Update shared on17 Sep 2025
Fair value Decreased 5.91%The reduction in Domino's Pizza Group's consensus price target to £2.99 reflects diminished revenue growth expectations and a slightly lower future P/E multiple.
What's in the News
- Domino's Pizza Group announced the national trial of CHICK 'N' DIP, a new chicken sub-brand aimed at expanding its presence in the fast-growing casual dining segment, leveraging existing infrastructure for minimal capital investment (Key Developments).
- Activist investor Browning West urged the Board to halt acquisitions for six months and initiate a larger share buyback of at least £100 million; the group views the recently announced £20 million buyback as insufficient and raised concerns over a "second brand" acquisition strategy, suggesting privatization if pursued (Key Developments).
- RBC Capital lowered its price target for Domino's Pizza Group to 285 GBp from 350 GBp but maintained an Outperform rating on the shares (Periodicals).
- Domino's Pizza Group anticipates opening stores in the mid-twenties range for fiscal 2025, signaling ongoing expansion efforts (Key Developments).
- The Board declared a 2.9% increase in the interim dividend to 3.6 pence per share for the first half of 2025, to be paid on 26 September 2025 (Key Developments).
Valuation Changes
Summary of Valuation Changes for Domino's Pizza Group
- The Consensus Analyst Price Target has fallen from £3.18 to £2.99.
- The Consensus Revenue Growth forecasts for Domino's Pizza Group has significantly fallen from 5.2% per annum to 3.7% per annum.
- The Future P/E for Domino's Pizza Group has fallen slightly from 21.12x to 20.26x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.