Domino's Pizza Share Discussion Threads

[aa29] 30/7/2018 15:10

Article was in the Sunday Times. 11 biggest franchisees have joined a group. Their profits have been hit by rising costs and the effect of Domino's area splitting policy. 'Source suggests that David Wild's hard man behaviour is stoking unrest and that he is impossible to work with.'

Inference is that if new store openings are reduced, growth will be affected.

[philanderer] 30/7/2018 13:59

Midday Market report

Pizza company Domino’s Pizza was also down — shedding 5p, or 1.5%, to 323.7p — after weekend reports suggested franchisees of Britain’s favourite pizza chain had set up a group to represent themselves. Given how the business depends on franchisees, the City fears a wave of unrest could damage the group’s vital roll-out of new stores.

[philanderer] 26/7/2018 12:12

26 July 2018 | 08:40am

StockMarketWire.com - Liberum Capital today reaffirms its sell investment rating on Domino's Pizza Group PLC [LON:DOM] and raised its price target to 280p (from 250p).

Story provided by StockMarketWire.com

[philanderer] 10/7/2018 09:32

Goodbody initiating coverage with 'buy' and tp 445p

[philanderer] 04/7/2018 09:00

Peel Hunt reiterates 'buy'

[luderitz] 15/6/2018 16:57

And the share price decline continues -2.59%

[luderitz] 15/6/2018 10:54

Seems stuck around that 350 still, which way will it go next I wonder.

[luderitz] 14/6/2018 12:58

I meant 350 of course, well spotted robin 😀 have now corrected.

[luderitz] 14/6/2018 10:10

Apologies excepted Ian, share price seems to have settled at around the 350p mark for now.

[ianian4] 14/6/2018 07:41

Lüderitz.
I apologise for not knowing what was going through your mind. Anyway, I hope the share price does not retreat based on the US ex dividend day. Onwards and upwards, I hope.

[luderitz] 13/6/2018 22:46

Pay attention you two and read again I didn’t say Dom was going ex-div but others are so there is usually but not always a market drop.

[robinnicolson] 13/6/2018 21:31

Domino's Pizza Inc (DPZ) goes ex-dividend on 14/06/18, not DOM.

[ianian4] 13/6/2018 20:52

Anyway, she was probably useless. I wonder what value she added for £584,000. Maybe she only added £583,000 to the company profits. If that were the case, we would only be £1 worse off.
Anyway, Lüderitz, we look forward to this magical dividend that you speak of. Let me know how many magic beans we are about to be paid.

Keep eating those healthy pizzas.

[luderitz] 13/6/2018 18:13

SP down 2.68% at the close and with the ex-divi day retreat expected tomorrow a further fall maybe on the cards.

[luderitz] 13/6/2018 10:19

SP continues downwards so far 2%.

[philanderer] 12/6/2018 14:19

Sources said that Osborne “wasn’t working out” and called the move a decision of the wider board. She earned £584,000 last year and has been paid according to her contract, which entitles her to six months’ notice. Chairman Stephen Hemsley said the firm was “grateful” for her hard work and Osborne — who was formerly finance director at the John Lewis Partnership — said she had “very much enjoyed” her time with the company. One headhunting source called her an “excellent CFO”, adding that Domino’s was “a bit of a revolving door”.

Domino’s maintained its outlook and confidence for this year after the departure, though a jittery City drove shares down 23.1p, or 6%, to 362.2p.

[luderitz] 12/6/2018 12:31

So further uncertainty about today’s news, I shall sit on the fence till things clear.

[robinnicolson] 12/6/2018 12:21

Extracts from Liberum sell reiteration:

"In a year when the CEO's LTIPS vest we would like to see a more detailed analysis of the EPS support provided by share buybacks, M&A and underlying performance and on what basis and why the LTIPS are calculated"

"In a drive to higher earnings the group is buying back shares at 25x PE which we ask if that is really in the interests of shareholders- we know it is LTIP supportive in the current year"

"No long term targets have been given on any of the Group's new markets, deals or M&A and we ask how it can be in shareholders' interests to be buying back shares at current levels. Considering today's shock announcement highlights that all is not good internally."

I checked DOM's website and the CFO has already been removed from the site!

Someone over on the FT website quipped that their CFO's only last 'Four Seasons'...

[luderitz] 12/6/2018 12:14

Difficult for me to deside as the charts I have are not that accurate. Anyone else remember back please.

[luderitz] 12/6/2018 12:07

OK robin thanks will do.

[robinnicolson] 12/6/2018 11:48

LUDERITZ, check the share price chart against the relevant dates of 20/1/2015 and 19/11/2015.

[luderitz] 12/6/2018 11:34

Can long term holders here remember that when the other CFOs went did the share price bounce back eventually?

[philanderer] 12/6/2018 10:07

Thanks :-)