We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Domino’s (DPZ; Buy), and McDonald’s (MCD; Buy):
Earlier today, we attended the annual Analyst Meeting for Domino’s (DPZ). This year’s theme was “What Matters.” We came away impressed with the company’s strategic plans, and reiterate our Buy rating on DPZ. We note the following:
Today, we attended the ICR Conference 2019 presentation by privately-held Dash Brands, the partner for Domino’s (DPZ; Buy) in China, having acquired Domino’s China back in January 2011. The presenter for Dash Brands was Domino’s China CEO Aileen Wang, whose background includes past experience with McKinsey North America and McDonald’s (MCD; Buy) China. She has been Domino’s China’s CEO for the last year-and-a-half.