美国达美乐比萨Domino's Pizza市场前景及投资研究报告-外文版培训课件

COMPANIES

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PRODUCTSDomino'sPizzaCHAPTER

01PizzarestaurantindustryintheU.S.MarketsizeofthepizzarestaurantindustryintheUnitedStatesin2022and2023(inbillionU.S.dollars)U.S.pizzarestaurantindustrymarketsize2022-20236050.5949.450403020100202220233Description:In2023,thepizzarestaurantindustry'smarketvalueintheUnitedStatesexceeded49billionU.S.dollars.Thisshowedadeclineof2.4percentoverthepreviousyear.

ReadmoreNote(s):UnitedStates;2022to2023Source(s):IBISWorldConsumerspendinginthequickservicerestaurant(QSR)pizzasectorintheUnitedStatesfrom2004to2023(inbillionU.S.dollars)ConsumerspendingintheQSRpizzasectorU.S.2004-20234541.340.640.740353025201510538.237.836.535.83634.234.133.733.933.533.833.43332.932.432.532.502004

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20234Description:ConsumersintheUnitedStatesspentaround41.3billionU.S.dollarsonpizzawithinthequick-servicerestaurant(QSR)industryin2023.IntheUnitedStates,QSRsalesinthepizzacategoryarethesecondlargestbehindhamburgers.

ReadmoreNote(s):UnitedStates;2004to2023Source(s):Domino'sPizza;NPDGroupConsumerspendingonpizzadeliveryintheUnitedStatesfrom2004to2023(inbillionU.S.dollars)ConsumerspendingonpizzadeliveryintheU.S.2004-202325201519.817.316.51412.111.911.811.610.91110.510.310109.89.79.89.89.69.610502004

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20235Description:ConsumerspendingonpizzadeliveryintheUnitedStatesamountedtoapproximately16.5billionU.S.dollarsin2023.Thisshowsadecreasefromthepreviousyear'stotalof17.3billionU.S.dollars.

ReadmoreNote(s):UnitedStates;2004to2023Source(s):Domino'sPizza;NPDGroupConsumerspendingonquickservicecarry-outpizzaintheUnitedStatesfrom2004to2023(inbillionU.S.dollars)ConsumerspendingonQSRcarry-outpizzaintheU.S.2004-2023252020.320.218.818.917.517.116.716.515.614.814.514.614.614.31510513.813.813.613.313.312.302004

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20236Description:Consumerspendingoncarry-outordersfromquick-servicepizzarestaurantsintheUnitedStatesreachedaround20billionU.S.dollarsin2023.Thisfigureshowsanincreaseoverthepreviousyear'stotalof18.9billion.Consumerspendingoncarry-outpizzaintheU.S.peakedin2020duringthecoronavirus(COVID-19)pandemic.ReadmoreNote(s):UnitedStates;2004to2023Source(s):Domino'sPizza;NPDGroupCHAPTER

02CompanyinformationRevenueofDomino'sPizzaworldwidefrom2006to2023(inbillionU.S.dollars)RevenueofDomino'sPizzaworldwide2006-20235.04.54.03.53.02.52.04.544.484.364.123.623.432.792.472.221.991.81.681.651.571.441.461.431.41.51.00.50.02006200720082009201020112012201320142015201620172018201920202021202220238Description:PizzachainpowerhouseDomino’sPizzageneratedarevenueof4.48billionU.S.dollarsworldwidein2023.Thisfigureshowsaslightdecreasecomparedtothepreviousyear.Domino'srevenuepeakedin2022at4.54billionU.S.dollars.Domino’smaybesatisfied,butarethecustomers?Domino'srankedfifthintheworld’sleadingquickservicerestaurantsintermsofꢀrevenuein2022,withabrandvalueofover13billionU.S.dollars.Alongwithitsfinancialsuccess,thecompanyranked[...]

ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyearstypicallycontain52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53[...]

ReadmoreSource(s):Domino'sPizzaRevenueofDomino'sPizzaworldwidefrom2013to2023,bysegment(inmillionU.S.dollars)RevenuebysegmentofDomino'sPizza2013-2023,bysegmentSupplychainDomesticfranchiseDomesticcompany-ownedstoresInternationalfranchise2985,0004,5004,0003,5003,0002,5002,0001,5001,000500295310.1376.2249.76485.57445.8479241453.6224.7514.81,041.61,078.11,019.4965.43206.7490.8819.3177439750163.6396.9272.8152.6348.5230.2351.4133.6337.4312.32,754.720222,71520232,5612021212.42,416.6520202,104.920191,943.320181,7391,544.31,383.220151,262.51,118.9020132014201620179Description:TheworldwiderevenueofDomino’sPizzarosetoaround4.48billionU.S.dollarsin2023.Revenuefromitssupplychainsegmentcontributedaround2.71billionU.S.dollarsin2023.Thisshowsaslightdecreasecomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2013to2023;fiscalyearendsontheSundayclosesttoDecember31.*Source(s):Domino'sPizzaOperatingincomeofDomino'sPizzaworldwidefrom2006to2023(inmillionU.S.dollars)OperatingincomeofDomino'sPizzaworldwide2006-2023900800700600500400819.5780.4767.9725.6629.4571.7521.2454405.4345.4313.82013282.320123002001000259.1227.72010214.22006193.92007195189.5200920082011201420152016201720182019202020212022202310Description:GlobalpizzachainDomino'sPizzahadanoperatingincomeamountingtoapproximately819.5millionU.S.dollarsduringthe2023financialyear.Thisshowsanincreasefromthepreviousyear'stotalof767.9millionU.S.dollars.

ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyearstypicallyhave52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53[...]

ReadmoreSource(s):Domino'sPizzaNetincomeofDomino'sPizzaworldwidefrom2006to2023(inmillionU.S.dollars)NetincomeofDomino'sPizzaworldwide2006-2023600500400300519.1510.5491.3452.3400.7362277.9214.72016192.82015200162.62014143112.42012106.2105.4201187.979.710005437.9200620072008200920102013201720182019202020212022202311Description:Domino’sPizza'snetincomeincreasedbetween2022and2023.In2023,thecompany'snetincomeamounted519.1millionU.S.dollars,upfromthepreviousyear'stotalof452.3million.Domino’sPizza'snetincomepeakedin2023.

ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyearstypicallycontain52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53[...]

ReadmoreSource(s):Domino'sPizzaTotalassetsofDomino'sPizzaworldwidefrom2006to2023(inmillionU.S.dollars)TotalassetsofDomino'sPizzaworldwide2006-20231,8001,6001,4001,2001,0008001,671.821,674.91,602.221,567.171,382.1907.4836.8799.8716.3596.32014600496.62013473.22007480.5

478.2463.82008460.82010453.82009380.2200640020002011201220152016201720182019202020212022202312/statistics/219486/total-assets-of-dominos-pizzaThetotalassetsofDomino’sPizzaincreasedfrom1.6billionU.S.dollarsin2022to1.67billionU.S.dollarsin2023.Asrecentlyas2013,thetotalassetsofthecompanywerevaluedatunder500millionU.S.dollars.Domino’stotalassetspeakedin2023.ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyearstypicallycontain52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53[...]

ReadmoreSource(s):Domino'sPizzaGeneralandadministrativeexpensesofDomino'sPizzaworldwidefrom2006to2023(inmillionU.S.dollars)GeneralandadministrativeexpensesofDomino'sPizzaworldwide2006-2023500450400350300434.6428.3416.5406.6382.3372.5344.8313.6277.7249.4235.225020015010050219210.9

211.4197.5184.92007170.32006168.22008020092010201120122013201420152016201720182019202020212022202313Description:ThegeneralandadministrativeexpensesofDomino’sPizzaincreasedby18.1millionU.S.dollarsfrom2022to2023,amountingto434.6millionU.S.dollars.Thecompany'sgeneralandadministrativeexpensespeakedin2023.

ReadmoreNote(s):Worldwide;2006to2023;*Fiscalyearstypicallyhave52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53weeks.

ReadmoreSource(s):Domino'sPizzaInitialfranchiseinvestmentsforDomino'sPizzaintheUnitedStatesin2023(inU.S.dollars)InitialfranchiseinvestmentsforDomino'sPizzaintheU.S.2023FranchisefeesinU.S.dollars200,000

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400,0000100,000500,000600,000700,000800,000LeaseholdimprovementsFurniture,fixturesandequipmentAdditionalfunds(3months)Insurance300,000145,00073,00065,000Signage35,00025,00010,0003month'srentInitialfeeSecuritydeposit10,0007,0006,5003,0003,000MiscellaneousopeningcostsOpeninginventoryandsuppliesOpeningadvertisingandpromotionTrainingexpensesEstimatedtotal682,50014Description:In2023,theinitialfranchiseinvestmentsforDomino'sPizzawereestimatedtototal682.5thousandU.S.dollars,withleaseholdimprovementsbeingthemostexpensiveinvestmentat300thousandU.S.dollars.Meanwhile,theinitialfeeforthepizzachainamountedto10thousandU.S.dollars.ReadmoreNote(s):UnitedStates;2023Source(s):Domino'sPizza;FranchiseDirectCHAPTER

03EstablishmentsNumberofDomino'sPizzastoresworldwidefrom2006to2023NumberofDomino'sPizzastoresworldwide2006-202325,00020,59119,88020,00015,00010,0005,000018,84817,64417,02015,91414,85613,81112,53011,62910,88610,2559,7429,35120108,99920098,77320088,62420078,3662006201120122013201420152016201720182019202020212022202316Description:GlobalpizzapowerhouseDomino’sPizzaoperatedatotalof20,591restaurantsworldwidein2023.Thisfigureincreasedby711unitsoverthepreviousyear.ThenumberofDomino'sPizzastoresworldwideincreasedyear-over-yearsince2006.ꢀDomino’s:anationalandinternationalsuccessstoryWhilethemajorityofDomino’srestaurantsarebasedintheUnitedStates,thechainhasbeenworkingoncrackinginternationalmarketstoo.In2023,theyrecordedover13thousand[...]

ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyeartypicallyhas52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53weeks.

ReadmoreSource(s):Domino'sPizzaNumberofDomino'sPizzastoresintheUnitedStatesfrom2006to2023NumberofDomino'sPizzastoresintheU.S.2006-2023FranchisedCompany-owned8,0007,0006,0005,0004,0003,0002,0001,00002882863753633423903923923845715713774893904664543943886,5666,4006,1855,9925,7845,4865,1954,9794,8164,6904,572

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4,47520062007200820092010201120122013201420152016201720182019202020212022202317Description:Arecordnumberof6,566Domino’sPizzastoreswereinoperationacrosstheUnitedStatesin2023,anincreaseof166restaurantsfromthepreviousyear.Domino’sPizzaisprimarilyafranchisedbusinessandhasincreaseditsnumberoffranchisedstoresyear-on-yearsince2009.ReadmoreNote(s):UnitedStates;2006to2022;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyeartypicallyhas52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53[...]

ReadmoreSource(s):Domino'sPizzaNumberofDomino'sPizzastoresoutsidetheUnitedStatesfrom2006to2023NumberofDomino'sPizzastoresoutsidetheU.S.2006-202316,00014,00012,00010,0008,00013,73713,19412,28811,28910,89410,0389,2698,4407,3306,5625,90020136,0005,32720124,8354,42220104,07220093,72620083,46920074,0002,00003,22320062011201420152016201720182019202020212022202318Description:ThenumberofDomino’sPizzastoreslocatedoutsideoftheUnitedStatescontinuestogrowyear-on-year.Thecompanyhad13,737internationalfranchisedstoresinmorethan90internationalmarketsin2023.

ReadmoreNote(s):Worldwide;2006to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Fiscalyeartypicallyhas52weeksbutanadditionalreportingweekisaddedeveryfiveorsixyears.Fiscalyears2009,2015,and2020consistedof53weeks.

ReadmoreSource(s):Domino'sPizzaNumberofDomino'sPizzastoresinselectedcountriesworldwidefrom2010to2023NumberofDomino'sPizzastoresinselectedcountries2010-2023UnitedStatesCanadaIndiaFranceUnitedKingdom

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NetherlandsMexicoTaiwanChinaSaudiArabiaAustraliaGermanyTurkey18,00016,00014,00012,00010,0008,0006,0004,0002,00002010201120122013201420152016201720182019202020212022202319Description:PizzapowerhousechainDomino'sPizzaexpandedtovariouslocationsaroundtheworld,amountingtoover20thousandstoresgloballyin2023.Inthatyear,therewere605Domino'sPizzastoresinCanadaandroughly1.2thousandstoresintheUnitedKingdom.ReadmoreNote(s):Worldwide;2010to2023;fiscalyearendsontheSundayclosesttoDecember31.*Source(s):Domino'sPizzaCHAPTER

04BrandawarenessBrandvalueofthe10mostvaluablequickservicerestaurantbrandsworldwidein2023(inmillionU.S.dollars)MostvaluableQSRbrandsworldwide2023BrandvalueinmillionU.S.dollars050,000100,000150,000200,000250,000McDonald'sStarbucksKFC191,10961,53422,05613,318ChipotleSubway11,00210,6558,807Domino'sPizzaPizzaHutBurgerKingTacoBell7,6767,185Chick-Fil-A7,13921Description:McDonald'swasthemostvaluablefastfoodbrandintheworldwithanestimatedbrandvalueofabout191billionU.S.dollarsin2023.Thatsameyear,thebrandvalueofStarbucksamountedtoapproximately61.5billionU.S.dollars.HowmanyMcDonald’srestaurantsarethereworldwide?Thefastfoodbehemoth’sglobalexpansioncontinuedin2023withtheadditionof1,547newMcDonald’srestaurantsworldwide.Inthatyear,FrancestoodoutastheEuropeanregionwiththemost[...]

ReadmoreNote(s):Worldwide;2023Source(s):KantarMillwardBrownAdvertisingspendingofDomino'sPizzaintheUnitedStatesfrom2009to2023(inmillionU.S.dollars)Domino'sPizzaadvertisingspendingintheU.S.2009-202350454043.442.139.837.635.734.533.833.53530252015105333230.229.62928.527.6020092010201120122013201420152016201720182019202020212022202322Description:Theadvertisingspendingofcompany-operatedDomino'sPizzastoresintheUnitedStatesamountedto33.5millionU.S.dollarsduringthe2023financialyear.Therestaurantchain'sadspendingpeakedin2018at43.4million.

ReadmoreNote(s):UnitedStates;2009to2023;fiscalyearendsontheSundayclosesttoDecember31.*;*Advertisingexpenserelatesprimarilytocompany-ownedstores.Fiscalyearstypicallycontain52weeksbutanadditionalreportingweekisadded[...]

ReadmoreSource(s):Domino'sPizzaAmericanCustomerSatisfactionIndexscoresofDomino'sPizzarestaurantsintheUnitedStatesfrom2000to2023AmericanCustomerSatisfactionIndex:Domino'sPizzarestaurantsU.S.2000-20238381817977757371696765808079797978787878777777777575757575757371692000

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202323Description:Domino’sPizzareceivedanAmericanCustomerSatisfactionIndex(ACSI)scoreof78in2023.Thisscoreremainedunchangedfromthepreviousyear.Domino’sPizzareceiveditshighestACSIscorein2013,whichwas81.

ReadmoreNote(s):UnitedStates;2000to2023Source(s):ACSI®LeadingrestaurantchainsrankedbybrandawarenessintheUnitedStatesin2023Mostwell-knownrestaurantchainsintheUnitedStates2023Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%McDonald'sBurgerKingKFC92%92%91%91%90%PizzaHutWendy'sDomino'sPizzaStarbucksSubway89%89%89%TacoBell88%87%86%Dunkin'DonutsApplebee'sChick-fil-APopeyes86%86%24Description:McDonald'sisthemostwell-knownrestaurantchainintheU.S.Foundedin1940inSanBernardino,California,theAmericanfast-foodchainisrecognizedby92percentofinternetrespondents.Followingcloselyarefourdifferentrestaurantchains,namelyBurgerKing,KFCandWendy's,aseachoneofthesefast-foodbrandsincorporatesabrandawarenessabove90percentamongonlineconsumersintheUnitedStates.

ReadmoreNote(s):UnitedStates;SeptembertoOctober2