We do not expect a material change to consensus estimates for FY24E. FY23 revenues are slightly ahead, with EPS in line. DOM expects growth to be lower in 1Q24E, due to the company tactically holding back marketing spend for strategic launches later in the year, and is seeing an improving growth and order trajectory. Domino's has announced new medium and long term store targets of >1,600 stores by the end of 2028 and >2,000 in 2033 (from 1,400 previously). Our recent note highlighted increased UK and Ireland roll-out potential and given this was a key concern for the stock, we anticipate a positive reaction from investors. We see upside from multiple growth accelerators, including new Irish franchisee acquisition, loyalty programme ramp, Uber Eats roll-out, Euros football, collection growth and increased store roll-out supported by our regional store screening analysis.