DP POLAND PLC

Earnings Release • Jul 10, 2025

National Storage Mechanism | Additional information

RNS Number : 4336Q

DP Poland PLC

10 July 2025

DP Poland plc

("DP Poland", the "Company" or the "Group")

H1 & Q2 2025 Trading Update

DP Poland Plc, the operator of Domino's Pizza stores and restaurants across Poland and Croatia, announces its unaudited trading update for the six months ended 30 June 2025.

CEO Comment - Nils Gornall, Chief Executive Officer:

"Despite weak consumer sentiment in Poland throughout April, continuing from a challenging Q1, May and June delivered a significant turnaround. The marked improvement in sales trends resulted in record monthly system sales for both months, contributing to a 4.9% year-to-date system sales increase - a particularly positive result given last June included the UEFA European Championship.  Croatia maintained solid growth with a 7% year-on-year system sales increase, positioning us well for planned store network expansion during the next quarter.

The acquisition of Pizzeria 105 marked a key milestone for the Group and we are encouraged by the early progress and synergies being realised between the two businesses. We look forward to commencing the conversion of Pizzeria 105 stores to Domino's in H2.

We remain committed to our strategy of delivering quality pizza quickly, with a focus on value and customer innovation. Our ambition is clear: to become the market leader in Poland while maintaining our number one position in Croatia. We are pleased with the Group's sales performance and strategic progress in H1, and we look forward to an exciting second half of the year and beyond."

Trading Update H1 2025

Poland

PLNm	Q1 2025		Q2 2025		H1 2025
	PLNm	% YoY change	PLNm	% YoY change	PLNm	% YoY change
Total System sales1	66.3	6.5%	70.2	3.4%	136.6	4.9%
LFL System sales2	60.1	2.9%	62.8	-1.6%	122.9	0.5%
non-delivery	17.0	-2.0%	17.8	-7.3%	34.8	-4.8%
delivery	43.1	4.8%	45.0	0.8%	88.1	2.7%

M Orders	Q1 2025		Q2 2025		H1 2025
	M Orders	% YoY change	M Orders	% YoY change	M Orders	% YoY change
Total System orders1	1.1	-0.1%	1.2	-3.4%	2.3	-1.8%
LFL System orders2	1.0	-4.5%	1.0	-9.0%	2.0	-7.0%

1    System Sales and System orders - total retail sales or orders including sales or orders from corporate and sub-franchised stores - only Domino's stores without Pizzeria 105 stores.

2  Like-for-like System sales and System orders is reported in Polish Złoty and reflects performance over comparable trading periods for the same stores.

Croatia

EURm	Q1 2025		Q2 2025		H1 2025
	EURm	% YoY change	EURm	% YoY change	EURm	% YoY change
Total System sales1	1.0	12.7%	1.0	1.7%	1.9	7.0%
LFL System sales2	1.0	12.7%	1.0	1.7%	1.9	7.0%

M Orders	Q1 2025		Q2 2025		H1 2025
	M Orders	% YoY change	M Orders	% YoY change	M Orders	% YoY change
Total System orders1	0.1	1.1%	0.1	-11.2%	0.2	-5.3%
LFL System orders2	0.1	1.1%	0.1	-11.2%	0.2	-5.3%

1   System Sales and System orders - total retail sales or orders including sales or orders from corporate stores.

2   Like-for-like System Sales and System orders is reported in Euros, matching trading periods for the same stores or orders growth in units, matching trading periods for the same stores.

Strategic and Operational Progress

The Group continues to execute against its long-term growth strategy, with a clear focus on becoming the leading pizza brand in Poland.

Following three consecutive years of strong like-for-like (LFL) sales growth, the business expects further growth supported by the scaling of our national advertising fund as new stores join the network, however, at moderate rates. The next phase of growth will be driven primarily by increasing the number of stores led by the conversion of Pizzeria 105 locations to Domino's, alongside organic expansion through both corporate and franchised openings. The Company's strategy to shift from corporate-owned to franchisee-operated stores, advancing a capital-light, franchisee-led model, is expected to drive faster scalability, improve profitability, and support a leaner corporate structure, as franchisees take on local operational responsibilities and associated risks.

Pizzeria 105 Acquisition & Integration

The acquisition of Pizzeria 105, completed in Q1, represents a major milestone in the Group's strategic journey, adding 90 locations, introducing 76 experienced franchisees to the network and accelerating the Group's sub-franchising, capital-light growth model.

Initial franchisee feedback has been positive and engaged, with the first pilot stores, converted from Pizzeria 105 to Domino's, prepared and on track to open in the coming weeks.

In Q2, Pizzeria 105 generated PLN2.0 million sell-in revenue from the network which was in line with management expectations.

Franchise Strategy & Store Optimisation

DP Poland continues to advance its corporate store sell-down program, in line with its strategy to reinvest capital into new store openings; increase entrepreneurial performance through franchisee ownership; and generate more stable and consistent profit streams via royalties and food margins. In H1, five corporate stores were franchised to four new franchisee partners, bringing further momentum to this shift.

The Group currently operates:

·    117 Domino's stores, with 15% franchised across Poland and Croatia; and

·    90 Pizzeria 105 locations, 100% franchised.

With a total of 8 Domino's franchisee partners and 76 Pizzeria 105 partners, the Group is well-positioned to accelerate franchisee-led growth.

Store Openings, Renovations & Closures

In H1, four new corporate stores opened, three were renovated to enhance brand presence, and five underperforming sites were closed as part of ongoing network optimisation - strengthening the portfolio in line with strategic goals.

Investor Presentation

As announced on 27 June 2025, the Company will provide a live presentation relating to the 2024 FY Results and Q2 / H1 Trading Update via Zoom Webinar on 14 July 2025, 13:00 BST.

The presentation is open to all existing and potential shareholders. Questions can be submitted at any time during the live presentation.

Investors can sign up to Zoom Webinar for free and add to meet DP Poland via:

https://us02web.zoom.us/webinar/register/4317507612375/WN_pOISpOZnQo2kZaKrDogkig

This announcement contains inside information for the purposes of the UK Market Abuse Regulation and the Directors of the Company are responsible for the release of this announcement.

The person responsible for arranging the release of this announcement on behalf of the Company is Nils Gornall, CEO.

Enquiries:

DP Poland plc    Nils Gornall , CEO	Tel: +44 (0) 20 3393 6954 Email: ir@dppoland.com
Panmure Liberum Limited (Nominated Adviser, Financial Adviser and Broker) Will Goode / Ailsa Macmaster	Tel: + 44 (0) 20 3100 2000

Notes for editors

About DP Poland plc

DP Poland holds the exclusive rights to develop, operate, and sub-franchise Domino's Pizza stores across Poland and Croatia. The group currently manages 117 Domino's locations in cities and towns throughout both countries. In addition to operating 90 Pizzeria 105 outlets across Poland.

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