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INTRODUCING, Strategy Screenshots!
The daily screenshot-sized version of Strategy Breakdowns.
From today, you'll get 1 chart, 1 big idea behind it, 1 poll (+ results), in under a 1-minute read.
The weekly breakdowns will keep landing in your inbox every Wednesday too :)
If you were here for the pilot week in October, thank you. We’ve spent 2 weeks obsessing over your replies, click activity, poll votes, etc. We feel lucky to have such a perceptive and thoughtful community reading these emails.
(If you want to catch up - here’s the 1st week of screenshots)
Rather just get the weekly breakdowns? Reply "weekly" and we'll switch you back, no hard feelings.
But since you’re here, there’s a very high chance you’ll enjoy it, and if you give it a chance (and give some feedback along the way) with any luck it might just become the best 1-minute Screenshot-sized segment of your morning 🤓
Enjoy.
— Tom
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99% of Domino's stores belong to franchisees, and Domino's is picky about who: more than 95% of its US franchisees started out making pizzas or driving deliveries.
Right now it only takes internal candidates, so you have to run a Domino's before you can buy one.
Smart way to end up with 7,070 US stores run by people who literally know the business back to front.
QUICK POLL
How much of your company's revenue comes through partners (franchisees, resellers, agencies)?
1-click to cast your vote (+ see the results!)
RABBIT HOLE
High-signal resources to learn more
The only way into the franchise - internal candidates only, and a year running a store first. Short, and stricter than you'd guess.
The Australian company that runs Domino's in Japan - with lots of stores in France, Germany and Australia too: 1 listed franchisee, 3,800+ stores.
How Q3 looked from the franchisee's side - flat sales, a 2.2% pricier food basket, through the owner's eyes.
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Data source for today's Screenshot: Domino's Q3 2026 earnings release, Domino's 10-K (FY2025)
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