Domino's Pizza Share Discussion Threads

[philanderer] 15/1/2014 22:48

Ameriprise Financial taking a 5% stake :-O

[spacecake] 14/1/2014 08:01

Good right up on CEO pay at dominoes in the investors chronicle.

[philanderer] 11/1/2014 00:27

Couple of institutions cutting their holdings but Newton adding to theirs - overhang cleared ?

[m1das_touch] 09/1/2014 22:36

hybrasil - with Dominos it's not really about the physical assets they own, but the proven business model and the highly cash-generative nature of the business, high operational gearing. So the more stores, the cheaper it becomes to supply everyone etc.

The franchise model works so well with Dominos - the franchisees cover most of the capex in opening the store, plus contribute to the marketing budget and Dominos provide all the product for the stores and take a nice slice of the profits.

[philanderer] 09/1/2014 08:53

Beaufort Securities reiterates 'buy'

[hybrasil] 09/1/2014 08:15

777 stores nearly all owned by franchisees and yet this company has a mcap of £850 million (i.e over £1m per store and even those are not owned by the company????_)

[philanderer] 08/1/2014 16:19

couple more:

8th jan Numis add tp 710p
8th jan Panmure buy tp 553p

unchanged.

[philanderer] 08/1/2014 11:55

8th jan N+1 Singer hold tp 480p

reiterates.

Canaccord upgrades Domino's, but concerns remain

[m1das_touch] 08/1/2014 08:00

Yes, Germany continues to be a drag on profitability but that's to be expected as it's, in effect, a start-up subsidiary.

Overall though a very positive update and for those who believe, as I do, that ultimately the German market will come good this is probably still an excellent long-term entry point.

[bulltradept] 08/1/2014 07:30

This is the bit for me which which is most important:

"The Company will deliver full year 2013 profits ahead of market expectations for the UK and Ireland, but losses in Germany will be higher than expected primarily due to the later than expected transition of the corporate stores into franchisee hands."

[skinny] 08/1/2014 07:08

United Kingdom

Domino's is pleased to announce that trading has been particularly strong in the period buoyed by exceptional like-for-like sales growth. System sales for the period were up 15.6% to £170.4m (2012*: £147.4m). Like-for-like sales in the period in 670 UK mature stores were up by 10.9% (2012*: 4.5% in 613 mature stores) partly driven by increased digital marketing activity and more favourable timing of the Christmas break compared to last year.

System sales for the 52 weeks ended 29 December 2013 increased by 12.2% to £608.8m (2012*: £542.8m). Like-for-like sales for the year, in UK stores, grew by 7.0% (2012*: 5.2%).

Online sales continue to grow and accounted for 65.5% of UK delivered sales (2012*: 60.8%) in the period. Total online sales for the period rose by 15.7% to £94.4m (2012*: £81.6m) and online sales for the year were £325.9m (2012*: £256.0m). Mobile sales were up by 91% in the period (2012*: 187%) and accounted for 30.9% of total online sales in the year (2012*: 19.7%).

During the period, Domino's opened 27 new stores in the UK (2012*: 25) with 50 new stores (42 traditional delivery stores, six kiosk stores in Extra motorway service stations, one kiosk in Newcastle University and one mobile unit) opened this year (2012*: 57). At the period end, Domino's had a total of 777 stores in the UK (2012*: 727). During the year no stores closed (2012*: 2).


more..

[philanderer] 06/1/2014 11:40

Numis reiterating 'buy' and 715p target

[philanderer] 04/1/2014 23:55

Shaken Domino's to reassure investors as it is set to post strong sales figures

Read more:

[philanderer] 03/1/2014 19:47

I`m still holding a few .. Q4 Interim Management Statement next wednesday.

[s4ilor] 03/1/2014 19:24

Very quiet in here?

[philanderer] 13/12/2013 23:02

OppenheimerFunds, Inc adding a couple of million shares last friday .

Now 11%+

[philanderer] 11/12/2013 13:48

GJ2 , see if this works:

[philanderer] 11/12/2013 13:47

Domino's Pizza Group PLC (DOM:LSE): Last: 501.50, up 23.5 (+4.92%), High: 501.50, Low: 466.00, Volume: 294.85k
BE
This idea that management churn makes them attractive to PE .....
BE
Well, it seems to be working today.
BE
But, can anyone give me an example of when this has actually happened?
BE
As in, PE uses a lack of top brass as an opportunity to bid?
BE
Because I hear the theory weekly, but can't think of a single instance.
BE
Anyone?
BE
I guess not.

[gj2] 10/12/2013 18:27

OMG - after a fair sized share price battering, is this the start of a sustained assault on DOM from another source, as per payday loans, bankers etc ?


www.bbc.co.uk/news/uk-politics-25321113


(why didn't this come out a a hyperlink ?)

[philanderer] 10/12/2013 09:14

Panmure note from yesterday..


'Double upgrade: Domino's Pizza is cheap and a potential bid target'

Analysts at Panmure Gordon have upgraded Domino's Pizza (DOM.L) +
from sell to buy – skipping their intermediate 'hold' ranking – as they eye a 'compelling entry point' for investors.

Shares in the pizza company have fallen over the past six months as investors first reacted to the news that chief financial officer Lee Ginsberg was to retire and then last week that chief executive Lance Batchelor was off too.

But nothing has changed, argue the Panmure analysts: Domino's 'has always been an excellent business', but the shares had previously been too pricey.

Now though, 'Domino's is trading at an 18 month low and a forward P/E of 17.8x, not seen since 2009. We change our long-standing Sell recommendation to Buy, believing that the stock's valuation does not reflect the c20% EPS growth forecast next year,' they said.

A private equity company could also swoop in, argued the analysts.

Domino's shares fell 2.2% yesterday, to close at 469p.



Citywire

[the crypt] 09/12/2013 15:35

Come off it Montyhedgehog what is yer point? what cards? you into them carot cards? get real yer daft plinker!!!!

[montyhedge] 09/12/2013 14:40

Looks like 425p on the cards.

[lennonsalive] 09/12/2013 14:20

Scrabble set an auto stop loss, this can help and take you out of a trade that doesnt go to a plan.