Domino's Pizza Enterprises Limited · ASX:DMP
Domino's Pizza Enterprises — Shareholder Meeting (November 2026)
27 slides from Domino's Pizza Enterprises's shareholder meeting presentation, Nov 11, 2026
Slide 1: 2026 Annual General Meeting ASX cover letter
Domino’s Pizza Enterprises Limited ACN: 010 489 326 5/485 Kingsford Smith Drive Hamilton QLD Australia 4007 www.dominos.com.au For personal use only 11 November 2026 The Manager Market Announcements Office Australian Securities Exchange 39 Martin Place Sydney NSW 2000 Dear Sir or Madam, 2026 Annual
Slide 2: Chairman's Address
rsonal use only Chairman’s Address 2026 Annual General Meeting Jack Cowin Chairman
Slide 3: The reset plan delivered
The reset plan delivered RESET PRIORITY DELIVERED IN FY26 rsonal use only Stronger cash flow $164.1m Free cash flow up from $47.4m in FY25 Lower net debt $227.8m Reduction in net debt Leverage 1.86× Lower cost base $67m Annualised savings actioned 2/3 shared with franchisees Improved franchisee retu
Slide 4: FY26 results and shareholder returns
FY26 results and shareholder returns rsonal use only Share price and dividend FY26 results Share price • Underlying EBIT up to $200.1 million, and underlying NPAT up to $121.6 million. $15.10 $22.83 • Record free cash flow of $164.1 million, and net debt down by $227.8 million. FY25 Results Reported
Slide 5: The reset has strengthened the foundations
The reset has strengthened the rsonal use only foundations Our focus now is growth Stronger foundations, leadership in place, and a clear direction for the next phase.
Slide 6: Chairman's Address remarks
Slide 1 (Title) Chairman’s Address 2026 Annual General Meeting For personal use only Good afternoon and thank you for joining us today, either here in Brisbane or online. I will focus today on the key outcomes from FY26 and the priorities for the year ahead, but first, let me say that we are seeing
Slide 7: Share price and franchise partner profitability
The market has also recognised some of this progress. When we announced this renewed focus at our Full Year results last year, our share price was $15.10. Today, it is $22.83 as of open today, a 51.4% improvement. That is encouraging, but our focus must remain on creating sustainable value over the
Slide 8: Leadership Transition
Leadership Transition During the year, we also completed an important leadership transition, with Andrew Gregory appointed Group Chief Executive Officer and Managing Director. As a former senior executive at For personal use only McDonald's, Andrew brings significant experience in large consumer-fac
Slide 9: Conclusion
I have said before that the upside in this business is significant if we get the formula right, and I continue to believe that. FY26 was about strengthening the foundations. FY27 must be about building predictable, profitable growth. Conclusion For personal use only I would like to thank our shareho
Slide 10: Group Chief Executive Officer's Address
rsonal use only Group Chief Executive Officer’s Address Andrew Gregory Group CEO & Managing Director 1
Slide 11: Why I believe in franchising, and Domino's
Why I believe in franchising, and Domino’s The ingredients for growth rsonal use only Scale Local ownership Ambition to grow Customers, franchisees and DPE win together 2
Slide 12: Orders and sales must grow together
Orders and sales must grow together rsonal use only Orders + Sales More customers choosing More revenue per store, Domino’s more often without relying on price alone Franchisee profitability 3
Slide 13: From short-term tactical promotions to long-term platforms
From short-term tactical promotions to rsonal use only long-term platforms FROM Limited-time offers Short-term sales spikes TO Core products. Great everyday value. Promotion with purpose Fewer, larger platforms 4
Slide 14: The Growth Strategy: four commitments
The Growth Strategy: four commitments No single initiative delivers sustainable growth: a focus on all four commitments together rsonal use only Customers Win more customer occasions: more customers choosing Domino’s more often. Core Strengthen the core: better products, great everyday value and pla
Slide 15: Delivering the Growth Strategy
Delivering the Growth Strategy The same four commitments guide every market rsonal use only Local teams and franchisees apply largely common solutions Group Markets Franchisees Creates the platform: Make it locally relevant: Bring it to life: people brand, product direction, turn the platform into a
Slide 16: The virtuous cycle in our stores
The virtuous cycle in our stores Everyday value rsonal use only Predictable Sales Repeat Stronger Better customers store economics scheduling Consistent execution 7
Slide 17: Why Australia first
Why Australia first Our largest market and most important credibility driver rsonal use only 35% of Group Sales Our home market. Our first proof at scale. Network sales FY26 – Australia and New Zealand 35% of Group Network sales 8
Slide 18: Trading update
Trading update rsonal use only Group same-store sales What is behind the movement Financial year to date • Group Same Store Sales have improved for Financial Year to Date. -5.8% -4.6% • In Q2, Australia and the Netherlands are positive on last year, while all markets are tracking ahead of Q1 First 8
Slide 19: All four measures must work together
All four measures must work together rsonal use only Sales and Order Count Franchisee momentum profitability Measurable Progress DPE earnings Cash and capital quality discipline Creating value for shareholders 10
Slide 20: We can deliver for all stakeholders
We can deliver for all stakeholders Stakeholder What good looks like rsonal use only Customer “I got a pizza last night, it was hot and tasty, and it was a great price from Domino's" Franchisee “I can see a return from my hard work, I want to grow and invest with this Brand.” Team member “I love wor
Slide 21: The reset has strengthened the foundations
The reset has strengthened the rsonal use only foundations Our focus now is sustainable growth A predictable and profitable business driving strong returns and compounding growth 12
Slide 22: CEO & Managing Director's Address
CEO & Managing Director’s Address 2026 Annual General Meeting Slide 1: Sustainable, Profitable Customer growth For personal use only Good afternoon. Thank you for your time this afternoon. I commenced this role 12 weeks ago. I will share initial observations and share how we are working to drive sus
Slide 23: Orders and sales must grow together (remarks)
Franchisees always know their customers and their stores better than I do, and their input to our business plans will enable us to succeed. Our business has many opportunities in how we plan and execute great customer- For personal use only focused, compelling plans. It's clear our customers want Do
Slide 24: Core products and permanent value
significantly reduced the number of unique offers in market. Customers ordered noticeably faster, converted more often and rated their overall experience higher. That is a practical example of making value simpler for customers. For personal use only Being better at being Domino’s means we will focu
Slide 25: The virtuous cycle in our stores (remarks)
Slide 7: The virtuous cycle in our stores Less complexity and more predictable growth; how does this create a long-term better business? Think about this from the franchisee point of view. A more predictable For personal use only business is easier to run. Great everyday value can help make demand m
Slide 26: Trading improvement and growth strategy remarks
In this quarter, Australia and the Netherlands are positive on last year, and every market is tracking ahead on Q1 in both same store sales and orders. What is driving this improvement? Improved marketing, clearer customer value, For personal use only disciplined execution and consumer led, new prod
Slide 27: Stakeholders and closing remarks
Franchise partner: confidence to invest because they can see the benefit of their hard work. Team member: a rewarding, busy place to work, with their franchisee working shoulder For personal use only to shoulder serving customers. Shareholder: a well-managed business earning a strong return on their
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