Domino's Keeps Foot On Gas, Waits For Consumers
October 13 2009 - 12:50PM
Dow Jones News
Domino's Pizza Inc. (DPZ) is pressing on with new products and a
beefier advertising budget in 2010 as it awaits a consumer
reluctant to spend, especially for dinner deliveries.
The pizza-delivery chain is locked in a market-share battle with
competitors like Yum Brands Inc.'s (YUM) and Papa John's
International Inc. (PZZA), as well as thousands of independent
pizzerias across the U.S. Domino's has gone after new customers and
the lunch business by adding pasta, desserts and sandwiches to its
menu, which has softened the blow from a sharp consumer pullback in
dinner spending.
Domino's will continue to roll-out new products next year and is
developing some items with faster cook times to attract
time-crunched customers. The chain hopes broadening the menu will
help win share from competitors that focus just on pizza, and put
it in a good position when consumer spending bounces back.
"If we can do well in this environment, we can do fantastic when
that dinner day part comes back," Domino's Chairman and Chief
Executive David Brandon said in an interview.
Sales have not come back just yet, as Domino's reported flat
same-store sales in the U.S., although that out-paced Pizza Hut's
13% decline in its latest quarter, which has a large exposure to
dinner.
"Right now, at least, we're not feeling in that dinner day part
a material change in consumer behavior," Brandon said. "I think
it's a pretty tough road to go."
Internationally, Domino's stores posted a 2.7% gain in
same-store sales. The company said it doesn't expect any negative
impact from foreign exchange rates in its upcoming quarter.
Shares fell 68 cents, or 7.4%, in recent trading to $8.68, with
total revenues below expectations. A 40% year-over-year decline in
cheese prices hurt revenue for Domino's supply chain business, but
helped improve operating margins. The chain also cut other
costs.
Earnings rose 76% as the company retired debt. Excluding gains
from that, per-share earnings of 17 cents came in ahead of
analysts' estimates of 15 cents, according to Thomson Reuters.
Domino's continued to chip away at its debt load, buying back
$71.8 million in fixed-rate senior debt during the latest quarter.
Investors remain concerned over the debt levels, although Domino's
remains comfortable with the capital structure. Brandon said
long-term franchise agreements provide reliable revenue streams and
many have contracts to buy ingredients from Domino's supply
businesses.
"Those agreements do not show up on our balance sheet and
they're worth billions and billions of dollars," Brandon said.
Domino's said the financing market is showing some signs of
improvement, though it remains challenging. It shuttered 30
domestic units in the latest quarter, but Brandon said that it
would likely add stores next year.
Franchisees recently approved an increase to the national
advertising budget for 2010 that will allow Domino's run ads for a
record number of weeks.
-By Paul Ziobro, Dow Jones Newswires; 212-416-2194;
paul.ziobro@dowjones.com