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Today’s Agenda

• Patrick Doyle, Chief Executive Officer


• Kevin Vasconi, Chief Information Officer
• 15 minute break
• Richard Allison, Executive Vice President- International
• Michael Lawton, Chief Financial Officer
• Q&A

Note: This is being recorded and webcast live. This will also be
available on our website for replay.

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. These risks include but
are not limited to those risk factors identified in Domino’s Pizza, Inc.’s Annual Report on Form 10-K for
the fiscal year ended January 1, 2012, 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.

3
Patrick Doyle
Chief Executive Officer
Domino’s is Poised to Lead

5
Quality Food

6
Efficient Operations

7
Known for Service

8
Strong Brand Equity

9
Three Headlines

1. United States: A Share Game

2. Technology: Key to Winning

3. International: A Scale Game

10
1. United States: A Share Game
1. The United States: A Share Game

In the Quick Service Restaurant Sector:


No One is as Fragmented as QSR Pizza

12
1. The United States: A Share Game

QSR Hamburger

2.1% 1.9%

Major Chains

Small Chains

Independents

96%

Years Ending September 2012, Share of Visits. Source: The NPD Group/CREST®
13
1. The United States: A Share Game

QSR Mexican

9.8%
Major Chains
8.2%
Small Chains

82% Independents

Years Ending September 2012, Share of Visits. Source: The NPD Group/CREST®
14
1. The United States: A Share Game

QSR Sandwich

Major Chains
19%
Small Chains
71%
10% Independents

Years Ending September, 2012, Share of Visits. Source: The NPD Group/CREST®
15
1. The United States: A Share Game

QSR Pizza - Delivery

Major Chains

Small Chains
30.6% 55.0%
Independents

14.4%

Years Ending September 2012, Share of Pizza Delivery Consumer Spending. Source: The NPD Group/CREST®
16
1. The United States: A Share Game

Domino’s and major chains have gained 3% in delivery share from small chains and
independents over the last five years

2007 2012

Domino's
20% 22.6%
31.7% Major Pizza Chains 30.6%
Small Pizza Chains
31.9%
Pizza Independents 32.4%
16.4% 14.4%

Years Ending September 2007 and 2012, Share of Delivery Consumer Spending. Source: The NPD Group/CREST®
17
1. The United States: A Share Game
Share of Online Dollars – QSR Pizza

7.7%
7.1%
Domino's

32.9% Major Pizza Chains

Small Pizza Chains


52.3%
Pizza Independents

Year Ending September 2012. Source: The NPD Group/CREST® 18


2. Technology: Key to Winning
2. Technology: Key to Winning

Online marketing has influenced a restaurant visit for 38% of smartphone owners

Smartphone Use For Information On/About Restaurants


Past 4 Weeks

Use Smartphones To

43% Obtain/View Restaurant


Information

Indicate a Smartphone

38% Influenced A
Restaurant Visit

Source: The NPD Group – Custom Survey June, 2012


Online Marketing Report, 2012
20
2. Technology: Key to Winning
Restaurant websites are the most popular sites for obtaining information on restaurants

Most Popular Smartphone Sites With Influences on Restaurant Visits


Past 4 Week Users

% All Influenced Visits

Restaurant Website 35
Facebook 30
Google Ad/Offer 25
Groupon 22
Yelp 20
Urbanspoon 17
Restaurant Email/Text 15

Q: Which websites/applications have you viewed


Source: The NPD Group – Custom Survey June, 2012 to gain information relating to restaurants?
21
2. Technology: Key to Winning
Global Technology Advantage

22
2. Technology: Key to Winning

Technology’s Advantages: National Window


Extensions

• Our ability to combine digital and national window


advertising to create much deeper consumer
experiences
• Recent examples include:
• Pizza Hero app
• Ultimate Delivery Vehicle
• Times Square Billboard

23
2. Technology: Key to Winning

Technology’s Advantages: Connect Programmers


with Marketers and Operators

• Many unique programs wouldn’t exist if both groups


weren’t working together under one roof, such as:
• Global Domino’s Day
• Domino’s Dollars

24
2. Technology: Key to Winning

Technology’s Advantages: Integration

• Domino’s Pulse – our integrated point of sales system


• Innovations such as Domino’s Tracker:
• Made possible by a single integrated Point of Sales
(POS) system throughout all of our stores

25
International Growth: A Scale Game

26
3. International: A Scale Game

95% of Population
Outside of the U.S.

27
Source: US Census Bureau
3. International: A Scale Game
DPZ global footprint - 5,144 stores outside the U.S.

Vietnam

Malaysia

India
Store count as of Q3 2012 28
3. International: A Scale Game

Dunkin’ Domino’s
McDonald’s Yum Brands Starbucks Burger King
Brands Pizza
19,903 19,619 6,938 5,214
7,554 5,144
international international international international
international international
stores stores Stores stores
Stores stores

Global Winners Will be Those With International Scale

Store counts are as of most recent quarter in 2012. Burger King excludes Canada.
29
3. International: A Scale Game

A Quiz

What is the
world’s largest
restaurant
company that is
not based in the
U.S.?

30
3. International: A Scale Game

Enterprise
Inns (UK)

31
Global Growth: Restaurant Parallels to Packaged Goods
Global Growth: Restaurant Parallels to Packaged Goods

Regional National Global


Brands Brands Brands

33
Global Growth: Restaurant Parallels to Packaged Goods

34
Source: http://www.convergencealimentaire.info/
Global Growth: Restaurant Parallels to Packaged Goods

Regional Players are Already Getting


Squeezed in Pizza

This Has Already Happened in Other


Categories

Global Players Likely to Continue Dominating


the Sector – Similar to Consumer Packaged
Goods

35
Closing
Domino’s Pizza (DPZ)
Total Cumulative Return of $100 Investment
$700

23.8% CAGR
$600

$500

$400

$300

$200

$100

$0

DPZ S&P 500 NYSE S&P600 Restaurant

37
Kevin Vasconi
Chief Information Officer
Our Technology Objectives

Invest in digital growth


Online Mobile

Evolve customer database

Update and improve infrastructure

40
Our Technology Objectives

Invest in digital growth


Online Mobile

Evolve customer database

Update and improve infrastructure

41
Invest in Digital Growth

Why Invest?
Higher Ticket

Better Customer Satisfaction

Lower Cost To Serve

Competitive Advantage

42
Invest in Digital Growth

Why Invest?
Digital provides a ubiquitous customer relationship

We want to own the relationship:


 In Mobile
 In Our Stores
 In the Car (safely)
 In the Living Room

Car – Work – Home – Store – Recreation – Education


43
Invest in Digital Growth
Digital orders up 27% vs. 2011

2011 – 2012 YTD


36.0%

34.0%

32.0%

30.0%

28.0%

26.0%

24.0%

22.0%
2012
20.0%
2011 P11
2011 P12
2011 P13

2012 P10
2012 P11
2011 P1
2011 P2
2011 P3
2011 P4
2011 P5
2011 P6
2011 P7
2011 P8
2011 P9

2012 P1
2012 P2
2012 P3
2012 P4
2012 P5
2012 P6
2012 P7
2012 P8
2012 P9
2011 P10

2011 2012

OLO % Sales Mobile % Sales iPhone % Sales Android % Sales

44
Invest in Digital Growth

Strong Global Digital Business:

• Over $2B in digital sales worldwide (2012)


• 23 markets more than 10% digital sales
• 3 markets over 50% digital sales
• Mobile is the fastest growing segment

U.S. Market:

• Have reached over $1B digital sales annually


• Over 50M orders
• Mobile fastest growing segment
• If Domino’s 2011 results were ranked on Internet Retailers Top 50 list
we’d be:
• #3 in transactions
• #31 in total digital sales

45
Invest In Digital Growth: Online
People who order online have higher satisfaction
5.0

Domino’s Customer Satisfaction by Ordering Method

4.5
Satisfaction

4.0

3.5

3.0

18-24 25-34 35-44 45-54 55-64 65+ Total


Age
Online Orderers Phone Orderers Walk In Orderers
Source: Study Logic, Time Period: Q3 ‘11 – Q2 ‘12 46
Online , phone and walk in orderers defined by the method of their purchase, and satisfaction refers to only that purchase
Invest in Digital Growth: Mobile
Ahead of our competitors in all rankings and reviews

iPhone Android Kindle

• Over 3.6 million users • 750,00 users • 49,000 users


• Ranked #3 in the • Ranked #4 in the • Ranked #1 in the
Food and Drink Lifestyle Category Lifestyle Category
Category • 4.8 star customer • 4.7 star customer
• 5 star customer rating rating rating
47
Invest in Digital: Mobile

iPhone users love Domino’s


• Australia 5 to 1
• South Korea 4 to 3
• Japan 3 to 1
• U.S. 3 to 1
• UK 5 to 1
• India 2 to 1

US Smartphone Share: World-Wide Smartphone Share:

Android 52.6% Android 48.8%


iPhone 34.3% iPhone 19.1%

Domino’s Loves iPhone Users


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Invest in Digital Growth

As digital trends continue to


evolve, so will our platform
strategy…

49
Invest in Digital Growth

Responsive Web Design


RWD allows a site to provide an optimal
viewing experience - easy reading and
navigation with a minimum of resizing,
panning and scrolling - across a wide
range of devices

Native Mobile Platforms + Responsive Web Design


50
Our Technology Objectives

Invest in digital growth


Online Mobile

Evolve customer database

Update and improve infrastructure

51
Evolve Customer Database

Driving digital sales with data

Traffic Conversion Ticket

52
Evolve Consumer Database

AB Testing

• Randomly showing a visitor one version of a page – (A) or (B) –


and tracking changes in behavior
• Running test continuously; changes are based on results (e.g.
flash/non flash)
• Requires web analytics infrastructure and cross-functional team
• Looking at:
‒ Bounce Rate
‒ Conversion Rate
• Conversion of New Visitors
• Conversion of Returning Visitors
‒ Order Funnel Behavior

53
Evolve Consumer Database
Understanding the order funnel

Total Visits Locations Select Food Add to Cart Submit Tracker


Location Payment

54
Evolve the Customer Interface

• Traditional Focus Group with analytics


• Used advanced eye tracking capabilities
• Observed 32 online pizza consumers who ordered Domino’s
• Uncovered opportunities for improvement within coupon and store locator
functional that could significantly improve conversion.

55
Evolve Customer Database

Expand data warehouse capabilities

Improve data access and timeliness


for marketing and decision-making

• Load additional data sets into the Data Warehouse to


support advanced analytics
• Provide mobile device access to Data Warehouse analytics

Understand who our customer is


and how they want to do business with us

56
Evolve Customer Database
Who is the Domino’s customer – individual, household or both

Name Combinations (6)


Land Line Phones (2)
John Vasconi
Office
J. Kevin Vasconi
HM
J K Vasconi
Kevin Vasconi
Cell Phones (5)
Lisa Vasconi
DPZ Cell
L. Vasconi
Personal Cell
Wild Card: John S Vasconi – Melbourne
Lisa Cell
Beach, Fl
Nick Cell
Wild Card: John N Vasconi
Aidan Cell
Addresses (3)
Arlington Street, Ann Arbor
Sherman Drive, Indianapolis Objective:
Frank Lloyd Wright Drive, Ann Arbor A rich, satisfying relationship with our
customers, no matter what channel they
Email Addresses (4) want to use
[email protected]
[email protected]
[email protected]
[email protected]
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What is a Domino’s Customer?
Phone
E-Mail
Cell
Phone

Cell

E-Mail
Family

Social
Address
CUSTOMER Work
Group

Name

Social
Group
Walk-in
Carry Out

Preferences Ad-
Order Hoc
History Group

Demo-
graphics
Payment
Type

58
Our Technology Objectives

Invest in digital growth


Online Mobile

Evolve customer database

Update and improve infrastructure

59
Next Generation Pulse and OLO
First Pulse store in 2001 & the world today

60
2002 Domino’s Pizza Menu

61
2012 Domino’s Pizza Menu

62
Update and Improve Infrastructure

Build the next generation Pulse system to meet


future operational and marketing needs

Managed like a
commercial Underlying Continue to
Single, global, software architecture is enhance Pulse
unicode, code product SOA to support to address
base (published 3 cloud in the international
year cycle future growth
plans)

63
Upgrade and Improve Infrastructure

Drive International Growth

• Unicode Pulse now available


• OLO platform for mid-markets
• Operational Reporting Platform (PWR)
• Pulse API for large markets

API

Pulse
OLO PWR

64
Upgrade and Improve Infrastructure
U.S. Stores International Stores Total Countries Installed
4,846 2,628 38

Additional Countries Scheduled to be Installed Include:

*Numbers as of Q3 YTD 65
Upgrade and Improve Infrastructure

The Goal of Infrastructure and Security is to Ensure


Online Ordering is Always Available

Components to OLO Availability:

• Systems Uptime & User Experience (i.e. Performance)


• Credit Card Processing - Availability & Redundancy
• Security Threats – “Hacking”

As We Grow Digital Ordering the Systems Cannot Go Down

66
Upgrade and Improve Infrastructure
Infrastructure and Security Investments

• Ensure online ordering is highly available


– N+1 Design
• Design philosophy eliminates single points of failure
• Applications, networking, servers and data center all have redundancy
– Capacity Planning
• Semi-annual load test entire online environment to Super Bowl levels
• Internet connections and compute capacity are increased as traffic increases

• Enhanced security program to address a multiple threat


environment
– Augment our team with external security expertise & services
– Deploy advanced tools and services for DDos threats

67
Domino’s: Leveraging Technology
Where We Are Now Where We Are Going

Pulse Pulse
OS
VM
OS
HW VM
OLO Database
OLO
OS
VM
Data
Warehouse
Data Warehouse

Consolidate Platforms, Drive Standards, Retire Legacy Systems,


Use Commodity Hardware
68
Domino’s Digital Vision

Video

69
Richard Allison
Executive Vice President, International
2012 Has Been A Year of Important Milestones

• France opened 200th store


Q1

• Domino’s Pizza Enterprises opened 900th store


Q2 • Domino’s Pizza opened 5,000th international store

• India opened 500th store


• Turkey opened 250th store
Q3 • Domino’s Pizza opened 10,000th store worldwide

• UK opened 700th store


• Alamar Foods (MENAP) opened 200th store
Q4 • Malaysia opened 100th store
• Brazil opened 60th store
72
Executive Summary

Diversified Growth Portfolio of Regions, Markets and Franchisees

Key Business Drivers Are Strong

We Play in a Very Attractive Market

Positioned Well for Future Growth in a Variety of Markets

Must Manage Several Challenges as we Look Forward

73
Today’s Objectives

Overview of Recent Performance

Industry Outlook

Runway for Growth

74
Today’s Objectives

Overview of Recent Performance

Industry Outlook

Runway for Growth

75
Overview of Recent Performance

Store count more than doubled since 2003 - pace of growth has accelerated

CAGR 2003 – 2012 Q3


6,000
Store Count 550

5,144
8.5%
500

4,835
4,422
450

4,072
400

3,726
3,469
4,000
3,223

350
2,987
2,749

300
2,523

250

200
2,000
150

100 Store Count

50 TTM Net Store Growth

- -
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Q3

YoY Growth 5.9% 9.0% 8.7% 7.9% 7.6% 7.4% 9.3% 8.6% 9.3% 10.6%*

*vs Q3 2011
76
Overview of Recent Performance
Retail sales surpassed $3.5B; grown at 14.5% CAGR over last eight years

Retail Sales
Retail ($M)
Sales
Q3 2012 TTM Retail
$4,000M Sales
$3.7B
3,500
3,519

3,000
2,952

2,500
2,531
2,452
2,222
2,000
1,870
1,679
1,500
1,459
1,189
1,000
2003 2004 2005 2006 2007 2008 2009 2010 2011

YoY
Growth 14.7% 22.7% 15.1% 11.4% 18.8% 10.4% 3.2%* 16.6% 19.2%

* Negatively Impacted by FX
77
Overview of Recent Performance
FX has helped over the long term

1.40 Domino’s FX Index – 10 Year

1.30

1.20

1.10
Global Economic Crisis

1.00

0.90
Dec-02 Dec-03 Dec-04 Dec-05 Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12

Note: Domino’s FX Index is based on a weighted basket of our top 10 currencies.

78
Overview of Recent Performance
Retail Sales are diversified across our three operating regions

DPII 2012 Q3 YTD Retail Sales


High correlation
by Region (Millions) between largest markets
for Domino’s brand and
largest international
pizza markets

Americas
19%
No brand presence Domino’s brand is
EMEA in 3 of the top 15 relatively more
43% Total Pizza markets penetrated in top
– Italy, Argentina markets of APAC
APAC and South Africa than EMEA or
38% Americas

Opportunity for significant growth


in all regions
79
Overview of Recent Performance
Growing store base in both emerging and developed economies

2-Year Net Store Growth


Q3 2012 vs. Q3 2010

58% 42%
Developed
+506 Stores +374 Stores
Emerging

80
Overview of Recent Performance
Five markets driving >50% of net unit growth; India has accelerated

1,000
2010 Q3 - 2012 Q3 Net Store Growth

186

880
900

800

21
25
700

30
33
34
600

35
37
48

500 Developed
51
102

Emerging
400
107

300
171

200

100

0
France
2010 Q3

Brazil

2012 Q3
Malaysia
UK

Australia
India

Other
Turkey

Japan

Canada

Spain
S. Korea
Indonesia

4,264 5,144

81
Overview of Recent Performance
Net Store Growth: DPII consistently outgrowing top two competitors combined

450
413
400
370

346 350
350

113 309
300
Papa John's
249
250
227
DPII
194 74
200 51
Pizza Hut
150 90
257
100
175 176

50 104

-
2009 2009 2009 2010 2010 2010 2011 2011 2011 2012 Q3
YTD 2012 Q3
Q3 2012

Note: PJ’s figures do not include AK, HI and Canada; PH figures include licensees. 82
Overview of Recent Performance
Our share and relative market share has grown in Total Pizza and Delivery/Carryout

2010 vs. 2011 Estimated Domino’s Pizza Share of International Pizza Market
14.0%

12.2%
12.0%
10.7%
Total Pizza DelCo
10.0%
2011 RMS 0.65 1.70
8.0%
2010 RMS 0.62 1.54
6.0%

4.0%
4.0%
3.5%

2.0%

0.0%
'10 Total Pizza '11 Total Pizza '10 Delco '11 Delco

Market Share Estimates Source: DPII Actuals, Third Party Research, DPII consultants and franchisees

83
Today’s Objectives

Overview of Recent Performance

Industry Outlook

Runway for Growth

84
Industry Outlook
Total International Pizza Market projected to grow nearly $30B (~33%) by 2021 (2.9% CAGR)

2011 International Market for 2021 Projected International Market for


Total Retail Pizza Sales Total Retail Pizza Sales
(billion) (billion)

$16.9 $24.2
EMEA EMEA
$34.6
$8.5 Italy $47.5
Italy
APAC $14.0 APAC
Americas Americas
$28.0 $31.0

$88B ~$117B

Source: Third Party Research, DPII Consultants & Franchisee input 85


Industry Outlook
International Delivery/Carryout Pizza market could exceed $40B by 2021 (3.8% CAGR)

2011 International Market for 2021 Projected International Market for


Delivery/Carryout Pizza Sales Delivery/Carryout Pizza Sales
(billion) (billion)

$4.0 $6.1
$8.7 EMEA $14.7 EMEA
$5.0
Italy Italy
$9.0
APAC APAC
Americas Americas
$11.0 $12.0

$29B ~$42B

Source: Third Party Research, NPD Crest, DPII Consultants & Franchisee input
86
Industry Outlook

• We expect strong international pizza market growth over the


next 10 years:
– Total Pizza expected to grow by nearly $30B
– Delco to grow by $13B

• Growth should be well-diversified across regions


– Total Pizza to grow by $13B in EMEA (excluding Italy,) $6B in APAC and $7B in
Americas
– Delco to grow by $6B in EMEA (excluding Italy,) $4B in APAC and $2B in
Americas

• Growth should be driven by a mix of emerging and developed


markets
– Emerging markets to grow by $18B in Total Pizza and $7B in Delco
– Developed markets to grow by $11B in Total Pizza and $6B in Delco

Source: Third Party Research, DPII Consultants & Franchisees

87
Today’s Objectives

Overview of Recent Performance

Industry Outlook

Runway for Growth

88
Runway for Growth

Where to Play How to Win

89
Runway for Growth

Where to Play How to Win

Capture and expand leadership


positions in our developed
markets

Accelerate growth and drive to


leadership in emerging markets

Enter greenfield markets that


offer opportunity for scale

90
Runway for Growth
Developed Market Example - Japan

• Master Franchisee: Domino’s Pizza Japan, Inc.


(Bain Capital)
Overview • 2010 ownership change has led to renewed
growth

• +37 net stores through Q3 2012 vs. Q3 2011


• More than 2008 to 2011 combined
Growth • +3.3% SSS growth Q3 YTD, one of system’s
highest bases, despite carve outs on 40 stores
• +4.8% order count growth through Q3 2012

• World class digital platforms nearing 50% of


transactions
• Most diversified menu in the system catering to
Highlights local taste
• New stores performing well outside of major city
centers

91
Runway for Growth
Developed Market Example - Germany

• Master Franchisee: DP Cyco


Limited, a subsidiary of Domino’s
Overview Pizza Group plc (AIM: DOM)
• Opened in 2010

• +12 stores in FY 2012


• SSS in the mature Berlin stores
Growth averaged >20% for FY 2012
• Expecting double-digit store growth
over the next year

• New leadership with 25+ years of


Domino’s system experience in
Highlights place to develop the market
• Gaining brand awareness

92
Runway for Growth
Emerging Market Example - India

• Master Franchisee: Jubilant Foodworks


Limited (BSE: JUBLFOOD)
Overview • Fastest growing market in Domino’s system
• Opened 500th store in August 2012

• Targeting 110 openings in their current fiscal


year (3/ 2013)
Growth • +21% SSS for 1H 2013 (Sept. 30, 2012)
• Operating in 112 cities (1H 2013) vs. 96 (1H
2012)

• World class store operations & training


programs
• Robust digital ordering platforms – 14% of
delivery sales (Q2)
Highlights • Winner India e.Retail award: Best Customer
Experience
• Big investments in new commissaries to
support accelerated growth 93
Runway for Growth
Emerging Market Example - Brazil

• Master Franchisee: Bramex Franchising Ltd.


(privately held)
Overview • Opened in 1993
• Accelerating pace of growth

• Store count more than doubled since 2009


Growth • Opened 60th store in Q4 2012
• 17 net stores in trailing twelve months

• Introduced alternative formats including


store-in-store with Spoleto & food courts
Highlights • Celebrated 5,000th international store
opening in Rio de Janeiro
• Opened a new supply chain center

94
Runway for Growth
Greenfield Market Example - Nigeria

• Master Franchisee: Eat’N’Go Ltd.


(privately held)
Overview • Opened in Lagos – August 2012
• First Domino’s Pizza market in
emerging West Africa

• Two stores open with additional


locations under development
• Engaged and passionate team
delivering great product and
Highlights service to customers
• Highest per-store weekly sales
and order count averages in our
international system

95
Runway for Growth

Where to Play How to Win


Capture and expand Establish a shared vision with
leadership positions in our our franchise partners
developed markets
Align field and support
Accelerate growth and drive resources against priority
to leadership in emerging opportunities
markets
Deploy and leverage technology
Enter “greenfield” markets
that offer opportunity for
scale

96
Runway for Growth

Establish a shared vision with our franchise partners

• Build leading position in Total Pizza in each market

• Provide leading franchisees with opportunities for growth

• Proactively manage underperforming markets and


franchisees

97
Runway for Growth
Align field and support resources against priority opportunities

• Strengthen field team capabilities

• Align field team and development teams with highest


priority opportunities

• Build “offensive” value-added distribution consulting


team

• Develop centralized insights capability

• Strengthen business support teams

98
Runway for Growth

Deploy and leverage technology

• Deploy Global POS System


– Pulse in over 50% of international stores now

• Unlock full Pulse value for DPII and franchisees


– Pulse web reporting roll-out planned

• Drive online ordering and mobile solutions to


international markets
– Digital order penetration at 34% on average and growing

99
Runway for Growth
International POS deployment

2011 2012 – Q3

Pulse Installed 33%


43%
36% Signed 51%
Other

21% 16%

100
Executive Summary

Domino’s Pizza International is a diversified growth portfolio of


regions, markets and franchisees

Key business drivers are strong

We play in a very attractive market

We are positioned well for future growth in a variety of markets

101
Mike Lawton
Chief Financial Officer
KEY STATISTICS 2012
Key Statistics
YTD Q3 2012

EPS (as adjusted) + 17.9%

EPS (as reported) + 5.9%

EBITDA + 7.4%

U.S. Same Store Sales + 2.4%

International Same Store Sales + 5.1%

$3 Special Dividend in April

1.3 Million Shares Repurchased

EPS amounts are adjusted for items affecting comparability. Items adjusting reported EPS are detailed in the respective Earnings Release on Form 8-K.

105
2012 Highlights: U.S.
• Financial
– Completed ABS recapitalization in March

• Digital
– Surpassed $1 billion in annual digital sales
– About 40% of delivery orders from digital channels

• New logo and store design launched


– Refreshed design allows for flexibility
– Still assessing results

• Product news
– Parmesan Bread Bites
– Gluten-Free Crust
– Handmade Pan Pizza

106
2012 Highlights: International
• Opened 5,000th international store
– now 10,000+ stores worldwide

• Record international store growth YTD Q3

• 75 consecutive quarters of positive same store sales growth

• New market openings: Nigeria, Macedonia, El Salvador


and Thailand

10,000 Store Opening - Turkey Nigeria


107
Capital Structure

“Whole-business securitization” Secured with Most Cash Flows of the Company

• $1.563 billion debt of Senior Notes outstanding as of Q3 2012

─ 5.216% interest rate

─ Seven-year term to Anticipated Repayment Date

─ Required principal payments equal to 1.5% - 2.5% of debt annually until


leverage is 4.5x or less

• $100 million VFN facility

─ $39.7 million letters of credit issued as of Q3 2012

─ No borrowings outstanding as of Q3 2012

108
Successful History of Operating with Leverage

Total Debt to EBITDA

7.7
7.2
6.7

5.5 5.5
4.9 5.0
4.7 4.8
4.1
3.7
3.2 3.1 3.0

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Q3 2012

109
LOOKING AHEAD AT 2013
Looking Ahead at 2013

Commodities

DPZ food basket up slightly

Projected increase of 3 to 4%

111
Looking Ahead at 2013

G&A
Range of $224 - $228M

Technology innovation

Technology upgrades

International growth

112
Looking Ahead at 2013

Impact of Currency

Not currently projecting material impact from currency in 2013

Diversified portfolio of over 70 markets

10% dollar move vs.


DPZ currency basket = 12 cents EPS

113
Looking Ahead at 2013

Tax Rate

Range of 37.5% to 38.5%

114
Looking Ahead at 2013

Cap Ex
Long range outlook of $25 - $35 million

Limited capital required due to franchise model

Technology

Supply chain centers

Company store reimaging

115
FOCUS ON STORE LEVEL PROFITS
Focus On Store Level Profits

100

75

50

25

0
2008 2009 2010 2011 2012

Average store economics are internal Company estimates based on results reported by franchise owners. Estimates for 2012 are a projection as of Q3 2012.

117
Improved Store Level Profits

We’re getting profit


Sales are up, but … improvements from
other sources, too.

118
Improved Store Level Profits

Smart Marketing
• Better couponing
• Targeted promotions
• Sides
• Carryout
• Online
• Efficient advertising

119
Improved Store Level Profits

Operational Changes
• Energy efficiency
• Supply chain innovations
• Telephony
• Leveraging early week-part

120
LONG RANGE OUTLOOK
Long Range Outlook

Domestic International Global


Global Same Store Same Store
Net Units Retail Sales
Sales Sales

+4% to +6% +1% to +3% +3% to +6% +6% to +10%

• Cap-Ex: $25-$35 million


• Tax Rate: 37.5% to 38.5%

Outlook does not constitute specific earnings guidance. Domino’s does not provide quarterly or annual earnings estimates.
122
Use of Cash

Strong Free Cash Flow

Debt – Some required amortization

Dividends – Paid $3 special dividend in April 2012

Repurchase Shares – 1.3 million repurchased through


Q3 2012

123
Questions

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