Watching this today gf.

anyone here checked out GBR which is dominoes international franchise. not to foreign taste at first but now looks to be growing fast and I have tucked some away long term after looking at the last set of results. I missed early chance at dom because like cynic I don't like pizza---not making the same mistake!!

World Cup Winner I reckon.......

The BUY broker following for this stock is very bullish. I reckon geography expansion will lead to greater growth....

Domino's Pizza UK & IRL PLC

FORECASTS 2010 2011
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Brewin Dolphin Investment Banking
14-05-10 BUY 33.70 15.43 9.16 38.57 17.97 11.34
KBC Peel Hunt Ltd
12-05-10 BUY 33.29 14.96 9.07 37.13 16.68 10.42
W H Ireland Ltd
07-05-10 OUTP 33.50 15.40 9.50 37.80 17.40 11.40
Eden Group
06-05-10 BUY
Charles Stanley Securities
06-05-10 BUY 33.70 15.29 8.10 37.30 16.90 9.20
Seymour Pierce
03-05-10 BUY 34.60 15.60 8.10 38.60 17.40 8.80
Numis Securities Ltd
15-04-10 BUY 33.50 15.10 9.30 37.00 16.50 10.70
Altium Securities
12-04-10 BUY 33.50 15.00 9.10 36.90 16.60 10.40
Execution Noble
06-04-10 BUY 34.10 15.60 9.00 37.50 17.10 9.90
Investec Securities
26-03-10 BUY 32.35 14.91 8.28 35.65 16.78 9.32
Fyshe Horton Finney Ltd
13-11-09 BUY 30.70 14.10 8.36

2010 2011
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 33.59 15.24 9.16 37.35 17.05 10.43
1 Month Change -0.00 0.04 0.00 0.01 0.00 0.01
3 Month Change 0.09 0.14 -0.04 0.40 0.30 -0.12

Notes to forecasts
KBC Peel Hunt & Altium's turnover figures is system sales instead of statutory sale


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 15.88% 19.58% 11.88%
DPS 28.85% 36.72% 13.86%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA 30.14m 36.80m 41.18m
EBIT 28.13m 34.90m 38.31m
Dividend Yield 1.86% 2.54% 2.90%
Dividend Cover 1.90x 1.66x 1.64x
PER 28.25x 23.62x 21.11x
PEG 1.78f 1.21f 1.78f
Net Asset Value PS 12.30p 19.53p 25.97p

Broker backing coming up to the World Cup will help this one I reckon.....

09.04.10: IC says Buy (346.8p) BULL POINTS Resilient in tight consumer conditions - Impressive sales growth - Robust expansion - Effective promotions and sponsorship deals BEAR POINTS Shares expensively rated for the sector - Dividend yield nothing special.

12-04-10 12.04.10 :+2, (352) Altium lifts Domino's Pizza target price to 490p from 415p and maintains a buy rating, following "yet another excellent trading update." Altium says Domino's remains the most attractive business model within its universe, and further forecast upgrades are very likely regardless of teh macroeconomic backdrop.

18-02-10 18.02.10 :+14, (352.9) Goldman Sachs lifts Domino's Pizza target price to 410p from 395p, "reflecting the roll-forward of the valuation, and a modest decrease in our overall capex estimates in 2010 and 2011." The brokerage also cites Domino's very strong FY results, saying they represent the continuation of a long-term track record of robust operational performance. Keeps at buy.

I like this one gf one to hold for 5 years.

I sold mine recently, not because of faith in the company, but because in these volatile times better the profit in my pocket. Saying that they make the worst pizza that I have ever tasted.

my local closed lasr year due to mice droppings found on work surfaces and elsewhere...would you like a rat.

domino's is of course a franchise, but if you have worked in a commercial kitchen, you'll understand the problems of hygiene and similar, especially in old buildings.

i think this is a damn good company.
i have held it in the past, but do not currently do so, for no great reason other than i am currently staying away from uk retailers

Mice droppings may improve the quality.
KFC in Salford Manchester was fined big last year for supplying rats legs in their family bucket.

lol rats legs.

If England exit the World Cup at an early stage, will the brokers downgrade their estimates?
Also, I agree that their pizzas are now poor compared to others. I wonder if they have sacrificed quality for quantity.

Our local Domino's was doing poor until they employed two stunning female moto delivery girls uniformed in very small hot pants, and tight tops.

i find harry's comment interesting, as i was always under the impression that domino's quality was superior to the competition .... if that is now genuinely not the case, then they are in for a bad time as the public is not stupid, except for those apparently seduced by the pubic

harry - who is now reckoned to be top of the pops in the take-away market?

Not really sure as I don't eat many pizza's (have tried a new local Domino's lately, but was very disappointed), but locally Papa John's is the best. To sit down & eat, Pizza Express seems the most popular, but I can never understand the logic as they are very expensive. Maybe one of the reasons I rarely invest in retail, as consumer trends elude me. Not far from me is a huge student population, so they are the target market with lots of student cheap deals being offered.

Students. Rat, or mice droppings would not bother them, they would see it as a free bonus.

Clubman were the two moto girls over 18 years..?

Why

Had they passed their test..?

Who cares they were hot.

lol.