Dominoes Pizza

vanzandt said:
Ahhhh, for now there's no short play with DPZ really. At least on paper they look pretty strong.
Now Yum China on the other hand.... I wish that thing would pop above $39. That would be a gift.
Anything above $38 is worthy of a first leg in short. I would say jump now.... but ya gotta let em come to you right? This one might not however.
$36.70 on the close today.
More to follow on this one. I will accept more risk than I recommend.
Either way, YUMC is on the VZ pig-radar.
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I do not know stocks. All I know is Dominos has shit pizza. Gross!
 
vanzandt said:
In all honesty... the thin crust is beast. Try it. Large 3 item for $7.99.
Pretty good deal really.
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I will go to my grave hating all they have to offer. I understand that they have good deals on what they push as "pizza", and they appease the younger crowds who do not know better. And so many folks will succumb to that MSG-laden junk. But it is not good pizza, man. When it comes to business, yes, they are doing well. But are they doing well because of good products, or because they got into the market at the right time?

I call the latter. Their pizza sux, it is yuck.
 
Overnight said:
I will go to my grave hating all they have to offer. I understand that they have good deals on what they push as "pizza", and they appease the younger crowds who do not know better. And so many folks will succumb to that MSG-laden junk. But it is not good pizza, man. When it comes to business, yes, they are doing well. But are they doing well because of good products, or because they got into the market at the right time?

I call the latter. Their pizza sux, it is yuck.
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I'm tellin ya bro....hear me out here... the thin crust is good.
And since when have Brooklyn pizza joints got all tree-huggy and gone non-MSG?
Unless I went all Rip-Van-Winkle.... its the same as it ever was. And that's a good thing.
The more MSG the better as far as I'm concerned.:D
 
vanzandt said:
Ahhhh, for now there's no short play with DPZ really. At least on paper they look pretty strong.
Now Yum China on the other hand.... I wish that thing would pop above $39. That would be a gift.
Anything above $38 is worthy of a first leg in short. I would say jump now.... but ya gotta let em come to you right? This one might not however.
$36.70 on the close today.
More to follow on this one. I will accept more risk than I recommend.
Either way, YUMC is on the VZ pig-radar.
More...
Like I said.....
https://www.reuters.com/article/us-china-eleme-breakingviews-idUSKCN1B307O
 
dealmaker said:
Domino's unseats Pizza Hut as biggest pizza chain
The chain wasted no time crowing about unseating Pizza Hut as the leading pizza chain both in the U.S. and worldwide. Domino's not-so-subtly inserted the phrase "the largest pizza company in the world based on global retail sales" into the very first sentence of its fourth-quarter earnings release.(Ad Age)[/QUOTE.
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That whole fast food business model is starting to scare me to be honest, there is places like skipthedishes where you only have to enter your credit card once then you can go to their site and browse hundreds of restaurants in your area, I don't get how pizza joints like dominoes or pizza Hut survive that, I'd way rather order a restaurant pizza than dominoes if it's just as convenient especially when you can choose from lots of them.
 
Max E. said:
That whole fast food business model is starting to scare me to be honest, there is places like skipthedishes where you only have to enter your credit card once then you can go to their site and browse hundreds of restaurants in your area, I don't get how pizza joints like dominoes or pizza Hut survive that, I'd way rather order a restaurant pizza than dominoes if it's just as convenient especially when you can choose from lots of them.
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To your point.....Grubhub is making new highs daily.
 
Max E. said:
That whole fast food business model is starting to scare me to be honest, there is places like skipthedishes where you only have to enter your credit card once then you can go to their site and browse hundreds of restaurants in your area, I don't get how pizza joints like dominoes or pizza Hut survive that, I'd way rather order a restaurant pizza than dominoes if it's just as convenient especially when you can choose from lots of them.
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I have said that for years, about ordering a pizza from a restaurant or mom and pop establishment, how these pizza places flourished is amazing. I can pick 20 random people and ask if they eat pizza hut, dominoes, papa johns or little ceasers and I could guarantee you they would say that they don't eat that garbage pizza, saying it's not even pizza, so my question, who is ordering millions and millions of pizza pies from these places every day?
Pizza has gotten pretty expensive to be honest, a large pie now is about $17 near me, add a topping or two and you are up to $20-$22 for a pizza, the profit margins must me enormous at those prices....
 
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