Wednesday April 24, 2019, 00:00:00
Earlier today, Domino’s (DPZ; Buy) reported Q1 EPS of $2.20, ahead of our $2.10 forecast and sell-side consensus (according to Consensus Metrix) of $2.09. The Q1 tax rate came in at 15.1%, more favorable than our 20.5% estimate (and 20.5% consensus). By our math, had the Q1 actual tax rate been 20.5%, then all else equal, Q1 EPS would have been $2.06.
Monday April 15, 2019, 00:00:00
Ahead of Domino’s (DPZ; Buy) first quarter earnings release scheduled for before the market open on Wednesday, April 24th, we raise our Q1 U.S. (blended) samestore sales forecast by +160 basis points, to +4.5%. Based on our checks, we believe that Domino’s latest ad campaign — centered around “Points for Pies” — has been successful. Consumers apparently have responded well to the aspect of this that points can be earned from “eating any pizza you love, from anywhere. Yep, even if it’s not Domino’s.” Of course, many of the things that Domino’s has done well for years — an improved core product, technological excellence, the “Piece of the Pie Rewards” loyalty program, etc. — are all playing an integrated role in what appears to have been another successful quarter for the brand.
Wednesday April 10, 2019, 00:00:00
During 2018, 175 restaurant brands generated at least $200 million in U.S. systemwide sales, according to data compiled by Technomic. For these 175 brands, which ones were the fastest growing? In this report, we look at the top 20 brands of these 175 that expanded their U.S. systemwide sales at the fastest rate last year.
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