Domino's Pizza Share Discussion Threads

[ddubzy] 08/3/2018 12:11

Continue to build and hold with the WC looming, that in addition to the increase in divi and continuation of the buybacks. GLAH

[huttonr] 08/3/2018 11:53

I agree with Hybrasil - fair results. There is the general problem of over supply in the restaurant and pub food market, plus the competition, especially in London, from people like Just Eat. The Brexit worry and a fragile economy doesn't really help, either.

The splitting of store territories makes some people worry - I tend to think that David Wild knows what he is doing and this will come good, but the idea of extra stores and smaller territories is superficially frightening.

It probably needs another year yet to show results - we should then see a more stable UK situation and, hopefully, some income from other countries especially Germany.

[hybrasil] 08/3/2018 11:03

I thought the results were no more than fair.
Growth i would have thought is the issue.

[ddubzy] 08/3/2018 10:02

Some reversal on decent finals!

[philanderer] 08/3/2018 09:04

Numis 'buy' tp 458p up from 447p

Liberum 'sell' reiterates

[philanderer] 08/3/2018 08:11

👍

Peel Hunt 'buy' tp 425p - reiterates

[sandeep67] 08/3/2018 07:24

Looks good to me with return to double digit growth

[foxman14] 07/3/2018 15:24

Scheduled for tomorrow (8/3)

[evg] 07/3/2018 13:22

When are the results and dividend announcement?

[steve73] 06/3/2018 03:39

hopefully they'll get the buy-back continued... still plenty more approved iirc, and it makes sense at these depressed prices

[gswredland] 05/3/2018 16:59

A few nerves ahead of results later this week?

[lucicavi] 01/3/2018 16:31

All deliveries cancelled

[philanderer] 16/2/2018 10:04

usual Liberum ;-)

'sell' tp 250p - reiterates yet again.

edit:

and Barclays raises tp to 350p from 280p - 'equal-weght'

[philanderer] 15/2/2018 09:19

Berenberg 'hold'... tp 320p up from 310p

[philanderer] 01/2/2018 14:49

Domino's Pizza: Canaccord reiterates buy with a target price of 415p

[philanderer] 31/1/2018 09:22

Hargreaves hungry for more Domino’s gains


Hargreaves Lansdown fund manager Steve Clayton is encouraged by Domino’s Pizza’s (DOM) update, believing it shows there is ‘clearly momentum’ in the business.

Clayton, who holds the takeaway pizza group in his HL Select UK Shares and UK income funds, cited 2017 profits expected to be ahead of market expectations.

‘It’s a strong end to the year, and the group now needs to show a similarly strong first quarter, where it is up against easy comparatives for last year,’ he said. ‘Domino’s mis-read the market and got its seasonal promotion all wrong.

‘All the signs are encouraging and there is clearly momentum in the business.’

He added that Europe was starting to deliver ‘scale benefits’ and the UK is ‘firing on all cylinders’ meaning the outlook is positive.

‘We hold Domino’s in both of the HL Select funds because of its capital-light business model, where franchisees put up most of the investment needed by the chain, leading to strong cashflows and excellent dividend paying potential,’ said Clayton.

The shares jumped 1.6% to 356.1p yesterday.

[philanderer] 30/1/2018 11:57

Domino’s upgrades profit forecast as X Factor drives pizza sales

The X Factor final on December 2 acted as the “catalyst” for its biggest day of sales for the year

[philanderer] 30/1/2018 09:49

Peel Hunt retains 'buy' tp 425p up from 400p

Liberum as usual retains sell and tp 250p

[suetballs] 30/1/2018 08:33

Nice figures here today. Took a few in dpeu which also looks attractive imo.
Suet

[shammytime] 26/1/2018 09:24

Yes indeed, could actually get to 380 before Tuesday

[philanderer] 19/1/2018 10:16

Pretty well clear chartwise to 390p , fingers crossed :-)

[philanderer] 11/1/2018 17:59

Buybacks doing the business.

[philanderer] 08/1/2018 12:26

Thanks Steve for the update.