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DMP - Domino's Pizza Enterprises

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Re: DMP - Domino's Pizza

McLovin said:
DMP's profitability amazes me. They're expensive, small and average quality (I guess good for chain pizza). They have done very well in making it so easy to order from them though, which I guess is where their advantage lies.
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things are not always what they seems, I found long ago investors have different spending, eating habbits, holiday etc... to many other people, so if i dont like something or even hate it it doesnt deter me from investing in it..
 
Re: DMP - Domino's Pizza

Tyler Durden said:
$9.65, are you kidding me??
What happened to all those people at the IPO who said no one would eat pizza because it was unhealthy?!?!?!?
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Same people who said buy and hold stock is dead
obviously they bought the wrong business, good business combine with time is a lethal combination (in a good way )

Warren is dead right when he said time is a friend of good business
 
Re: DMP - Domino's Pizza

ParleVouFrancois said:
The main source of growth for the company in the next 5 years seems to me to be the European market, as the Australian/New Zealand market reaches saturation.
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Listening to the CEO on SkyBusiness yesterday and he said they need another 250 stores here in Aus for complete and efficient coverage.

Personally i was surprised to see a Dominos store in Lima, Peru when i was there recently
 
Re: DMP - Domino's Pizza

ROE said:
things are not always what they seems, I found long ago investors have different spending, eating habbits, holiday etc... to many other people, so if i dont like something or even hate it it doesnt deter me from investing in it..
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I don't disagree with you on that. It's just that their instore pickup is relatively cheap (~$10/pizza) but delivery is ridiculously expensive. Last time I ordered two pizzas from them and a bottle of Coke and it was something like ~$40. Like I said, they have made it very convenient to order, which I think is where their advantage lies.
 
Re: DMP - Domino's Pizza

prawn_86 said:
Personally i was surprised to see a Dominos store in Lima, Peru when i was there recently
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That would be Dominos America though, not DMP. Iirc, they have rights to Australia, France and the Benelux countries.
 
Re: DMP - Domino's Pizza

I have a lot of friends that work/used to work at Dominos and all I can say is most of them hate their job,but the job is always there when they need one...everytime they seem to need a job again after leaving, its there and they seem to go back. The job everyone loves to hate. This initially put me off the stock but I really should have had a closer look given:

During peak times they might employ 10+ people in a store, but during the quiet times a store will be operated by 2 people ( 1 being a driver ), they are also careful to never allow anyone to work overtime. This almost guarantees consistently low operating costs.

I wouldnt expect any further upside on with regards to profit margins. Their CEO keeps pulling rabbits out of the hat especially with that App that they are bringing out ( or have already brought out?) that lets you design your own pizza.

Never the less it does appear very expensive and you have to expect it will upset the market sooner or later.

Thats my take.
 
Re: DMP - Domino's Pizza

yoelowen said:
I have a lot of friends that work/used to work at Dominos and all I can say is most of them hate their job
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I think that applies to most jobs of this nature.

It's easy to find someone who has worked for 10+ years for the same employer in an office, factory, the public service or in careers such as police, fire brigades etc but few would stay anywhere near that long at a fast food outlet unless they are promoted to some sort of management role.

Same goes for nightclubs, city pubs, fashion stores etc too - with the exception of management roles, people just don't stay working in these places any longer than they have to (ie when they finish uni or get some other, more permanent job).
 
Re: DMP - Domino's Pizza

Excellent company with good prospects, but at 25 * PE and a yield of 2.7%, who are we kidding? If we can't find better value than 25*PE and 2.7% yield, we ain't lookin'!

Those who bought in early, good luck to you and kudos for astute buying.

Me, I have a little holding in the same industry (Collins Foods, KFC in Queensland mostly) and I reckon Dominos is a somewhat better proposition (though only modestly so - growth for either company is going to be hard to find) but when you compare the numbers - 25*PE vs 8*; 2/7% yield vs 5.6% - for broadly similar businesses with broadly similar prospects, well, there is one company I wish I owned but I'd sell if I did and one company I do own and I'd buy if I didn't.

As for their pizzas, well, I don't especially care for chain store pizza, but Dominos do it better than just about anyone. There is one just over the road from my office so I pop in there now and then. It's always tasty and decently priced. A good operation.
 
Re: DMP - Domino's Pizza

Bought some pizza from Domino's tonight which made me think of this thread.

The shop had three customers waiting when I walked in. The guy was on the phone with another order while I waited at the counter. He served me immediately after hanging up, and while I waited for my pizza, it was the first time I actually looked into their kitchen to watch how they made their pizzas - it was amazingly simple, and fast.

Based on this extremely limited experience, my view is that this is very much a viable and profitable business, but one can see that it depends largely on volume. I am surprised so many people are still so willing to eat pizza in a health conscious era like today.

I'll be keeping my eye on this SP, hoping to swoop in at the next market crash, but right now $10 is a bit too dear for my liking.
 
Re: DMP - Domino's Pizza

What's happened to the SP the last few days? Dropped as low as $8.92 today. Starting to look tempting.
 
Re: DMP - Domino's Pizza


Got a flyer at home and was wondering what can possibly be so revolutionary for a pizza joint...

They get licenced and start offering beer delivery with the pizza?

The delivery boy will serve your pizza for you?

They branch out into Chinese takeaway / kitchen supplies / car insurance?

There's an old saying... Outcome = Results minus Expectations. I can't help but think that the hype is just setting up disappointment (which means my expectations are pretty low, so might be a good outcome afterall).
 
Re: DMP - Domino's Pizza


And it's an epic fail...

 
Re: DMP - Domino's Pizza

What a waste of time that little exercise was!

Square pizzas and a few new toppings. I seem to remember at my tenth birthday getting square pizzas from Pizza Hut, iirc they were called Godzilla or something similar.

Probably raises a few questions about growth in the business if they're doing this sort of hype. You don't need hype when the fruit's hanging low.

Definitely think this is a significant change, definitely think that when you can sell an $8 premium pizza with peking duck, and blue cheese, pork belly .... you tell me in Melbourne right now where you can get an $8 pizza with that on it,
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Peking duck and blue cheese sounds pretty f**kin disgusting, if you ask me.
 
Re: DMP - Domino's Pizza

I was hopeing they had taken over Hooters.
One pizza please.
 
Re: DMP - Domino's Pizza

McLovin said:
Peking duck and blue cheese sounds pretty f**kin disgusting, if you ask me.
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Not on the same pizza one would hope.

Does smell of desperation (or just a really persuasive marketing agent). The few half baked ideas cooked up here were arguably more revolutionary (albeit with plenty of execution danger).

I like the idea of paying extra for a themed delivery... instead of Dougie, you can be Rachel from Hooter or Miss Venezuela or Princess Leia delivering your dough...
 
Re: DMP - Domino's Pizza


Blue cheese is about 75% fat and 25% protein.

I really think you are all missing the revolutionary aspect of this announcement...

"We are democratising great pizza..."

Let them eat pizza!
 
Re: DMP - Domino's Pizza

tinhat said:
I really think you are all missing the revolutionary aspect of this announcement...

"We are democratising great pizza..."
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What type of topping does that pizza have?
 
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