DPZ Our Meeting with Management in Ann Arbor

By Mark Kalinowski Published on May 30, 2019 at 12:00 AM

We recently met with Domino’s (DPZ; Buy) — including CEO Ritch Allison, Executive Vice President and CFO Jeff Lawrence, and Director of Investor Relations Chris Brandon — in Ann Arbor, Michigan. We thank them for their time! Topics of interest that were asked about include Domino’s plans to fight off delivery aggregators and other competition (“The good news is, the strategies to play offense against the aggregators are exactly the same as the strategies to play offense against the traditional competition.”), how crisis (such as the possibility of higher protein costs given the risks brought about by African swine fever) could be a net positive for Domino’s, and Domino’s current thoughts regarding plant-based proteins (“We don’t have any imminent plans in place, but we have to stay on top of it and see what consumers are going to do.” Management said that when they have tried some of the latest plant-based offerings, the “flavor and texture are shockingly close” to real beef). We reiterate our Buy rating on DPZ, and note the following:

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Tidbits re DPZ, DNKN, and MCD

By Mark Kalinowski Published on March 10, 2019 at 12:00 AM

We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and McDonald’s (MCD; Buy):

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DPZ A Look at Domino’s China from ICR Conference 2019

By Mark Kalinowski Published on January 16, 2019 at 12:00 AM

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.

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