Domino's Pizza, Inc. (DPZ)

Pizza is delicious. I prefer your plain-ol' pepperoni pizza. I like to get a large for dinner and whatever I don't finish becomes breakfast and lunch the following day. Mmmmm-mmm.

Is pizza recession proof? It should be...

mmmmmm-pizza.

Upthumb. High debt ratio. But very good cash flow and aggressive expansion. Turn around efforts taking hold.

Rated 1 star.

should eventually grow back to historic p/e levels as it has consistent sales.. high debt is a question mark..

Oven baked sandwiches, bread bowl pasta, lava cakes? The innovation never ends.

Just upgraded, target price is 12 dollars. Cheap pizza + recession + start of school year + winter = business.

well-run, global presence, affordable food, innovative menu, attractive price

its the food people buy when they are tight, plus great product line, and its about to be Football season

Lower commodity/rent costs and new menu provide more sales and lower expenses going forward. Lower occupancy at strip centers everywhere provide new locations.

Renewed marketing efforts, soft economy & new menu items should increase sales

too many pizza joints that serve better product and deliever. Taste is nothing great on their products.

CEO of Papa John's was quoted in my local newspaper saying that Domino's has lower quality pizza than Papa John's. This tells me that Domino's must be putting a dent in Papa John's business.

Just a hunch. Their online ordering is really well done and they have a mobile commerce site as well.

Their earnings were off for year end recently and though I like this co. in the longer term I think they will be declining with the generall fall of the economy and I will watch for a better entry point.

Get the door!

Superbowl Season baby, gotta just take a look around and follow the things you see everyday around you. Superbowl=pizza and Wings, Iguss in full disclosure i own DPZ in my personal portfolio, ..but to get there I compared it to Papa John's and Pizz hut(a subsidiary of yum! Brand tickers PAPA and YUM respectively. DPZ has been HAMMERED. Why.you ask??...Look at their earnings chart, missed earnings almost a yr in a row..this makes me hesitant, but compared to the competition....I'll just list everything going through my mind when making this play.

1. Comparing all 3 companies, While DPZ is not my favorite restaraunt to order from when I'm feeling lazy, they have introduced some very (at least seemingly) high quality sandwiches that blow the pants off of any other competitor's secondary order choices. They are starting to tout this and even beat Subway at it's own game. Now, when a Pizza place offering 4 sandwiches makes a better product than the core business of a competitor, especially when you can literally get any kind of sandwich you want made at said competitor, you know your onto something good. And at a price point of $4.50-$5.00 theyre making great cash.

2. New revenue streams-- ok so they added a 2 dollar and somehting "charge" when fuel prices were outrageous. Well, fuel prices aren't outrageous ATM. So where does that money go....staraight to the bottom line. Free money....can't beat it.

3. Again this is a short play for me...long term the sandwich intro will help, but not be enought o sustain max growth potential, so i sat get in for Superbowl, grab the good earnings, and get out....IMHO as always.

Has anyone else noticed that there always seems to be one of these around a hotel? They always seem to advertise in the hotels they are around as well, targeting that traveller who might be hungry but too tired to leave their room.

They are losing to better competition and better quality.

This company should be doing better, providing low cost food solutions in an economy when we are looking for low cost food options.

Fuskie

Who always lived cheaply on pizza as a college student...