Domino's Pizza Enterprises Limited · ASX:DMP
Domino's Pizza Enterprises — Investor Presentation (September 2010)
20 slides from Domino's Pizza Enterprises's investor presentation, Sep 16, 2010
Slide 1: DPE - Innovating the future
For personal use only DPE- Innovating the future PRESENTED BY Andrew Rennie- COO
Slide 2: Today's agenda
Today’s agenda For personal use only • Results update. • Labour- becoming expensive and short • Social media- the new word of mouth marketing. • Technology is becoming an extension of our bodies. • Health becoming more conscious. • Higher expectation of quality and value.
Slide 3: Result Highlights
Result Highlights For personal use only • NPAT up 16.0% to $17.8m, rolling previous 2 years of 30% growth pa; NPAT CAGR FY07-10 is 25.1% FY 08 FY 09 FY 10 +/(-) FY 09 $ mil $ mil $ mil % • Network sales growth up 5.6% in ANZ and up 14.3% in DMP Europe (constant Network Sales 591.2 676.4 694.3 2.7% c
Slide 4: Key Financial Ratios
Key Financial Ratios For personal use only FY 09 FY 10 Net Debt & Interest Cover Net Debt to 3.8% (2.3%) Equity $25.7m 30.8x Return on 16.2% 17.8% Equity $15.9m Return on 14.1x Capital 18.4% 20.9% Employed 9.0x $3.6m NB. Negative Net Debt equates to Cash Positive position 5.3x • DPE now has surplus
Slide 5: Future trends and solutions
For personal use only Future trends and solutions…..
Slide 6: Efficiency through technology
Efficiency through technology For personal use only
Slide 7: Social Media - Closer to customers
Social Media- Closer to customers. For personal use only • High level of involvement in Social Media
Slide 8: Online brings more than convenience
Online brings more than convenience…. For personal use only
Slide 9: Jive
Jive •• Ancillary revenue stream for online ordering Entertains customers while they wait for their pizzas For personal use only
Slide 10: IT - Bringing food to life
IT- Bringing food to life For personal use only
Slide 11: We like to be in control
We like to be in control… For personal use only
Slide 12: Upsell Panels
Upsell Panels For personal use only • Driving a higher product mix for the products promoted on the panels
Slide 13: EDM
EDM • Refining approach each week to drive better performance For personal use only
Slide 14: Innovation - New news, continues to be a driver of purchase
Innovation- New news, continues to be a driver of purchase. For personal use only
Slide 15: Health benefits continue to influence our choices
Health benefits continues to influence our choices and perception of brands.’ For personal use only
Slide 16: Choice and quality are becoming the norm
Choice and quality are becoming the norm. For personal use only
Slide 17: More for less need to co-exist
More for less need to co-exist. For personal use only
Slide 18: FY11 - Trading Update
FY11 – Trading Update For personal use only • Australian sales have been very strong over the last 3 months following the relaunch of the Traditional range lead by the Supreme • Sales and customer counts growing in excess of 15% in some weeks • ANZ SSS (May-Jul 2010) are up 6.6% • DMP Europe SSS (Ma
Slide 19: Conclusion
Conclusion For personal use only • ANZ has been able to continue to illustrate it is far from mature with SSS and profit growth • Strong store growth in our European operations has delivered solid underlying profit growth • Solid group results and operating cash flow have provided the ability for a
Slide 20: For personal use only
For personal use only
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