Thursday April 7, 2022, 07:00:00
Domino’s recently announced that it would increase the price of its Delivery Mix & Match offer in the U.S. to $6.99 ($6.99 each for delivery of two or more menu items selected from the Mix & Match menu). We believe that by the end of March, this menu-price increase was substantially complete. What could it mean for Domino’s earnings?
Saturday March 26, 2022, 12:49:49
In some years, Domino’s U.S. updates its Technology Transaction Fee. This is the amount Domino’s domestic franchisees are charged for each digital transaction, and in 2021 it was raised to $0.275 per digital order. This was up from $0.260 per digital order in 2020 (a year-to-year increase of +1.5 cents per digital order). We estimate that this increase added about +12 cents to Domino’s 2021 EPS, which in total ending up amounting to $13.60.
Tuesday March 1, 2022, 12:11:27
Earlier today, Domino’s reported its Q4 earnings, and also announced a CEO transition. Regarding the fourth quarter, EPS reached $4.25, close to our $4.24 estimate and sell-side consensus (according to Consensus Metrix) of $4.28. But importantly, this includes the benefit of “a $34.3 million pre-tax unrealized gain on the Company’s investment in DPC Dash Ltd…. the Company’s master franchisee” for Domino’s China. On today’s call, the company indicated that this change accounted for +68 cents of Q4 EPS.
Tuesday October 27, 2026
Tuesday October 27, 2026