Скачать или смотреть Domino’s Pizza $DPZ

Domino’s 21Q1 sales growth was driven by "healthy mix of both ticket and order growth", they added +36 net stores in the U.S. and +139 net stores internationally, holding 45.64% of the market share. They are now facing tough comps after a year of home delivery demand bolstered by the pandemic. On its last earnings call, DPZ noted continued growth in the carry-out segment, though prior quarters did show some pressure due to "challenges operating in the Covid environment." Despite that, Domino's recently rolled out a Carside Delivery 2-Minute Guarantee at the end of June. Our data shows momentum in this segment in the past month: these mentions are significantly outpacing overall delivery mentions from a 2-year growth perspective: +15% vs. basically flat. LikeFolio's earnings signal is officially neutral into earnings: +11. Tough comps, but there are some bright sides (like carry-out improvements) to watch for.