DOMINO'S PIZZA ENTERPRISES LIMITED — Call Transcript 2019

May 21, 2019

CEOs webcast 22 May, 2019

Australia ● New Zealand ● Belgium ● France ● The Netherlands ● Japan ● Germany ● Luxembourg ● Denmark

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Introduction

Don Meij, Group CEO & MD

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Don Meij Andrew Rennie Nick Knight Group CEO & MD Europe DPE CEO ANZ CEO

Josh Kilimnik Japan CEO

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Europe

• Acquisitions and build-out strategy

• Integration of Hallo and Joey’s franchisees in Germany

• Operational and marketing initiatives in France

ANZ

• Pizza Checker roll-out

• Operations 360 progress

Japan

• Barbell Menu strategy

• Employment initiatives

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Michael Dobson Sunnybank Domino’s

Europe

Andrew Rennie, Europe DPE CEO

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Denmark

• Planning for initial opening of 10-15 stores this Calendar Year

• Current focus on transfer/negotiation of leases, assessment of equipment/facilities, and hiring of new team members

Luxembourg

• Site identification progressed

• First Luxembourg store anticipated to open in September

Acquisitions

• Management is focused on initiatives to increase the pace of building-out existing markets, particularly through internal franchisees

• Domino’s continues to examine potential acquisitions within the pizza category

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DMP has revised its future store count target to 2850 stores (up from 2700)

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Germany

• Conversion of Hallo Pizza stores is now complete

• 126 stores converted from Hallo Pizza to Domino’s and lifted store count to 320 stores

• Conversions have been at a faster pace and higher volume than originally planned

• Our first organic stores have opened – building a strong pipeline for next year

France

• CEO Andrew Bradley is focused on improved communication with local franchisees

• A re-focus on proven marketing initiatives (including Mardi Fous) has delivered pleasing preliminary results

• Management is confident in the strategic direction, but there is more work is to be done in this market

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Rosemary Proum Domino’s Beaudesert

Australia/NZ

Nick Knight, ANZ CEO

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DOM Pizza Checker

• Rolled out to 670 stores (remaining stores to be installed by 27 May)

• More than 1 million pizzas analysed

• Initial results showing improvements in product quality scores and NPS following Pizza Checker commissioning

• More work to be done prior to national launch next week, including in-store training

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Operations 360

• In-field business consultants are using data to improve coaching and store performance

• Corporatisation of stores identified at HY results largely completed

• As a result of the above, DPE is operating a larger number of corporate stores than at the HY results - within our target highlighted at H1 19

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Daisy Holloway Domino’s Albert Street

Japan

Josh Kilimnik, Japan CEO

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Barbell Menu Strategy

• The new menu options (launched April) are still in early stages

• Positive customer feedback received

• Further barbell messaging planed through the launch of new technology layer and promotion of ‘Just Time Cooking’

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Recent Initiatives

Management is focused on employment initiatives to remove barriers to growth including:

• Modernising maternity and paternity leave provisions

• Providing flexible working arrangements, especially for working mothers

• Actively targeting age-based wage gaps and employment differences including foreign staff

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Faterbih Singh Domino’s Hamilton

Q&A

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