Domino's Pizza, Inc. (DPZ): Business Model Canvas [Jan-2025 Mise à jour]

Domino's Pizza a révolutionné l'industrie de la restauration rapide avec un modèle commercial révolutionnaire qui mélange de manière transparente la technologie, la commodité et l'évolutivité mondiale. De ses humbles débuts à devenir un 18 milliards de dollars entreprise mondiale avec plus 19,000 Magasins du monde entier, Domino's a transformé la livraison de pizzas d'un service local à une expérience axée sur la technologie et centrée sur le client. En tirant parti des plates-formes numériques innovantes, de la franchise stratégique et d'un accent implacable sur la satisfaction des clients, Domino's n'a pas seulement vendu des pizzas, mais a créé un écosystème dynamique qui redéfinit la façon dont les consommateurs modernes éprouvent une livraison de restauration rapide.

Domino's Pizza, Inc. (DPZ) - Modèle commercial: partenariats clés

Réseau de franchise

Depuis 2023, Domino's maintient un Réseau de franchise mondial de 19 738 magasins, avec la ventilation géographique suivante:

Région	Nombre de magasins
États-Unis	6,560
Marchés internationaux	13,178

Fournisseurs de l'alimentation et fournisseurs d'ingrédients

Les partenariats à ingrédients clés comprennent:

• Sysco Corporation
• Aliments américains
• Groupe alimentaire de performance

Partenaires technologiques

Collaborations de plate-forme de commande numérique:

• Google Cloud Platform
• Microsoft Azure
• Partenaires technologiques de l'IA pour les systèmes de commande prédictifs

Fournisseurs de services de livraison

Partenaire de livraison	Couverture
Doordash	85% des emplacements américains
Uber mange	70% des emplacements américains
Grubhub	60% des emplacements américains

Collaborations marketing et publicitaire

Investissements principaux de partenariat marketing:

• Parrainage de la Major League Baseball (MLB): contrat annuel de 20 millions de dollars
• Partenariats marketing de la Ligue nationale de football (NFL)
• Collaborations d'influenceurs sur les médias sociaux

Domino's Pizza, Inc. (DPZ) - Modèle commercial: activités clés

Production de pizzas et préparation des aliments

Au quatrième trimestre 2023, Domino's exploite 6 560 magasins aux États-Unis et 20 489 magasins dans le monde. Le volume annuel de production de pizzas a atteint environ 1,2 milliard de pizzas en 2023.

Métrique de production	2023 données
Pizzas totales produites	1,2 milliard
Magasins mondiaux	20,489
Magasins américains	6,560

Commande numérique et développement de la plate-forme technologique

Les ventes numériques représentaient 65,5% des ventes aux États-Unis en 2023, totalisant 4,96 milliards de dollars de revenus numériques.

• Téléchargements d'applications mobiles: 10,2 millions d'utilisateurs actifs
• Plateformes de commande en ligne: Disponible sur 90% des marchés mondiaux
• Investissement en technologie de commande dirigée par AI: 50 millions de dollars en 2023

Gestion et expansion des franchises

Le modèle de franchise représente 98,4% des opérations mondiales des magasins.

Métrique de franchise	2023 données
Magasins franchisés	20,145
Magasins appartenant à l'entreprise	344
Taux de redevance franchise	5.5%

Marketing et promotion de la marque

Les dépenses de marketing en 2023 étaient de 283,6 millions de dollars, ce qui représente 3,2% des revenus totaux.

• Abonnés des médias sociaux: 12,5 millions sur toutes les plateformes
• Budget de marketing numérique: 175,2 millions de dollars
• Campagnes de sensibilisation de la marque: 15 marchés mondiaux

Innovation de menu et développement de produits

Investissement en R&D pour le développement de nouveaux produits: 42,3 millions de dollars en 2023.

Métrique de l'innovation du produit	2023 données
Nouveaux éléments de menu lancés	7
Dépenses de R&D	42,3 millions de dollars
Cycle de développement des produits	4-6 mois

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: Ressources clés

Réseau de franchise mondiale

Au quatrième trimestre 2023, Domino's exploite 19 500 magasins dans le monde, avec 6 560 magasins aux États-Unis et 13 560 emplacements internationaux sur 90 marchés.

Région	Nombre de magasins	Pourcentage de réseau mondial
États-Unis	6,560	33.6%
Marchés internationaux	13,560	66.4%

Technologie de commande numérique propriétaire

Les ventes numériques de Domino représentent 81% des ventes américaines en 2023, totalisant 8,8 milliards de dollars via des plateformes numériques.

• Plates-formes de commande numérique disponibles dans 90% des marchés mondiaux
• Système de suivi alimenté par AI couvrant 100% des commandes numériques
• Application mobile avec plus de 10 millions d'utilisateurs mensuels actifs

Solide reconnaissance de la marque

Évaluation de la marque en 2023: 12,5 milliards de dollars, classement n ° 1 dans la catégorie des restaurants à pizza dans le monde.

Infrastructure de la chaîne d'approvisionnement

Composant de chaîne d'approvisionnement	Détails
Centres de distribution	20 centres américains, 4 centres internationaux
Approvisionnement annuel	2,3 milliards de dollars d'ingrédients alimentaires

Expertise en main-d'œuvre formée et opérationnelle

Total des employés: 14 700 employés d'entreprise, plus de 350 000 employés de franchise dans le monde.

• Tiration moyenne des employés: 4,2 ans
• Investissement de formation annuelle: 45 millions de dollars
• Programme de formation en gestion couvrant 100% des emplacements d'entreprise

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: propositions de valeur

Livraison pratique et rapide

Domino a livré 1,2 milliard de commandes de pizza dans le monde en 2022. Le délai de livraison moyen est de 20,8 minutes. Les ventes numériques représentaient 65,5% des ventes américaines au troisième trimestre 2023.

Métrique de livraison	Performance 2022-2023
Livraisons mondiales de pizza	1,2 milliard
Délai de livraison moyen	20,8 minutes
Pourcentage de ventes numériques	65.5%

Stratégie de tarification abordable

Le prix moyen Domino's Pizza varie entre 7,99 $ et 12,99 $. Les offres de valeur et les repas combo commencent à 5,99 $.

Qualité et goût cohérents

• Approvisionnement en ingrédients standardisés de plus de 20 fournisseurs nationaux
• Recette de pizza propriétaire utilisée dans 19 500 magasins mondiaux
• Processus de contrôle de la qualité mis en œuvre sur tous les marchés internationaux

Expérience de commande numérique innovante

Les plateformes numériques de Domino ont traité 8,6 milliards de dollars de ventes en 2022. Les téléchargements d'applications mobiles ont dépassé 12 millions en 2023.

Métrique de la plate-forme numérique	Performance 2022-2023
Ventes numériques	8,6 milliards de dollars
Téléchargements d'applications mobiles	12 millions

Options de personnalisation étendue du menu

Offre 34 garnitures de pizza différentes, 5 types de croûtes et 8 pizzas spécialisées. Les marchés internationaux présentent des variations de menu localisées.

• 34 garnitures de pizza disponibles
• 5 options de croûte différentes
• 8 sélections de pizzas spécialisées

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: relations clients

Application mobile et plateformes de commande en ligne

Les canaux de commande numériques de Domino représentent 75,6% des ventes aux États-Unis en 2023. Les téléchargements d'applications mobiles ont atteint 11,5 millions d'utilisateurs actifs. La plate-forme de commande en ligne traite environ 2,5 millions de commandes numériques quotidiennement dans le monde.

Canal de commande numérique	Pourcentage de ventes	Volume de commande quotidien
Application mobile	45.3%	1,4 million de commandes
Site web	30.3%	1,1 million de commandes

Programme de fidélité et système de récompenses

Le programme Domino’s Piece of the Pie Rewards compte 32 millions de membres actifs. Les membres génèrent 50% de valeur moyenne de commande plus élevée par rapport aux non-membres.

• Gagnez 10 points par dollar dépensé
• Pizza gratuite après 60 points accumulés
• Récompenses rachetables dans les 180 jours

Engagement des médias sociaux

Domino's maintient 12,4 millions d'abonnés sur Instagram, 3,2 millions sur Twitter et 16,5 millions sur Facebook. Les interactions sur les réseaux sociaux génèrent environ 500 000 engagements clients chaque semaine.

Mécanismes de rétroaction des clients

Domino's traite 1,2 million de soumissions de commentaires des clients par an. Le temps de réponse moyen est de 24 heures sur les plateformes numériques.

Canal de rétroaction	Soumissions annuelles	Taux de réponse
Application mobile	450,000	92%
Site web	350,000	88%
E-mail	250,000	85%

Communications marketing personnalisées

Les campagnes de marketing personnalisées de Domino atteignent 22 millions de clients par mois. Le marketing par e-mail ciblé génère 18% de taux de conversion plus élevés par rapport aux campagnes génériques.

• Personnalisation basée sur l'historique des commandes
• Offres promotionnelles géotargées
• Recommandations personnalisées

Domino's Pizza, Inc. (DPZ) - Modèle commercial: canaux

Application mobile

Au quatrième trimestre 2023, l'application mobile de Domino génère 65% des ventes numériques. L'application a été téléchargée 10,4 millions de fois aux États-Unis. La commande mobile représente 2,9 milliards USD de ventes annuelles pour l'entreprise.

Métrique de l'application mobile	Valeur
Téléchargements totaux	10,4 millions
Pourcentage de ventes numériques	65%
Ventes mobiles annuelles	2,9 milliards USD

Plateforme de commande de site Web

La plate-forme numérique de Domino représente 55% du total des ventes aux États-Unis. Le site Web traite environ 1,8 milliard USD de ventes annuelles.

Achats en magasin

Les ventes en magasin représentent 35% du total des revenus de l'entreprise. Les ventes moyennes de magasins en 2023 étaient de 1,2 million USD par emplacement.

Services de livraison tiers

Les partenaires de Domino avec plusieurs plateformes de livraison:

• Doordash: 60% du volume de livraison tiers
• Uber Eats: 25% du volume de livraison tiers
• Grubhub: 15% du volume de livraison tiers

Plate-forme de livraison	Part de marché
Doordash	60%
Uber mange	25%
Grubhub	15%

Commande téléphonique

Les commandes téléphoniques représentent 10% des ventes totales, avec environ 500 millions USD de revenus téléphoniques annuels.

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: segments de clientèle

Jeunes adultes et étudiants

En 2023, Domino's a rapporté 6 560 magasins aux États-Unis, avec une pénétration importante dans les villes universitaires et les zones urbaines. La commande numérique représente 75,1% des ventes pour ce segment.

Groupe d'âge	Pourcentage de commande numérique	Valeur de commande moyenne
18-24 ans	85%	$14.50
Étudiants	92%	$16.25

Familles

Les commandes de pizza familiale de Domino représentent 42% du total des ventes de restaurants en 2023.

Caractéristiques du segment de la famille	Pourcentage
Fréquence des commandes familiales	2,3 fois par mois
Taille moyenne des commandes familiales	2.7 Pizzas

Professionnels occupés

La restauration des entreprises et les commandes de groupe des professionnels représentent 22% des revenus de Domino en 2023.

• Commande moyenne du déjeuner d'entreprise: 87,50 $
• Fréquence des commandes de groupe: 1,5 fois par semaine
• Méthode de commande préférée: application mobile (68%)

Consommateurs soucieux du budget

Les éléments de menu à prix de valeur ont contribué 3,4 milliards de dollars de revenus en 2023.

Métriques du segment de valeur	Montant
Valeurs de menu de valeur	3,4 milliards de dollars
Offre de réduction moyenne	35%

Demandeurs de nourriture tard le soir

Les commandes de fin de soirée entre 22 heures et 2 heures du matin représentent 18% des ventes totales en 2023.

• Préceau des heures de commande en fin de soirée: 11 h - 1 h
• Valeur moyenne de la commande en fin de soirée: 16,75 $
• Pourcentage de commande de fin de soirée le week-end: 62%

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: Structure des coûts

Acharnement des ingrédients alimentaires

Au cours de l'exercice 2022, les coûts de la nourriture et de l'offre de Domino étaient de 2,13 milliards de dollars, ce qui représente environ 30,4% des revenus totaux. La société s'approvisionne dans les ingrédients grâce à des partenariats stratégiques en chaîne d'approvisionnement.

Catégorie d'ingrédient	Coût d'achat annuel
Fromage	612 millions de dollars
Ingrédients de pâte	287 millions de dollars
Garnitures de viande	413 millions de dollars

Infrastructure technologique numérique

Domino's a investi 200 millions de dollars dans la technologie numérique et l'innovation en 2022. Les coûts d'infrastructure technologique comprennent:

• Développement d'applications mobiles: 45 millions de dollars
• Maintenance du site Web: 22 millions de dollars
• Mises à niveau de la plate-forme de commande: 38 millions de dollars
• Cybersécurité: 15 millions de dollars

Dépenses de marketing et de publicité

En 2022, les dépenses de marketing de Domino étaient de 366,1 millions de dollars, ce qui représente 5,2% des revenus totaux.

Canal de marketing	Dépenses
Marketing numérique	156 millions de dollars
Médias traditionnels	124 millions de dollars
Campagnes de médias sociaux	86 millions de dollars

Soutien et développement de la franchise

Les coûts liés à la franchise en 2022 ont totalisé 87,3 millions de dollars, y compris les programmes de soutien, de formation et de développement.

• Programmes de formation en franchise: 22 millions de dollars
• Infrastructure de soutien: 38 millions de dollars
• Nouveau développement de franchise: 27,3 millions de dollars

Coûts de main-d'œuvre et d'exploitation

Les dépenses totales de main-d'œuvre et d'exploitation pour 2022 étaient de 1,47 milliard de dollars, représentant 21% des revenus totaux.

Catégorie de coûts opérationnels	Dépenses annuelles
Stocker le travail	892 millions de dollars
Salaires des employés de l'entreprise	378 millions de dollars
Frais généraux opérationnels	200 millions de dollars

Domino's Pizza, Inc. (DPZ) - Modèle d'entreprise: Strots de revenus

Ventes de pizzas

Au cours de l'exercice 2022, les ventes mondiales de Domino de Domino ont atteint 17,81 milliards de dollars. La croissance des ventes nationales (États-Unis) était de 2,4%, tandis que les ventes internationales des magasins comparables ont diminué de 1,5%.

Catégorie de vente	Revenus (2022)
Ventes de pizzas nationales	8,6 milliards de dollars
Ventes de pizzas internationales	9,2 milliards de dollars

Redevances de franchise

Domino génère des revenus importants à partir des redevances de franchise. En 2022, les redevances et les frais de franchise ont totalisé 587,4 millions de dollars.

• Taux de redevance de franchise: environ 5,5% des ventes de magasins de franchises
• Total des magasins franchisés dans le monde: 19 500+ à partir de 2022

Frais de livraison

Les frais de livraison ont contribué 456,2 millions de dollars aux revenus de Domino en 2022.

Composants des frais de livraison	Montant moyen
Frais de livraison standard	$3.99
Valeur de livraison de commande moyenne	$21.50

Ventes de marchandises

Les ventes de marchandises et d'équipements de Domino aux franchisés se sont élevées à 312,6 millions de dollars en 2022.

• Ventes d'équipements de fabrication de pizzas
• Systèmes de point de vente
• Matériaux d'emballage

Revenus publicitaires de plate-forme numérique

Les revenus de la plate-forme numérique, y compris la publicité, ont atteint 145,3 millions de dollars en 2022.

Métriques de plate-forme numérique	2022 données
Pourcentage de ventes numériques	65.5%
Téléchargements d'applications mobiles	11,5 millions

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.