The entry point is a bit too [ricey, considering the dire conditions of the market at the moment. |
A bit disappointed. |
Pretty steady |
Final results tomorrow.
Does today's rise bode well?
I must admit to being a tad apprehensive.
Suet |
Aren't royalties paid as a percentage of EBITDA/gross-net profits? The cost of labour (and increased employer NIC) should to be deducted before the cut for the franchisor is calculated. Resulting in decreased revenue for Domino's. |
Labour cost pressures are not really material to this company. Its something that impacts franchisees and their profitability. Domino's as a franchisor make money from selling supplies, and receiving royalties.
Issue here is that their franchisees have consolidated and organised, and have been able to extract greater and greater concessions (particularly in terms of opening split territory stores). So any labour pressures and the franchisee group will be back demanding concessions. (albeit there is a 5 year agreement in place).
Domino's UK is a very strong business with great unit economics, growing whilst their competition is struggling to compete - I like the stock at these levels. |
Domino's Pizza to close down hundreds of stores |
RBC cuts Domino's Pizza price target to 365 (390) pence - 'outperform' |
A big bounce back coming UP. |
it's not only the cost of employing people, but your supplier costs will go up as they increase their prices |
There seems to be an overreaction in the share price.
All companies employing people, are going to be affected by this increase in employer N.I.
Seems a strange way to increase productivity by put up the cost of employing people.
I hope the government knows what they are doing.
Maybe they have a cunning plan, that they are keeping secret.
Stay prosperous.
Santos123 |
their website is very good compared to the rubbish one pizza hut have (which went down over the weekend). |
Down 13.4p now.
Must be a buy.
All they will do is put another penny or several on each PIZZA etc. |
Well that doesn't sound overly bad news to me.
Just got to get on with it.
Suet |
As with other major employers in the UK, the recent UK budget has significantly increased the cost of labour for both DPG and our franchise partners, who are particularly impacted. Although we have identified specific mitigation plans, we now believe that the annual impact for DPG will be c.£3m per annum from FY25 onwards |
Taxing companies out of the UK. Thanks Labour. |
'Pizza Hut UK hunts buyer amid Budget tax hike crisis'
The operator of 140 Pizza Hut dine-in restaurants across Britain has hired advisers at Interpath to find new investors or a buyer amid stark warnings about the impact of the Budget, Sky News learns. |
Buffett bought Domino's (New York listed) |
why the quick retracing after the morning rise? |
Lovely.
Suet |
In-line results |
That cash back news article won't effect Dominos. It's just a thing after make a purchase Nice upward movement recently |
ubs buy note - tp 380p.
That'll do - it's been sleepy here for some time.
Suet |
xd thursday morning for the 3.5p dividend |
Nice to see some positivity on dom - I haven't sold.
Suet |
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