Domino's Pizza Share Discussion Threads

[robinnicolson] 22/5/2019 16:44

Excellent piece of analysis by Maynard Paton on the ShareScope website:

[gswredland] 20/5/2019 18:56

Looks like it is heading back to 225 area again

[gabsterx] 20/5/2019 15:16

Almost down 5% today.. What's going on?

[philanderer] 17/5/2019 09:24

Downgraded by UBS to 'sell' ..... tp 230p cut from 245p

[farnesbarnes] 16/5/2019 11:20

Very good question. Probably a much tougher market. Rents are probably higher, population snobbier going for artisan pizzas, distance to market. And like you say, testing the market seems plausible.

[gabsterx] 16/5/2019 09:42

A question I had is why expand into Sweden and not have a branch in Stockholm? You'd think with 5 times the population of Malmo it would be a no-brainer. Unless they are in some kind of 'beta' stage and still testing the market, but how long do you need to test for?



Population:
Stockholm – 1,515,017
Gothenburg – 599,011
Malmö – 316,0588

[philanderer] 16/5/2019 09:19

Liberum reiterates 'sell' -- tp 180p cut from 190p

[philanderer] 08/5/2019 12:21

RBC 'outperform' tp 330p cut from 350p

[ianian4] 07/5/2019 21:51

Good point Smurfy, they could always slash the price and create less profit causing the share price to tumble. What is good for the shareholder is not always good for the customer. Anyway, 12 pizzas a second on New Years Day, they must be doing something right even though I would not buy one. 3.1% increase like for like is good, no matter how it is come by.

[smurfy2001] 07/5/2019 20:23

Is it because the product is just trash? Who likes Pizza with barely any ingredients selling for an eye watering price of £18.99? CEO needs to try the pizza to understand why business is performing poorly.

==

Chief executive David Wild said that after the "disappointing" performance for the international division - which includes Switzerland, Iceland, Norway and Sweden - it no longer expected that part of the business to break even this year.



Domino's reported a 3.1% rise in like-for-like sales in the UK for the first quarter, but only thanks to a rise in prices as the volume of pizzas sold declined.

"Even here in the UK, there are signs of diminishing appetite for its offerings with the volume of orders slipping and like-for-like sales only held up by price increases which are unlikely to be sustainable longer term.

[farnesbarnes] 07/5/2019 16:59

If European integration continues to drag, DOM has the potential to start acting like a utility.

[philanderer] 07/5/2019 16:40

Non - exec buying 10,000

[philanderer] 07/5/2019 11:45

One of each ;-)

Peel Hunt downgrades to 'add'

Liberum reiterates 'sell'

Numis reiterates 'buy'

[philanderer] 07/5/2019 09:59

International is the gamble. UK is fine.

[elliotset] 07/5/2019 08:21

Not bad international is 10 percent of the business , think will rise back

[luderitz] 07/5/2019 08:17

Down -10% on early trading with today's Trading Statement, mainly on disappointing International figures.

What are your thought's so far?

[connorcampbell] 03/5/2019 13:26

!YOUTUBEVIDEO:kh2tzjoZJbg:
Will Domino’s tumble following its first quarter statement on Tuesday?

In a self-labelled ‘mixed year’, Domino’s saw Group system sales rise 9% to £1.26 billion, while UK like-for-like system sales were up 4.6%, only a mild slide from the previous year’s 4.8% growth.

The real focus was the 22.2% plunge in pre-tax profit to £61.9 million as the company incurred charges of £31.5 million, relating to ‘International impairments, UK supply chain transformation and integration costs’. Talking of its International performance, Domino’s said that it had experienced ‘some growing pains’ but now has ‘strengthened’ its management teams.

Given the huge impact its International arm had on its performance last year, the focus of Tuesday’s Q1 update is likely going to be on whether or not there has been any tangible improvement in the division. That is, as long as the UK and Ireland hasn’t seen any issues.

Read what Spreadex analysts have to say, or watch a 60 second preview, here:

[connorcampbell] 03/5/2019 13:25

Will Domino’s tumble following its first quarter statement on Tuesday?

In a self-labelled ‘mixed year’, Domino’s saw Group system sales rise 9% to £1.26 billion, while UK like-for-like system sales were up 4.6%, only a mild slide from the previous year’s 4.8% growth.

The real focus was the 22.2% plunge in pre-tax profit to £61.9 million as the company incurred charges of £31.5 million, relating to ‘International impairments, UK supply chain transformation and integration costs’. Talking of its International performance, Domino’s said that it had experienced ‘some growing pains’ but now has ‘strengthened’ its management teams.

Given the huge impact its International arm had on its performance last year, the focus of Tuesday’s Q1 update is likely going to be on whether or not there has been any tangible improvement in the division. That is, as long as the UK and Ireland hasn’t seen any issues.

Read what Spreadex analysts have to say, or watch a 60 second preview, here: hxxps://spreadex.com/?tid=390808

[philanderer] 03/5/2019 09:32

Domino’s on ‘compelling217; valuation, says Peel Hunt

Peel Hunt has cut its expansion forecasts for Domino’s Pizza (DOM) but with this unlikely to hit profits, the valuation of the takeaway franchise is ‘compelling217;.

Analyst Douglas Jack retained his ‘buy’ recommendation and target price of 300p on the stock ahead of a trading update that is expected to deliver weak like-for-like first quarter sales due to the warmer weather and timing of Easter. The shares were trading at 260.6p yesterday.

‘We may cut our expansion forecast, but this should not impact 2019 profit before tax by much,’ he said.

‘The free cashflow remains and 16 times price/earnings valuation is compelling, in our view, on a long-term basis.’

hxxps://citywire.co.uk/funds-insider/news/the-expert-view-glaxosmithkline-domino-s-pizza-and-jupiter/a1225494?section=funds-insider&_ga=2.189410472.206969991.1556872124-191019866.1556872124#i=3

[chillpill] 15/4/2019 08:37

Another group of average executives trying to fleece shareholders.

[philanderer] 08/4/2019 10:02

Berenberg cuts tp to 210p from 220p .. retains 'sell'

[ianian4] 02/4/2019 20:21

These clowns in charge get paid too much, male or female. Both are mainly useless. Any reduction is good for shareholders. As for diversity, we had a woman before, I think Finance Director. She left or was pushed, went to Debenhams. Shows how much she knew about numbers. ( Or maybe would take any job going because she was useless.)
Let us not get confused and believe that diversity is the solution to all our problems. You do not have to look far, as far as PM Theresa May to see that this is nonsense.
As for the franchisees. If you cant stand the heat, get out the frying pan. ( Or pizza pan)

[smurfy2001] 02/4/2019 17:45

Domino's Pizza Group is facing further unrest at its annual meeting this month amid the threat of an investor revolt over executive pension payments and its male-dominated board.

Sky News has learnt that the Investment Association's (IA) IVIS voting service has given its strongest "red-top" warning to Domino's shareholders, heaping pressure on its already-embattled directors.



The Sunday Times reported in February that relations between the company and the Domino's Franchisee Association had deteriorated to such an extent that its members were boycotting opening new stores during the first half of 2019.