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Domino's Pizza Enterprises (ASX:DMP), the master franchisee of Domino's across Australia, Europe and Asia, divides fund managers over its turnaround. In August 2026, Pendal Group noted Domino's pre-announced FY26 results with profit slightly ahead and gearing falling from 2.6 to 1.9 times, removing equity raising risk, and later outlined further cost savings for FY27. Seneca questioned a second consecutive year of large write-downs, and ECP exited after the unexpected departure of CEO Mark van Dyck. Domino's US franchisor also flagged that the company's underperformance was dragging on international sales. Domino's Pizza Enterprises operates in the Consumer Discretionary sector within the Hotels, Restaurants and Leisure industry, and Thesis Tracker has captured 37 comments from 11 fund managers, including Pendal, Seneca and ECP. Founded in 1983 and headquartered in Brisbane, Domino's Pizza Enterprises operates and franchises Domino's stores across Australia, New Zealand, Europe and Japan.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Oracle Advisory Group, Katana Asset Management, ECP Asset Management, Selector Funds Management, Ten Cap, Tamim Funds Management, Pendal Group, Ellerston Capital, First Sentier Investors, Yarra Capital Management and Seneca Financial Solutions have invested in Domino's Pizza Enterprises Ltd (ASX:DMP).
Pendal highlights falling gearing that removes equity raising risk, profit slightly ahead of expectations and further cost-reduction plans supporting FY27 earnings.
Seneca flags repeated large write-downs, ECP exited after the CEO's departure, and Pendal notes the US franchisor's criticism of weak same-store sales and an EBITDA miss.
Domino's Pizza Enterprises Ltd. manages retail food outlets and provides franchise services. Headquartered in Brisbane, Australia, and founded on December 27, 1983, the company operates through three primary geographical segments: Australia/New Zealand (ANZ), Europe, and Asia. The business focuses on the strategic management and development of its global pizza chain network.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.