Board Change • May 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. CFO & Director Andrew Andrea was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • Apr 02
Domino's Pizza Group plc Announces Appointment of Nicola Frampton as Permanent Chief Executive Officer Domino's Pizza Group PLC announces the appointment of Nicola Frampton, currently Interim CEO, as permanent CEO of Domino's Pizza Group PLC. Nicola's appointment comes after a comprehensive external and internal search process, through which the Board determined that she is the outstanding candidate to lead the company on a permanent basis. Prior to being appointed interim CEO in November 2025, Nicola served as Chief Operating Officer for more than four years, cementing her understanding of Domino's business, customers and stakeholders. She joined Domino's from William Hill plc, where she held the role of Managing Director of UK Retail. She currently serves as a Non-Executive Director and Remuneration Committee Chair of Frasers Group plc. Nicola brings an in-depth knowledge of the UK market, a strong commercial mindset and has a genuine passion for driving the success of the Domino's brand in the UK and Ireland. Duyuru • Mar 25
Domino's Pizza Group plc, Annual General Meeting, Apr 23, 2026 Domino's Pizza Group plc, Annual General Meeting, Apr 23, 2026. Location: 1 thornbury, west ashland, milton keynes, buckinghamshire, mk6 4bb, United Kingdom Duyuru • Mar 11
Domino's Pizza Group plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 08 May 2026 Domino's Pizza Group plc proposed final dividend of 7.7 pence per share for the fiscal year 2025; if approved, the total dividend for the full financial year will be 11.3 pence per share proposed to be paid on 08 May 2026. The ex-dividend date is 2 April 2026, and the record date is 7 April 2026. Duyuru • Feb 17
Domino's Pizza Group plc to Report Fiscal Year 2025 Results on Mar 10, 2026 Domino's Pizza Group plc announced that they will report fiscal year 2025 results on Mar 10, 2026 Duyuru • Dec 12
Domino's Pizza Group Plc Appoints Annie Murphy as Independent Non-Executive Director, Member of Audit Committee, Remuneration Committee, Sustainability Committee, and Nomination & Governance Committee, Effective 5 January 2026 Domino's Pizza Group Plc announced the appointment of Annie Murphy as an independent non-executive Director. Annie will be a member of the Board's Audit Committee, Remuneration Committee, Sustainability Committee, and Nomination & Governance Committee. Annie has held senior roles at a number of leading global consumer and retail companies, including PepsiCo and Procter & Gamble. Most recently, she served as SVP, Global Chief Commercial Officer - Brands and International at Walgreens Boots Alliance until January 2023. Annie has also been an independent non-executive Director of Associated British Foods Plc since September 2023. Annie will join the Board with effect from 5 January 2026. Duyuru • Nov 26
Domino's Pizza Announces Chief Executive Changes, Effective from November 26, 2025 Domino's Pizza announced that its chief executive, Andrew Rennie has stepped down from the company after just two years, following the halving in the firm's share price over the past 12 months. Andrew Rennie, who became a board member in 2023, will leave his position with immediate effect November 26, 2025, with chief operating officer Nicola Frampton takes on the role on an interim basis pending the appointment of a permanent successor. Duyuru • Jul 03
Domino's Pizza Group plc Appoints Robyn Perriss as Director, Effective July 01, 2025 Domino's Pizza Group plc announced the appointment of Mrs. Robyn Perriss as a director. Date of Appointment is July 01, 2025. Duyuru • Jul 02
Domino's Pizza Group plc Announces Termination of Elias Diaz Sese as Director, Effective July 1, 2025 Domino's Pizza Group plc announced Termination of Mr. Elias Diaz Sese as Director. Date of termination: July 1, 2025. Duyuru • Jun 25
Domino's Pizza Group plc to Report First Half, 2025 Results on Aug 05, 2025 Domino's Pizza Group plc announced that they will report first half, 2025 results on Aug 05, 2025 Duyuru • Feb 04
Domino's Pizza Group plc to Report Fiscal Year 2024 Results on Mar 11, 2025 Domino's Pizza Group plc announced that they will report fiscal year 2024 results on Mar 11, 2025 Declared Dividend • Aug 08
First half dividend of UK£0.035 announced Shareholders will receive a dividend of UK£0.035. Ex-date: 15th August 2024 Payment date: 27th September 2024 Dividend yield will be 3.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Aug 08
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 18% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Negative equity (-UK£95m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin). Reported Earnings • Aug 08
First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.19 in 1H 2023) First half 2024 results: EPS: UK£0.11 (down from UK£0.19 in 1H 2023). Revenue: UK£326.8m (down 1.8% from 1H 2023). Net income: UK£42.3m (down 47% from 1H 2023). Profit margin: 13% (down from 24% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 01
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.5% to €3.64. The fair value is estimated to be €4.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are forecast to decline by 5.2% per annum over the same time period. Duyuru • Jun 14
Domino's Pizza Group plc to Report First Half, 2024 Results on Aug 06, 2024 Domino's Pizza Group plc announced that they will report first half, 2024 results on Aug 06, 2024 Duyuru • May 16
Domino's Pizza Group plc Appoints Mitesh Patel as an Independent Non-Executive Director, A Member of the Board's Nomination & Governance Committee, with Effect from 1 June 2024 Domino's Pizza Group Plc announced the appointment of Mitesh Patel as an independent non-executive Director, with effect from 1 June 2024. Mitesh will be a member of the Board's Nomination & Governance Committee. Mitesh is the co-founder of Lenstore, an online contact lens business which in 2013 he sold to GrandVision. Following the sale, Mitesh remained with GrandVision in various roles, including as Global eCommerce Director, until 2023, gaining substantial experience of working at a senior level in a franchise-based business. Mitesh also has highly relevant non-executive experience as a director of Pizza Hut UK Limited from 2018 to 2020, and he has also been a Trustee of Oxfam since 2022, bringing significant retail and digital expertise to its Board. New Risk • May 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-UK£134m). Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Duyuru • Apr 11
Domino's Pizza Group plc (LSE:DOM) completed the acquisition of remaining 85% stake in Shorecal Limited from Bronfman Family Office, Charles Caldwell, and Adrian & Anne Caldwel. Domino's Pizza Group plc (LSE:DOM) agreed to acquire remaining 85% stake in Shorecal Limited from Bronfman Family Office, Charles Caldwell, and Adrian & Anne Caldwel for €91.9 million on March 11, 2024. The consideration consists of €63.82 million in cash and €28.08 million in common equity. At completion, 61% of the Consideration will be payable to the Sellers in cash, with the remaining 39% to be satisfied by an issuance of shares in the Domino's Pizza. As part of the consideration, €72 million was paid towards common equity and €19.90 million was paid towards non-convertible debt. Prior to the transaction, Domino's Pizza Group plc (LSE:DOM) held 15%. The Transaction is subject to competition approval in Ireland and is expected to complete by May 31, 2024. The Transaction is at an attractive multiple of 8x EBITDA and is expected to be earnings accretive in the first full year of ownership and significantly accretive in the long-term.Domino's Pizza Group plc (LSE:DOM) completed the acquisition of remaining 85% stake in Shorecal Limited from Bronfman Family Office, Charles Caldwell, and Adrian & Anne Caldwel on April 11, 2024. The transaction is completed following clearance by the Republic of Ireland's Competition and Consumer Protection Commission. New Risk • Apr 05
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Negative equity (-UK£134m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Duyuru • Apr 02
Domino's Pizza Group plc, Annual General Meeting, May 01, 2024 Domino's Pizza Group plc, Annual General Meeting, May 01, 2024, at 09:00 Coordinated Universal Time. Location: etc.venues, St. Pauls, 200 Aldersgate London United Kingdom Agenda: To receive and adopt the Company's audited accounts and financial statements for the 53 weeks ended 31 December 2023 together with the Strategic report, Directors's report and the Auditor's report; to consider re-appointment of the auditor; to consider the Auditor's remuneration; to consider the Final dividend; to consider the reelection of directors; to consider the Directors's Remuneration report; to consider the authority to allot shares; and to Political donations. Upcoming Dividend • Mar 28
Upcoming dividend of UK£0.072 per share Eligible shareholders must have bought the stock before 04 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%). New Risk • Mar 25
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-UK£134m). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Declared Dividend • Mar 14
Final dividend of UK£0.072 announced Shareholders will receive a dividend of UK£0.072. Ex-date: 4th April 2024 Payment date: 9th May 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 4.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Mar 14
Domino's Pizza Group plc Proposes Final Dividend for Year 2023, Payable on 9 May 2024 Domino's Pizza Group plc proposed final dividend of 7.2 pence per share, resulting in a total dividend for year 2023 of 10.5 pence per share, up 5.0% vs. 2022. The proposed dividend to be paid on 9 May 2024 with ex-dividend date is 4 April 2024, and the record date is 5 April 2024. Reported Earnings • Mar 13
Full year 2023 earnings released: EPS: UK£0.28 (vs UK£0.19 in FY 2022) Full year 2023 results: EPS: UK£0.28 (up from UK£0.19 in FY 2022). Revenue: UK£679.8m (up 13% from FY 2022). Net income: UK£115.0m (up 41% from FY 2022). Profit margin: 17% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Duyuru • Mar 12
Domino's Pizza Group plc (LSE:DOM) agreed to acquire 85% stake in Shorecal Limited from Bronfman Family Office, Charles Caldwell, and Adrian & Anne Caldwel for €91.9 million. Domino's Pizza Group plc (LSE:DOM) agreed to acquire 85% stake in Shorecal Limited from Bronfman Family Office, Charles Caldwell, and Adrian & Anne Caldwel for €91.9 million on March 11, 2024. The consideration consists of €63.82 million in cash and €28.08 million in common equity. As part of the consideration, €72 million was paid towards common equity and €19.90 million was paid towards non-convertible debt. Prior to the transaction, Domino's Pizza Group plc (LSE:DOM) held 15%. The Transaction is subject to competition approval in Ireland and is expected to complete by May 31, 2024. The Transaction is at an attractive multiple of 8x EBITDA and is expected to be earnings accretive in the first full year of ownership and significantly accretive in the long-term. Buy Or Sell Opportunity • Feb 24
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at €4.12. The fair value is estimated to be €5.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period. Duyuru • Jan 31
Domino's Pizza Group plc to Report Q4, 2023 Results on Mar 12, 2024 Domino's Pizza Group plc announced that they will report Q4, 2023 results on Mar 12, 2024 Duyuru • Dec 19
Domino's Pizza Group plc Announces Stepping Down of Stella David as a Director, Effective 31 December 2023 Domino's Pizza Group plc announced that Stella David has informed the Board of her decision to step down as a director of the Company with effect from 31 December 2023. Stella has informed the Board that her decision is the result of her recent appointment as Interim Chief Executive Officer of Entain plc, which means that she will no longer have sufficient time to fulfil her commitments to DPG. Buying Opportunity • Dec 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 7.0%. The fair value is estimated to be €5.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 1.8% per annum over the same time period. Duyuru • Aug 15
Domino's Pizza Group plc Announces Resignation of Usman Nabi from the Board as Director Domino's Pizza Group plc announced that Usman Nabi has informed the Board of his decision to step down as a director of the Company with effect from 14 August 2023. Usman joined the Board of DPG in November 2019 and since then has played in important role in supporting the transformation of the business. In particular, Usman played an instrumental role in the searches for a new Chair in 2020 and, most recently, a new CEO, culminating in the recent appointment of Andrew Rennie. Usman is Founder and Managing Partner of Browning West, which continues to be a significant shareholder in DPG. Valuation Update With 7 Day Price Move • Aug 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €4.66, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.60 per share. New Risk • Aug 02
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-UK£85m). Earnings are forecast to decline by an average of 10% per year for the foreseeable future. High level of non-cash earnings (29% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Aug 02
First half 2023 earnings released: EPS: UK£0.19 (vs UK£0.095 in 1H 2022) First half 2023 results: EPS: UK£0.19 (up from UK£0.095 in 1H 2022). Revenue: UK£332.9m (up 20% from 1H 2022). Net income: UK£80.2m (up 91% from 1H 2022). Profit margin: 24% (up from 15% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Duyuru • Jul 13
Domino's Pizza Group plc Announces Executive Changes, Effective 7 August 2023 Domino's Pizza Group Plc announced the appointment of Andrew Rennie as chief executive officer (CEO). Andrew will join as a director of the company on 1 August 2023 and will assume the role of CEO with effect from 7 August 2023. Andrew has an extensive career in the Domino's global system, a deep knowledge of the brand, vast experience of working with franchisees, and was himself a very successful multi-unit franchisee for a decade. Andrew spent over two decades with Sydney-listed Domino's Pizza Enterprises (DPE), in roles including: CEO of France and Belgium from 2006 to 2010, COO and then CEO of its Australia and New Zealand business from 2010 to 2013, and CEO of its European business from 2014 to 2020, which includes the Master Franchise Agreements for France, Germany, Belgium and the Netherlands. Andrew is a non-executive director of Domino's Pizza Poland plc, and chair of The Cheesecake Shop. Elias Diaz Sese, who took over as Interim CEO in October 2022, will step down from this role on 7 August 2023. He will remain a non-executive director of DPG, a role he has held since joining the Board in 2019. Duyuru • Jun 07
An unknown buyer acquired 33% stake in Daytona Jv Limited from Domino's Pizza Group plc (LSE:DOM) for £79.9 million. An unknown buyer acquired 33% stake in Daytona Jv Limited from Domino's Pizza Group plc (LSE:DOM) for £79.9 million on June 6, 2023.
An unknown buyer completed the acquisition of 33% stake in Daytona Jv Limited from Domino's Pizza Group plc (LSE:DOM) on June 6, 2023. Duyuru • Jun 06
Domino's Pizza Enterprises Limited (ASX:DMP) completed the acquisition of remaining 33.33333% stake in Domino's Pizza Deutschland GmbH from Domino's Pizza Group plc (LSE:DOM). Domino's Pizza Enterprises Limited (ASX:DMP) agreed to acquire remaining 33.33333% stake in Domino's Pizza Deutschland GmbH from Domino's Pizza Group plc (LSE:DOM) for €90 million on March 9, 2023. The consideration will be paid from cash surplus and existing debt facilities. Aperture Capital Partners acted as financial adviser to Domino’s Pizza Enterprises Limited and Thomson Geer acted as legal adviser to Domino’s Pizza Enterprises Limited. The payment is to be made in June 2023.
Domino's Pizza Enterprises Limited (ASX:DMP) completed the acquisition of remaining 33.33333% stake in Domino's Pizza Deutschland GmbH from Domino's Pizza Group plc (LSE:DOM) on June 5, 2023. Upcoming Dividend • Mar 30
Upcoming dividend of UK£0.068 per share at 3.5% yield Eligible shareholders must have bought the stock before 06 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%). Reported Earnings • Mar 10
Full year 2022 earnings released: EPS: UK£0.19 (vs UK£0.20 in FY 2021) Full year 2022 results: EPS: UK£0.19 (down from UK£0.20 in FY 2021). Revenue: UK£600.3m (up 7.0% from FY 2021). Net income: UK£81.6m (down 10.0% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Same store sales growth: 5.3% vs FY 2021 Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Duyuru • Feb 11
Domino's Pizza Group Appoints Tracy Corrigan as Member of the Audit Committee Pursuant to Listing Rule 9.6.11 (3), Domino's Pizza Group plc advises that Tracy Corrigan has been appointed as a member of the Audit Committee with effect from 10 February 2023. Following this appointment Tracy Corrigan is a member of the Audit Committee, Nomination and Governance Committee, and Sustainability Committee. Duyuru • Jan 17
Domino's Pizza Group plc to Report Q4, 2022 Results on Mar 09, 2023 Domino's Pizza Group plc announced that they will report Q4, 2022 results on Mar 09, 2023 Board Change • Nov 16
High number of new directors There are 7 new directors who have joined the board in the last 3 years. CFO & Director Edward Jamieson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Duyuru • Sep 28
Domino's Pizza Group plc Appoints Elias Diaz Sese as Chief Executive Officer on an Interim Basis, Effective 10 October 2022 Domino's Pizza Group plc announced that Elias Diaz Sese, currently a non-executive director of DPG, will become Chief Executive Officer, on an interim basis. This change will be effective from 10 October 2022. Elias will work closely with outgoing CEO Dominic Paul to facilitate a smooth transition. Elias, who is based in the UK, brings over 20 years' experience in leadership roles in global consumer food brands and franchise businesses. His career includes 15 years in various leadership roles with Restaurant Brands International, including Chief Executive Officer of Tim Hortons and President Asia Pacific for Burger King. Most recently, as President Northern Europe, he led the Kraft Heinz turnaround in the UK. He also has experience of being a Franchisee with Burger King, Tim Hortons and Popeyes. Elias has been a non-executive director of DPG since October 2019 so is already familiar with the direction of the Group, its franchisees and its management team. Under his leadership, DPG will continue to execute its successful strategy at pace, in partnership with the Group's world-class franchisees. Buying Opportunity • Sep 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 32%. The fair value is estimated to be €3.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.3% per annum over the same time period. Reported Earnings • Aug 03
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£48.9m from profit in 1H 2021). Profit margin: (down from 18% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.0%, compared to a 709% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year. Duyuru • Jul 11
Domino's Pizza Group plc Appoints Edward Jamieson as Chief Financial Officer Domino's Pizza Group Plc announced the appointment of Edward Jamieson as Chief Financial Officer. It is anticipated that Edward will join Domino's and the Board of Directors in October 2022. Edward brings unrivalled experience as a senior leader in the consumer, digital, and food sectors. He has most recently served as Regional Finance Director UK & Ireland at Just Eat Takeaway plc (Just Eat), successfully leading the business through significant growth and major change over the last four years. He joined Just Eat as UK Finance Director in 2018 and, in addition to playing a pivotal role in negotiating exclusive supplier arrangements with many high street restaurant brands, Edward also transformed the way Just Eat uses business intelligence and analytics to make data-led decisions. His leadership in this area supported the UK business to grow revenue by circa 300% over the past four years. Prior to Just Eat, Edward gained multinational experience with senior finance roles in prominent, consumer-facing, digitally led businesses, including Amazon and Diageo. He also led an international finance team at Aggreko Plc where he gained significant commercial and operational experience. Edward will replace the current interim Chief Financial Officer, David Surdeau, who joined Domino's in November 2021. Duyuru • Jun 30
Dominic Paul to Resign as Chief Executive Officer of Domino's Pizza Group Plc, Effective December 2022 Domino's Pizza Group plc announced that Dominic Paul, Chief Executive Officer ("CEO"), has informed the Board of his decision to leave the company Since joining the Domino's board in May 2020, Dominic has overseen a resolution of the longstanding dispute with franchisees and navigated the challenges of the Covid-19 pandemic. He will work his six months' contractual notice and leave in December 2022. The Board is now initiating a process to identify his successor and will provide an update in due course. Duyuru • May 06
Domino's Pizza Group plc (LSE:DOM) commences an Equity Buyback Plan for 44,759,659 shares, representing 10% of its issued share capital, under the authorization approved on May 5, 2022. Domino's Pizza Group plc (LSE:DOM) commences share repurchases on May 5, 2022, under the program mandated by the shareholders in the Annual General Meeting held on May 5, 2022. As per the mandate, the company is authorized to repurchase up to 44,759,659 shares, representing 10% of its issued share capital. The minimum price payable shall be approximately £0.520833 pence per ordinary share. The maximum price per ordinary share payable shall be the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the daily official list of the London stock exchange for the five business days prior to making any purchase and an amount equal to the higher of the price of the last independent trade of an ordinary share and the highest current independent bid for an ordinary share on the London stock exchange’s main market for listed securities at the time the purchase is carried out. The purpose of the buyback is to return surplus funds to shareholders and providing a return on investment. The shares may be cancelled or held as treasury. The plan will be valid till the conclusion of the Annual General Meeting of the company to be held in 2023 or, if earlier, 15 months from the date of the passing of the resolution, unless such authority is renewed prior to this time. As on March 10, 2022, the company had 447,596,593 shares in issue and no shares in its treasury. Board Change • Apr 27
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 1 highly experienced director. Non-Executive Vice Chairman Colin Halpern is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Upcoming Dividend • Mar 31
Upcoming dividend of UK£0.068 per share Eligible shareholders must have bought the stock before 07 April 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.7%). Higher than average of industry peers (1.7%). Duyuru • Mar 29
Domino's Pizza Group plc Appoints Tracy Corrigan as an Independent Non-Executive Director and to Be Member of the Board's Sustainability and Nomination & Governance Committees Domino's Pizza Group Plc announced the appointment of Tracy Corrigan as an independent non-executive Director, with effect from May 5, 2022. Tracy will be a member of the Board's Sustainability and Nomination & Governance committees. From 2014 to 2020 Tracy was the Chief Strategy Officer of Dow Jones & Company Inc. where she oversaw the digital transformation of that business. She previously held a number of senior management roles within Dow Jones and the Financial Times. Tracy is a non-executive director of Direct Line Insurance Group plc. Duyuru • Mar 10
Domino's Pizza Group plc Proposes Final Dividend for the Year 2021, Payable on May 10, 2022 Domino's Pizza Group plc proposed final dividend for the year 2021 to be 6.8 pence to be paid on 10 May 2022, resulting in a total dividend for fiscal year 2021 of 9.8 pence per share. The ex-dividend date is 7 April 2022, and the record date is 8 April 2022. Reported Earnings • Mar 09
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: UK£0.20 (up from UK£0.18 in FY 2020). Revenue: UK£560.8m (up 11% from FY 2020). Net income: UK£90.7m (up 8.5% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to stay flat compared to a 104% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improved over the past week After last week's 24% share price gain to €5.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Hospitality industry in Europe. Total returns to shareholders of 121% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.41 per share. Executive Departure • Dec 01
Director Neil Smith has left the company On the 26th of November, Neil Smith's tenure as Director ended after 1.2 years in the role. We don't have any record of a personal shareholding under Neil's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.29 years. Recent Insider Transactions • Oct 26
CEO & Director recently bought €63k worth of stock On the 25th of October, Dominic Paul bought around 14k shares on-market at roughly €4.52 per share. This was the largest purchase by an insider in the last 3 months. This was Dominic's only on-market trade for the last 12 months. Executive Departure • Sep 11
Independent Non-Executive Director Kevin Higgins has left the company On the 8th of September, Kevin Higgins' tenure as Independent Non-Executive Director ended after 7.0 years in the role. We don't have any record of a personal shareholding under Kevin's name. Kevin is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model. Duyuru • Aug 10
An unknown buyer agreed to acquire Global Brands Switzerland AG from Domino's Pizza Group plc (LSE:DOM) for CHF 0.3 million. An unknown buyer agreed to acquire Global Brands Switzerland AG from Domino's Pizza Group plc (LSE:DOM) for CHF 0.3 million on August 9, 2021. The consideration is on a debt-free, cash-free basis with a normalized level of working capital. The transaction is expected to complete by the end of August 2021. Reported Earnings • Aug 04
First half 2021 earnings released: EPS UK£0.10 (vs UK£0.086 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£277.8m (up 13% from 1H 2020). Net income: UK£48.9m (up 23% from 1H 2020). Profit margin: 18% (up from 16% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year. Duyuru • Jun 02
A consortium comprising Birgir Bieltvedt, Kristinn Ehf, LÝSI hf. and Sjávarsýn ehf. completed the acquisition of Pizza Pizza ehf from Domino's Pizza Group plc (LSE:DOM). A consortium comprising Birgir Bieltvedt, Kristinn Ehf, LÝSI hf. and Sjávarsýn ehf. entered into an agreement to acquire Pizza Pizza ehf from Domino's Pizza Group plc (LSE:DOM) for ISK 2.4 billion on March 29, 2021. The total consideration of ISK 2.4 billion on a cash-free, debt-free basis, and it will be satisfied in cash. Pizza Pizza reported operating profit of ISK 101.2 million for the year ended December 27, 2020 and the value of its gross assets was ISK 3.822 billion as at December 27, 2020. The transaction is subject to competition approval in Iceland and is expected to complete before the end of May 2021. The proceeds from the disposal will initially be used to reduce Group debt. Juris Advised Eyja Fjárfestingarfélag, vehicle controlled by Birgir Bieltvedt, on the sale of the Domino‘s pizza franchise in Iceland and Norway,
A consortium comprising Birgir Bieltvedt, Kristinn Ehf, LÝSI hf. and Sjávarsýn ehf. completed the acquisition of Pizza Pizza ehf from Domino's Pizza Group plc (LSE:DOM) on May 31, 2021. Upcoming Dividend • Apr 02
Upcoming dividend of UK£0.091 per share Eligible shareholders must have bought the stock before 08 April 2021. Payment date: 04 May 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.5%). Reported Earnings • Mar 26
Full year 2020 earnings released: EPS UK£0.18 (vs UK£0.15 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£505.1m (flat on FY 2019). Net income: UK£83.6m (up 20% from FY 2019). Profit margin: 17% (up from 14% in FY 2019). Same store sales growth: 10.3% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year. Duyuru • Mar 12
Domino's Pizza Group plc Recommends Final Dividend for 2020, Payable on 4 May 2021 Domino's Pizza Group plc recommended 2020 final dividend of 9.1 pence per share, subject to shareholder approval at the Annual General Meeting scheduled to take place on 22 April 2021. The dividend will be paid on 4 May 2021 to shareholders on the register as at the close of business on 9 April 2021. Reported Earnings • Mar 10
Full year 2020 earnings released: EPS UK£0.18 (vs UK£0.15 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: UK£505.1m (flat on FY 2019). Net income: UK£83.6m (up 20% from FY 2019). Profit margin: 17% (up from 14% in FY 2019). Same store sales growth: 10.3% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Mar 10
Revenue misses expectations Revenue missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 7.9% while theHospitality industry in Germany is not expected to grow. Is New 90 Day High Low • Mar 04
New 90-day low: €3.43 The company is down 4.0% from its price of €3.56 on 04 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.49 per share. Duyuru • Feb 23
Domino's Pizza Group plc Appoints Stella David as Independent Non-Executive Director Domino's Pizza Group Plc announced the appointment of Stella David as an independent non-executive director, with effect from 23 February 2021. Stella will be a member of the Board's Remuneration and Nomination committees. Stella is a non-executive director of Homeserve plc and Norwegian Cruise Line Holdings Limited. Stella was previously Chief Executive Officer of William Grant & Sons Limited and Global Chief Marketing Officer of Bacardi Limited. She served for seven years as a non-executive director at Nationwide Building Society and until recently was Chair of C & J Clark Limited, the UK based footwear manufacturer and retailer. Is New 90 Day High Low • Jan 13
New 90-day high: €3.90 The company is up 4.0% from its price of €3.74 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.81 per share. Duyuru • Jan 12
Domino's Pizza Group plc to Report Q4, 2020 Results on Mar 09, 2021 Domino's Pizza Group plc announced that they will report Q4, 2020 results on Mar 09, 2021 Is New 90 Day High Low • Nov 05
New 90-day low: €3.54 The company is down 2.0% from its price of €3.60 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.26 per share. Is New 90 Day High Low • Sep 28
New 90-day high: €4.19 The company is up 18% from its price of €3.54 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.20 per share.