SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
Current Report
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of report (Date of earliest event reported): December 9, 2010
Domino’s Pizza, Inc.
(Exact name of registrant as specified in its charter)
Commission file number:
001-32242
| Delaware | 38-2511577 | |
| (State or other jurisdiction of incorporation or organization) |
(I.R.S. Employer Identification Number) |
30 Frank Lloyd Wright Drive
Ann Arbor, Michigan 48106
(Address of principal executive offices)
(734) 930-3030
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| ¨ | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
| ¨ | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
| ¨ | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
| ¨ | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
| Item 7.01. | Regulation FD Disclosure. |
As previously announced, Domino’s Pizza, Inc. (the “Company”) plans to hold the Domino’s Pizza 2010 Investor Day (the “Event”) beginning at 9:00 a.m. Eastern Time on December 9, 2010. Audio of the Event will be broadcast live over the internet and archived in the Investors section at www.dominosbiz.com. A copy of the Company’s presentation materials to be used for the conference are attached hereto and furnished as Exhibit 99.1. In addition, several of the Company’s International Master Franchisees will be presenting at the Event and their respective materials will be available in the Investors section at www.dominosbiz.com.
| Item 9.01. | Financial Statements and Exhibits |
| (c) | Exhibits |
| Exhibit |
Description | |
| 99.1 | Domino’s Pizza, Inc. Investor Day Presentation Materials. | |
2
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
| DOMINO’S PIZZA, INC. | ||
| (Registrant) | ||
| Date: December 9, 2010 | /S/ KENNETH B. ROLLIN | |
| Kenneth B. Rollin | ||
| Executive Vice President | ||
3
 Domino’s Pizza Investor Day
Marking 50 Years of Global Success
Domino’s Pizza Investor Day
Marking 50 Years of Global Success
December 9, 2010
December 9, 2010
Exhibit 99.1 |
 2
Forward-Looking Statements
This presentation and our accompanying comments include “forward-looking
statements.” These statements relate to future events or our future financial performance and are subject to known
and unknown risks, uncertainties and other factors that may cause our actual results, levels of
activity, performance or achievements to differ materially from those expressed or implied by
these forward- looking statements. This presentation and our accompanying comments do not
purport to identify the risks inherent in an investment in Domino’s Pizza and factors that
could cause actual results to differ materially from those expressed or implied in the
forward-looking statements, include but are not limited to those risk factors identified in
Domino’s Pizza, Inc.’s Annual Report on Form10-K for the fiscal year ended
January 3, 2010, as well as other SEC reports filed by Domino’s Pizza, Inc. from time to time.
Although we believe that the expectations reflected in the forward-looking statements are based
upon reasonable estimates and assumptions, we cannot guarantee future results, levels of
activity, performance or achievements. We caution you not to place undue reliance on
forward-looking statements, which reflect our estimates and assumptions and speak only as
of the date of this presentation. We undertake no obligation to update the forward-looking
statements to reflect subsequent events or circumstances. In light of the above, you are
urged to review the disclosures contained in the Domino’s Pizza, Inc. SEC reports,
including the risk factors contained therein. This presentation contains trade names, trademarks and service marks of other companies. We do not
intend our use or display of other parties’ trade names, trademarks and service marks to
imply a relationship with, or endorsement or sponsorship of, these other parties.
Presentations made today are from individual publicly-traded companies. Their content does
not necessarily reflect overall DPZ results in its role as the franchisor.
|
 J.
PATRICK DOYLE President and Chief Executive Officer
|
 4 |
 |
 India –
9,000 store opening
th |
 Top
Publicly-Traded International Restaurant Brands
McDonald’s:
18,481
Yum! Brands:
17,665
Starbucks:
5,727
Domino’s Pizza:
4,264
7
As of companies’
most recently reported quarterly earnings
International Store Count |
 Leading International Unit Growth
8
Domino’s Adds More New Stores Per Year
5-Year
Growth:
Pizza Hut: + 940
Domino’s: +1,323
Papa John’s: + 424 |
 Sixteen Years of Positive Sales
9
International Same Store Sales Growth |
 International: Q3 2010
10 |
 $3.2 Billion
11
Combined Market Capitalization
As of December 1, 2010 |
 Agenda |
 AN
EARLY VIEW OF 2011 Michael T. Lawton
Executive Vice President and Chief Financial Officer
|
 March 1, 2011
14 |
 2011 Modeling Inputs
15 |
 2011 Commodities
16
vs. 2010
Up Slightly |
 Sales: Long-Range Outlook
17 |
 Domestic Same Store Sales Outpace Industry
1Q10
2Q10
3Q10
Domino’s
14.3
8.8
11.7
Papa John’s
(0.4)
0.4
(0.6)
Pizza Hut
5.0
8.0
8.0
Q1
Q2
Q3
+15.3%
+8.1%
+11.7%
(0.1%)
+0.5%
(0.6%)
+2.0%
0.0%
(5.0%)
1Q09
2Q09
3Q09
Domino’s
1.0
(0.7)
0.0
Papa John’s
0.3
0.1
0.0
Pizza Hut
(3.0)
(8.0)
(13.0)
Two-Year Trend: 2009-2010 |
 Store Growth: Long-Range Outlook
19 |
 Long-Range Outlook
20
Outlook does not constitute specific earnings guidance. Domino’s does not
provide quarterly or annual earnings estimates. Individual markets may not
reflect DPZ performance as a whole. Reflects 65 markets and 9,169
stores |
 21 |
 Proven Business Model
•
Powerful Global Brand
•
50 Years of:
o
Consistent sales & store growth
o
Strong product demand
o
Strong unit economies
•
Based upon the Franchise Model
22 |
 Strength of Our Business Model
Free Cash Flow
•
DPZ free cash flow yield exceeds peers
•
Cash used opportunistically for debt buy backs, stock repurchases
and dividends
23
11.8%
9.7%
7.5%
6.8%
5.9%
5.6%
5.5%
4.8%
4.1%
4.0%
2.4% |
 Questions
Questions |