DP Poland PLC (FRA:2OP)

Half Year 2025 DP Poland PLC Earnings Call Transcript

Sep 15, 2025 / 10:00 AM GMT

Release Date Price: €0.069 (-19.30%)

Transcript

Key Points

Positve

DP Poland PLC (FRA:2OP) reported a 5.6% increase in group system sales for the first half of 2025.
The acquisition of Pizzeria 105 is expected to drive future growth, with successful integration and conversion of stores underway.
The company achieved record group revenue of £28.7 million in H1 2025.
Franchise-owned stores increased to 17% of the total, up 7% from the previous year, aligning with the company's strategy to expand its franchise network.
Mobile app usage grew by 20% year-on-year, now accounting for 40% of digital sales, with plans to increase this further.

Negative

Despite improvements, the company reported a net loss of £0.5 million for the period.
Order counts declined by 1.8% in Poland, attributed to e-commerce failures and heavy discounting by major QSR brands.
The cost of goods sold is increasing faster than revenue due to the growing franchise network.
Croatia is experiencing high inflation, impacting pricing strategy and resulting in a 5.3% decline in order counts.
The company is still in the process of converting Pizzeria 105 stores, which requires significant investment and operational adjustments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DPP.L - DP Poland PLC
Half Year 2025 DP Poland PLC Earnings Call
Sep 15, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the DP Poland half yearear Investor Webinar.

We're delighted to have with us today Nils Cornell, the CEO, and Edward Kratz, the CFO. Now like to hand over to Neil Scornell, the CEO of Domino's Pizza Poland, to start today's presentation.

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Unidentified_2 [2]
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Okay, welcome, everybody, and thanks for your time today. You have Edward, our CFO, and myself on today's call. We'll be focusing on our half year results, the health of the business, and then the main drivers for the business, moving forward as we ramp up, to grow our

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