Company profile
SEC EDGAR ↗- Industry
- Wholesale-Groceries & Related Products
- Listed
- Nasdaq: DPZ
- Incorporated
- DE
- Headquarters
- Ann Arbor, MI
- Fiscal year end
- Jan 2
Financials
FY2025- Revenue
- $4.94B
- Net income
- $601.7M
- Total assets
- $1.72B
| Fiscal year | Revenue | Net income | Total assets |
|---|---|---|---|
| FY2025 | $4.94B | $601.7M | $1.72B |
| FY2024 | $4.71B | $584.2M | $1.74B |
| FY2023 | $4.48B | $519.1M | $1.67B |
| FY2023 | $4.54B | $452.3M | $1.60B |
| FY2022 | $4.36B | $510.5M | $1.67B |
| FY2021 | $4.12B | $491.3M | $1.57B |
Reported fiscal years from SEC filings (10-K) — SEC EDGAR ↗. Stratrix is a strategy publication, not a real-time financial data service.
Decisions on record
One verified Decision Record on Domino's, and the casebook each one belongs to.
| Fork date | Decision type | The story | Casebook |
|---|---|---|---|
| 2009 | The Flywheel | Read the story → | The Flywheel Casebook → |
Run one of these yourself
The decisions Domino's faced, as kits you can run.
Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.
The analyses
The Flywheel · Moat & Competition
Supply Chain Is 60.5% of Domino's Revenue — a Captive Pantry Whose Flywheel Is Slowing
Everyone calls Domino's a tech company that out-coded its rivals. But supply chain is 60.5% of revenue - franchisees are contractually locked into buying their dough from headquarters. And now the flywheel is slowing: DPZ is down ~37% in a year.
8 min
The Flywheel · Moat & Competition
Domino's Runs Over 85% of U.S. Sales Through Its Own App to Keep DoorDash and Uber Eats Out
Everyone repeats that Domino's is 'a tech company that sells pizza.' But it has no software revenue. Over 85% of U.S. sales run through its own app for one reason: to keep DoorDash and Uber Eats from skimming the franchise.
8 min
The Turnaround · Crisis & Reinvention
Domino's Stock Outran Google. The Recipe Got the Credit. The Software Did the Work.
From $11.90 the day Patrick Doyle took over to $206.71 the day he left, Domino's beat Apple, Amazon, Netflix and Google. The story says they fixed the pizza. The pizza was the apology. The re-rating came from something the ads never mentioned.
8 min
The Turnaround · Crisis & Reinvention
Domino's Net Income Was Up 76.6% the Quarter Before Its Famous Rescue Ad Aired
The legend says one honest ad campaign saved a pizza chain on the brink. But Domino's net income was up 76.6% the quarter before the rescue ad aired. The real turnaround was never about the apology.
8 min