Domino's Pizza Enterprises Limited · ASX:DMP
Domino's Pizza Enterprises — J.P. Morgan Emerging Companies Conference 2009
11 slides from Domino's Pizza Enterprises's conference presentation, Nov 18, 2009
Slide 1: J.P. Morgan Emerging Companies Conference
For personal use only J.P Morgan Emerging Companies Conference 18th of November 2009
Slide 2: Results Highlights 2009
Results Highlights 2009 For personal use only • NPAT +29.7 to $15.4m • Strong Network Sales growth +14.4% over FY08 • Solid group SSS growth +4.6% over FY08 • Strong Europe EBITDA growth +90% over FY08 • Net Debt reduced by 77% to $3.6m down from A$15.9m FY08
Slide 3: Embracing the Economic Change
Embracing the Economic Change For personal use only • In early 2008-09 Management aware of looming uncertainty • Set out to rise to the potential customers trading away from cafes and restaurants • We reinvigorated our menu • We reinvigorated our service & image • Stepped up our investment in techno
Slide 4: Improved Ingredients
New Dawn at Domino’s – Improved Ingredients For personal use only • In ANZ, we put all the savings from commodities back into quality ingredients – investing in premium quality ingredients • Improved meats – 100% chicken breast, better beef, new shredded rasher bacon and Italian-style salami • New i
Slide 5: More Choice – Wider Menu
New Dawn at Domino’s – More Choice – Wider Menu For personal use only • New fresh made-to-order pasta, served with or without a puff pastry bowl • New premium pizzas (always freshly made) • New premium affordable treats – Chocolate Lava Cake, Crème Brulee Puffles, Sticky Date Pudding • New sides lik
Slide 6: Better Service & Image
New Dawn at Domino’s – Better Service & Image For personal use only • Strategies put in place to significantly improve delivery times – Average Delivery Time reduced by 22.6% over 6 months • Launched dominosjobs.com.au • Refreshed training materials and increased availability of training to stores •
Slide 7: Technology
New Dawn at Domino’s – Technology For personal use only • Today, over 25% of total sales are placed online in Australia • Today, over 32% of total sales are placed online in the Netherlands • Upgraded infrastructure so now at least 50% of sales can come from online in Australia and New Zealand • Rol
Slide 8: Key Opportunities for Growth – New Stores
Key Opportunities for Growth – New Stores For personal use only • We plan to add 40-50 new stores to the network by June 2010 • We currently have 17 new stores under construction in Europe that are likely to open before Christmas • Record interest in franchise sales in ANZ and Europe • Expecting str
Slide 9: Key Opportunities for Growth – Other
Key Opportunities for Growth – Other For personal use only • Expecting strong growth in online sales • Investing in a Lunch Platform in December in both Australia and France • Expanding the menu further for better choice – Strong product line up • Continue to invest significantly in improving qualit
Slide 10: Looking Forward - Group
Looking Forward - Group For personal use only • FY10 Guidance – NPAT growth of 10-15% • Estimated Tax Rate – 27% • Approximate Net Capex - $15 to $20m • Forecast Negligible Net Debt by June 2010 Updated at AGM • Experienced strong earnings in the first 4 months in line with expectations and our Full
Slide 11: Conclusion
Conclusion For personal use only • Opening between 40-50 new stores in FY10 • Affirming FY10 guidance – NPAT growth 10-15% • We have experienced strong earnings during the first 4 months of FY10 • Domino’s plans to stay at the forefront of innovation and technology, particularly in the areas of onli
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