This article first appeared on GuruFocus.
Fiscal Period: Q1 FY 2027 (quarter ended June 2026).
Revenue: Not explicitly disclosed in the provided transcript excerpt.
Net Income: Not explicitly disclosed in the provided transcript excerpt.
Margins: Not explicitly disclosed in the provided transcript excerpt.
Same-Store Sales: Not explicitly disclosed in the provided transcript excerpt.
Store Locations: Not explicitly disclosed in the provided transcript excerpt.
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For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Popeyes has become a strong second growth engine with 45% LFL growth, driven by superior product, brand building, and strong store execution.
Management is confident in achieving 5-7% LFL growth for Domino's, with Q2 expected to be better than Q1.
Gross margins remained healthy at 75.5% despite cost headwinds, supported by pricing power and supply chain efficiencies.
The company is on track to deliver its 200 basis points EBITDA margin expansion target, with emerging brands ahead of plan.
Free cash flow has turned positive and is expected to improve further as CapEx remains within the INR750-900 crore range while operating cash flows grow.
