Update shared on 19 Nov 2025
Fair value Decreased 7.95%Domino's Pizza Group's analyst price target has been revised downward from £2.99 to £2.75, as analysts cite more modest expectations for revenue growth and profit margins, along with a slightly higher discount rate, as justification for the £0.24 decrease.
What's in the News
- Domino's Pizza Group has announced a series of executive changes, appointing Andrew Andrea as the incoming Chief Financial Officer. He will join in March 2026, with Richard Snow serving as interim CFO following Edward Jamieson's departure.
- The company launched CHICK 'N' DIP, a new chicken sub-brand, with trials in 187 stores across northwest England and Northern Ireland. The initiative aims to drive growth in the rapidly expanding casual dining market.
- An Analyst and Investor Day focused on growth opportunities, digital innovation, supply chain automation, new store formats, and included a progress update on the CHICK 'N' DIP rollout.
- Activist investor Browning West urges Domino's Pizza Group to significantly increase its share buyback programme from £20 million to at least £100 million and to pause acquisitions for six months. The investor also expressed reservations about the pursuit of a "second brand" acquisition and suggested privatization if such strategies proceed.
Valuation Changes
- The consensus analyst price target has decreased from £2.99 to £2.75.
- The discount rate has risen slightly, moving from 10.93% to 10.99%.
- Revenue growth expectations have declined from 3.70% to 3.47%.
- The net profit margin is now projected lower, down from 10.47% to 10.08%.
- The future P/E ratio has decreased from 20.26x to 19.52x.
Disclaimer
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