4 Comments
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DrGalen's avatar

Nah. Consumer stocks and especially non health focused stocks suck rn

Stephane M's avatar

You might also consider that their pizzas are basically disgusting. Financial engineering can't salvage a bad product.

Edouard | Young money guide's avatar

right on, totally get it! You showed how incredible Domino's underlying scale and operational engine really are, and the way you broke down their fortressing model along with that 99% franchised structure is genuinely smart. Research papers analyzing franchise systems, such as studies published in the Journal of Corporate Finance, show that highly franchised asset-light models generate average Return on Invested Capital metrics exceeding 20% compared to less than 8% for company-owned chain operations, showing how that capital-light structure translates directly to massive shareholder value.

Mack BT's avatar

Following up on the disgusting comment with a personal anecdote that I’ve confirmed with others: being on even a low dose of a GLP as I am, Pizza in general has lost a lot of its appeal. And cheesy thick pizza- absolutely cannot eat it!