Domino's Pizza Share Discussion Threads

[philanderer] 06/1/2012 12:12

Daily Express..

Workers munching through Domino's Pizza's Pepperoni Passion to get through shifts on Christmas Day helped offset the downturn to boost sales at the takeaway chain.
It said up to 10 of its 726 stores were open on December 25 in locations where it expected crowds of workers such as airports.

...Analysts at Oriel Securities said Domino's would be boosted by the Olympics and Euro 2012 football championship.

[philanderer] 06/1/2012 09:18

'Fast-food track to 22 new jobs in the town'

Friday, January 06, 2012

The current business boom in Deal has continued with Domino's Pizza opening its new store in Queen Street.

The Deal branch became the 703rd Domino's pizza outlet in the UK when it opened on Christmas Eve

[philanderer] 06/1/2012 08:46

Telegraph..

'Questor share tip: Domino's Pizza is a tasty hold'

Last year there was a bit of a wobble in the Domino's Pizza investment story, as concerns abut a slowdown in growth emerged.

Domino's Pizza
440p -1½
Questor says HOLD

[philanderer] 05/1/2012 17:07

Scotland..

Statistics Prove Scots Are A Nation Of Domino's Pizza Lovers – Average Of One Domino's Pizza Per Head Of Population Sold in 2010

[philanderer] 05/1/2012 16:07

'Ireland's Domino's sales fall flat despite UK boost'

[philanderer] 05/1/2012 13:22

HB Markets reiterating 'hold' today.

[philanderer] 05/1/2012 12:54

Domino's Pizza internet orders topping £1m per day

Read more:

[philanderer] 05/1/2012 09:02

Goldman Sachs retaining 'conviction buy' and 575p target for DOM

[l2user] 04/1/2012 22:28

Broker Roundup African Eagle Resources, First Quantum Minerals, Synchronica and Domino's Pizza
2:47 pm

[philanderer] 04/1/2012 19:26

FTSE 250 - Risers

Domino's Pizza UK & IRL (DOM) 441.50p +6.69%
Talvivaara M ining Company (TALV) 267.10p +4.62%
Mitie Group (MTO) 258.00p +4.03%
Rank Group (RNK) 131.60p +3.62%
Phoenix Group Holdings (DI) (PHNX) 543.00p +3.43%
Exillon Energy (EXI) 278.20p +3.23%
Premier Oil (PMO) 376.90p +3.15%
BH Global Ltd. USD Shares (BHGU) 11.88 +2.95%
Logica (LOG) 70.30p +2.70%
Gem Diamonds Ltd. (DI) (GEMD) 197.40p +2.60%

[philanderer] 04/1/2012 13:31

Nice one :-)

Germany the long term driver.

Busy in Coventry :-O

4th January 2012, 10:10am

DOMINO'S PIZZA IN COVENTRY HAS BEGUN DELIVERING PIZZAS 24 HOURS A DAY, SEVEN DAYS A WEEK.

The residents of Coventry can now order Domino's for breakfast, lunch, dinner or as a midnight snack.

And it's a move that marketing manager, Kerry Lloyd, thinks will prove popular: "We are happy to have been granted permission to open our Coventry store on a 24-hour basis.

"Now our local pizza loving residents will be able to order their favourite pizza whenever they like. Domino's is happy to provide this service and hopes that local residents will take advantage of our 24-hour opening."

[rochdae] 04/1/2012 13:26

Hi Phil,

Yes, with a fair wind these should do well up to results in Feb. Up 18 points so far so can't complain :)

[philanderer] 04/1/2012 13:26

More detail...


Broker Collins Stewart said that while the update was good it did not provide for much by the way of upgrades as volume driven sales growth will be difficult to achieve in 2012, though new openings could provide momentum.

At 25 December there were 726 stores in the UK, Republic of Ireland and Germany. Of these, 575 stores are in England, 48 are in Scotland, 28 are in Wales, 19 are in Northern Ireland, one is on the Isle of Man, one is a mobile unit, 48 are in the Republic of Ireland and six are in Germany.

Collins Stewart suggests Domino could increase its roll-out from 60 new stores to 75-80, acquire smaller operators in Germany in order to ramp up its growth profile or beef up investment in innovation, e-commerce and franchisee support.
It still has a buy rating on the shares though it says the group needs to lay out a strategy that will drive the volume growth neded for upgrades.

Peel Hunt was more cautious saying that Domino's is a "good but not an exceptional performer in today's highly competitive consumer market".
"It retains a strong medium-term attraction arising from its near 50 per cent online profile, further expansion in the UK, and the potential of its German market entry. But for the next two years we now expect low to mid-teens earnings growth." Hold says the broker.

[philanderer] 04/1/2012 13:23

Oh.. and afternoon rochdae, just seen your buy :-)

[philanderer] 04/1/2012 13:22

Brokers after todays IMS


4th jan Numis buy TP 600p
4th jan Peel Hunt hold TP 419p
4th jan Collins Stewart buy TP 460p
4th jan Oriel Secs add -
4th jan Brewin Dolphin hold TP 520p
4th jan Panmure sell TP 350p
4th jan Liberum hold TP 464p

[rochdae] 04/1/2012 08:55

Grabbed a few of this the morning.

[philanderer] 04/1/2012 08:48

:-D

Pizza delivery firm Domino's Pizza saw a slow-down in year-on-year like-for-like sales growth in the final quarter of 2012, but still achieved growth above some analysts' forecasts. In the 13 weeks to December 25th, LFL sales rose by 3.6%, down from the preceding quarter's 3.9% growth. Panmure Gordon had predicted LFL sales growth of 3.3%. System sales for the period increased by 9.5% to £145.0m from £132.5m in the corresponding period of last year.

[philanderer] 03/1/2012 16:00

And Numis countering with their own reiteration :-)

'Buy' - Target = 600p

Q4 IMS tomorrow morning.

[philanderer] 03/1/2012 09:06

As always on the day before the release of numbers Panmure reiterates their 'sell' and 350p target.

edit:

some detail..

Analysts at Panmure Gordon are today reiterating their sell verdict on shares of Domino´s Pizza. This ahead of the company´s interim management statement expected out tomorrow.

In particular, the broker believes that the company´s rate of sales growth will be weighed upon by "relatively tough comps and mild weather." Hence, it expects the company to report 3.3% like-for-like sales growth for Q4, below the 3.9% rate seen in Q3.

As well, Panmure Gordon highlights how, "the stock now trades at 24,1 times its 2011 price/earnings ratio and at a Enterprise Value/EBITDA (operating profits) multiple of 14.1, supported by a 3.0% yield. For a stock we forecast to grow earnings by approximately 11% in 2012 we view this as too expensive. We reiterate our sell recommendation and target price of 350p."

[philanderer] 21/12/2011 12:37

'Dominos Pizza, Marstons, and Spirit Pub Company are key picks in 2012 - Numis'

[philanderer] 20/12/2011 15:41

:-)

Numis reiterating today..

20th december Numis 'buy' TP = 600p

[robinnicolson] 20/12/2011 14:46

Thanks for the clarification...I thought it seemed strange that Goldman's were suddenly even more bearish than our friends at Panmure Gordon!