REG - DP Poland PLC - Q1 2026 Trading Update

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RNS Number : 2778A  DP Poland PLC  14 April 2026

DP Poland PLC

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

Q1 2026 Trading Update

Continued double-digit system sales and volume growth, with ongoing network
expansion adding six new stores

DP Poland PLC, the operator of Domino's Pizza stores and restaurants across
Poland and Croatia, provides the following trading update for Q1 2026, in line
with management expectations.

DP Poland's Chief Executive Officer, Nils Gornall, commented:

"DP Poland delivered a strong first quarter, with double‑digit system sales
and order growth across both Poland and Croatia. Operational discipline,
targeted promotions and reliable and timely delivery performance contributed
to an 18.9% increase in Group System Sales and a 13.7% rise in orders.

The Polish market continued to perform strongly, delivering system sales
growth of 18.2% and order count growth of 13.3%. Performance was underpinned
by growth in delivery sales and delivery times consistently maintained below
30 minutes despite challenging winter conditions.

We continued to advance our franchise‑led, capital‑light strategy, with
franchise ownership increasing to 35% of the estate, up from 12% at the end of
Q1 2025. Integration of the Pizzeria 105 business also progressed, with a
further four stores converted during the quarter.

With 141 Domino's stores now operating across the Group and strong sales
momentum in both markets, we see significant opportunity ahead. Our priorities
remain clear: accelerating the franchise transition and conversion of Pizzeria
105 stores to Domino's, expanding towards our 200‑store target by the end of
2027, and delivering sustainable margin improvement and long‑term
shareholder value."

Strategic and Operational Highlights

Franchise Transition:

·    Franchise‑owned stores increased to 35% of the estate, representing
47 franchised locations

Pizzeria 105 acquisition:

·    Four additional stores converted in Q1 2026

·    17 stores converted since acquisition

Supply chain and commissary optimisation:

·    Consolidation of our commissaries into a single facility completed in
February 2026

·    Immediate benefits include reduced staffing overheads, higher labour
productivity through automation, and savings in rent, utilities and
maintenance. Longer-term benefits include improved utilisation, enhanced
labour efficiency as volumes increase, and the capacity to service up to 300
stores, with scope for further expansion over time

Store network:

·    Six new stores added to the network

·    141 Domino's stores at quarter‑end (135 Poland, 6 Croatia), up 17%
YoY

·    71 Pizzeria 105 locations also operated at quarter‑end

 

Trading Update Q1 2026

·    Group System Sales of £17.2m, up 18.9% YoY on a constant‑currency
basis (up 22.7% on a reported basis)

·    Group System Orders of 1.3m, up 13.7% YoY

Poland

 PLNm                   Q1 2026
                        PLNm  % YoY change
 Total System sales(1)  78.4  18.2%
 LFL System sales(2)    67.9  8.9%
 Non-delivery           16.2  -5.0%
 Delivery               51.7  14.2%

 

 M Orders                Q1 2026
                         M Orders  % YoY change
 Total System orders(1)  1.3       13.3%
 LFL System orders(2)    1.1       3.9%

 

(1   )System Sales and System orders- total retail sales or orders
including sales or orders from corporate and sub-franchised stores, unaudited
(excluding Pizzeria 105 stores).

(2   )Like-for-like System Sales growth in Polish Złoty, matching trading
periods for the same stores or orders growth in units, matching trading
periods for the same stores, unaudited (excluding Pizzeria 105 stores).

 

Croatia

 EURm                   Q1 2026
                        EURm  % YoY change
 Total System sales(1)  1.2   28.8%
 LFL System sales(2)    1.1   9.5%

 

 M Orders                Q1 2026
                         M Orders  % YoY change
 Total System orders(1)  0.1       20.0%
 LFL System orders(2)    0.1       2.0%

 

(1   )System Sales and System orders - total retail sales or orders
including sales or orders from corporate stores, unaudited.

(2   )Like-for-like System Sales growth in Euro, matching trading periods
for the same stores or orders growth in units, matching trading periods for
the same stores, unaudited.

Outlook

We are pleased with the performance of the Group in Q1 2026 and anticipate
double‑digit system sales growth to continue in 2026, supported by the
Pizzeria 105 conversion program, continued store rollout and ongoing
like‑for‑like growth.

DP Poland is focused on its transition to a franchise-led, capital-light
operating model, which is expected to drive system sales growth, margin
expansion and improved returns. The Group is targeting over 50% of the
Domino's system to be franchised by the end of 2027, alongside continued
expansion of the network beyond 200 stores.

Margin improvement is expected to be supported by further disposals of
corporate stores, supply chain optimisation, automation initiatives,
disciplined pricing and increased purchasing power as the network scales.

 

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 / Gaya Bhatt

Tel: +44 (0) 20 3100 2000

 

Notes for editors

About DP Poland plc

DP Poland has the exclusive right to develop, operate, and sub-franchise
Domino's Pizza stores in Poland and Croatia. The group operates 141 Domino's
locations across Poland and Croatia. In addition, DP Poland owns and operates
a second pizza brand, Pizzeria 105, with 71 locations across Poland.

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