Added to YB: 2025-11-07
Pitch date: 2025-11-05
DPZ [bullish]
Domino's Pizza, Inc.
-20.32%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Domino's Pizza, Inc. operates as a pizza company worldwide. The company operates through three segments: U.
Market Cap
$10.3B
Pitch Price
$397.18
Price Target
500.00 (+58%)
Dividend
2.58%
EV/EBITDA
13.56
P/E
17.76
EV/Sales
3.05
Sector
Hotels, Restaurants and Leisure
Category
value
Dominos Pizza and the Slop Bowl Recession
DPZ: QSR pizza leader gaining share as 'slop bow' competitors (CMG, CAVA) face SSS declines from overpricing/underportioning. DPZ reported 5.2% SSS growth with $9.99 large pizza promotion while maintaining 11.3% supply chain margins. Defensive franchise model, 34% ROA, 85.6% ROIC, expanding aggregator presence. Trading 20x PE vs 50x for failing competitors. Target $500/share by EOY 2026.
Read full article (8 min)