Domino's Pizza Inc
Domino’s to Use Nuro Robot Vehicles for Pizza Delivery in Houston
Do Restaurant Operators Expect to Increase Capex in 2H15?
The expected capital expenditure index increased by 1% to 101.7 in April from 100.7 in March.
How Does Starbucks’s Valuation Compare?
Valuation multiple Investors may want to look at valuation multiples when deciding whether to buy or sell stocks. Valuation multiples are driven by perceived growth, risks and uncertainties, and investors’ willingness to pay. Analysts use various multiples to evaluate stocks. In this article, we’ll use the PE (price-to-earnings) multiple due to its high visibility in […]
Could Yum! Brands’ Margins Increase in 1Q16?
With positive same-store sales growth expected in all three of YUM’s divisions, analysts are expecting the leverage to improve the company’s margins.
Why Analysts Say ‘Hold’ for Domino’s Stock ahead of Q1 Earnings
As of April 21, 2017, Domino’s Pizza (DPZ) was trading at $179.3. Domino’s stock price might have factored in the estimates we discussed in our previous articles.
Weak Fiscal 3Q17 Sales Lower Starbucks’s Valuation Multiple
Valuation multiple We’ve used the forward PE (price-to-earnings) multiple for our analysis, due to its high visibility in Starbucks’s (SBUX) earnings. The forward PE multiple is calculated by dividing a company’s stock price by analysts’ earnings estimates for the next four quarters. Starbucks’s forward PE multiple Starbucks’ lower-than-expected SSSG (same-store sales growth) in fiscal 3Q17, lowering of […]
Why Did Domino’s EBIT Margin Decline in 2Q17?
For 2Q17, Domino’s (DPZ) posted EBIT (earnings before interest and tax) of $113.27 million, which represents an EBIT margin of 18.0%, compared with 18.9% in 2Q16.
Why Have Analysts Raised their Revenue Estimates for Papa John’s?
In 1Q16, PZZA’s domestic company-owned restaurants generated nearly 48% of Papa John’s revenue, while domestic commissaries and others generated 39.4%.
Domino’s Adds 51 New Stores In 4Q14
Domino’s added more units internationally last quarter. The company added a total of 662 units in the last 12 months.
Why Are Analysts Expecting Papa John’s EBITDA Margins to Expand in 2Q16?
Analysts expect Papa John’s (PZZA) to post EBITDA of $43.9 million in 2Q16. This represents an EBITDA margin of 10.6%, compared to 10.3% in 2Q15.
Papa John’s Revenue Estimates for the Next 4 Quarters
For the next four quarters, analysts expect Papa John’s (PZZA) to post revenue of $1.83 billion, which represents growth of 5.5%.
Factors That Drove Papa John’s Same-Store Sales Growth in 1Q17
In 1Q17, Papa John’s (PZZA) restaurants in North America posted SSSG of 2%. Company-owned restaurants posted SSSG of 3%, and franchised restaurants posted SSSG of 1.7%.
Why Analysts Are Recommending “Buy” for Starbucks
Target price On January 13, 2017, Starbucks (SBUX) was trading at $57.85. The company’s share price may already have been factored into the estimates we’ve discussed in this series. In this article, we’ll look at analysts’ recommendations and estimated target prices for the stock over the next 12 months. Despite Starbucks posting strong 4Q16 earnings […]
Why Papa John’s Earnings Margin Narrowed in 2Q17
Performance in 2Q17 In 2Q17, Papa John’s International (PZZA) posted EBIT (earnings before interest and tax) of $37.2 million, which represents an EBIT margin of 8.6%. In comparison, the company posted an EBIT margin of 8.7% in 2Q16. Why Papa John’s margins narrowed Papa John’s EBIT margins were impacted by a rise in the cost of […]
Why Investors Are Confident in YUM ahead of Its 3Q16 Results
Yum! Brands develops, operates, franchises, and licenses the Pizza Hut, KFC, and Taco Bell brands. It’s set to announce its 3Q16 results on October 5, 2016.
Franchising Dominates Papa John’s Expansion Plans
With 42 units added in the first two quarters of 2016, Papa John’s has maintained its 2016 guidance for unit growth at 180–200 units.
Could Domino’s Earnings Rise in the Next 4 Quarters?
Earnings expectations For the next four quarters, analysts expect Domino’s Pizza (DPZ) to post EPS (earnings per share) of $6.14, which represents a growth of 22.3% from the EPS of $5.02 seen in the four quarters prior. EPS growth Domino’s EPS growth is expected to be driven by higher revenue, EBIT (earnings before interest and tax) […]
Why Investors Weren’t Impressed by Starbucks’s Fiscal 2Q17
Starbucks (SBUX) posted its fiscal 2Q17 earnings after the market closed on April 27, 2017. Its EPS was $0.45 on revenues of $5.3 billion.
What to Expect from Starbucks’s Revenue in Next 4 Quarters
In the next four quarters, analysts are expecting Starbucks (SBUX) to post revenue of $23.8 billion, which represents an increase of 8.4% from $22.0 billion in the corresponding quarters of the previous year.
This Likely Drove Domino’s 3Q17 EPS
For 3Q17, Domino’s Pizza (DPZ) posted adjusted EPS (earnings per share) of $1.27, which represents a 32.3% YoY (year-over-year) rise from $0.96 in 3Q16.
Pizza Companies: Why Stock Prices Are Struggling
Since the beginning of 2017, Papa John’s, Domino’s Pizza, and Yum! Brands have returned -16.2%, 15.1%, and 20.7%, respectively.
An In-Depth Overview of Panera Bread
Panera Bread is a limited-service fast-casual restaurant company. In July 2017, JAB acquired Panera in a $7.5 billion deal and took it private.
Domino’s Stock Jumps 21% Since Last Earnings Release
Year-to-date, Domino’s stock is up 8.7%, as of February 20. It has rocketed 21% since the company’s last earnings release in October 2014.
What’s Behind the Decline in Starbucks Stock Price
After posting its fiscal 2Q17 earnings on April 27, 2017, Starbucks (SBUX) stock rose 5.3% to reach $64.57 on June 2, 2017. The aggressive expansion plans in the CAP (China and Asia-Pacific) region and its implementation of technological advancements led Starbucks stock price to rise. However, since then, the stock has seen downward momentum.
Why Yum! Brands’ division in India has been successful
Yum! Brands’ (YUM) division in India includes its businesses in India, Nepal, Bangladesh, and Sri Lanka. As of June 2014, the company had 714 restaurant units in India.
Shopify Withdraws 2020 Guidance, Stock Falls
Shopify (NASDAQ:SHOP) stock fell 7.74% on April 1 after the company suspended its guidance due to the deadly coronavirus outbreak.
Must-know: Yum! Brands’ Pizza Hut business
The first Pizza Hut opened in 1958. About one-third of Yum! Brands’ (YUM) total restaurant units in this segment were Pizza Hut at the end of 2013.
Domino’s management guidance on food costs, capex, and more
Management anticipates the effective tax rate to be in the range of 37% to 38% for the “foreseeable future.” Corporate tax rates in the U.S. are high, and force some companies to move their headquarters to countries offering lower tax rates.
Will Starbucks’s Fiscal 3Q17 Earnings Boost Its Stock Price?
Starbucks (SBUX) is scheduled to announce its fiscal 3Q17 earnings after the market closes on July 27, 2017. Starbucks’ fiscal 3Q17 extends from April 3, 2017.
Analysts’ Recommendations: Domino’s, Papa John’s, and Yum! Brands
Of the five analysts that follow Papa John’s, 60% recommend a “buy,” 40% recommend a “hold,” and none of the analysts recommend a “sell.”
An Investor’s Guide to Chipotle and Its Customers
Chipotle Mexican Grill (CMG) operates more than 1,700 fast-casual restaurants. Here’s everything you need to know about the business.
Wedbush Initiated Coverage on Papa John’s with a ‘Buy’ Rating
On Wednesday, Nick Setyan of Wedbush initiated his coverage on Papa John’s with a “buy” rating. He also gave a target price of $95.
Will Starbucks’ Growing Valuation Multiple Start to Fall?
Starbucks’ (SBUX) PE valuation multiple has been growing since October 2014, when the company hit a low point of 23x.
Must-Know: McDonald’s Has Got Tough Competition
McDonald’s (MCD) competition includes large international and national food chains as well as regional and local retailers of food products.
How Much Upside Is Left in Starbucks’s Stock Price?
Starbucks’s (SBUX) share price has been soaring since it announced its fiscal 4Q16 results on November 3, 2016. Let’s explore why.
Domino’s Pizza Beats Q2 Expectations, Stock Falls
Today, Domino’s Pizza (NYSE:DPZ) reported its second-quarter earnings. For the quarter, the company reported revenues of $920 million.
Comparing Domino’s and Papa John’s Dividend Policies
Importance of dividends Dividends help smooth out return volatility for shareholders. Both Domino’s Pizza (DPZ) and Papa John’s (PZZA) have a strong history of returning cash to shareholders. . 3Q16 dividends In 3Q16, Domino’s Pizza paid dividends of $0.38, which represents a growth of 22.6% from $0.31 in fiscal 3Q15. For the next four quarters, […]
Why Analysts Expect Domino’s Margin to Expand in 1Q17
In 1Q17, analysts expect Domino’s Pizza (DPZ) to post EBIT (earnings before interest and tax) of $115.7 million, which represents an EBIT margin of 18.8%.
Domino’s Revenues Expected To Come In 8.7% Higher Year-Over-Year
Wall Street analysts estimate that Domino’s revenues for the quarter will come in at $616 million, meaning 37% sequential growth over 3Q14.
Domino’s iPad App Produces High Ticket, Conversion
Domino’s initiatives include introducing specialty chicken to the menu in the second quarter of 2014. Specialty chicken is ordered as a side.
Why Analysts Expect Domino’s EBIT Margins to Fall in 2Q16
Domino’s Pizza (DPZ) is expected to post EBIT of $99.5 million. This would represent an EBIT margin of 18.7%—a marginal decline from 18.8% in 2Q15.
Why Starbucks’s Fiscal 2Q17 Revenue Was Lower Than the Estimate
In fiscal 2Q17, Starbucks posted revenue of $5.3 billion, which was lower than analysts’ estimate of $5.4 billion.
Will Yum! Brands’ 1Q16 Results Drive Up Its PE Multiple?
There are various multiples available to evaluate a stock. We’re choosing the PE (price-to-earning) ratio due to the high visibility of Yum! Brands’ (YUM) earnings.
Why Analysts Expect Papa John’s 2Q16 EPS to Rise
In 2Q16, analysts expect Papa John’s (PZZA) to post EPS of $0.54, which represents a growth of 14.1% from $0.47 in 2Q15.
Analysts Favor ‘Hold’ Recommendation for Domino’s Pizza
According to a Bloomberg survey of 17 analysts, 23.5% recommended a “buy” for Domino’s stock. About 70.6% recommended a “hold,” and 5.9% recommended a “sell.”
Why Analysts Suggest a ‘Hold’ for Domino’s Pizza
As of April 28, 2016, Domino’s Pizza (DPZ) was trading at $120.5. The share price might have already priced in the estimates that we discussed earlier in this series.
Investors Should Consider Domino’s Pizza before Its Q2 Earnings
Domino’s Pizza (NYSE:DPZ) will likely report its second-quarter earnings on July 16. Should you buy the stock before its earnings?
Domino’s Pizza Stock Rises following Positive Business Update
Domino’s Pizza announced that in the first two months of the second quarter, its US SSSG grew by 14.0%, while its international SSSG rose by 1.0%.
Is It Time for Investors to Sell Domino’s Pizza?
Domino’s Pizza could face completion from the entry of other big players, like Chipotle Mexican Grill and McDonald’s, into the delivery space.
Hershey Posts Lower Q1 Earnings, Remains Optimistic
Hershey (NYSE:HSY) stock has fallen during today’s trading session. The company announced its first-quarter results before the opening bell.
Domino’s Pizza Posts Earnings Beat, Stock Falls Anyway
Today, Domino’s Pizza reported its first-quarter earnings. The company reported a diluted EPS of $3.07 on revenues of $873.1 million.
Domino’s Pizza’s Q1 Results Might Drive Its Stock Price
The COVID-19 outbreak has created a meltdown in the global financial markets. However, Domino’s Pizza (NYSE:DPZ) has continued its impressive performance.
Is Domino’s Pizza a Safe Bet amid the Lockdown?
President Trump extended the lockdown to April 30 amid the COVID-19 pandemic. Will Domino’s Pizza (NYSE:DPZ) benefit from the extension?
Domino’s Pizza Withdraws Its Guidance, Stock Falls
Domino’s Pizza (NYSE:DPZ) stock fell in the pre-market session on March 31. The restaurant chain pulled its guidance due to the coronavirus outbreak.
Domino’s Pizza Stock Rose Due to Earnings Beat
Today, Domino’s Pizza reported its fourth-quarter earnings. The company reported revenues of $1.15 billion, which beat analysts’ estimates of $1.13 billion.
Why Dunkin’ Brands’ 3Q14 operating margins improved
Dunkin’ Brands reported $13.3 million in occupancy costs compared to $13.4 million in the corresponding quarter a year ago. This includes rental expenses related to the restaurant location, which do not fluctuate because the locations are leased for the long term at a fixed price.
Why Chipotle had unit growth in 3Q14
At the end of 3Q14, Chipotle Mexican Grill (CMG) added 43 new units. This took the total number of restaurants to 1,724. More than 98% of Chipotle’s restaurants are in the U.S.
Must-know: Domino’s cut general and admin expenses in 3Q14
Domino’s Pizza, Inc.’s G&A expenses include executive compensation, advertising and promotional expenses, technology expenses, and staffing expenses. The company reported $56.6 million, $2.7 million more than the $55.9 million in the corresponding quarter of 2013.
Why Domino’s stockholders’ deficit may be manageable
Domino’s stockholders’ deficit is a result of the company’s recapitalization efforts in 2007 and 2012. This deficit is funded with debt, which can burden a company with interest payments, resulting in a margin squeeze or a loss.
Must-know: Is Domino’s a good dividend stock?
Dividends, which are paid in cash, come from a company’s ability to generate excess income. Excess income is a function of higher sales and stable costs.
Why Domino’s market cap is rising
Part of the reason why Domino’s stock has done well is the company’s solid top-line performance. This metric has grown at an average of 7.4% year-over-year, since 3Q12.
Papa John’s: Why Jefferies Cut Rating ahead of Results
Papa John’s (PZZA) plans to release its third-quarter results on November 6. On November 4, Jefferies downgraded the company’s rating to “hold” from “buy.”
Will Beyond Meat’s Q3 Earnings Surpass Expectations?
Plant-based food producer Beyond Meat (BYND) is set to release its third-quarter earnings results on October 29. Wall Street will be watching closely.
Get Real: Is the Long Wait Finally Over?
In today’s Get Real, we saw that the T-Mobile–Sprint deal could finally close, and blacklisting is shaking stocks. Plus, earnings season, a possible correction, and more.
Domino’s Stock Bounced Back despite Weak Q3
Domino’s reported a disappointing third-quarter financial performance on Tuesday. Domino’s stock pared the initial losses and closed about 5% higher.
Domino’s Stock Falls on Weak Q2 Sales
Lower-than-expected Q2 sales caused Domino’s stock to fall approximately 7.0% in today’s pre-market trading.
Papa John’s: Stifel Upgraded the Stock to ‘Hold’
On March 27, Stifel upgraded Papa John’s (PZZA) from “sell” to “hold” and increased its 12-month target price to $45 from $35.
Domino’s Stock Rises after J.P. Morgan’s Upgrade
Today, J.P. Morgan upgraded Domino’s Pizza (DPZ) from “neutral” to “overweight” while keeping its 12-month price target at $270.
Domino’s Stock Fell More than 9% after Weak Q4 Earnings
For the fourth quarter, Domino’s posted an adjusted EPS of $2.62 on revenues of $1.08 billion. The company’s revenues increased 21.4% YoY.
Domino’s Pizza: Analysts’ Recommendations
Among the 22 analysts that cover Domino’s Pizza (DPZ), 63.6% recommended a “buy,” while 36.4% recommended a “hold.”
Yum! Brands Stock Fell after Goldman Sachs’s Downgrade
On January 11, Goldman Sach downgraded Yum! Brands (YUM) from “neutral” to “sell” due to concerns its high valuation.
Analysts Give Domino’s Pizza a ‘Buy’ before Q3 2018 Earnings
Of the 23 analysts covering Domino’s Pizza (DPZ), 57.1% are favoring a “buy” as of October 10, and 42.9% are favoring a “hold.”
Domino’s Pizza’s Q3 2018 Earnings: Will It Boost the Stock?
Domino’s Pizza (DPZ) is scheduled to announce its third-quarter earnings on October 16. It was trading at $274.92 on October 10.
Comparing DPZ’s, PZZA’s, and YUM’s Valuation
Despite its stock price falling, Papa John’s forward PE multiple has increased from 19.9x at the beginning of 2018 to 29.3x.
Could Domino’s Stock Keep Climbing?
During the first half of 2018, Domino’s Pizza (DPZ) posted revenue growth of 24.9% and EPS growth of 48.8%.
Can Domino’s Pizza Maintain Its Upward Momentum in Q2 2018?
Domino’s Pizza (DPZ) is scheduled to announce its second-quarter earnings before the market opens on July 19.
What Drove Papa John’s Stock Price on July 12?
Papa John’s share price rose to a high of $55.83 on July 12 before closing the day at $53.67—a rise of 11.1% from the previous day’s closing price.
Could Papa John’s Price Correction Mean a Buy Opportunity?
As of July 5, Papa John’s (PZZA) was trading at $51.06, which is a 13.1% fall since its first-quarter earnings on May 8.
How Much Upside Is Left in Domino’s Stock Price?
As of May 22, Domino’s Pizza (DPZ) was trading at $248.21, which represents growth of 6.3% since the announcement of its first-quarter earnings on April 26.
Analysing NVR, DPZ, ENTA And QLYS Stocks
Growth stock analysis NVR NVR’s (NVR) net income has grown at a 3-year and 5-year average of 24% and 24.3% respectively. The company’s pre-tax margin grew from 9.9% in 2013 to 13.4% in 2017. The stock prices have beaten the residential construction industry between 2013 and 2017. The stock was beaten in 2013 and […]
Total Returns and Sector Exposure for Growth Indexes
If we dig into the S&P 500 and the S&P Growth indexes, we can see that they have the highest exposure to information technology (or IT).
Will 2018 Be a Good Year for Pizza Companies?
All major pizza companies have announced their 4Q17 earnings, so it’s time to compare their performance.
What Analysts Are Recommending for Papa John’s after 4Q17 Earnings
As of March 1, 2018, Papa John’s (PZZA) was trading at $60.04.
How Does Papa John’s Valuation Multiple Compare with Peers?
The initiatives taken by the company’s management to improve its SSSG (same-store sales growth) appears to have increased investors’ confidence.
Why Papa John’s 4Q17 Earnings Failed to Meet Analyst Estimates
In 4Q17, Papa John’s (PZZA) posted EPS (earnings per share) of $0.81.
Why Papa John’s Earnings Margin Contracted in 4Q17
In 4Q17, Papa John’s (PZZA) posted EBIT (earnings before interest and tax) of $34.4 million, which represents an EBIT margin of 7.4%.
How Is Papa John’s Expanding Its Business?
By the end of 4Q17, Papa John’s (PZZA) operated 708 domestic company-owned restaurants, 35 international company-owned restaurants, 2,733 domestic franchised restaurants, and 1,758 international franchised restaurants.
More Consumer Sector Earnings Released Last Week
Home Depot (HD) announced its fiscal 4Q17 results on February 20. Home Depot’s revenue increased 7.5% YoY (year-over-year) to $23.8 billion.
Domino’s Valuation Multiple Compared to Its Peers
As of February 14, 2018, Domino’s was trading at a forward PE multiple of 26.5x compared to 31.8% before the announcement of its 3Q17 earnings.
What Drove Starbucks’s Earnings per Share in Fiscal 2017?
In fiscal 2017, Starbucks (SBUX) posted adjusted EPS (earnings per share) of $2.06, which represents growth of 7.9% from its $1.91 in fiscal 2016.
Why Starbucks’s Earnings Margins Declined in Fiscal 2017
In fiscal 2017, Starbucks (SBUX) posted an EBIT (earnings before interest and tax) margin of 19.7%, compared to 19.9% in fiscal 2016.
Domino’s Stock Rises on Stock Upgrade
On January 4, Credit Suisse and Oppenheimer upgraded Domino’s Pizza (DPZ) from “market perform” to “outperform,” which appears to have increased investors’ confidence, leading to a rise in the stock price.
How Do Pizza Companies’ Valuation Multiples Compare?
Due to the high visibility of their earnings, we’ve opted to use the forward PE (price-to-earnings) multiple for our valuation analysis of the pizza companies in this series.
Why Starbucks Stock Is Rising
Although Starbucks failed to meet analysts’ EPS and revenue expectations in fiscal 4Q17, SBUX stock rose due to the company’s strong performance in China.
Why Did Papa John’s Earnings Margin Decline in 3Q17?
For 3Q17, Papa John’s (PZZA) reported EBIT (earnings before interest and tax) of $33.5 million, which represents an EBIT margin of 7.8%.
Inside Papa John’s Same-Store Sales Growth in 3Q17
For 3Q17, Papa John’s (PZZA) reported a systemwide SSSG (same-store sales growth) of 1.0% in North America, compared with the analysts’ expectation of 1.4%.
What Drove Papa John’s Revenue in 3Q17?
For 3Q17, Papa John’s (PZZA) reported revenues of $431.7 million, which is 0.9% higher than the analysts’ estimate of $427.7 million.
How McDonald’s Is Expanding Its Business
At the end of 3Q17, McDonald’s (MCD) was operating 36,976 restaurants, which includes 3,230 company-owned restaurants and 33,746 franchised restaurants.
How Domino’s Is Expanding Its Business
During the past four quarters, Domino’s has increased its overall unit count by 1,182 restaurants, which represents unit growth of 8.2%.
What Led Domino’s 3Q17 Revenues to Outperform Analysts’ Estimates?
For 3Q17, Domino’s Pizza (DPZ) posted revenues of $643.6 million, outperforming the analysts’ estimate of $627.4 million by 2.6%.