alotto

11/3/2025 13:38

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The entry point is a bit too [ricey, considering the dire conditions of the market at the moment.

sao1

11/3/2025 11:00

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A bit disappointed.

mantelsloris

11/3/2025 08:57

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Pretty steady

suetballs

10/3/2025 17:47

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Final results tomorrow.
Does today's rise bode well?
I must admit to being a tad apprehensive.
Suet

alotto

23/2/2025 12:44

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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.

m_kerr

23/2/2025 11:06

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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.

smurfy2001

07/2/2025 12:00

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Domino's Pizza to close down hundreds of stores

philanderer

20/12/2024 10:56

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RBC cuts Domino's Pizza price target to 365 (390) pence - 'outperform'

dondee

13/12/2024 10:34

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A big bounce back coming UP.

nakedmolerat

12/12/2024 16:03

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it's not only the cost of employing people, but your supplier costs will go up as they increase their prices

santos123

10/12/2024 06:25

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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

nakedmolerat

09/12/2024 12:22

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their website is very good compared to the rubbish one pizza hut have (which went down over the weekend).

dondee

09/12/2024 11:59

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Down 13.4p now.
Must be a buy.
All they will do is put another penny or several on each PIZZA etc.

suetballs

09/12/2024 10:41

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Well that doesn't sound overly bad news to me.
Just got to get on with it.
Suet

lennonsalive

09/12/2024 10:06

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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

alotto

17/11/2024 07:36

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Taxing companies out of the UK. Thanks Labour.

philanderer

17/11/2024 00:18

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'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.

growthpotential

14/11/2024 23:21

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Buffett bought Domino's (New York listed)

alotto

06/11/2024 12:28

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why the quick retracing after the morning rise?

suetballs

06/11/2024 08:06

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Lovely.
Suet

lennonsalive

06/11/2024 07:56

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In-line results

lennonsalive

23/10/2024 10:39

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That cash back news article won't effect Dominos. It's just a thing after make a purchase Nice upward movement recently

suetballs

23/9/2024 09:40

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ubs buy note - tp 380p.
That'll do - it's been sleepy here for some time.
Suet

philanderer

14/8/2024 23:04

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xd thursday morning for the 3.5p dividend

suetballs

14/8/2024 09:08

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Nice to see some positivity on dom - I haven't sold.
Suet