Domino's Pizza Share Discussion Threads

[philanderer] 05/8/2021 14:12

Domino's Pizza: Peel Hunt downgrades from 'buy' to 'add' with 475.0p target price unchanged.

[growthpotential] 03/8/2021 12:29

Nice update

[philanderer] 28/7/2021 13:57

PEEL HUNT RAISES DOMINO'S PIZZA PRICE TARGET TO 475 (450) PENCE - 'BUY'

[philanderer] 28/7/2021 13:57

PEEL HUNT RAISES DOMINO'S PIZZA PRICE TARGET TO 475 (450) PENCE - 'BUY'

[aa29] 23/7/2021 08:46

DP Inc said last night that the UK was one of its areas that had had a good Q2

[brian3777] 06/7/2021 11:17

The share price has gone up substantially over the last couple of weeks.

Its the highest its been for the last 2 years, that's the chart I looked at.
So it maybe more.

Possibly the rise in the pound, has helped, as the company has sold off the foreign franchises, or the option on the German business.

The share buy backs also help, but they will not last forever.

So lets hope the management get a better working arrangement with the franchises.

This is a good company, I have held the shares since they entered the market.
I have sold some into the high share price, but still have a substantial shareholding.

Good luck to everyone.

Brian3777.

[micha14] 05/7/2021 09:10

what would you say to someone who says: “DOM is flat over 5 years” (?)-
Its sales and earnings, startegy, marketing and competetive position are NOT flat over last 5 years, but ALL are significantly higher.
Post pandemic DOM has gained on pizza express and pizza HUT, it also has better management, better capital allocation and 40pc more system sales.
" The market may ignore bizness success for a while, but eventually will confirm it"

[brian3777] 12/6/2021 11:57

I wonder why they are having such a high turnover of C.F.O.

Now the sales of the foreign master franchises are done, maybe we get a C.F.O., and keep them.

Finger crossed.

Brian3777.

[aa29] 12/6/2021 00:28

Another CFO leaves

[aa29] 08/6/2021 23:57

I'd agree with them. Sadly the old growth story began it's end around five years ago.
I also suspect from listening to recent webcasts that the new management doesn't see much hope of resurrecting it to former levels either.

[growthpotential] 08/6/2021 21:55

Happy holder here, but what would you say to someone who says: "DOM is flat over 5 years" (?)

[philanderer] 01/6/2021 01:32

Domino’s seeks 5,000 workers as staff return to old roles

[tell sid] 28/4/2021 08:23

DP Poland (DPP) potential quick 4x bagger. (This is the Polish Dominos Pizza).

[philanderer] 22/4/2021 14:05

Domino's Pizza sales pushed higher by lockdown as the takeaway chain ploughs ahead with plans to open 200 new sites

[philanderer] 13/4/2021 11:09

Peel Hunt expects ‘meaningful’ rerating at Domino’s


Peel Hunt is expecting a ‘meaningful’ rerating at Domino’s Pizza Group (DOM) when the takeaway chain agrees a deal with franchisees.

Analyst Douglas Jack retained his ‘buy’ recommendation and target price of 425p on the stock, which closed up 1%, or 3.4p, at 353p on Monday.

Jack is predicting first quarter like-for-like sales to be up 15% with trading ‘comfortably ahead’ of expectations. However, talks with franchisees are what he is keeping an eye on.

The group has had a long-running dispute with its store owners who are demanding it pays out £2m after they were forced to take the hit for fraudulent activity on its websites, dating back to 2018.

‘We believe the cost of a deal with franchisees could be fully recouped by cost savings and incremental system sales growth,’ said Jack.

‘We doubt the first quarter statement will provide an update on franchisee discussions. However, when progress in this area does emerge, it should provide the catalyst for a meaningful rerating.’

[growthpotential] 25/3/2021 17:32

300,000 shares in buybacks today

[growthpotential] 25/3/2021 17:30

No idea, when there's a day when there's no buyers then prices can move. Most likely a technical reason rather than any fundamental change in the business outlook

[sao1] 25/3/2021 17:07

Why the big drop today

[growthpotential] 23/3/2021 18:55

What's your strategy or is it just buy and hold for the prospective dividends(?)

[dtimms] 17/3/2021 17:15

Opened a position on DOM today. I do like my Pizza.

[growthpotential] 17/3/2021 01:21

Any article notes to discuss why(?)

[philanderer] 16/3/2021 11:15

BARCLAYS RAISES DOMINO'S PIZZA PRICE TARGET TO 380 (350) PENCE - 'EQUAL WEIGHT'

[philanderer] 10/3/2021 11:33

LIBERUM RAISES DOMINO'S PIZZA PRICE TARGET TO 250 (180) PENCE - 'SELL'

[aa29] 09/3/2021 17:03

Results webcast. Lots of marketing spiel from new CEO but I didn't get the feeling that an agreement with franchisees is close. If average store profits are up 58% at £229k in the last year, I can't see that franchisees have a great motivation to agree even if there's logic in it.