Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 6, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------|------------------------- ...

Domino's Pizza, Inc. (NYSE:DPZ) Q2 2020 Earnings Conference Call July 16, 2020 10:00 AM ET Company Participants Ritch Allison - Chief Executive Officer Jeff Lawrence - Executive Vice President and Chief Financial Officer Conference Call Participants Brian Bittner - Oppenheimer and Company Matt DiFrisco - Guggenheim Nick Setyan - Wedbush Securities Jeffrey Farmer - Gordon Haskett Research Advisors Chris O'Cull - Stifel Lauren Silberman - Credit Suisse Peter Saleh - BTIG David Tarantino - Baird John Glass - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 14, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------|------ ...

Financial Data and Key Metrics Changes - The company reported a diluted EPS of $3.07 for Q1 2020, a 39.5% increase from the prior year quarter, primarily due to a lower effective tax rate and strong operational results [37] - Global retail sales grew by 4.4% compared to the prior year quarter, with a 5.9% increase when excluding foreign currency impacts [38] - The effective tax rate for the quarter was negative 3.7%, down 18.8 percentage points from the prior year, influenced by tax benefits on equity-based compensation [45] Business Line Data and Key Metrics Changes - U.S. same-store sales grew by 1.6%, while international same-store sales increased by 1.5% [39] - The U.S. franchise business saw a 1.5% increase, while company-owned stores experienced a 3.9% rise [39] - The company opened 178 gross new stores and 69 net new stores in Q1, despite the closure of 71 stores in South Africa unrelated to COVID-19 [36] Market Data and Key Metrics Changes - U.S. comps were up 7.1% during the first four weeks of Q2, with retail sales increasing by 10.7% [52] - International comps were down 3.2% during the first three weeks of Q2, reflecting the impact of COVID-19 on sales [54] - Retail sales excluding foreign exchange were down 13.2% internationally over the same period [56] Company Strategy and Development Direction - The company is focused on health and safety, implementing a 100% contactless delivery model and adapting operational procedures to the new environment [15][64] - Investments are being made in team members and communities, including bonuses and enhanced sick pay for employees [28][34] - The company has withdrawn its 2020 guidance due to uncertainty surrounding the global economy and business operations [50][66] Management's Comments on Operating Environment and Future Outlook - The management acknowledged the existential crisis facing the restaurant industry and the uncertainty regarding consumer behavior post-COVID-19 [7][8] - The company remains optimistic about long-term growth despite withdrawing short-term forecasts due to the unpredictable environment [66][67] - The management emphasized the importance of maintaining a strong financial position and cash flow during the crisis [61] Other Important Information - The company has committed to providing 10 million slices of pizza to communities in need through the Feed the Need program [31] - The company has over $325 million in available cash and has not repaid amounts on its variable funding notes as a precautionary measure [61][62] Q&A Session Summary Question: Recent improvement in business trends - Management noted that recent improvements are attributed to pantry loading by consumers and potential impacts from stimulus dollars, alongside the company's quick adaptation to contactless delivery [71][74] Question: Clarification on $15 million and $5 million charges - The $15 million is related to safety measures and bonuses for team members, while the $5 million reflects anticipated royalty losses from international franchise stores [78][84] Question: Plans for new product launches - The company still plans to launch a new product in 2020, targeting a summer release despite the current operating environment [85] Question: Differences in weekday versus weekend sales - Management observed stronger weekday sales due to families being at home, while weekend sales are pressured, with no discernible patterns across income categories [88][90] Question: Operations and delivery times - The company has successfully adapted operations to maintain high service levels despite increased sales, implementing new procedures for contactless delivery and carryout [94] Question: International business management during closures - International master franchisees are managing through closures by prioritizing safety and liquidity, with some markets beginning to reopen [119]

Table of Contents Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Domino's Pizza, Inc. Common Stock, $0.01 par value DPZ New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 22, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition ...

Financial Data and Key Metrics Changes - In Q4 2019, diluted EPS was $3.12, a 19.1% increase from the prior year quarter, driven by strong operational results [7][16] - Total revenues for Q4 increased by 6.3% year-over-year, primarily due to higher U.S. franchise retail sales and international retail sales [12] - Net income for Q4 rose by $17.7 million or 15.8% compared to the prior year quarter [16] Business Line Data and Key Metrics Changes - U.S. same-store sales grew by 3.4%, compared to a prior year increase of 5.6%, while international same-store sales grew by 1.7%, down from 2.4% [9] - U.S. franchise business increased by 3.3%, and company-owned stores were up by 3.9% [10] - The company opened 141 net new U.S. stores in Q4 and 351 net new international stores, totaling 1,106 units opened globally in 2019 [11][46] Market Data and Key Metrics Changes - Global retail sales grew by 6.9% year-over-year, with a 7.6% increase when excluding foreign currency impacts [9] - The company reported a 9% retail sales growth in international markets, excluding foreign currency impacts [49] Company Strategy and Development Direction - The company plans to continue fortressing markets, focusing on improving service and delivery efficiency [36][40] - New supply chain centers are set to open in 2020 to enhance operational capacity [38] - The company is committed to technological innovation, including GPS technology and AI-based labor scheduling to improve efficiency [41][80] Management's Comments on Operating Environment and Future Outlook - Management noted a challenging competitive environment in the restaurant delivery space but emphasized the company's ability to grow sales and profitability [28][91] - The company expects continued volatility in effective tax rates due to equity-based compensation [15] - Management expressed confidence in achieving a 6% to 8% global unit growth outlook over the next two to three years [67] Other Important Information - The company returned nearly $650 million to shareholders in Q4 through share buybacks and dividends [8][22] - A quarterly dividend of $0.78 per share was declared, marking a 20% increase over the previous quarter [23] Q&A Session Summary Question: What drove the acceleration in traffic this quarter? - Management indicated that the acceleration was driven by proactive internal strategies, including the launch of a delivery insurance program and promotions for carryout business [54] Question: Was the EBITDA growth primarily due to flow-through or unique benefits? - Management confirmed that financial discipline and reduced CapEx contributed to EBITDA growth, alongside strategic investments in supply chain and customer experience [57] Question: How does the digital sales percentage break down between carryout and delivery? - Management noted that delivery has a higher digital sales percentage, and efforts are being made to increase digital uptake in carryout through innovations like Pie Pass technology [60] Question: What is the status of the autonomous delivery tests? - Management reported positive progress in testing with Nuro for autonomous deliveries, with ongoing regulatory approvals [61] Question: How does the company plan to address cost pressures on franchisees? - Management highlighted initiatives to improve efficiencies, including GPS technology and AI-based labor scheduling to mitigate rising labor costs [80] Question: What is the current service level compared to the past? - Management stated that while current delivery service levels are strong, there is a need for continuous improvement to meet future expectations [85] Question: How does the company view the competitive landscape with a major competitor facing bankruptcy? - Management acknowledged the tough operating environment but emphasized the importance of growing sales to maintain profitability [91]

Table of Contents Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Domino's Pizza, Inc. Common Stock, $0.01 par value DPZ New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 29, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number ...

Domino's Pizza, Inc. (NYSE:DPZ) Q3 2019 Earnings Conference Call October 8, 2019 10:00 AM ET Company Participants Tim McIntyre - Executive Vice President, Communication Ritch Allison - Chief Executive Officer Jeff Lawrence - Chief Financial Officer Conference Call Participants Brian Bittner - Oppenheimer & Company Nick Setyan - Wedbush Securities Chris OÂ'Cull - Stifel Financial Corp. Matthew DiFrisco - Guggenheim Securities William Slabaugh - Stephens Inc. Andrew Charles - Cowen and Company Alton Stump - L ...

Table of Contents Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Domino's Pizza, Inc. Common Stock, $0.01 par value DPZ New York Stock Exchange Emerging growth company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 8, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE AC ...

Financial Data and Key Metrics Changes - The company reported diluted EPS of $2.19, a 19% increase over the prior year quarter adjusted EPS of $1.84 [7][18] - Total revenues for Q2 increased by $32.2 million or 4.1% from the prior year, driven by higher U.S. franchise retail sales and international royalty revenues [12][21] - Net income rose by $15 million or 19.3% compared to the prior year quarter [17] Business Line Data and Key Metrics Changes - U.S. same-store sales grew by 3%, while international same-store sales increased by 2.4% [8][9] - The franchise business in the U.S. saw a 3.1% increase, while company-owned stores experienced a 2.1% increase [9] - The company opened 200 net new stores globally in Q2, with 42 in the U.S. and 158 internationally [10][11] Market Data and Key Metrics Changes - Global retail sales grew by 5.1%, or 8.4% when excluding foreign exchange impacts [8] - International retail sales contributed to increased royalty revenues, although foreign currency exchange negatively impacted these revenues by $3 million [12][13] Company Strategy and Development Direction - The company continues to focus on its fortressing strategy to enhance market presence and profitability [28][31] - Investment in technology, including GPS tracking and autonomous delivery testing, is aimed at improving service and operational efficiency [34][35][100][102] - The company remains committed to maintaining strong unit economics and expanding its market share globally [38][39][94] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing competitive pressures from third-party delivery aggregators and the need to adapt to these challenges [27][66] - The company maintains its three to five-year outlook for same-store sales growth of 3% to 6%, despite current pressures [67] - Management expressed confidence in the strength of the international business and its ability to contribute to long-term growth [41][110] Other Important Information - The effective tax rate for the quarter was reported at 12.9%, down 2.2 percentage points from the prior year [17] - The company repurchased $3.3 million worth of shares in Q2, bringing the year-to-date total to $11.5 million [22] Q&A Session Summary Question: Opportunities to drive same-store sales - Management sees opportunities in both attracting new customers and increasing sales from existing customers through loyalty programs [44] Question: Changes in same-store sales trajectory - No material differences in pressures on same-store sales were noted, with ongoing challenges from third-party delivery aggregators [48] Question: Menu or value messaging changes - The company remains focused on value offerings and is continuously testing new menu items to drive long-term profitability [55][56] Question: Impact of third-party aggregators - Management believes the current discounting practices by third-party aggregators are unsustainable in the long term [66][67] Question: Store-level margin performance - The New York sale positively impacted operating margins, although labor pressures continue to affect overall profitability [84][85] Question: International unit growth - Strong unit growth was reported across all regions, particularly in BRIC markets, demonstrating robust unit economics [91][94] Question: Competition for delivery drivers - The company is facing increased competition for delivery drivers and is exploring alternative delivery methods to mitigate this challenge [97][100]