By Mark Kalinowski
Published on October 1, 2020 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q3E to +13.6%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September.
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By Mark Kalinowski
Published on September 30, 2020 at 12:00 AM
Domino’s (DPZ; Buy, $423.46) plans to report its third-quarter earnings before the market open on Thursday, October 8th. Ahead of this, we raise our Q3E same-store sales forecasts for the U.S. (by +100 basis points, to +15.0%; according to Consensus Metrix sell-side consensus is at +13.4%) and International (by +50 basis points, to +5.0%; consensus is at +2.1%).
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By Mark Kalinowski
Published on August 26, 2020 at 12:00 AM
Less than a week ago, we raised our Q3E same-store sales and EPS estimates in our report “DPZ: Updating Our Forecasts” (today’s report is best read in conjunction with that report). With this report, we further take up our Q3E same-store sales projection for Domino’s International business, by +150 basis points to +4.5%. Sellside consensus (according to Consensus Metrix) is at +2.0% as of this writing.
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