Doordash: 60% del volumen de entrega de terceros
• Uber come: 25% del volumen de entrega de terceros
• Grubhub: 15% del volumen de entrega de terceros

Plataforma de entrega	Cuota de mercado
Doordash	60%
Uber come	25%
Grubhub	15%

Pedido telefónico

Los pedidos telefónicos constituyen el 10% de las ventas totales, con aproximadamente 500 millones de dólares en ingresos telefónicos anuales.

Domino's Pizza, Inc. (DPZ) - Modelo de negocios: segmentos de clientes

Adultos jóvenes y estudiantes universitarios

En 2023, Domino's reportó 6.560 tiendas en los Estados Unidos, con una penetración significativa en ciudades universitarias y áreas urbanas. El pedido digital representa el 75.1% de las ventas para este segmento.

Grupo de edad	Porcentaje de pedido digital	Valor de pedido promedio
18-24 años	85%	$14.50
Estudiantes universitarios	92%	$16.25

Familias

Los pedidos de pizza de tamaño familiar de Domino representan el 42% de las ventas totales de restaurantes en 2023.

Características del segmento familiar	Porcentaje
Frecuencia de pedido familiar	2.3 veces al mes
Tamaño promedio del pedido familiar	2.7 pizzas

Profesionales ocupados

La catering corporativo y los pedidos grupales de profesionales representan el 22% de los ingresos de Domino en 2023.

• Pedido promedio de almuerzo corporativo: $ 87.50
• Frecuencia de pedido grupal: 1.5 veces por semana
• Método de pedido preferido: aplicación móvil (68%)

Consumidores conscientes del presupuesto

Los elementos de menú a precio de valor contribuyeron con $ 3.4 mil millones en ingresos durante 2023.

Métricas de segmento de valor	Cantidad
Ventas de menú Valor	$ 3.4 mil millones
Oferta de descuento promedio	35%

Buscadores de alimentos nocturnos

Los pedidos nocturnos entre las 10 p.m. y las 2 AM representan el 18% de las ventas totales en 2023.

• Horas de pedido de la noche pico de la noche: 11 pm - 1 am
• Valor promedio de pedido nocturno: $ 16.75
• Porcentaje de pedido nocturno de fin de semana: 62%

Domino's Pizza, Inc. (DPZ) - Modelo de negocio: Estructura de costos

Adquisición de ingredientes alimentarios

En el año fiscal 2022, los costos de alimentos y suministros de Domino fueron de $ 2.13 mil millones, lo que representa aproximadamente el 30.4% de los ingresos totales. La compañía obtiene ingredientes a través de asociaciones estratégicas de la cadena de suministro.

Categoría de ingredientes	Costo de adquisición anual
Queso	$ 612 millones
Ingredientes de masa	$ 287 millones
Coberturas de carne	$ 413 millones

Infraestructura de tecnología digital

Domino invirtió $ 200 millones en tecnología digital e innovación en 2022. Los costos de infraestructura tecnológica incluyen:

• Desarrollo de aplicaciones móviles: $ 45 millones
• Mantenimiento del sitio web: $ 22 millones
• Actualizaciones de la plataforma de pedido: $ 38 millones
• Ciberseguridad: $ 15 millones

Gastos de marketing y publicidad

En 2022, el gasto de marketing de Domino fue de $ 366.1 millones, lo que representa el 5.2% de los ingresos totales.

Canal de marketing	Gasto
Marketing digital	$ 156 millones
Medios tradicionales	$ 124 millones
Campañas de redes sociales	$ 86 millones

Apoyo y desarrollo de franquicias

Los costos relacionados con la franquicia en 2022 totalizaron $ 87.3 millones, incluidos los programas de apoyo, capacitación y desarrollo.

• Programas de capacitación de franquicias: $ 22 millones
• Infraestructura de soporte: $ 38 millones
• Nuevo desarrollo de franquicias: $ 27.3 millones

Costos laborales y operativos

Los gastos laborales y operativos totales para 2022 fueron de $ 1.47 mil millones, lo que representa el 21% de los ingresos totales.

Categoría de costos operativos	Gasto anual
Trabajo de trabajo	$ 892 millones
Salarios de empleados corporativos	$ 378 millones
Sobrecarga operativa	$ 200 millones

Domino's Pizza, Inc. (DPZ) - Modelo de negocios: flujos de ingresos

Ventas de pizza

En el año fiscal 2022, las ventas minoristas globales de Domino alcanzaron los $ 17.81 mil millones. El crecimiento de ventas nacionales (EE. UU.) La misma tienda fue del 2.4%, mientras que las ventas internacionales en la misma tienda disminuyeron en un 1,5%.

Categoría de ventas	Ingresos (2022)
Ventas de pizza doméstica	$ 8.6 mil millones
Ventas internacionales de pizza	$ 9.2 mil millones

Regalías de franquicia

Domino's genera ingresos significativos de las regalías de franquicias. En 2022, las regalías y tarifas de franquicias totalizaron $ 587.4 millones.

• Tasa de regalías de la franquicia: aproximadamente el 5.5% de las ventas de la tienda de franquicias
• Total de las tiendas franquiciadas en todo el mundo: 19,500+ a partir de 2022

Tarifas de entrega

Las tarifas de entrega contribuyeron con $ 456.2 millones a los ingresos de Domino en 2022.

Componentes de la tarifa de entrega	Cantidad promedio
Tarifa de entrega estándar	$3.99
Valor de entrega de pedido promedio	$21.50

Venta de mercancías

Las ventas de mercancías y equipos de Domino a franquiciados ascendieron a $ 312.6 millones en 2022.

• Venta de equipos para hacer pizza
• Sistemas de punto de venta
• Materiales de embalaje

Ingresos publicitarios de plataforma digital

Los ingresos por la plataforma digital, incluida la publicidad, alcanzaron los $ 145.3 millones en 2022.

Métricas de plataforma digital	Datos 2022
Porcentaje de ventas digitales	65.5%
Descargas de aplicaciones móviles	11.5 millones

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.