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Domino's Pizza, Inc.

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Domino's Pizza is the world's largest pizza company by global retail sales, operating approximately 20,000 stores in over 90 markets. The company is a technology leader in digital ordering and delivery logistics.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.6B)

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U.S. Stores (60%)
Supply Chain (25%)
International (15%)

Segment Breakdown & Key Customers

Product Details

U.S. Franchise Operations55%

Royalties, fees, and supply chain revenue from U.S. franchised Domino's stores

International Franchise15%

Royalties from over 13,000 international franchise locations

U.S. Company-Owned Stores10%

Revenue from approximately 400 company-operated U.S. stores

Supply Chain20%

Dough, food, and equipment distribution to U.S. franchise stores

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Ann Arbor, Michigan, USA

Founded

1960

Employees

16,000

Sector Overview소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터