It’s been six months since my last coverage on Domino’s Pizza, Inc. (NASDAQ: DPZ ). There have been some sharp upticks, but overall, the downtrend was more prominent. It has already decreased by about 4% or $18, justifying my hold rating before. At thisI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since ...

Group 1: Coatue Management's Portfolio Changes - Coatue Management's billionaire boss, Philippe Laffont, sold all 322,621 shares of Domino's Pizza during the first quarter of the year, having held the stock since Q4 2023 [6][5] - Laffont's decision to sell Domino's Pizza may be attributed to profit-taking, as he is known for being an active trader who capitalizes on gains [7][8] - The sale of Domino's Pizza comes amid concerns about inflation impacting the company's bottom line, with rising ingredient costs potentially forcing price increases that could alienate customers [9] Group 2: Domino's Pizza Valuation Concerns - Domino's Pizza has a strong track record with 31 consecutive years of same-store sales increases, which has led to a premium valuation [10] - However, the stock's forward price-to-earnings (P/E) ratio has fluctuated between 22 and 27, raising concerns about its valuation in a historically high-priced market [11][12] Group 3: Investment in Hydrogen Stock - Philippe Laffont has made a significant investment in Plug Power, acquiring 4,098,713 shares, which has seen a stock surge of over 60% recently [14] - Plug Power aims to establish a green hydrogen ecosystem, expanding beyond forklifts to include hydrogen vehicles and infrastructure [16] - Despite the potential, Plug Power has faced challenges with profitability, having lost over $7 billion since its inception and continuing to burn cash [19][20]

Core Insights - Domino's Pizza has established itself as a consistent value creator in the restaurant industry, with over 21,000 stores globally and market-beating returns for investors [1][2] Group 1: Long-term Business Expansion - The franchise model allows Domino's to scale efficiently, with 99% of stores being franchise-owned, leading to high-margin, recurring revenue with minimal capital intensity [3][4] - Domino's has achieved 31 consecutive years of same-store sales growth internationally, indicating strong demand for its products [4][6] - The company's vertically integrated supply chain enhances efficiency, lowering per-unit costs and widening margins as new stores are added [5][7] - International markets, particularly in China and India, present significant growth opportunities, with Domino's China surpassing 1,000 stores and being the second largest player in the market [6][7] Group 2: Sustained Capital Return to Shareholders - Domino's management has effectively balanced reinvestment in the business with substantial returns to shareholders, creating a compounding effect [8][11] - The company has aggressively reduced its share count through buybacks, decreasing weighted average diluted shares outstanding from approximately 56.9 million in 2014 to 35.0 million in 2024, a reduction of about 38% [9][10] - This reduction in shares has led to a significant increase in earnings per share (EPS), which grew from $2.90 in 2014 to $16.70 in 2024, reflecting a compound annual growth rate of 19% [12]

Core Insights - The article discusses Domino's Pizza Group, referred to as Domino's UK, highlighting its trading status and investment potential [1]. Group 1 - The company is noted for its solid earnings track record, which is a key factor for potential investors [1]. - The author emphasizes a valuation metric of less than 8x free cash flow as an attractive investment opportunity [1]. - The investment approach focuses on identifying undervalued companies that provide a significant margin of safety, leading to favorable dividend yields and returns [1].

Like so many cyclical companies, a weak macro backdrop has weighed heavily on Britain's Domino's Pizza Group plc ( OTCPK:DPUKY ) ( OTCPK:DMPZF ). Shares of the firm have fallen around 30% in dollar terms since my last pieceI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The ...

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ODFL, ZTS, MSCI, DPZ, INTU, ACN, WST, and SBAC, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Core Points - Domino's Pizza Inc. is collaborating with the National Fire Protection Association (NFPA) to promote fire safety messages across the U.S. during Fire Prevention Week from October 5-11 [2][3] - Customers ordering from participating Domino's stores may receive free pizza if their smoke alarms are functioning; otherwise, firefighters will assist in replacing batteries or installing new alarms [2][3] - This initiative marks the 18th year of partnership between Domino's and NFPA, emphasizing the importance of working smoke alarms in homes [3][4] Company Overview - Domino's Pizza is the largest pizza company globally, with over 21,500 stores in more than 90 markets and global retail sales exceeding $19.4 billion in the trailing four quarters ended June 15, 2025 [6][7] - The company generates over 85% of its U.S. retail sales through digital channels, showcasing its innovative ordering platforms [7] Fire Safety Campaign - The campaign theme for this year is "Charge into Fire Safety™: Lithium-Ion Batteries in Your Home," which includes distributing flyers with fire safety tips alongside pizza deliveries [3][4] - NFPA highlights the critical role of working smoke alarms in preventing home fire deaths, which predominantly occur in residential settings [4]

Core Viewpoint - Domino's Pizza has shown signs of revitalization after a period of stagnation, but the stock may not be attractively priced despite recent improvements in sales and operations [1][9]. Group 1: Recent Performance - In Q2 2025, Domino's reported U.S. same-store sales growth of 3.4% and international comps up 2.4% (currency-neutral) [4]. - Total revenue increased by 4.3% to approximately $1.15 billion, with income from operations rising nearly 15% due to strong franchise royalties and supply chain throughput [4]. - The company experienced a bounce-back from a challenging Q1, where U.S. comps dipped 0.5%, but international comps grew 3.7% (currency-neutral) [6]. Group 2: Strategic Initiatives - Domino's has expanded access through third-party delivery apps like Uber Eats and DoorDash, enhancing customer reach while maintaining its digital platform for loyal customers [7]. - Innovations such as rewards program enhancements and new menu items like parmesan-stuffed crust have attracted traffic without solely relying on price [8]. Group 3: Valuation Considerations - The current price-to-earnings ratio for Domino's is about 25, which aligns with its historical average but may limit returns if growth slows or margins compress [9]. - Despite the company's strong underlying performance, the stock is not considered a clear buy at this valuation level [9][10]. Group 4: Future Outlook - The investment case for Domino's hinges on sustaining mid-single-digit same-store growth, continued net unit additions, and operating-income expansion as supply chain and franchise royalties grow [11]. - If the company can maintain its positive momentum in delivery and carryout, the current valuation may be justified; however, any decline in performance could lead to a reassessment of its attractiveness [11][12].

Investing in dividend stocks is a great way to generate passive income.Domino's (DPZ 3.08%) is holding up well considering the increase in competition since the rise of food delivery services.*Stock prices used were the afternoon prices of Sept. 23, 2025. The video was published on Sept. 25, 2025. ...

Valued at a market cap of $14.8 billion, Domino's Pizza, Inc. (DPZ) is a pizza company based in Ann Arbor, Michigan. It offers pizzas, bread products, wings, boneless chicken, pastas, oven-baked sandwiches, dips, soft drink products, and desserts under the Domino's brand name through company-owned and franchised stores. It is expected to announce its fiscal Q3 earnings for 2025 before the market opens on Tuesday, Oct. 14. Ahead of this event, analysts expect this pizza company to report a profit of $3.98 ...