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This presentation and our accompanying comments include forward-looking statements.
These statements may relate to future events or our future financial performance and are subject to known and unknown risks,
uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ
materially from those expressed or implied by these forward-looking statements. This presentation and our accompanying
comments do not purport to identify the risks inherent in an investment in Dominos Pizza and factors that could cause actual
results to differ materially from those expressed or implied in the forward-looking statements. These risks include but are not
limited to those risk factors identified in Dominos Pizza, Inc.s Annual Report on Form 10-K for the fiscal year ended
December 28, 2014, as well as other SEC reports filed by Dominos Pizza, Inc. from time to time. Although we believe that the
expectations reflected in the forward-looking statements are based upon reasonable estimates and assumptions, we cannot
guarantee future results, levels of activity, performance or achievements. We caution you not to place undue reliance on
forward-looking statements, which reflect our estimates and assumptions and speak only as of the date of this presentation
and you should not rely on such statements as representing the views of the Company as of any subsequent date. We
undertake no obligation to update the forward-looking statements to reflect subsequent events or circumstances. In light of the
above, you are urged to review the disclosures contained in the Dominos Pizza, Inc. SEC reports, including the risk factors
contained therein.
This presentation contains trade names, trademarks and service marks of other companies. We do not intend our use or
display of other parties trade names, trademarks and service marks to imply a relationship with, or endorsement or
sponsorship of, these other parties.
Todays Line Up
Patrick Doyle, CEO
Ritch Allison, President, Dominos International
Russell Weiner, President, Dominos USA
Jeff Lawrence, CFO
Patrick Doyle
CEO
Whats Changed?
Not a thing.
Our steady strategy continues to deliver.
Steady Strategy
Relentless focus on permanent improvements
Big, bold ideas
10
11
12
Italy Video
13
36 Blast
Investor Day 2016 36 Blast
14
36 Blast
15
Ritch Allison
President, Dominos International
Executive Summary
BEST
INTERNATIONAL
MODEL IN QSR"
SIGNIFICANT
GROWTH
OPPORTUNITY "
- Diversified Portfolio
- Attractive Market
- Runway for Growth
KEY INITIATIVES
FOR 2016"
- Key Conversions
- Technology and Global Online
Ordering (GOLO)
- Pizza Theater Reimage
Investor Day 2016 36 Blast
17
Executive Summary
BEST
INTERNATIONAL
MODEL IN QSR"
SIGNIFICANT
GROWTH
OPPORTUNITY "
- Diversified Portfolio
- Attractive Market
- Runway for Growth
KEY INITIATIVES
FOR 2016"
- Key Conversions
- Technology and Global Online
Ordering (GOLO)
- Pizza Theater Reimage
Investor Day 2016 36 Blast
18
INDIA"
ITALY"
19
2015 Highlights
Q1
- Azerbaijan
- Cambodia
Q2
- Georgia
- Portugal
Q3
Q4
- Italy
- Belarus
20
21
22
23
24
25
26
26
Q3 2015 TTM
Retail Sales
$5,000
$4,500
$4,800
$4,000
$4,252
$3,861
$3,500
$3,519
$3,000
$2,952
$2,500
$2,000
$4.9B
$2,531
$1,500
$1,000
$500
$0
2009
2010
2011
2012
2013
2014
27
900
6,562
7,000
5,900
6,000
5,327
5,000
4,072
4,422
7,007
742
662
4,835
700
500
492
400
413
3,000
346
10.0%
600
573
4,000
800
CAGR 2009
Q3 2015
Store Count
Net Growth
300
350
2,000
200
1,000
100
0
2009
2010
2011
2012
2013
2014
Q3 2015
28
742
700
573
600
492
500
413
400
100
662
605
519
454
Papa John's
350
300
200
632
Pizza Hut
Domino's
257
175
137
113
74
183
201
181
0
2010
2011
2012
*From public filings Pizza Hut includes China casual dining, excludes licensees
2013
2014
Q3'15 TTM
29
BEST
INTERNATIONAL
MODEL IN QSR"
SIGNIFICANT
GROWTH
OPPORTUNITY "
- Diversified Portfolio
- Attractive Market
- Runway for Growth
KEY INITIATIVES
FOR 2016"
- Key Conversions
- Technology and Global Online
Ordering (GOLO)
- Pizza Theater Reimage
Investor Day 2016 36 Blast
30
64%
+879 Stores
36%
+501 Stores
Developed
Emerging
31
Sources: Third-party research, NPD Crest, Dominos consultants and franchisee input
32
15.6%
16.0%
14.0%
10.7%
12.0%
10.0%
8.0%
6.0%
4.0%
5.0%
3.5%
2.0%
0.0%
2010
2014
Total Pizza
Market share estimates sources: DPI actuals, third-party research, DPI consultants and franchisees
2010
2014
DelCo
33
Emerging Markets
Last Disclosed
Store Count*
Potential
Store
Count
Top
Markets
Last Disclosed
Store Count*
Potential
Store
Count
881
1,200
India
950
1,800
653
900
Mexico
610
700
South Korea
415
500
Japan
384
850
Turkey
457
700
Canada
384
650
Saudi Arabia
154
250
France
250
1,000
Netherlands
170
300
Malaysia
142
350
Spain
153
350
Brazil
129
500
Taiwan
130
150
TOTAL
3,420
5,900
TOTAL
2,442
4,300
Top
Markets
United Kingdom /
Ireland
Australia / New
Zealand
34
35
BEST
INTERNATIONAL
MODEL IN QSR"
SIGNIFICANT
GROWTH
OPPORTUNITY "
- Diversified Portfolio
- Attractive Market
- Runway for Growth
KEY INITIATIVES
FOR 2016"
- Key Conversions
- Technology and Global Online
Ordering (GOLO)
- Pizza Theater Reimage
Investor Day 2016 36 Blast
36
FRANCE"
GERMANY"
37
38
Q3 2015
Domino's Pulse
Installed
43%
36%
21%
30%
Agreements
Signed
Other
59%
11%
39
40
41
Australia Reimage
42
43
Mexico Reimage
44
Canada Relocation
45
Conclusion
BEST
INTERNATIONAL
MODEL IN QSR"
SIGNIFICANT
GROWTH
OPPORTUNITY "
- Diversified Portfolio
- Attractive Market
- Runway for Growth
KEY INITIATIVES
FOR 2016"
- Key Conversions
- Technology and Global Online
Ordering (GOLO)
- Pizza Theater Reimage
Investor Day 2016 36 Blast
46
Russell Weiner
President, Dominos USA
Executive Summary
INDUSTRY"
LEADING U.S.
PERFORMANCE"
UNMATCHED
INNOVATION"
KEY INITIATIVES
FOR 2016"
- Exceptional Growth
- Significant Runway Exists
- Re-defined Innovation
- Technology Investments
48
Executive Summary
INDUSTRY"
LEADING U.S.
PERFORMANCE"
UNMATCHED
INNOVATION"
KEY INITIATIVES
FOR 2016"
- Exceptional Growth
- Significant Runway Exists
- Re-defined Innovation
- Technology Investments
49
9.9%
7.5%
5.4%
3.5%
3.1%
0.5%
2009
2010
2011
2012
2013
2014
2014 Overlaps:
2015 Q1
2015 Q2
2015 Q3
+4.9%
+5.4%
+7.7%
50
17%
Three Major
Competitive Pizza
Chains
Source: The NPD Group/CREST, Years Ending Sept. 2008 and 2015
Independents = QSR Pizza Independents, 1-2 units
-7%
Small Pizza
Chains
-3%
Pizza
Independents
51
16.2%
16%
14.8%
14%
12%
10.2%
13.5%
10%
8%
6.6%
7.9%
6%
4%
2%
0%
JFM'08 JAS'08 JFM'09 JAS'09 JFM'10 JAS'10 JFM'11 JAS'11 JFM'12 JAS'12 JFM'13 JAS'13 JFM'14 JAS'14 JFM'15 JAS'15
52
DPZ
PNRA
DNKN
TBELL
MCD
WEN
BK
PHUT
KFC
53
Fragmented Category
Leaves Plenty of Room to Grow
42%
QSR Hamburger
QSR Mexican
Source: NPD/CREST, Year Ending September 2015. Chains generally include those with
> 300 outlets and have national distribution. For Pizza the chains are DPZ, PH, PJs and LC
QSR Sandwich
QSR Pizza
54
INDUSTRY"
LEADING U.S.
PERFORMANCE"
UNMATCHED
INNOVATION"
KEY INITIATIVES
FOR 2016"
- Exceptional Growth
- Significant Runway Exists
- Re-defined Innovation
- Technology Investments
55
Unmatched Innovation
2013
No new
products
2014
Specialty
Chicken
2015
Marbled Cookie
Brownie
56
Unmatched Innovation
DOM Voice
Ordering
Profiles &
Easy Order
2014
2013
Windows 8
Platform
iPad
Platform
AnyWare
Platforms
2015
Responsive
Platform
(mobile web)
Investor Day 2016 36 Blast
57
AnyWare Commercial
58
Unmatched Innovation
10%
33%
49%
59
Unmatched Innovation
50%+
60
Consistent Investment in
Ordering Platforms Paying Off
Source: http://arc.applause.com/2015/08/11/state-of-us-retail-apps/
Unmatched Innovation
61
Unmatched Innovation
62
Unmatched Innovation
63
Segment
Score
Reviews
Dominos
Restaurants
85
233,408
Groupon
Mass Merch
82
317,283
Foot Locker
Apparel
79
399
Nordstrom
Department
72
2,306
Overstock
Electronics
68
5,109
CVS
Drug
67
42,473
Home Depot
Home
Improvement
52
7,914
Source: http://arc.applause.com/2015/08/11/state-of-us-retail-apps/
Walmart 64
Amazon 54
Best Buy 54
Apple 51
64
Unmatched Innovation
65
Unmatched Innovation
66
Unmatched Innovation
67
Sneak Peek
68
69
INDUSTRY"
LEADING U.S.
PERFORMANCE"
UNMATCHED
INNOVATION"
KEY INITIATIVES
FOR 2016"
- Exceptional Growth
- Significant Runway Exists
- Re-defined Innovation
- Technology Investments
70
71
72
73
143
150
124
117
120
96
100
82
81
80
60
58
53
40
Papa John's
54
48
Pizza Hut
30
21
Domino's
20
0
(3)
(20)
(22)
(40)
2011
2012
2013
2014
Rolling 4 quarters
ending Q3 2015
Investor Day 2016 36 Blast
74
Conclusion
INDUSTRY"
LEADING U.S.
PERFORMANCE"
UNMATCHED
INNOVATION"
KEY INITIATIVES
FOR 2016"
- Exceptional Growth
- Significant Runway Exists
- Re-defined Innovation
- Technology Investments
75
Jeff Lawrence
CFO
Executive Summary
RECAP OF 2015"
LOOKING AHEAD
AT 2016"
LONG RANGE"
OUTLOOK"
- 2016 Updates
77
Executive Summary
RECAP OF 2015"
LOOKING AHEAD
AT 2016"
LONG RANGE"
OUTLOOK"
- 2016 Updates
78
Recap of 2015
79
Recap of 2015
Global Momentum
12.6%
1995 - Q3 2015
9.9%
7.5%
6.7% 6.8%
4.5%
2.2%
4.0%
2.8%
4.9%
2.6%
0.0%
1995
1996
1997
1998
1999
2000
2001
5.4%
2002
2003
2004
0.5%
2005
2006
2007
2008
2009
2010
2011
2012
2013
-1.7%
-4.1%
1995 - Q3 2015
6.4%
5.2%
3.8%
1995
4.1% 4.0%
1996
1997
1998
1999
2000
2001
2002
2003
International sales exclude the impact of foreign currency exchange rate changes
2005
2006
5.2%
4.3%
4.0%
2004
6.9% 6.8%
6.7% 6.2%
5.9% 6.1%
2014 Q3 2015
YTD
-4.9%
11.1%
Avg:
+2.8%
3.5% 3.1%
1.3% 1.8%
2007
2008
2009
2010
2011
2012
6.2%
6.9% 7.4%
Avg:
+5.5%
2013
2014 Q3 2015
YTD
80
Recap of 2015
3,120
+
h
t
w
et Gro
12,119
11,629
10,886
10,255
8,999
2009
9,351
2010
9,742
2011
2012
2013
2014
Q3 2015
81
Recap of 2015
$3.00
$2.45
$2.50
$2.02
$2.00
$1.69
$1.50
$1.35
$1.00
$0.50
$0.00
2010
2011
2012
Certain diluted EPS amounts are adjusted for items affecting comparability.
Items adjusting reported EPS are detailed in the respective Earnings Release on Form 8-K.
2013
2014
82
Recap of 2015
120%
DPZ
100%
SPX
80%
60%
40%
20%
0%
2010
2011
Source: Bloomberg
Total Shareholder Return = (Priceend Pricebegin + Dividends) / Pricebegin
2012
2013
2014
2015
83
Recap of 2015
to ~$12
$61,000
100
75
0,000
50
25
0
2009
2010
2011
2012
2013
2014
2015 Est
84
Recap of 2015
85
RECAP OF 2015"
LOOKING AHEAD
AT 2016"
LONG RANGE"
OUTLOOK"
- 2016 Updates
86
87
88
$6.0
$4.0
$3.1
$3.4
$2.0
$0.0
-$2.0
-$4.0
-$4.0
-$6.0
-$4.3
-$3.4
-$8.0
-$10.0
-$12.0
-$14.0
-$13.5
-$16.0
2010
2011
2012
2013
2014
2015 Q3 YTD
89
90
91
RECAP OF 2015"
LOOKING AHEAD
AT 2016"
LONG RANGE"
OUTLOOK"
- 2016 Updates
92
Global
Net Units
Domestic
Same Store Sales
International
Same Store Sales
Global
Retail Sales
+5% to +7%
+2% to +5%
+3% to +6%
+7% to +11%
93
Back to Patrick!
94
95
96
97