Domino's Pizza Inc · NASDAQ:DPZ
Domino's Pizza — Investor Day (December 2010)
24 slides from Domino's Pizza's investor day presentation, Dec 9, 2010
Slide 1: Domino's Pizza Investor Day: Marking 50 Years of Global Success
Domino’s Pizza Investor Day Marking 50 Years of Global Success December 9, 2010 Domino’s Pizza Investor Day Marking 50 Years of Global Success December 9, 2010 Exhibit 99.1
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation and our accompanying comments include “forward-looking statements.” These statements 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,
Slide 3: J. Patrick Doyle, President and Chief Executive Officer
J. PATRICK DOYLE President and Chief Executive Officer
Slide 4: Slide 4
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Slide 6: India – 9,000 store opening
India – 9,000 store opening th
Slide 7: Top Publicly-Traded International Restaurant Brands
Top Publicly-Traded International Restaurant Brands McDonald’s: 18,481 Yum! Brands: 17,665 Starbucks: 5,727 Domino’s Pizza: 4,264 As of companies’ most recently reported quarterly earnings International Store Count
Slide 8: Domino's Adds More New Stores Per Year
Domino’s Adds More New Stores Per Year Leading International Unit Growth 5-Year Growth: Pizza Hut: + 940 Domino’s: +1,323 Papa John’s: + 424
Slide 9: International Same Store Sales Growth
International Same Store Sales Growth Sixteen Years of Positive Sales
Slide 10: Total Stores and Global Retail Sales
Total Stores Global Retail Sales
Slide 11: $3.2 Billion Combined Market Capitalization
$3.2 Billion Combined Market Capitalization As of December 1, 2010
Slide 12: MICHAEL LAWTON, CFO
MICHAEL LAWTON, CFO + An Early View of 2011 CHRIS MOORE, CEO. LEE GINSBERG, CFO + Domino's Pizza UK & Ireland DON MEW, CEO + Domino's Pizza Enterprises (Australia, NZ & Europe) ‘ALFONSO TINOCO, CMO. * Domino's Pizza Mexico DIEGO GAXIOLA, CFO + ALSEA ‘AJAY KAUL, CEO + Jubilant Foodworks (India)
Slide 13: An Early View of 2011
AN EARLY VIEW OF 2011 Michael T. Lawton Executive Vice President and Chief Financial Officer
Slide 14: March 1, 2011
March 1, 2011
Slide 15: Cap Ex, Tax Rate and Currency Outlook
Cap Ex: $20-$30 million @_ ® Tax Rate: 39% i bal Currency: Weakening dollar
Slide 16: 2011 Commodities
2011 Commodities vs. 2010 Up Slightly
Slide 17: 2011 Same Store Sales Outlook
International Same Store Sales +3% to +5% Domestic Same Store Sales +1% to +38% |
Slide 18: Domestic Same Store Sales Outpace Industry
Domestic Same Store Sales Outpace Industry 1Q10 2Q10 3Q10 Domino’s 14.3 8.8 11.7 Papa John’s (0.4) 0.4 (0.6) Pizza Hut 5.0 8.0 8.0 Q1 Q2 Q3 +15.3% +8.1% +11.7% (0.1%) +0.5% (0.6%) +2.0% 0.0% (5.0%) 1Q09 2Q09 3Q09 Domino’s 1.0 (0.7) 0.0 Papa John’s 0.3 0.1 0.0 Pizza Hut (3.0) (8.0) (13.0) Two-Year Tr
Slide 19: Store Growth: Long-Range Outlook
Store Growth: Long-Range Outlook
Slide 20: Long-Range Outlook
Long-Range Outlook Outlook does not constitute specific earnings guidance. Domino’s does not provide quarterly or annual earnings estimates. Individual markets may not reflect DPZ performance as a whole. Reflects 65 markets and 9,169 stores
Slide 21: Slide 21
Slide 22: Proven Business Model
Proven Business Model • Powerful Global Brand • 50 Years of: o Consistent sales & store growth o Strong product demand o Strong unit economies • Based upon the Franchise Model
Slide 23: Strength of Our Business Model
Strength of Our Business Model Free Cash Flow • DPZ free cash flow yield exceeds peers • Cash used opportunistically for debt buy backs, stock repurchases and dividends 11.8% 9.7% 7.5% 6.8% 5.9% 5.6% 5.5% 4.8% 4.1% 4.0% 2.4%
Slide 24: Questions
Questions Questions