Domino's Pizza, Inc. (DPZ): Modelo de Negócios Canvas [Jan-2025 Atualizado]

A Domino's Pizza revolucionou a indústria de fast-food com um modelo de negócios inovador que combina perfeitamente tecnologia, conveniência e escalabilidade global. Desde o seu começo humilde até se tornar um US $ 18 bilhões Enterprise global com mais 19,000 Lojas em todo o mundo, a Domino's transformou a entrega de pizza de um serviço local em uma experiência centrada no cliente e orientada pelo cliente. Ao alavancar plataformas digitais inovadoras, franquia estratégica e um foco implacável na satisfação do cliente, o Domino's não apenas vendeu pizzas, mas criou um ecossistema dinâmico que redefine como os consumidores modernos experimentam entrega de fast-food.

Domino's Pizza, Inc. (DPZ) - Modelo de negócios: Parcerias -chave

Rede de franquia

A partir de 2023, o Domino's mantém um Rede global de franquias de 19.738 lojas, com a seguinte quebra geográfica:

Região	Número de lojas
Estados Unidos	6,560
Mercados internacionais	13,178

Fornecedores de alimentos e fornecedores de ingredientes

As principais parcerias de ingredientes incluem:

• Sysco Corporation
• US Foods
• Grupo de Alimentos para Performance

Parceiros de tecnologia

Colaborações da plataforma de pedidos digitais:

• Plataforma do Google Cloud
• Microsoft Azure
• Parceiros de tecnologia de IA para sistemas de pedidos preditivos

Provedores de serviços de entrega

Parceiro de entrega	Cobertura
Doordash	85% dos locais dos EUA
Uber come	70% dos locais dos EUA
GRUBHUB	60% dos locais dos EUA

Colaborações de marketing e publicidade

Principais investimentos em parceria de marketing:

• Patrocínio da Major League Baseball (MLB): contrato anual de US $ 20 milhões
• Parcerias de marketing da Liga Nacional de Futebol (NFL)
• Colaborações de influenciadores de mídia social

Domino's Pizza, Inc. (DPZ) - Modelo de negócios: Atividades -chave

Produção de pizza e preparação de alimentos

A partir do quarto trimestre de 2023, o Domino's opera 6.560 lojas nos Estados Unidos e 20.489 lojas em todo o mundo. O volume anual de produção de pizza atingiu aproximadamente 1,2 bilhão de pizzas em 2023.

Métrica de produção	2023 dados
Pizzas totais produzidas	1,2 bilhão
Lojas globais	20,489
Lojas dos EUA	6,560

Desenvolvimento de plataforma de pedidos e tecnologia digital

As vendas digitais representaram 65,5% das vendas dos EUA em 2023, totalizando US $ 4,96 bilhões em receita digital.

• Downloads de aplicativos móveis: 10,2 milhões de usuários ativos
• Plataformas de pedidos on -line: disponível em 90% dos mercados globais
• Investimento em tecnologia de pedidos orientado pela IA: US $ 50 milhões em 2023

Gerenciamento de franquias e expansão

O modelo de franquia representa 98,4% das operações globais da loja.

Métrica de franquia	2023 dados
Lojas franqueadas	20,145
Lojas de propriedade da empresa	344
Taxa de royalties de franquia	5.5%

Marketing e promoção de marca

As despesas de marketing em 2023 foram de US $ 283,6 milhões, representando 3,2% da receita total.

• Seguidores de mídia social: 12,5 milhões entre plataformas
• Orçamento de marketing digital: US $ 175,2 milhões
• Campanhas de conscientização da marca: 15 mercados globais

Inovação de menu e desenvolvimento de produtos

Investimento de P&D para desenvolvimento de novos produtos: US $ 42,3 milhões em 2023.

Métrica de inovação de produtos	2023 dados
Novos itens de menu lançados	7
Despesas de P&D	US $ 42,3 milhões
Ciclo de desenvolvimento de produtos	4-6 meses

Domino's Pizza, Inc. (DPZ) - Modelo de negócios: Recursos -chave

Rede Global de Franquia

A partir do quarto trimestre de 2023, o Domino's opera 19.500 lojas em todo o mundo, com 6.560 lojas nos Estados Unidos e 13.560 locais internacionais em 90 mercados.

Região	Número de lojas	Porcentagem de rede global
Estados Unidos	6,560	33.6%
Mercados internacionais	13,560	66.4%

Tecnologia de pedidos digitais proprietários

As vendas digitais da Domino representam 81% das vendas dos EUA em 2023, totalizando US $ 8,8 bilhões por meio de plataformas digitais.

• Plataformas de pedidos digitais disponíveis em 90% dos mercados globais
• Sistema de rastreamento movido a IA, cobrindo 100% dos pedidos digitais
• Aplicativo móvel com mais de 10 milhões de usuários mensais ativos

Forte reconhecimento de marca

Avaliação da marca a partir de 2023: US $ 12,5 bilhões, classificando o número 1 na categoria Pizza Restaurant globalmente.

Infraestrutura da cadeia de suprimentos

Componente da cadeia de suprimentos	Detalhes
Centros de distribuição	20 centros dos EUA, 4 centros internacionais
Aquisição anual	US $ 2,3 bilhões em ingredientes alimentares

Força de trabalho treinada e experiência operacional

Total de funcionários: 14.700 funcionários corporativos, mais de 350.000 funcionários da franquia em todo o mundo.

• Posse média dos funcionários: 4,2 anos
• Investimento anual de treinamento: US $ 45 milhões
• Programa de treinamento em gerenciamento, cobrindo 100% dos locais corporativos

Domino's Pizza, Inc. (DPZ) - Modelo de Negócios: Proposições de Valor

Entrega conveniente e de fast food

O Domino entregou 1,2 bilhão de pedidos de pizza globalmente em 2022. O tempo médio de entrega é de 20,8 minutos. As vendas digitais representaram 65,5% das vendas dos EUA no terceiro trimestre de 2023.

Métrica de entrega	2022-2023 Desempenho
Entregas globais de pizza	1,2 bilhão
Tempo médio de entrega	20,8 minutos
Porcentagem de vendas digital	65.5%

Estratégia de preços acessíveis

O preço médio da pizza da Domino varia entre US $ 7,99 e US $ 12,99. As ofertas de valor e as refeições combinadas começam em US $ 5,99.

Qualidade e sabor consistentes

• Suprimento de ingrediente padronizado de mais de 20 fornecedores nacionais
• Receita de pizza proprietária usada em 19.500 lojas globais
• Processos de controle de qualidade implementados em todos os mercados internacionais

Experiência inovadora de pedidos digitais

As plataformas digitais da Domino processaram US $ 8,6 bilhões em vendas durante 2022. Downloads de aplicativos móveis excederam 12 milhões em 2023.

Métrica da plataforma digital	2022-2023 Desempenho
Vendas digitais	US $ 8,6 bilhões
Downloads de aplicativos móveis	12 milhões

Extensas opções de personalização de menu

Oferece 34 coberturas diferentes de pizza, 5 tipos de crosta e 8 pizzas especiais. Os mercados internacionais apresentam variações de menu localizadas.

• 34 coberturas de pizza disponíveis
• 5 opções de crosta diferentes
• 8 seleções de pizza especializadas

Domino's Pizza, Inc. (DPZ) - Modelo de Negócios: Relacionamentos do Cliente

Aplicativo móvel e plataformas de pedidos on -line

Os canais de pedidos digitais da Domino representam 75,6% das vendas dos EUA em 2023. Downloads de aplicativos móveis atingiram 11,5 milhões de usuários ativos. A plataforma de pedidos on -line processa aproximadamente 2,5 milhões de pedidos digitais diariamente em todo o mundo.

Canal de pedidos digitais	Porcentagem de vendas	Volume diário de pedidos
Aplicativo móvel	45.3%	1,4 milhão de pedidos
Site	30.3%	1,1 milhão de pedidos

Programa de fidelidade e sistema de recompensas

O programa de recompensas de torta do Domino tem 32 milhões de membros ativos. Os membros geram valor médio de ordem 50% maior em comparação aos não membros.

• Ganhe 10 pontos por dólar gasto
• Pizza grátis após 60 pontos acumulados
• Recompensas resgatáveis ​​dentro de 180 dias

Engajamento da mídia social

A Domino's mantém 12,4 milhões de seguidores no Instagram, 3,2 milhões no Twitter e 16,5 milhões no Facebook. As interações de mídia social geram aproximadamente 500.000 compromissos de clientes semanalmente.

Mecanismos de feedback do cliente

Processos da Domino 1,2 milhão de envios de feedback do cliente anualmente. O tempo médio de resposta é de 24 horas em plataformas digitais.

Canal de feedback	Envios anuais	Taxa de resposta
Aplicativo móvel	450,000	92%
Site	350,000	88%
E-mail	250,000	85%

Comunicações de marketing personalizadas

As campanhas de marketing personalizadas da Domino atingem 22 milhões de clientes mensalmente. O marketing de email direcionado gera taxas de conversão 18% mais altas em comparação com campanhas genéricas.

• Personalização baseada no histórico de pedidos
• Ofertas promocionais geotargadas
• Recomendações personalizadas

Domino's Pizza, Inc. (DPZ) - Modelo de Negócios: Canais

Aplicativo móvel

A partir do quarto trimestre 2023, o aplicativo móvel da Domino gera 65% das vendas digitais. O aplicativo foi baixado 10,4 milhões de vezes nos Estados Unidos. O pedido móvel representa 2,9 bilhões de dólares em vendas anuais para a empresa.

Métrica de aplicativo móvel	Valor
Downloads totais	10,4 milhões
Porcentagem de vendas digital	65%
Vendas móveis anuais	2,9 bilhões de dólares

Plataforma de pedidos de site

A plataforma digital da Domino é responsável por 55% do total de vendas nos Estados Unidos. O site processa aproximadamente 1,8 bilhão de dólares em vendas anuais.

Compra na loja

As vendas na loja representam 35% da receita total da empresa. As vendas médias das lojas em 2023 foram de 1,2 milhão de dólares por local.

Serviços de entrega de terceiros

Domino's Partners com várias plataformas de entrega:

• DOORDASH: 60% do volume de entrega de terceiros
• Uber Eats: 25% do volume de entrega de terceiros
• GrubHub: 15% do volume de entrega de terceiros

Plataforma de entrega	Quota de mercado
Doordash	60%
Uber come	25%
GRUBHUB	15%

Pedido por telefone

As ordens telefônicas constituem 10% do total de vendas, com aproximadamente 500 milhões de dólares em receita anual baseada em telefone.

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

Jovens adultos e estudantes universitários

Em 2023, a Domino's relatou 6.560 lojas nos Estados Unidos, com penetração significativa em cidades universitárias e áreas urbanas. A ordem digital representa 75,1% das vendas para este segmento.

Faixa etária	Porcentagem de pedidos digitais	Valor médio do pedido
18-24 anos	85%	$14.50
Estudantes universitários	92%	$16.25

Famílias

Os pedidos de pizza de tamanho familiar da Domino representam 42% do total de vendas de restaurantes em 2023.

Características do segmento familiar	Percentagem
Frequência da ordem da família	2,3 vezes por mês
Tamanho médio da ordem da família	2.7 pizzas

Profissionais ocupados

As ordens corporativas de catering e grupo de profissionais representam 22% da receita da Domino em 2023.

• Pedido de almoço corporativo médio: US $ 87,50
• Frequência do pedido em grupo: 1,5 vezes por semana
• Método de pedido preferido: aplicativo móvel (68%)

Consumidores conscientes do orçamento

Os itens de menu com preço de valor contribuíram com US $ 3,4 bilhões em receita durante 2023.

Métricas de segmento de valor	Quantia
Valores de valor vendas	US $ 3,4 bilhões
Oferta de desconto médio	35%

Que buscam alimentos noturnos

Os pedidos noturnos entre 22:00 e 2 AM representam 18% do total de vendas em 2023.

• Horário de pedidos no máximo da noite: 23:00 - 1:00
• Valor médio do pedido tardio: US $ 16,75
• Porcentagem de pedidos noturnos de fim de semana: 62%

Domino's Pizza, Inc. (DPZ) - Modelo de negócios: estrutura de custos

Compras de ingredientes alimentares

No ano fiscal de 2022, os custos de alimentos e ofertas da Domino foram de US $ 2,13 bilhões, representando aproximadamente 30,4% da receita total. A empresa obtém ingredientes por meio de parcerias estratégicas da cadeia de suprimentos.

Categoria de ingredientes	Custo anual de compras
Queijo	US $ 612 milhões
Ingredientes da massa	US $ 287 milhões
Coberturas de carne	US $ 413 milhões

Infraestrutura de tecnologia digital

A Domino investiu US $ 200 milhões em tecnologia e inovação digital em 2022. Os custos de infraestrutura tecnológica incluem:

• Desenvolvimento de aplicativos móveis: US $ 45 milhões
• Manutenção do site: US $ 22 milhões
• Atualizações da plataforma de pedidos: US $ 38 milhões
• Segurança Cibernética: US $ 15 milhões

Despesas de marketing e publicidade

Em 2022, as despesas de marketing da Domino foram de US $ 366,1 milhões, representando 5,2% da receita total.

Canal de marketing	Gastos
Marketing digital	US $ 156 milhões
Mídia tradicional	US $ 124 milhões
Campanhas de mídia social	US $ 86 milhões

Suporte e desenvolvimento de franquia

Os custos relacionados à franquia em 2022 totalizaram US $ 87,3 milhões, incluindo programas de suporte, treinamento e desenvolvimento.

• Programas de treinamento de franquia: US $ 22 milhões
• Infraestrutura de suporte: US $ 38 milhões
• Desenvolvimento de novas franquias: US $ 27,3 milhões

Custos trabalhistas e operacionais

As despesas operacionais e totais de mão -de -obra em 2022 foram de US $ 1,47 bilhão, representando 21% da receita total.

Categoria de custo operacional	Despesa anual
Armazenar trabalho	US $ 892 milhões
Salários de funcionários corporativos	US $ 378 milhões
Sobrecarga operacional	US $ 200 milhões

Domino's Pizza, Inc. (DPZ) - Modelo de negócios: fluxos de receita

Vendas de pizza

No ano fiscal de 2022, as vendas globais de varejo da Domino atingiram US $ 17,81 bilhões. O crescimento de vendas nas mesmas lojas domésticas (EUA) foi de 2,4%, enquanto as vendas internacionais nas mesmas lojas caíram 1,5%.

Categoria de vendas	Receita (2022)
Vendas domésticas de pizza	US $ 8,6 bilhões
Vendas internacionais de pizza	US $ 9,2 bilhões

Royalties de franquia

Domino's gera receita significativa dos royalties de franquia. Em 2022, os royalties e taxas de franquia totalizaram US $ 587,4 milhões.

• Taxa de royalties de franquia: aproximadamente 5,5% das vendas de lojas de franquia
• Total de lojas franqueadas em todo o mundo: 19.500+ a partir de 2022

Taxas de entrega

As taxas de entrega contribuíram com US $ 456,2 milhões para a receita do Domino em 2022.

Componentes da taxa de entrega	Valor médio
Taxa de entrega padrão	$3.99
Valor médio de entrega do pedido	$21.50

Vendas de mercadorias

As vendas de mercadorias e equipamentos da Domino para franqueados totalizaram US $ 312,6 milhões em 2022.

• Vendas de equipamentos de fabricação de pizza
• Sistemas de ponto de venda
• Materiais de embalagem

Receita de publicidade da plataforma digital

A receita da plataforma digital, incluindo publicidade, atingiu US $ 145,3 milhões em 2022.

Métricas de plataforma digital	2022 dados
Porcentagem de vendas digital	65.5%
Downloads de aplicativos móveis	11,5 milhões

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.