Domino's Pizza Share Discussion Threads

[philanderer] 12/12/2018 13:53

Franco Manca warns of less pizza choice after Brexit

[robinnicolson] 12/12/2018 09:17

The share price of DP Poland is getting absolutely hammered this morning...currently down about 28%. Management blaming warm and dry weather continuing into November and sustained advertising by competitors.

[rawnsley] 11/12/2018 11:12

I think the key is to get International going, which can keep the business growing while allowing for a slower UK store plan, to ease the franchisee/Domino's relationship.

I'm not sure how much leverage the franchisees have though, even if the big ones have a large market share, what more can they actually do, except kick and scream? They could refuse to open new stores I guess, but if it's a profitable business venture, surely one of the smaller ones will be happy to push ahead with it?

[gabsterx] 10/12/2018 19:32

An absolute slaughter.. You'd think they declared a major profit warning at this rate!

[rawnsley] 10/12/2018 09:51

I thought this was all priced in after the recent fall. It seems not. The rot continues.

[gabsterx] 10/12/2018 09:42

@robinnicolson Just read that as well, I don't think it will cause any long term damage to earnings in the long run. Might be adding some more today at these low prices!

[robinnicolson] 10/12/2018 09:35

No, the share price fall is due an article in the Sunday Times: "Domino's shops go to war over slice of profits".

A slice from the piece:

"Disgruntled franchisees have written to the board of Domino's Pizza threatening to "declare war" on the fast-food chain if they are not handed a greater share of company's profits.
The Domino's Franchise Association UK & Ireland, set up recently by 11 of the largest Domino's franchisees, said it would boycott the company's annual pizza-making festival in March if demands are not met. They could also refuse to open new stores.
The rancour centres on the ability of franchisees, who buy food and services from Domino's, to make money from operations. They have been affected by rising costs and pressure to open more sites in existing locations, which benefits Domino's but damages their own profits."

[gabsterx] 10/12/2018 09:34

Could be this one: hxxps://www.shareprophets.com/views/39829/i-am-not-rushing-to-order-up-either-a-domino-s-pizzaor-its-shares

Not a subscriber either so could only read the intro.. Would it really provoke a 7% crash in stock price though? Could be related to this: hxxps://www.thetimes.co.uk/article/dominos-pizza-boss-david-wild-warned-his-shops-may-go-to-war-for-bigger-slice-of-profits-wmbdvsxg8

Still hoping it is short term disruption putting the stock on sale giving me the change to load up as dividend growth has been stellar over the past 18 years!

[gabsterx] 10/12/2018 08:59

Down 6%+ today.. why so much hate for pizza? :(

[philanderer] 04/12/2018 11:55

RBC initiates with 'outperform' tp 350p

[aa29] 03/12/2018 20:10

^ and Dominos Pizza Enterprises, franchisee that covers Australasia, Japan and most of continental Europe.

[robinnicolson] 03/12/2018 16:00

I see that Terry Smith's Smithson investment trust has initiated a position in Domino's Pizza Group.

[dogrunner111] 28/11/2018 21:30

Wrong place for this post. Go to trust pilot to moan about it.

[rawnsley] 26/11/2018 15:44

In fairness, I don't know any sensible pizza go-er who pays full price for a Domino's pizza. There are ongoing offers and coupons almost every day that make it nearly impossible to pay full price.

[smurfy2001] 23/11/2018 21:52

Rip off pizza company with little toppings and price rises. £18.99 for a pizza you have got to be having a laugh! I'd never invest in a company that rips off their costumers. Oh and i'll never order from these rip of merchants again.

Goto a restaurant if you want much better pizza (and more toppings) at a cheaper price.

[sao1] 12/11/2018 15:51

Why the big drop?

[robinnicolson] 18/10/2018 17:41

A thumbs up from me to DOM management for actually spelling out in the Trading Statement what 'market expectations' actually are:

"Market expectations for Underlying PBT for 2018 are £93.0m-£99.6m based on company-gathering estimates from 9 analysts in September 2018".

Personally I am supportive of the new share buyback program at current share price levels. IMO it looks undervalued, with a forecast PE of 16.9, DY of 3.5% and FCF yield of 4.2%.

[philanderer] 18/10/2018 14:05

Broker comment here:

[rawnsley] 18/10/2018 12:38

Positive RNS. Disappointing international growth though, at similar levels as domestic, from a much lower base, however nice to see it is near break even now, perhaps some work done on the logistics to sure up future expansion.

Germany is clearly a huge market and if they get this right it could fuel the expansion plans.

Unsure on the 25m buyback. I would of preferred this be used for expansion plans internationally.

[philanderer] 18/10/2018 11:10

Market report:

Domino's Pizza, up 8.5%. The pizza chain announced a further GBP25 million share buyback and reported rise in quarterly sales. The company's group system sales increased 5.9% year-on-year to GBP303.3 million from GBP286.4 million for the 13 weeks to September 30, and rose 6% on an organic basis.

Due to its "strong" balance sheet, Domino's said it approved a further GBP25 million of share buyback. The company has already completed a GBP50 million share repurchase programme. In the UK & Republic of Ireland, system sales were up 6% to GBP277.3 million, with a similar organic growth rate at 6.1%. Like-for-like UK sales grew 2.2% and Republic of Ireland same store sales were up 3.3%.

[philanderer] 18/10/2018 09:56

Q3 seems ok to me.

Liberum 'sell' / Peel Hunt 'buy' :-)

[philanderer] 15/10/2018 10:06

Peel Hunt 'buy'... target 350p cut from 425p

[philanderer] 12/10/2018 09:58

UBS 'sell' tp 250p cut from 275p