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1. Company Snapshot

1.a. Company Description

Domino's Pizza Group plc owns, operates, and franchises Domino's Pizza stores.It operates 1,172 stores in the United Kingdom and 55 stores in the Republic of Ireland.The company was formerly known as Domino's Pizza UK & IRL plc and changed its name to Domino's Pizza Group plc in May 2012.


The company was founded in 1960 and is based in Milton Keynes, the United Kingdom.

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1.b. Last Insights on DOM

Domino's Pizza Group's recent performance was negatively impacted by weak demand and inflationary pressures, which are expected to weigh on the outlook through 2026. The company's modest sales growth was overshadowed by concerns over consumer strain. Additionally, the pizza chain faces a challenging environment, with competitors such as Papa John's and Pizza Hut experiencing difficulties, including declining sales. A £20 million share buyback program announced earlier this year may provide some support, but macroeconomic headwinds, including potential tax rises, are likely to persist.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Undervalued European Small Caps With Insider Action In November 2025

Nov -17

Source:

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Domino's Pizza Group plc's (LON:DOM) Intrinsic Value Is Potentially 35% Above Its Share Price

Nov -10

Source:

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Yum! Brands Explores Sale of Pizza Hut. The Stock Rises.

Nov -04

Source: barrons.com

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Domino's Pizza Group Reports Modest Sales Growth Amid Consumer Strain

Nov -04

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FTSE 100 LIVE: Markets slump as Rachel Reeves refuses to rule out tax rises in budget

Nov -04

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FTSE 100 ends flat and US markets slump as earnings cast doubts on valuations

Nov -04

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3 European Undervalued Small Caps With Recent Insider Activity

Oct -17

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Papa John’s Stock Jumped on Takeover Hopes. Why Private Ownership Could Be Good for the Pizza Chain.

Oct -15

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.75%)

6. Segments

Franchisees

Expected Growth: 8%

Strong brand recognition, increasing demand for online food delivery, and strategic expansion into new markets drive growth for Domino's Pizza Group plc franchisees. Effective marketing campaigns, innovative menu offerings, and efficient supply chain management also contribute to their success, resulting in an 8% growth rate.

Royalties, Franchise Fees and Change of Hands Fees

Expected Growth: 9%

Domino's Pizza Group plc's 9% growth is driven by increasing royalties from expanding store count, higher franchise fees from improved sales and profitability, and rising change of hands fees from store refranchising and acquisitions. Strong brand recognition, digital transformation, and strategic partnerships also contribute to the growth.

National Advertising and ECommerce

Expected Growth: 12%

Domino's Pizza Group plc's 12% growth in National Advertising and ECommerce is driven by increasing online ordering, targeted marketing campaigns, and strategic partnerships. Additionally, investments in digital platforms, menu innovation, and enhanced customer experience contribute to the growth. Furthermore, the company's focus on convenience, value, and quality resonates with customers, leading to increased sales and market share.

Corporate Store

Expected Growth: 11%

Domino's Pizza Group plc's Corporate Store segment growth of 11% is driven by strategic store openings, increased online ordering, and enhanced customer experience through digital transformation. Additionally, effective marketing campaigns, menu innovation, and operational efficiency improvements contribute to the growth.

Property Income on Leasehold and Freehold Property

Expected Growth: 7%

Domino's Pizza Group plc's 7% growth in Property Income on Leasehold and Freehold Property is driven by strategic store openings, increasing rental yields, and effective asset management. Additionally, the company's focus on franchising and partnerships has led to higher revenue from rental income, while cost savings initiatives have improved profitability.

7. Detailed Products

Pizza

A variety of hand-stretched pizzas with different toppings and crust flavors

Sides

Assortment of sides including breadsticks, chicken wings, and potato wedges

Desserts

Sweet treats such as chocolate lava cakes and ice cream

Beverages

Soft drinks, juices, and bottled water

Deals and Combos

Meal deals and combos that include pizzas, sides, and drinks

Catering

Large orders for events and gatherings

8. Domino's Pizza Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Domino's Pizza Group plc faces moderate threat from substitutes, as customers have various alternatives for pizza, such as cooking at home, ordering from other restaurants, or using meal kit delivery services.

Bargaining Power Of Customers

Domino's Pizza Group plc has a large customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand and wide range of products make it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

Domino's Pizza Group plc has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's large scale of operations also gives it negotiating power over suppliers.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the pizza delivery market, including the need for significant investment in marketing, logistics, and supply chain management.

Intensity Of Rivalry

The pizza delivery market is highly competitive, with several established players, including Domino's Pizza Group plc, Pizza Hut, and Papa John's. This intense rivalry leads to high marketing and promotional expenses.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 177.91%
Debt Cost 6.80%
Equity Weight -77.91%
Equity Cost 9.15%
WACC 4.96%
Leverage -228.36%

11. Quality Control: Domino's Pizza Group plc passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Momentum: 9.0

Volatility: 9.0

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A-Score: 5.4/10

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Quality: 6.4

Yield: 6.2

Momentum: 1.0

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A-Score: 4.4/10

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A-Score: 3.2/10

Value: 8.9

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

1.74$

Current Price

1.74$

Potential

-0.00%

Expected Cash-Flows