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DMP - Domino's Pizza Enterprises

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Re: DMP - Domino's Pizza

Amazing these guys have cut the price of a takeaway pizza to $4.95. :eek:

Pizza Hut has now matched them, I'm wondering if this price war is sustainable.
 
Re: DMP - Domino's Pizza

McLovin said:
Amazing these guys have cut the price of a takeaway pizza to $4.95. :eek:

Pizza Hut has now matched them, I'm wondering if this price war is sustainable.
Click to expand...

the question is why? they don't need to .... or that fast rolling out of the stores and crazy high PE ratio from the market demand reckless strategy..

Time to bail :) ?

Once you set low price trend it could back fire and customers demand cheaper and cheaper stuff
and when price rise due to cost and input material, people may abandon you.

they should use this time to stock up cash and maintain same price when input cost start to rise
that is a better strategy

How the Mighty fall
Stage 1: Hubris Born of Success ?
 
Re: DMP - Domino's Pizza

ROE said:
the question is why? they don't need to .... or that fast rolling out of the stores and crazy high PE ratio from the market demand reckless strategy..
Click to expand...


I guess anyone who wants to order pizza already is, so they need to try an convert some of those burger fans.
 
Re: DMP - Domino's Pizza

The pizzas on offer for $4.95 are pretty basic though... in order to get anything more than a hawaiian or a pepperoni you're still paying more. With all of the additional sides and desserts, even before you consider the increased cost of the premium and 'chef's selection' pizzas, it would surprise me if dollar spend per customer was lower today than in the old days of two pizzas, coke and a garlic bread for $19.95!

The menu is vastly expanded, and very few of the options sit at the bottom price bracket.
 
Re: DMP - Domino's Pizza

McLovin said:
I guess anyone who wants to order pizza already is, so they need to try an convert some of those burger fans.
Click to expand...

LOL!
I do love pizza, but rarely eat it for health reasons - and when I do it certainly isn't dominoes...
But the local BurgerUrge burger joint has a greek lamb burger that has me hooked!


DMP result out today, I am envious of owners that got set at reasonable prices. I've felt like this has been expensive for a long time, yet it is one of the highly priced stocks that is actually delivering lately...

Amazing to think that it can grow revenue by 16% in AUS after being here for such a long time...
 
Re: DMP - Domino's Pizza

50% jump in profit
rich picking at small end of town :)

come end of month let see what RFG has in store with their pizza chain
 
Re: DMP - Domino's Pizza

I'm still amazed by these guys. Whodathunk you could make this much from pizza?

I know people who would never consider ordering from somewhere that is "fast food" who love Dominos. They've made it cheap and convenient.
 
Re: DMP - Domino's Pizza

DMP
$33.000

UP $5.770 (21.19%)

Jumped up on open (Half year results announced at 8.26 am).

Big volume. Big gap. Will probably try and close some of it. It has not closed all gaps in the past.

Everyone loves pizza!
 
Re: DMP - Domino's Pizza

dutchie said:
DMP
$33.000

UP $5.770 (21.19%)

Jumped up on open (Half year results announced at 8.26 am).

Big volume. Big gap. Will probably try and close some of it. It has not closed all gaps in the past.

Everyone loves pizza!
Click to expand...

Was a good result and a pretty amazing response for a company this size to jump so high....what an open!
 
Re: DMP - Domino's Pizza

VSntchr said:
Was a good result and a pretty amazing response for a company this size to jump so high....what an open!
Click to expand...

Unreal business :D good for shareholders and management alike
compounding at its best
 
Possible EW analysis

Yesterdays high may be the completion of W3.
W3 just overshot 2.61% extension.


DMP170215.png


W4 correction should be closer to 31.88% than 50%
Tomorrow ex-dividend (abt. 25c) should see price fall of that at least. But recent strong report may surprise maximum downside.
 
Poor old Frank had Domino's open up shop next to him a fortnight ago. However he is a local hero having taken on all new comers over the past 15 years and seen them off - although I think he will need deep pockets to survive this time.

DOM PIZZA.jpg​
 
Another chance to buy a break-out in DMP. This trend doesn't look like stopping yet. I'll admit it's hard for me to buy here after ignoring all the previous opportunities.

This chart is of the US Domino's Pizza Inc. (DPZ:nyse) and probably explains the recent ASX bullish bars.

dpz2704.PNG
 
It's always traded above any valuations I've seen, probably over the last couple of years i've casually looked at it
 
The forward P/E is 50+ right now. Does anyone think the price will drop substantially soon, or can it go on like this for a while longer?
 
lemongrass1 said:
The forward P/E is 50+ right now. Does anyone think the price will drop substantially soon, or can it go on like this for a while longer?
Click to expand...

Any stock priced at this level is skating on thin ice. These stocks defy gravity - until they don't. One earning's disappointment and you'll see a significant drop.
 
AFR: IT firm alleges Domino's Pizza stole its GPS tracking technology

If you've been following DMP, you probably know that Domino's Pizza Enterprises has rolled out GPS Driver Tracker across Australia. They have been very bullish about the impact of this innovation.

Well, the Australian Financial Review has just published this article:

"IT firm alleges Domino's Pizza stole its GPS tracking technology"

http://www.afr.com/business/retail/...e-its-gps-tracking-technology-20150717-giebgi

From the introductory paragraph:

"A small Sydney IT firm has claimed fast food giant Domino's Pizza Enterprises stole the technology used in its GPS tracking system that allows customers to follow the delivery of their pizza from store to door."

Disclaimer: I am the R&D Manager at Precision Tracking Pty. Ltd, the small Sydney IT firm referenced in the article and am also a director of the company. I do not hold DMP shares.

If you want to learn more about the story, here is Precision Tracking's page with comparison photos of PT's and Domino's solutions

https://deliverycommand.com/thestory/
 
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