We’ve just added some more new stocks to the app & Dominos is one of them
Feel free to create a new #investing-and-markets topic & share your thoughts about Dominos’ future with the community
Any thoughts on whether this is a good price point?
Bear case: Delivery aggregators such as Deliveroo make a big dent.
Bull case: 1) Quality Global Growth company with excellent brand & cash dynamics; 2) UBS says food delivery aggregator growth slowing and demand for pizza delivery robust. 3) Tiger cub Stephen Mandel’s Lone Pine Capital recently raised its stake by 80%
It’s just really shitty pizza. I don’t see how this company is not bankrupt yet with the delivery competition of deliveroo etc.
I would argue Deliveroo and Domino’s do not compete with each other, they are not even in the same economic sector.
Domino’s produces and sells pizzas, Deliveroo delivers food produced by others.
Domino’s can sell pizzas though Deliveroo or not, Deliveroo can deliver pizza from Domino’s or not.
There is a business case for Domino’s to maintain vertical integration of deliveries too.
Therefore, I would not short Domino’s based on Deliveroo performance only.
That said, I have always been surprised of how good a name and brand reputation Domino’s has been able to maintain throughout the years until now given they work with a rather generic product, Pizzas.
I agree. No sordough or copping on the trends.
Ye no toppings or nothing
Edit: It’s actually quite good in Ireland, in the US it’s absolute crap