Q1 2026 Trading Update

DP Poland PLC

14 April 2026

 

DP Poland PLC

("DP Poland", the "Company" or the "Group")

Q1 2026 Trading Update

Continued double-digit system sales and volume growth, with ongoing network expansion adding six new stores

DP Poland PLC, the operator of Domino's Pizza stores and restaurants across Poland and Croatia, provides the following trading update for Q1 2026, in line with management expectations.

DP Poland's Chief Executive Officer, Nils Gornall, commented:  

"DP Poland delivered a strong first quarter, with double‑digit system sales and order growth across both Poland and Croatia. Operational discipline, targeted promotions and reliable and timely delivery performance contributed to an 18.9% increase in Group System Sales and a 13.7% rise in orders.

The Polish market continued to perform strongly, delivering system sales growth of 18.2% and order count growth of 13.3%. Performance was underpinned by growth in delivery sales and delivery times consistently maintained below 30 minutes despite challenging winter conditions.

We continued to advance our franchise‑led, capital‑light strategy, with franchise ownership increasing to 35% of the estate, up from 12% at the end of Q1 2025. Integration of the Pizzeria 105 business also progressed, with a further four stores converted during the quarter.

With 141 Domino's stores now operating across the Group and strong sales momentum in both markets, we see significant opportunity ahead. Our priorities remain clear: accelerating the franchise transition and conversion of Pizzeria 105 stores to Domino's, expanding towards our 200‑store target by the end of 2027, and delivering sustainable margin improvement and long‑term shareholder value."

Strategic and Operational Highlights

Franchise Transition:

·    Franchise‑owned stores increased to 35% of the estate, representing 47 franchised locations

Pizzeria 105 acquisition:

·    Four additional stores converted in Q1 2026

·    17 stores converted since acquisition

Supply chain and commissary optimisation:

·    Consolidation of our commissaries into a single facility completed in February 2026

·    Immediate benefits include reduced staffing overheads, higher labour productivity through automation, and savings in rent, utilities and maintenance. Longer-term benefits include improved utilisation, enhanced labour efficiency as volumes increase, and the capacity to service up to 300 stores, with scope for further expansion over time

Store network:

·    Six new stores added to the network

·    141 Domino's stores at quarter‑end (135 Poland, 6 Croatia), up 17% YoY

·    71 Pizzeria 105 locations also operated at quarter‑end

Trading Update Q1 2026

·    Group System Sales of £17.2m, up 18.9% YoY on a constant‑currency basis (up 22.7% on a reported basis)

·    Group System Orders of 1.3m, up 13.7% YoY

Poland

PLNm	Q1 2026
	PLNm	% YoY change
Total System sales1	78.4	18.2%
LFL System sales2	67.9	8.9%
Non-delivery	16.2	-5.0%
Delivery	51.7	14.2%

M Orders	Q1 2026
	M Orders	% YoY change
Total System orders1	1.3	13.3%
LFL System orders2	1.1	3.9%

¹   System Sales and System orders- total retail sales or orders including sales or orders from corporate and sub-franchised stores, unaudited (excluding Pizzeria 105 stores).

²   Like-for-like System Sales growth in Polish Złoty, matching trading periods for the same stores or orders growth in units, matching trading periods for the same stores, unaudited (excluding Pizzeria 105 stores).

Croatia

EURm	Q1 2026
	EURm	% YoY change
Total System sales1	1.2	28.8%
LFL System sales2	1.1	9.5%

M Orders	Q1 2026
	M Orders	% YoY change
Total System orders1	0.1	20.0%
LFL System orders2	0.1	2.0%

¹   System Sales and System orders - total retail sales or orders including sales or orders from corporate stores, unaudited.

²   Like-for-like System Sales growth in Euro, matching trading periods for the same stores or orders growth in units, matching trading periods for the same stores, unaudited.

Outlook

We are pleased with the performance of the Group in Q1 2026 and anticipate double‑digit system sales growth to continue in 2026, supported by the Pizzeria 105 conversion program, continued store rollout and ongoing like‑for‑like growth.

DP Poland is focused on its transition to a franchise-led, capital-light operating model, which is expected to drive system sales growth, margin expansion and improved returns. The Group is targeting over 50% of the Domino's system to be franchised by the end of 2027, alongside continued expansion of the network beyond 200 stores.

Margin improvement is expected to be supported by further disposals of corporate stores, supply chain optimisation, automation initiatives, disciplined pricing and increased purchasing power as the network scales.

The person responsible for arranging the release of this announcement on behalf of the Company is Nils Gornall, CEO.

Enquiries:

DP Poland plc   

Nils Gornall, CEO

Tel: [phone]

Email: [e-mail] 

Panmure Liberum Limited (Nominated Adviser, Financial Adviser and Broker)

Will Goode / Ailsa Macmaster / Gaya Bhatt

Tel: [phone]

Notes for editors

About DP Poland plc

DP Poland has the exclusive right to develop, operate, and sub-franchise Domino's Pizza stores in Poland and Croatia. The group operates 141 Domino's locations across Poland and Croatia. In addition, DP Poland owns and operates a second pizza brand, Pizzeria 105, with 71 locations across Poland.

 

END