Domino's Pizza H1 revenue rises on World Cup and new product launches

Domino's Pizza

04/08/2026 07:13

Overview
UK pizza delivery chain's H1 revenue rose 6.7% yr/yr on strong trading and new product launches
Adjusted EBITDA for H1 rose 3.6% yr/yr, supported by higher royalties and supply chain profits
System sales grew 6.1% yr/yr, aided by World Cup and menu innovation

Outlook
Company expects full-year earnings in line with current market expectations
Major cost lines hedged for FY26 and into FY27
Company guides FY26 underlying depreciation & amortisation at about £25 mln, interest at about £21 mln, tax rate at about 25%, and capital investment at about £35 mln

Result Drivers
MENU INNOVATION - New product launches, including CHICK N DIP and Italianos pizza, drove incremental sales and attracted new customers
EVENT-LED DEMAND - World Cup and event-based marketing campaigns boosted sales and customer recruitment
LOYALTY AND AGGREGATORS - Early success of loyalty programme and aggregator partnerships supported higher order frequency and customer acquisition

Company press release: ID:nRSD0912Pa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Revenue
Beat
GBP 353.60 mln
GBP 335 mln (1 Analyst)
H1 Adjusted EBITDA
Beat
GBP 66.20 mln
GBP 63 mln (1 Analyst)
H1 Adjusted Pretax Profit
 
GBP 44.10 mln
 
H1 Dividend
 
GBP 0.04
 
H1 System Sales Growth
 
6.10%
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and 4 "sell" or "strong sell"
The average consensus recommendation for the restaurants & bars peer group is "buy."
Wall Street's median 12-month price target for Domino's Pizza Group PLC is GBp205.00, about 0.4% above its August 3 closing price of GBp204.20
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

Reuters Recommended Reads
Aug 4 - Finland's NoHo Partners Q2 revenue rises on entertainment events
Aug 3 - Marriott International's Q2 adj profit beats on fee growth
Aug 3 - Germany's Beiersdorf H1 sales fall, trims FY outlook

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)