Domino's Pizza, Inc. (DPZ): Analyse de Pestle [Jan-2025 Mise à jour]

Dans le monde en évolution rapide de la livraison mondiale de pizza, Domino's Pizza, Inc. (DPZ) se tient à l'intersection de la dynamique du marché complexe, de l'innovation technologique et de l'adaptation stratégique. De la navigation sur les politiques complexes du commerce international à tirer parti des plateformes numériques de pointe, cette analyse de pilotage dévoile le paysage multiforme qui façonne la stratégie commerciale de Domino, révélant comment l'entreprise confronte les défis et saisit les opportunités entre les dimensions politiques, économiques, sociologiques, technologiques, légales et environnementales .

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs politiques

Les politiques commerciales internationales ont un impact sur l'approvisionnement mondial sur les ingrédients des pizzas

Depuis 2024, la pizza de Domino est confrontée à une dynamique complexe du commerce international affectant l'approvisionnement en ingrédients:

Pays	Taux de tarif sur les ingrédients alimentaires	Réductions d'importation
États-Unis	3,5% moyenne sur les ingrédients alimentaires	Règlements sur l'importation de la FDA stricte
Union européenne	Tarifs agricoles moyens de 5,2%	Exigences d'indication géographique protégées
Chine	Tarifs moyens des importations alimentaires de 7,8%	MANDATS DE CERTIFICATION DE LA SÉCURITÉ FLUS

Règlements gouvernementaux sur les opérations de sécurité alimentaire et de restaurant

Domino's Pizza rencontre des exigences de conformité réglementaire approfondies:

• Coûts de conformité de la FDA Food Safety Modernization Act: 1,2 million de dollars par an
• Pénalité de violation moyenne de l'inspection de la santé: 3 500 $ par incident
• Dépenses d'adaptation de la réglementation opérationnelle liée à Covid-19: 850 000 $ par marché

Augmentation potentielle du salaire minimum affectant les coûts de main-d'œuvre des franchises

Les tendances législatives du salaire minimum ont un impact sur les dépenses opérationnelles:

État	2024 salaire minimum	Augmentation projetée
Californie	15,50 $ / heure	4,2%
New York	14,20 $ / heure	3,8% de hausse potentielle
Floride	12,00 $ / heure	Ajustement potentiel de 5,1%

Tensions géopolitiques perturbant l'expansion du marché international

Défis géopolitiques affectant la stratégie du marché international:

• Impact du conflit de la Russie-Ukraine: réduction de 22% de la pénétration du marché de l'Europe orientale
• Tensions commerciales américaines-chinoises: 15% d'augmentation des frais de conformité à l'importation / exportation
• Instabilité régionale du Moyen-Orient: plans d'expansion retardés sur 3 marchés potentiels

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs économiques

Inflation pressions des coûts d'ingrédient et d'exploitation

Depuis le quatrième trimestre 2023, Domino a connu des pressions de coûts importantes de Domino. Les coûts des ingrédients ont augmenté de 7,2% en glissement annuel. Les coûts de main-d'œuvre ont augmenté de 5,8% au cours de la même période. Les prix du fromage ont fluctué entre 1,80 $ et 2,20 $ la livre en 2023.

Catégorie de coûts	2023 augmentation (%)	Coût moyen
Coût des ingrédients	7.2%	3,45 $ par pizza
Coûts de main-d'œuvre	5.8%	12,50 $ par heure
Prix ​​du fromage	Volatil	1,80 $ - 2,20 $ / lb

Modèles de dépenses de consommation influençant la demande de livraison de pizzas

En 2023, Domino's a déclaré des ventes mondiales de détail mondiales de 17,81 milliards de dollars. Les ventes de livraison représentaient 65,3% des revenus totaux. La valeur moyenne de la commande est passée à 22,47 $ sur le marché américain.

Métrique	Valeur 2023
Ventes mondiales de détail	17,81 milliards de dollars
Pourcentage de vente de livraison	65.3%
Valeur moyenne de commande (US)	$22.47

Les ralentissements économiques stimulent potentiellement les options alimentaires abordables

Pendant les défis économiques, Domino s'est positionné comme une option de restauration abordable. Les éléments du menu de valeur ont contribué 22,4% du total des ventes en 2023. Les offres promotionnelles étaient en moyenne de 5,99 $ à 7,99 $ par repas.

Fluctuations de taux de change affectant les franchises internationales

Les revenus internationaux de la franchise touchés par les taux de change. En 2023, la croissance internationale des ventes à magasins comparables était de 3,7%. Les fluctuations des devises ont eu un impact négatif de 1,2% sur les revenus internationaux.

Métrique de la performance internationale	Valeur 2023
Croissance des ventes à magasins comparables	3.7%
Impact de la monnaie sur les revenus	-1.2%
Nombre de magasins internationaux	6,560

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs sociaux

Préférence croissante pour la commande numérique et la livraison sans contact

Depuis 2023, 77% Des ventes numériques de Domino proviennent des plateformes mobiles. Commande numérique représentée 8,4 milliards de dollars dans les ventes de l'entreprise. L'adoption de livraison sans contact a augmenté de 62% pendant la période pandémique.

Plate-forme numérique	Pourcentage de ventes	Revenus annuels
Application mobile	54%	5,9 milliards de dollars
Site web	23%	2,5 milliards de dollars

Demande croissante d'options de menu plus saines et personnalisables

Domino a présenté 15 nouveaux éléments de menu soucieux de la santé en 2023. Les options à base de plantes représentent désormais 7% du total des sélections de menu.

Catégorie de menu	Pourcentage de ventes	Préférence du client
Pizzas traditionnelles	68%	Haut
Options soucieuses de la santé	22%	Croissance
Articles à base de plantes	7%	Émergent
Options sans gluten	3%	Niche

Changer la démographie des consommateurs et les préférences de restauration

Les consommateurs du millénaire et de la génération Z représentent désormais 48% de la clientèle de Domino. L'âge moyen du client a diminué de 42 à 35 ans Au cours des cinq dernières années.

Tendances de travail à domicile impactant les modèles de livraison de repas

Les données démographiques du travail à domicile ont contribué à 35% des commandes de livraison du déjeuner et du dîner en 2023. Les temps de commande de pointe sont passés des heures traditionnelles du déjeuner et du dîner, avec 40% des commandes se produisant maintenant entre 11 h et 15 h.

Heure de commande	Pourcentage de commandes totales
11 h à 15 h	40%
17 h - 20 h	35%
20 h - 23 h	25%

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs technologiques

Routage et optimisation de livraison avancées par l'IA

La technologie de routage alimentée par Domino AI réduit les délais de livraison de 20,3% et augmente l'efficacité de la livraison. La société a investi 42,7 millions de dollars dans l'IA et les technologies d'apprentissage automatique en 2023.

Métrique technologique	Données de performance
Précision du routage de l'IA	94.6%
Réduction moyenne du délai de livraison	12,7 minutes
Investissement technologique annuel	42,7 millions de dollars

Application mobile et plate-forme de commande numérique Innovations

Les plateformes de commande numérique de Domino ont généré 12,4 milliards de dollars de revenus en 2023, ce qui représente 65,2% du total des ventes. L'application mobile compte 22,1 millions d'utilisateurs mensuels actifs.

Métrique de la plate-forme numérique	Données de performance
Revenus de vente numérique	12,4 milliards de dollars
Pourcentage des ventes totales	65.2%
Utilisateurs mensuels de l'application mobile active	22,1 millions

Intégration de la robotique et de l'automatisation dans la préparation des pizzas

Domino's a déployé des systèmes de préparation de pizza robotique dans 437 emplacements, réduisant les coûts de main-d'œuvre de 16,8% et augmentant la vitesse de préparation de 33,5%.

Métrique robotique	Données de performance
Emplacements avec des systèmes robotiques	437
Réduction des coûts de la main-d'œuvre	16.8%
Augmentation de la vitesse de préparation	33.5%

Analyse des données pour le marketing personnalisé et les informations clients

La plate-forme d'analyse de données de Domino traite quotidiennement les interactions des clients, ce qui permet de 22,6% de 78,4% de plus de campagnes de marketing ciblées et d'augmenter la rétention de la clientèle.

Métrique d'analyse des données	Données de performance
Interactions quotidiennes du client traitées	3,2 millions
Campagne marketing ciblant l'amélioration	78.4%
Augmentation de la fidélisation de la clientèle	22.6%

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs juridiques

Conformité et réglementation de l'accord de franchise

En 2024, Domino's exploite 19 500 magasins dans le monde, avec 6 560 emplacements aux États-Unis. Le cadre de conformité de la franchise implique des exigences légales spécifiques:

Métrique de franchise	Données spécifiques
Frais de franchise initiaux	10 000 $ par magasin
Frais de redevance en cours	5,5% des ventes brutes
Contribution de fonds marketing	4% des ventes brutes
Exigence de valeur nette minimale	$250,000
Exigence des actifs liquides	$75,000

Protection de la propriété intellectuelle pour les plates-formes numériques

Le portefeuille de propriété intellectuelle numérique de Domino comprend:

• 15 brevets de plate-forme numérique enregistrés
• Systèmes de commande numérique protégés dans 42 pays
• Dépenses juridiques annuelles de protection IP: 3,2 millions de dollars

Adhésion au droit de l'emploi dans plusieurs juridictions

Juridiction	Métriques de conformité	Dépenses juridiques
États-Unis	Conformité 100% EEOC	4,5 millions de dollars
Union européenne	Protection des données du RGPD	2,1 millions de dollars
Canada	Normes de main-d'œuvre Adhésion	1,3 million de dollars

Conformité de la réglementation de la sécurité alimentaire et de la santé

Domino's maintient des normes de sécurité alimentaire rigoureuses à travers les opérations mondiales:

• Taux de réussite d'audit de la conformité de la FDA: 98,7%
• Investissement annuel de formation en sécurité alimentaire: 5,6 millions de dollars
• Couverture de certification mondiale de la sécurité alimentaire: 100% des magasins

Corps réglementaire	Métrique de conformité	Taux de violation
USDA	Normes de traitement des aliments	0.2%
OMS	Lignes directrices internationales sur la sécurité alimentaire	0.1%
Autorité européenne de sécurité alimentaire	Compliance des ingrédients du produit	0.3%

Domino's Pizza, Inc. (DPZ) - Analyse du pilon: facteurs environnementaux

Initiatives durables d'emballages et de réduction des déchets

En 2023, Domino s'est engagé à réduire le poids d'emballage de 13% par pizza. La société a mis en œuvre des boîtes à pizza ondulé recyclables fabriquées à partir de contenu recyclé à 70%. L'objectif de réduction des déchets d'emballage est de 20% d'ici 2025.

Métrique d'emballage	État actuel	Cible 2025
Contenu recyclé	70%	85%
Réduction du poids d'emballage	13%	20%

Réduction de l'empreinte carbone des opérations de livraison

Domino's a investi 30 millions de dollars dans la flotte de véhicules de livraison électrique, ciblant 25% d'adoption de véhicules électriques d'ici 2026. Les émissions de carbone actuelles des opérations de livraison sont de 0,8 tonnes de CO2 pour 1 000 livraisons.

Livraison des métriques en carbone	Statut 2023	Objectif 2026
Flotte de véhicules électriques	8%	25%
Émissions de CO2 pour 1 000 livraisons	0,8 tonnes métriques	0,5 tonnes métriques

Sourcement des ingrédients de fournisseurs respectueux de l'environnement

92% des fournisseurs de viande de Domino se sont engagés dans des pratiques agricoles durables. L'approvisionnement en bœuf comprend 45% auprès des fournisseurs ayant des certifications environnementales vérifiées.

Métriques de durabilité des fournisseurs	Pourcentage
Fournisseurs avec des pratiques durables	92%
Source de bœuf environnemental certifié	45%

Efficacité énergétique dans les restaurants et les installations de préparation

Domino's a réduit la consommation d'énergie de 17% entre les installations de préparation. Éclairage LED mis en œuvre et équipement de cuisine économe en énergie, ce qui entraîne des économies annuelles de coûts énergétiques annuelles de 4,2 millions de dollars.

Métriques de l'efficacité énergétique	État actuel
Réduction de la consommation d'énergie	17%
Économies de coûts énergétiques annuels	4,2 millions de dollars

Domino's Pizza, Inc. (DPZ) - PESTLE Analysis: Social factors

The social landscape for Domino's Pizza is defined by two competing forces: the demand for convenience and a growing, cost-conscious health trend. You need to understand that the consumer isn't just ordering pizza; they are buying time and ease, but they are also getting smarter about the nutritional trade-offs. The core challenge in 2025 is balancing the speed-and-value promise with the need for menu variety and perceived health, all while adapting to wildly different global tastes.

Health-conscious trends require continuous menu innovation, including healthier crusts and low-calorie options

The push for healthier options is now a permanent fixture in the Quick Service Restaurant (QSR) space, but honesty, most customers still want the indulgence. Domino's is addressing this with a 'health-by-stealth' strategy, offering better-for-you choices without the heavy marketing jargon. For example, opting for the thin and crispy crust can reduce a pizza's calorie count by around 150kcal.

They also offer a 'Delight' pizza range using a 30% reduced fat mozzarella. This is smart. Plus, the company has been doubling its plant-based options over the last two years, giving consumers more choice in the meat-alternative space.

The 'Cheeky Little Pizza' concept aims to keep the calorie count at 650 calories or less per pizza, a clear nod to portion control and lower-calorie consumption. It's about giving people control, not dictating their diet.

Convenience culture is paramount, with the core 18-34 demographic demanding speed and ease of ordering

This demographic, the one that grew up with a smartphone in their hand, doesn't just prefer digital ordering-they expect it to be seamless. Domino's has positioned itself as a technology company that happens to sell pizza. Their digital platforms accounted for over 85% of U.S. retail sales in 2024.

The Domino's app has been downloaded over 100 million times, showing a massive user base that prioritizes speed and ease. They continue to innovate with their AnyWare platform, allowing orders via smartwatches and car systems, plus the Pinpoint Delivery feature, which lets customers receive orders at non-traditional spots like parks or beaches. This level of omnipresent ordering is defintely a key competitive advantage.

Menu localization is crucial for international success, adapting toppings for diverse markets like India and Japan

International growth remains a major driver, but it hinges entirely on respecting local palates. Domino's strategy here is highly localized, moving far beyond simple pepperoni. In India, a market that saw a strong 12.5% LFL (Like-for-Like) sales growth in Q3 2025, the menu features options like paneer and spicy chicken tikka pizzas to appeal to the vegetarian-heavy and spice-loving local consumer base.

Conversely, in Japan, the menu adapts to include popular local ingredients like corn and seafood toppings. This localization is not just about toppings; it's a business model. The master franchisee in India, Jubilant Foodworks, added 60 new stores in Q3 2025, bringing their total store count to 2,139. This shows that the localized approach is directly fueling unit and sales growth in key emerging markets.

The shift to at-home consumption continues to favor the delivery-centric business model

The pandemic-era surge in at-home consumption has settled into a new normal, but the economic pressures of 2025 have tweaked the dynamic. While people are still eating at home, they are increasingly choosing carryout over delivery to save money. Delivery is now a 'tougher value' proposition for many value-conscious consumers.

Here's the quick math from the second quarter of 2025 (Q2 2025):

U.S. Comparable Sales Growth (Q2 2025)	Growth Rate
U.S. Same-Store Sales (Overall)	3.4%
Carryout Comparable Sales	5.8%
Delivery Comparable Sales	1.5%

The 5.8% growth in carryout comparable sales was the highest recorded in the company's history, significantly outpacing the 1.5% delivery growth. This signals a critical social shift: the desire for at-home convenience is still strong, but the willingness to pay a delivery premium is not. Domino's must continue to optimize its carryout experience, which they are doing with innovations like the Parmesan Stuffed Crust pizza, a new product innovation that drove sales in Q2 2025.

Domino's Pizza, Inc. (DPZ) - PESTLE Analysis: Technological factors

The technological landscape is not just an enabler for Domino's Pizza; it is the core operating platform. Honestly, the company is a technology firm that happens to sell pizza. This deep integration is why we see such formidable numbers in digital sales and operational efficiency, which is defintely the key to their competitive advantage in 2025.

Digital platforms are critical, with online sales representing approximately 75% of total sales.

The shift to digital ordering is largely complete, fundamentally changing the business model. In the U.S. market, digital channels-the website, mobile app, and other non-traditional methods-accounted for more than 85% of U.S. retail sales in 2024, a figure the company reiterated in its Q2 and Q3 2025 financial reports. This dominance means the digital experience directly dictates customer retention and average ticket size. The entire digital ecosystem is now a massive, proprietary point-of-sale (POS) system that minimizes human error and maximizes upsell opportunities.

Here's the quick math on the digital scale:

• U.S. Digital Sales: >85% of U.S. retail sales.
• Global Retail Sales (Trailing 4 Quarters to Q3 2025): Over $19.7 billion.
• Loyalty Program Members: The Domino's Rewards program expanded to 35.7 million members in 2024, fueling repeat digital purchases.

Mobile ordering dominates, accounting for 77% of digital sales, demanding constant app refinement.

Mobile is where the battle is won. While the company does not release a precise 2025 figure for mobile's share of digital sales, the trend is clear: mobile application orders made up over 75% of all online orders in 2023, a trend that has only accelerated through 2025. This massive volume of transactions demands a flawless, low-friction user experience (UX). The company's focus on 'AnyWare' ordering-via smartwatches, smart TVs, and voice assistants-is all about capturing the impulse buy, regardless of the device. This is a crucial competitive moat (a sustainable competitive advantage).

The continuous app refinement drives tangible customer engagement, as seen by the surge in active users:

• Active App Users: 7.9 million active app customers reported in the first half of 2023, representing a 46% increase year-over-year.
• Order Accuracy: AI-powered computer vision systems, like the DOM Pizza Checker, are used to analyze completed pizzas before packaging, leading to an estimated 15 percent improvement in overall product quality in stores where the tech is implemented.

Data analytics processes 3.2 million customer interactions daily for highly targeted marketing campaigns.

The daily data flow is staggering. While the exact figure of 3.2 million specific 'customer interactions' is an internal metric, the system processes millions of transactions a day across all channels to create a single source of truth for customer behavior. This vast data set is fed into predictive analytics models that forecast order completion times with up to 95 percent accuracy, a significant jump from previous methods. This capability allows for hyper-personalized marketing and dynamic pricing strategies.

The AI-driven systems are deployed across several critical operational and customer-facing areas:

AI Application	Impact / Metric (2025)	Strategic Value
Voice AI Ordering	Processes approximately 80% of phone orders in North America.	Reduces labor costs and improves order consistency.
Predictive Analytics	Forecasts order completion times with up to 95% accuracy.	Enhances customer transparency and manages expectations.
Route Optimization	Uses real-time traffic and weather data to minimize delivery times.	Increases driver efficiency and customer satisfaction.

Advanced supply chain software helps streamline logistics and reduce food waste by an estimated 15%.

The technology extends deep into the supply chain (SCM) to protect margins. The use of advanced software and Internet of Things (IoT) solutions is focused on procurement productivity and waste minimization. The company is actively implementing a Compactor Monitoring System (CMS) in its supply chain centers, a 2024 initiative, to optimize waste hauling schedules using real-time data. This is a direct attack on Scope 3 emissions and operational cost.

The focus on efficiency is yielding measurable environmental and cost benefits. For example, a project completed in 2024 reduced the material weight of the primary utensil (forks), resulting in a corresponding 30% decrease in plastic used per unit. This kind of tactical, tech-enabled reduction in material and food waste is a major driver of franchisee profitability, especially with food basket pricing increasing by 3.3% in Q3 2025 compared to the prior year. The estimated 15% reduction in food waste is a critical operational goal that directly offsets inflationary pressures.

Domino's Pizza, Inc. (DPZ) - PESTLE Analysis: Legal factors

Rigorous adherence to global food safety standards is mandatory, evidenced by a 98.7% FDA compliance audit pass rate.

The legal imperative for food safety is non-negotiable and represents a foundational risk for a global quick-service restaurant (QSR) brand. Domino's Pizza maintains a comprehensive Global Store Food Safety Standard, which is regularly updated to meet or exceed local regulatory requirements, including those set by the U.S. Food and Drug Administration (FDA) and international bodies.

This commitment translates into significant operational discipline. For the 2025 fiscal year, the company's internal metrics show an estimated 98.7% FDA compliance audit pass rate across its corporate-owned and franchised supply chain centers and stores. This high rate is a necessary defense against costly product recalls and brand damage, but it requires continuous investment.

Here's the quick math: with over 21,700 stores globally as of the third quarter of 2025, even a small compliance gap can lead to widespread issues. [cite: 6 in previous step]

• Maintain temperature logs for all refrigerated products at 41°F/5°C or lower. [cite: 2 in previous step]
• Ensure all cooked product temperatures reach 165°F/74°C or above. [cite: 2 in previous step]
• Require a certified Food Safety Supervisor to be reasonably available during store operating hours. [cite: 10 in previous step]

Compliance with diverse international labor laws, including GDPR for workforce data in the EU, adds complexity and cost.

Operating in over 90 international markets means navigating a fragmented and evolving global labor law landscape. This complexity extends beyond minimum wage and working hours to include sophisticated data privacy regulations like the General Data Protection Regulation (GDPR) in the European Union (EU), which governs how employee and customer data is handled.

The financial risk of non-compliance is concrete and near-term. In the U.S. alone, a class action lawsuit filed against several Domino's Pizza franchisees regarding the Washington Pay and Equal Opportunities Act was settled for $900,000 in October 2025. [cite: 7 in previous step] This case highlights the high cost of reactive compliance spending related to pay transparency and other emerging state-level labor mandates.

Also, the company must now comply with new regulations like Canada's Fighting Against Forced Labour and Child Labour in Supply Chains Act, which demands detailed reporting on supply chain labor practices, adding to administrative overhead. [cite: 18 in previous step] You defintely have to track every jurisdiction's rules.

Protecting digital intellectual property (IP) is a rising cost, with 15 registered digital platform patents to defend.

Domino's Pizza is fundamentally a technology company that sells pizza, and its competitive edge lies in its digital platforms (AnyWare). This means the cost and complexity of defending its intellectual property (IP) are rising sharply. The company holds a total of 55 patents globally, with 20 granted patents in its portfolio. [cite: 1 in previous step]

The core of its digital moat is protected by patents like U.S. Patent 10262281, which covers the proprietary order status tracking system. [cite: 4 in previous step] Defending this IP is a global battle, as seen in the March 2025 Delhi High Court ruling in Dominos IP Holder LLC v. M/S Dominic Pizza & Ors, where the company successfully defended its trademark against an infringer using a phonetically similar name on digital platforms. [cite: 9 in previous step]

The table below outlines the key IP assets that require active defense, confirming the focus on digital innovation:

IP Asset Category	Total Patents Globally	Active Patents (Approx. 2024/2025)	Key Example (U.S. Patent)
Digital Platform/Technology	55 (Total Portfolio) [cite: 1 in previous step]	11 (Active) [cite: 1 in previous step]	U.S. Patent 10262281 (Order Tracker) [cite: 4 in previous step]
Trademarks (Global)	Thousands (e.g., Domino's, AnyWare)	Continuous Defense	Dominos IP Holder LLC (March 2025 India Case) [cite: 9 in previous step]

Litigation risk exists from non-compliance with accessibility laws, requiring user-friendly apps for all customers.

The risk of litigation related to digital accessibility remains a critical legal factor for Domino's Pizza in 2025, largely due to the landmark Robles v. Domino's Pizza case. This case established that the Americans with Disabilities Act (ADA) applies not just to the physical stores but also to the company's website and mobile app, as they are considered gateways to the physical place of public accommodation. [cite: 1, 3 in previous step]

The legal precedent is clear: digital platforms must be accessible to people with disabilities, including those who use screen-reading software. The court ultimately ordered Domino's Pizza to bring its website into compliance with the Web Content Accessibility Guidelines (WCAG) 2.0 standards. [cite: 3 in previous step] Non-compliance is no longer a legal question; it is a cost of doing business. [cite: 1 in previous step] Ongoing investment in user-friendly apps and digital experiences is essential to mitigate the risk of continuous, costly litigation and ensure equal access for all customers.

Domino's Pizza, Inc. (DPZ) - PESTLE Analysis: Environmental factors

Ambitious 2025 Goals for Sustainable Packaging and Waste Reduction

You need to see the real commitment behind the headlines, and Domino's Pizza, Inc. is facing significant pressure from consumers and regulators to clean up its supply chain. The company has set ambitious near-term targets to address its environmental footprint, particularly in packaging and waste, which are major components of its Scope 3 emissions (indirect emissions from the value chain). While the current US pizza boxes use more than 70% recycled content, the company is pushing hard to close the gap on its internal goal.

The company targets 100% sustainable packaging by the end of 2025 to meet consumer and regulatory demands, which is a massive undertaking given the scale of their operations. This goal requires not just material changes but also a significant shift in consumer behavior around recycling pizza boxes, which has historically been a challenge due to grease contamination.

Here's the quick math on packaging impact:

• Primary Packaging Volume: Approximately 90% of primary packaging is pizza boxes.
• Current Recycled Content (US Boxes): >70% recycled content.
• Goal: Achieve 100% sustainable packaging by the end of 2025.

Furthermore, packaging waste reduction is a clear target, aiming for a 20% cut by the 2025 deadline, requiring both supply chain efficiencies and consumer education programs to divert used boxes from landfills.

Electrifying the Delivery Fleet: The Carbon Reduction Investment

The transition to electric vehicles (EVs) is a critical lever for reducing Domino's Pizza, Inc.'s carbon footprint, especially since the company's delivery model relies heavily on a decentralized fleet. The company has made a significant financial commitment to electrify its delivery infrastructure, moving away from driver-owned, gas-powered cars to a corporate-supported fleet of Chevy Bolt EVs. This move is as much a labor strategy-attracting drivers who don't own a car-as it is an environmental one.

A $30 million investment is allocated to the electric delivery vehicle fleet to reduce carbon footprint, funding the acquisition of vehicles and the necessary charging infrastructure across corporate and franchised locations. By the end of 2023, the company had already deployed more than 1,100 custom-branded Chevy Bolt electric vehicles across its US system, claiming the largest electric pizza delivery fleet in the country.

The goal is to achieve 25% electric vehicle adoption in the delivery fleet by 2026. This is a tough target because it relies on franchisee buy-in and the total fleet size is enormous, encompassing thousands of driver-owned vehicles. Still, the initial investment is a clear signal of intent.

What this estimate hides is the true scale of the total US delivery fleet, which is predominantly franchisee-owned cars. The 25% target, therefore, represents a massive shift in capital expenditure and operational logistics for the entire system.

Environmental Metric	2025/2026 Target	Current Status / Context (2025 Fiscal Year)
Sustainable Packaging Goal	Achieve 100% sustainable packaging by end of 2025	Pizza boxes use >70% recycled content.
Packaging Waste Reduction	Aim for 20% cut by 2025 deadline	Focus on circular economy and diverting food/cardboard waste from landfills.
Electric Vehicle (EV) Investment	$30 million allocated to EV fleet	Deployed more than 1,100 Chevy Bolt EVs across the US system.
EV Adoption Goal	Achieve 25% EV adoption in the delivery fleet by 2026	Currently the largest electric pizza delivery fleet in the U.S.

Next Step: Finance: Model the impact of a 4% average rise in US minimum wage on Q4 2025 franchise profitability by next Tuesday.