Domino's Pizza Inc · NASDAQ:DPZ

Domino's Pizza — Investor Presentation (2026)

17 slides from Domino's Pizza's investor presentation, 2026

  1. Slide 1: Annual investor deck

    Annual investor deck Year-end 2025 ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC 1

  2. Slide 2: Forward-Looking Statements and Industry and Market Data

    Forward-Looking Statements Industry and Market Data This presentation and our accompanying comments include forward-looking statements within the This presentation includes market data and other statistical information from third party sources, meaning of the Private Litigation Reform Act of 1995 (t

  3. Slide 3: Domino's At A Glance

    Domino’s At A Glance LTM Global Retail Sales Global Store Count Generated From Over 90 Global Markets +5.9% CAGR Since Franchised (+9.0% CAGR ex. FX 2010 Since 2010) Ranked Ranked U.S. Market Share1 in the in the U.S. QSR Pizza Category1 International QSR Pizza Category3 U.S. SSS Growth Average 2 Si

  4. Slide 4: Full Potential: 8,500 Stores / 40,000 Stores

    U.S. Retail Sales International Retail Sales Of Total Of Total GRS GRS 96% Independent Franchise 100% Owned & Operated Master Franchised Model Full Potential: 8,500 Stores Full Potential: 40,000 Stores ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC 4 Note: Data as of YE 2025. Full potential targets d

  5. Slide 5: Global Retail Sales ($B)

    Global Retail Sales ($B) CAGR: +9.0%1 2010 – 2025 $20.1 International $19.1 U.S. $18.3 $17.8 $17.5 $16.1 $14.3 $10.2 $13.5 $9.6 $9.3 $9.1 $8.8 $12.2 $7.8 $10.9 $9.9 $7.3 $6.9 $8.9 $6.3 $8.0 $7.4 $5.6 $7.0 $5.1 $6.3 $4.8 $4.2 $3.5 $3.8 $3.0 $9.5 $9.9 $8.7 $8.7 $9.0 $8.3 $6.6 $7.0 $5.9 $4.8 $5.3 $3.6

  6. Slide 6: U.S. and International Same Store Sales

    U.S. Same Store Sales Positive SSS growth in 15 of the last 16 years through 2025 +12.0% +10.5% +11.5% Average +9.9% +7.5% +7.7% +6.6% +5.4% +3.5% +3.1% +3.2% +3.5% +1.6% +3.2% +3.0% (0.8%) 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 International Same Store Sales

  7. Slide 7: U.S. and International Net Store Growth

    U.S. Net Store Growth CAGR 258 250 229 216 205 171 168 172 133 126 160 81 2 58 21 (22) 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 International Net Store Growth 1,110 999 CAGR 906 829 856 800 768 702 662 615 604 573 492 413 395 350 2010 2011 2012 2013 2014 2015 2

  8. Slide 8: Diversified Global Footprint

    Diversified Global Footprint Europe 17% of Stores U.S. 20% of Sales Asia 33% of Stores 31% of Stores 50% of Sales 14% of Sales Africa & Middle East 3% of Stores 2% of Sales Americas 12% of Stores Australia/NZ 9% of Sales 4% of Stores 5% of Sales ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC 8 Note:

  9. Slide 9: Domino's Continues to Grow Internationally

    Domino’s Continues to Grow Internationally 90+ countries $10B+ in retail sales 32 straight years of SSS growth Ranked #1 in QSR Pizza 100% master franchised model ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC 9 Note: Global Footprint as of YE 2025.

  10. Slide 10: 7,186 Stores Across the U.S. Generated ~$10 Billion U.S. Retail Sales

    7,186 Stores Across the U.S. Generated ~$10 Billion U.S. Retail Sales 45% of Transactions 56% of Sales Ranked #1 in QSR Pizza ~33% Market Share More than 85% Digital Sales Mix Best-in-Class Store Paybacks Two Largest Segments in QSR Pizza 55% of Transactions 44% of Sales ~20% Market Share Source: Ci

  11. Slide 11: U.S. Market Share

    U.S. Market Share PROPRIETARY & CONFIDENTIAL | ALL RIGHTS RESERVED © 2026 2025 DOMINO’S PIZZA LLC 11

  12. Slide 12: Circana market share data notes

    The following slides contain market share data from Circana. • Due to restatements and adjustments to their data, we are showing market share information from 2015 to Q3 2023 that was shared at our December 2023 Investor Day and data from YE 2023 through YE 2025. • During the time period of 2015-202

  13. Slide 13: Sourced Share From All Competitive Groups

    Sourced Share From All Competitive Groups (As of December 2023 Investor Day) Share Change Total U.S. QSR Pizza (Q3’23 vs. Q3’15) 9.4% ~$4B U.S. Retail Sales Growth -3.4% -3.0% -3.0% Domino's Three Biggest National Regional Brands Independents Competitors Combined Source: Circana Group, CREST®; 12 mo

  14. Slide 14: Share Change: Total U.S. QSR Pizza

    Share Change Total U.S. QSR Pizza (YE‘25 vs. YE’23) 1.6% 0.7% ~$900M U.S. Retail Independents Sales Growth -0.5% Domino’s Regional Brands -1.8% Domino's Three Biggest National Regional Brands Independents National Brands Competitors Combined Source: Circana Group, CREST®; QSR Pizza/Italian Dollar Sh

  15. Slide 15: U.S. Franchise Store EBITDA

    U.S. Franchise Store EBITDA PROPRIETARY & CONFIDENTIAL | ALL RIGHTS RESERVED © 2026 2025 DOMINO’S PIZZA LLC 15

  16. Slide 16: Estimated Average U.S. Franchise Store EBITDA ($K)

    Estimated Average U.S. Franchise Store EBITDA ($K) Domino’s U.S. franchise base has grown profits meaningfully CAGR: +6.2% over the last 16 years 2010 – 2025 $177 $174 $162 $162 $166 $141 $143 $139 $133 $136 $126 $89 $82 $70 $75 $67 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 20

  17. Slide 17: PROPRIETARY & CONFIDENTIAL | ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC

    PROPRIETARY & CONFIDENTIAL | ALL RIGHTS RESERVED © 2026 DOMINO’S PIZZA LLC 17

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