Sunday March 10, 2019, 00:00:00
We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and McDonald’s (MCD; Buy):
Thursday February 21, 2019, 00:00:00
Earlier today, Domino’s (DPZ; Buy) reported Q4 2018 EPS of $2.62, short of our $2.71 projection and sell-side consensus (according to Consensus Metrix) of $2.69. The tax rate in Q4 2018 was 17.0%, versus our 20.8% estimate and consensus of 20.8%. By our math, Q4 EPS would have been closer to $2.50 if the Q4 tax rate had been closer to our forecast/consensus. Restaurant-level margins at company-owned units were 23.1%, versus our 24.0% estimate. G&A/Revenues was 11.2% actual vs. our 10.8% projection.
Sunday February 17, 2019, 00:00:00
We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Jack in the Box (JACK; Not Rated), Tim Hortons (owned by Restaurant Brands International [QSR; Not Rated], and privately-held Blaze Pizza:
Thursday December 19, 2024
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Thursday December 19, 2024
Thursday December 12, 2024