DPZ Update to 2019 Franchise Disclosure Document Provides More Info

By Mark Kalinowski Published on August 6, 2019 at 12:00 AM

In our June 17th report “DPZ: 2019 Franchise Disclosure Document Review for Domino’s,” (see also our June 18th “DPZ: Clarification re: 2019 Franchise Disclosure Document Review for Domino’s”) we included tables showing average weekly unit sales and median weekly unit sales for franchised, company-owned, and combined Domino’s U.S. stores for 2013-17 because — as of June 17th — data in this respect for 2018 was not yet part of the Franchisee Disclosure Document (FDD). However, Domino’s recently updated its 2019 FDD, and now includes this information for 2018. As such, here is that information for 2014-18:

DIN Enjoying an IHOP House-Made Milkshake as We Update Our Forecasts

By Mark Kalinowski Published on May 31, 2019 at 12:00 AM

With this report, we update our Q2E same-store sales forecasts for both brands owned by Dine Brands (DIN; Buy).

DPZ The Night King Commands Us to Update Our Forecasts Ahead of the Q1 Release

By Mark Kalinowski Published on April 15, 2019 at 12:00 AM

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.