Tuesday February 9, 2021, 14:54:00
Domino’s plans to release its Q4 2020 earnings before the market open on Thursday, February 25th. How do DPZ shares tend to trade heading into earnings, and on the day of an earnings release?
Monday January 11, 2021, 00:00:00
With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q4E to +12.1%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December. We believe that December same-store sales were likely the best month of the quarter, while October was helped by arguably the busiest Halloween ever for pizza delivery/carryout.
Tuesday December 1, 2020, 00:00:00
Both Domino’s (DPZ; Buy, $392.57) and Papa John’s (PZZA; Buy, $80.36) begin lapping very difficult year-over-year domestic same-store sales comparisons in Q2 2021. What can we learn about the recent history of restaurant concepts that have lapped difficult comparisons, in this regard? And, what might Popeyes Louisiana Kitchen (owned by Restaurant Brands International [QSR; Not Rated]) teach us about what to expect for Domino’s and Papa John’s domestic same-store sales in 2021? Our bottom line is that Domino’s and Papa John’s could end up lapping these tough numbers better than the Street currently anticipates.
Wednesday September 18, 2024
Wednesday September 11, 2024
Wednesday September 18, 2024
Wednesday September 11, 2024