Domino's Pizza (DPZ)

He encontrado un tweet muy curioso sobre esta empresa. ¿Alguien la sigue?

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El gran “error” de Terry Smith. Las vendio en 2016 a 105$ dolares por accion porque las veia caras. Hoy cotizan a 280$. “Solo” gano un 600%.

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Pues que hace 10 años fue una excelente oportunidad de inversión. Desde entonces ha multiplicado por 60, dividendos aparte.

Creo que llegamos tarde (como con Monster´s) y no sabría decirte si es mejor esta o la que cotiza en UK.

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Con esta siempre anda el rumor de que podría ser la siguiente adquisición de Restaurant Brands (QSR).

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Si algo me han enseñado los palos de la bolsa es que SIEMPRE la MATRIZ y NUNCA la FILIAL :wink:

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¿Por que siempre sube mas de lo que menos llevo?

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Madre mia. Las pizzas son los nuevos Teslas :scream:

Al final subio un 25,60%

Mercado de locos

¿Y al final la cosa por qué viene? ¿Han batido todos los records mundiales de venta de pizzas, margenes y beneficios? ¿Se les ha ido la pinza y lo han trasladado al dividendo?

Un saludo.

Parece que lo han petado el último trimestre

Domino’s Pizza (DPZ) significantly beats both sales and earnings expectations as sales of $1.15 billion increased 6.5% and adjusted earnings-per-share of $3.13 surged 19.5%; comparable store sales increased 3.9% in the U.S and 1.7% internationally

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La gente ya solo come pizza

Sera el unico restaurante que sigue subiendo beneficios

Pizza beats everything

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With wide-moat Domino’s disclosing strong intra-quarter sales (including quarter-to-date U.S. comps of 14.0%), the key question heading into its second-quarter update was whether the company could maintain its momentum as dine-in focused rivals have started to reopen. The company answered this emphatically, with U.S. second-quarter comps of 16.1% implying accelerating sales trends as the quarter progressed. We believe this acceleration underscores that consumers continue view Domino’s value, digital ordering, and safety protocols (including contactless delivery options) in a more favorable light relative to other operators.

Looking ahead, Domino’s is operating from a position of strength. We believe its value proposition will become even more important, in the words of CEO Ritch Allison, “when we’re facing a recession and high unemployment.” Domino’s also appears to be prioritizing innovation more than it has in the past, including last week’s revamped chicken wing platform launch and other menu additions planned for the back half of the year. These factors should keep comps well ahead of industry averages, and we plan to raise our full-year U.S. comp outlook from the high-single-digits to the low-double-digits. We also see opportunities to accelerate its fortressing strategy (increasing store density by splitting franchisee territories) due to strong franchisee health and an increase in the amount suitable real estate availability due to other retail/restaurant closures. As such, we believe Domino’s can post 10% average annual revenue growth the next 10 years.

We’re planning to raise our $355 fair value estimate by a mid-single-digit percentage to reflect a more optimistic revenue outlook but believe the market has effectively priced in this long-term growth. While we don’t see a ton of downside catalysts as macro and industry forces make Domino’s top-of-mind for consumers, we’d prefer a greater margin of safety at current levels.

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