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Tue 10th Mar 2026 - Update: Domino’s like-for-like orders down 2.3%, ceases work on second brand |
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Domino’s like-for-like orders down 2.3%, current year tracking in line with market expectations: Domino’s Pizza Group has reported a 2.3% like-for-like drop in orders in the year to 28 December 2025, as it said a “challenging consumer backdrop remained through the second half of the year” and that all work on second brand initiatives has been ceased. The company reported that its total system sales increased 1.5% to £1,595.6m during the year, with like-for-like system sales (ex. VAT, ex. splits) up 0.2%. Delivery orders were down 1.7% with a soft performance in H2 “driven by a weaker market”. Collection orders returned to growth for the year with Q2 (+2.9%) and Q3 (+1.7%) the stronger periods. The company said this recovery was driven by its first ever national advertising campaign highlighting the value in the collection channel. Group revenue increased to £685.4m, driven by an increase in corporate stores revenue offset by a decrease in total orders down 0.9%. It said that its underlying Ebitda was down 6.6% to £133.9m, impacted by “lower volumes in H2 and gross profit margin decline due to mix and higher rebates”. It said that overheads were the impact of “investment in skills and capabilities”. The business made 31 store openings – slightly ahead of revised expectations. The company said there had been a “positive customer reaction” to the introduction of chicken concept Chick ‘N’ Dip following its recent nationwide rollout. The business said that its underlying Ebitda is tracking in line with current market expectations and new store openings this year are expected to be around the same level as 2025. It said that positive momentum experienced across the 2025 Christmas trading period has continued into the first nine weeks of 2026. It said that the first trial of its loyalty programme began in August 2024 driving incremental orders. It said: “We have now moved to a second phase trial with circa three million customers invited to participate. Order incrementality across both low, medium and high frequency cohorts continues to perform ahead of expectations and we are progressing well with capabilities to advance on this trial further.” At the end of the year, the company disposed of a 25% stake in joint venture Full House for £17.6m, generating a £9.9m profit. During the year, the company also launched a new “pod” format at only 720 square feet, which it said was an attractive solution for developers, supermarket retailers or petrol forecourts with excess space, and provides “attractive growth opportunities for small to medium franchisees”. Nicola Frampton, interim chief executive, said: “We had a good finish to 2025, delivering full year results that were in line with guidance. I’m grateful to our colleagues and franchisees for their focus and hard work to deliver this outcome, and I’m pleased with the strong momentum we are carrying into 2026. In 2026, we are focused on strengthening our core business and driving disciplined execution across the organisation. In particular, we are excited about a number of strategic and operational initiatives to drive sustainable growth, including: the successful system-wide launch of Chick ‘N’ Dip; a strong pipeline of wider product innovation; the development of our loyalty program and continued enhancements to our industry-leading supply chain. These initiatives, combined with Domino’s exceptional brand and strong market position, give me great confidence in our ability to create further value for our customers, franchise partners and shareholders.”
Premium Club subscribers to receive two updated databases this week: Premium Club subscribers will receive two updated databases this week. The latest Propel UK Food & Beverage Franchisor Database will be sent on tomorrow (Wednesday, 11 March), at 12pm. The database will feature ten new additions plus updates to existing entries. The database now has 390 entries and more than 239,000 words of copy. Among the new entries are premium fast food brands Zen Doner and Burgermeister – both looking to make their entry to the UK market – and Brighton’s Pommy’s Pizza. Also included are experiential, karaoke and food and drink brand Lucky Voice. Premium Club subscribers will then receive the next Turnover & Profits Blue Book on Friday (13 March), at 12pm. The database will feature 13 new companies and 59 updated accounts. The database now features a total of 1,244 companies, with 759 in profit and 485 making a loss. The Blue Book is updated each month and ranks companies by turnover, profit and profit conversion, listing directors’ earnings for the past five years. Premium Club subscribers also receive access to four other databases: the Multi-Site Database, the New Openings Database, the UK Food and Beverage Franchisee Database and the Who’s Who of UK Hospitality. All Premium Club subscribers will be offered a 20% discount on tickets to Propel paid-for events and discounts on specialist sector reports. Operators that are Premium Club subscribers are also able to send up to four members of staff to each of our four Multi-Club Conferences for free. Premium Club subscribers receive their daily Propel Info newsletter 11 hours earlier than standard subscribers, at 7pm the evening before. They also receive videos of presentations at eight Propel conference events two weeks after they are held. This represents around 100 videos of industry insight over the course of the year. Premium Club subscribers also receive exclusive opinion columns every Friday at 5pm, which include the thoughts of Propel chief operating officer – editorial, Mark Wingett, and a host of industry leaders from across the sector. A Premium Club subscription costs an annual sum of £495 plus VAT for operators and £595 plus VAT for suppliers. Companies can now have an unlimited number of people receive access to Premium Club for a year for £995 plus VAT – whether they are an operator or supplier. Email kai.kirkman@propelinfo.com today to sign up.
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