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DPZ Revenue by Segments

Revenue by Segments

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In Q3'25, Domino's Pizza (DPZ) revenue by segments shows a dramatic surge, with total reported figures reaching extraordinary levels driven by apparent data anomalies or scaling issues in the supply chain and franchise categories. The U.S. company-owned stores segment stands at $266.8B, U.S. franchise royalties and fees at $464.4B, supply chain at $2.14T (offset by -$81.2B in intersegment revenues), international franchise royalties and fees at $231.3B, and U.S. franchise advertising at $387.8B, resulting in an overall inflated total exceeding $3T USD, far beyond historical norms. Over the period from Q3'22 to Q2'25, segment revenues exhibited stable to moderate growth patterns prior to the Q3'25 outlier, with supply chain consistently dominating at around 600-800M USD quarterly, followed by U.S. franchise royalties and advertising in the 110-190M USD range, while company-owned stores and international royalties showed seasonal fluctuations peaking in Q4 periods (e.g., Q4'22 at 117M USD for stores and 194M USD for royalties). Key trends include steady expansion in franchise fees (up ~20% YoY in early quarters) and resilience in supply chain amid minor dips in Q1/Q2, but the Q3'25 data point introduces volatility that warrants verification, as prior trends suggested annual growth of 5-10% without such extremes. The latest data point in Q3'25 appears to contain scaling errors, with values inflated by factors of 1,000x compared to historical quarters (e.g., supply chain typically ~650M USD, not trillions). Excluding this anomaly, the chart from Q3'22 to Q2'25 reveals a balanced segment distribution where supply chain contributes the largest share (40-50% of total revenue), followed by U.S. franchise royalties (20-25%), indicating strong royalty-driven growth and operational stability across U.S. and international segments, with no significant declines but periodic Q1 softness in company-owned stores.