Domino's Pizza Share Discussion Threads

[philanderer] 07/8/2012 14:23

robin, I`ve been reading the Greggs report today and sales there are slightly down due to record rainfall affecting footfall.

This rainfall could also have helped DOM with more people ordering in for home delivery ?

We may also see that old chestnut of a 'private equity' bid for DOM.

[robinnicolson] 07/8/2012 12:43

I am assuming the price action is a reflection of the very high Olympic TV viewing figures that have been recently published (ie 20 million for 100 metres).

[philanderer] 07/8/2012 09:37

Is this 'ordering in' watching Olympics or more hopefully the German deal going ganbusters ?? ;-)

[philanderer] 06/8/2012 08:51

523.00 - 524.50

... so that`s all good ;-)

[philanderer] 01/8/2012 20:30

SP holding up well today with that dividend stripped out.

[christow devon] 31/7/2012 11:35

That will do for a days work

[philanderer] 31/7/2012 11:07

Ex- dividend tomorrow morning... 6.6p

[philanderer] 23/7/2012 13:09

Olympics may have a Domino's effect

23 July 2012

Domino's Pizza has warned that customers living near the Olympics venue in East London could experience delays in deliveries during the Games, as the pizza delivery firm posted a tasty jump in half-year profits.

Chief executive Lance Batchelor said: "You can see that around the Olympics site there could be complexities with deliveries."

He said that Domino's, which boasts an average delivery time of 23.5 minutes, had been preparing for the London 2012 games for months, issuing franchisees with guidance and digital maps to deal with Olympic road changes, and would keep customers in East London informed by phone or on its website.

Batchelor said that while the true impact of the Games on Domino's was unclear, he expects it to be positive. "There is no other brand that is geared up for watching TV in the way we are. We will be ready nationally with the right levels of stock and logistics," he added.

Domino's posted a 15.2% rise in pre-tax profits to £23.3 million for the 26 weeks to June 24, on sales up by 11% to £286.9 million.

Its online sales rocketed by 43.4% to £121.2 million and, of these, orders placed on a mobile device accounted for 18%. Batchelor expects mobile revenues to account for about half of online sales in three years' time at Domino's, which has 748 stores in the UK, Republic of Ireland and Germany.

[philanderer] 23/7/2012 12:39

A general market thing MJ19 - FTSE100 -100pts


Domino's Pizza boosted by Euro 2012, Diamond jubilee and poor weather

Company says first half sales climbed 11% with growing revenues from online and mobile

The recent rainy weather, the Euro 2012 tournament and the Diamond jubilee all tempted Britons to stay at home and tuck into takeaways.

Domino's Pizza said total first half sales rose 11% to £286m, with online sales now accounting for more than half its deliveries. Of this, 17.9% came through a mobile device. For the first time, it took £1.5m of orders online in a single day.

Profits jumped 13% to £21m, and it added 23 stores during the period and closed one. It is also continuing its expansion in Germany, with four new outlets opened, although it expects a £2.5m operating loss this year.

Its Domigoals app, launched for Euro 2012 with competitions and updated scores, had over 54,000 downloads in three weeks.

The Olympics are likely to provide further opportunities, and chief executive Lance Batchelor said:

Our franchisees have made the most of the opportunities presented by a combination of rain, sport and national celebrations and delivered some great figures during the second quarter.

Trading since the half year end has continued in line with our expectations. While the consumer backdrop remains tough, we are confident about the future and our expectations for the year as a whole remain unchanged.
With some profit taking, the company's shares have fallen 8p to 511p. Patrick Coffey at Liberum Capital said:

As we expected, Domino's benefitted from the recent period of poor weather. Like for likes for the first half were up 5.2% and the implied like for like for the second quarter was +7%. Having upgraded our 2012 estimates by 5% in May, we leave our top of the range forecasts unchanged although we expect small (2%-3%) consensus upgrades today. While the third quarter may benefit from the Olympics, the valuation looks full and risks remain. We reiterate our hold recommendation.
Wayne Brown at Canaccord Genuity kept his buy recommendation, but said:

We are slightly disappointed that the run-rate of new openings has not yet increased with only 19 stores in the UK and 4 in Germany having opened in the period. Management remain confident that 60 new UK and 12 Germany stores are achievable in 2012, but with this programme now heavily weighted to the second half, there is unlikely to be any upward revision to this target.



'Domino's Pizza profits boosted by rain and Euro 2012'

Domino's Pizza, the pizza delivery company, said first-half profits jumped as record wet weather, Euro 2012 football and growing economic uncertainty saw more Brits stay home and order in pizza.

[mj19] 23/7/2012 10:58

what the hell does the market want... good set of results

[philanderer] 23/7/2012 09:15

GJ2 , I reckon we`d be up 15p if the market hadn`t tanked today on these spanish worries.

Two more reiterations..

23rd july Numis buy TP 600p
23rd july Peel Hunt hold TP 480p

[gj2] 23/7/2012 09:08

It's the UK like for like sales growth that is encouraging to me - back over 5% after a spell in the doldrums. All eyes on Germany now, with positive messages being imparted.

[philanderer] 23/7/2012 08:47

Reiterations from...

23rd july Canaccord buy TP 590p
23rd july Oriel Secs add -


..and of course Panmure keeping it`s 'sell' / 350p - embarrassing .

[philanderer] 23/7/2012 08:42

'Domino's Pizza Gets Larger Slice Of Market'

While many retailers see sales soften, the rain-soaked summer and Euro 2012 are a recipe for success for Domino's Pizza Group.

[philanderer] 23/7/2012 08:33

That`ll do for me and a 6.6p dividend as well :-)

"... We have great new locations coming into play in the UK, our 1-2-1 marketing programme is showing encouraging returns and the opportunity in Germany is looking better by the day."

N+1 Brewin retaining 'hold' but increasing target from 477p to 539p.

A really unlucky day to release results with such a poor general market.

I`ve put some in the ISA this morning.

[huttonr] 23/7/2012 08:32

Today's results seem good - profits and div up - Germany appears to be going to plan but probably too early to judge really. Interesting figures re online ordering - this is rising faster than I would have guessed - and it should add to efficiency as there is no need to tie up staff on phone answering.

[robinnicolson] 20/7/2012 18:57

Ever reliable Panmure...they never let us down with their sell reiteration ;-)

[philanderer] 20/7/2012 11:24

Yep , here they are repeating their 'sell' and 350p target.

[philanderer] 20/7/2012 09:32

Interims due monday so this morning it`s Numis with a 'buy' and 600p TP.

Matter of time before Panmure`s usual 'sell' ;-)

[49cent] 07/7/2012 09:39

Maybe deep pan in future then. ? :)

[maxk] 04/7/2012 23:46

Bought a "thin an crispy", altho it might have bin thin, it sure wasnt crispy.


I'm surprised, cos the topping was as good as transparent, virtually no tomato puree, double cheese (lol) Onions (lol) and the suedo sausage to finish it off.

result, whole thing binned, uneatable, but too far to take it back and complain.



Never again, ever!


How long can you fool the people?

[49cent] 27/6/2012 22:25

Next stop the olympics.... hopefully that'll help dom flog a few more pizzas.

[robinnicolson] 25/6/2012 20:30

Yes, nice to see the share price north of £5 again. The market must have been impressed by the very large viewing figures for Sunday's match and the potential number of pizzas ordered by fans.
We may be experiencing a lousy wet summer but every cloud has a silver lining...one of Domino's analyst presentation documents has a graph illustrating the correlation between increased rainfall and a rise in the number of pizzas sold!

[philanderer] 25/6/2012 14:31

Impressive strength today