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Domino's Pizza - any comments (DOM)     

jj50 - 15 Apr 2004 15:07

Chart.aspx?Provider=EODIntra&Code=DOM&SiChart.aspx?Provider=EODIntra&Code=DOM&Si

cynic - 10 Feb 2016 10:57 - 726 of 841

best day since October as broker upgrades

* Domino's Pizza +7.4%, top of FTSE 250 < .FTMC> and best day since mid Oct, as Credit Suisse upgrades to "outperform" v "neutral", adds to SMID Focus List
* CS raises FY16 and FY17 EPS forecasts by 15-19% (9%/14% above consensus)
* Cites Domino's US guidance of 3-6% International LFLs, further scope to improve online sales, and its assessment of management remuneration (consensus implies c40% LTIP pay-outs v 100% on its forecasts)
* Adds German JV reduces downside risks to cash flow [nFWN15G02C]
* CS ranked at four stars for recommendation accuracy on Domino's, StarMine shows
* Stock strong performer in 2014/2015, but weak lately (-22% from early Nov closing peak until Tues close)

kimoldfield - 10 Feb 2016 12:38 - 727 of 841

More topping to go on this I wonder?!

Claret Dragon - 10 Feb 2016 12:44 - 728 of 841

My Son loves the crap from thıs company and ıt aınt cheap!!!!!

Should have loaded up myself.

kimoldfield - 10 Feb 2016 12:51 - 729 of 841

Definitely not as tasty as the sp!

HARRYCAT - 03 Mar 2016 07:33 - 730 of 841

StockMarketWire.com
Domino's Pizza Group's statutory after-tax profits rose to GBP59.3m in the 52 weeks to 27 December - 20% up on last time.

Group sales increased by £28.1m or 9.7% to £316.8m (2014: £288.7m). The increase in revenues is driven by a 15.8% increase in system sales. In the UK revenue saw a 10.1% increase to £283.7m (2014: £257.6m) and in Ireland revenue remained flat at £21.4m, owing to currency headwinds. In Switzerland revenue increased by 21.9% to £11.7m.

Underlying operating profit increased by 16.6% to £73.2m, higher than system sales, demonstrating the favourable operational gearing from its operating model.

In the UK and ROI underlying operating profit increased by 16.8% to £74.5m (2014: £63.8m), compared with system sales growth of 15.7%. The share of profits from its investments in associates and joint ventures has increased to £1.7m, up from £1.0m in 2014.

The group continues to view these joint operations as an excellent value generator and the opportunity to share in the full value chain of the Domino's system.

Chief executive David Wild said: "2015 was a terrific year for Domino's Pizza Group; the UK performance was outstanding, reflecting continued investment in our e-commerce platform. This underpins both our like-for-like results and the success of our new store programme. Digital continues to be at the heart of our business, driving more customers and higher frequency of orders. Our cash conversion is strong and we have today announced that we are ready to resume share buy backs alongside a dividend that is up 18.6%. We have made an encouraging start to 2016, although we are conscious of increasingly tough comparatives through the rest of the year. I would like to thank the DPG team for their hard work. I also want to pay tribute to our franchisees whose tireless endeavours ensure that our customers continue to enjoy great pizzas at great prices every day - whether ordered online or by phone, delivered to the door or collected in store."

cynic - 03 Mar 2016 08:30 - 731 of 841

this is one of my top-performing sipp shares and i shall be holding it for a long time, occasionally adding a few and then perhaps taking a profit

Stan - 31 Mar 2016 10:32 - 732 of 841

Director takes up share option and then sells the lot, not unusual at a guess and given that it's the end of the tax year.
http://www.moneyam.com/action/news/showArticle?id=5267686

HARRYCAT - 08 Jun 2016 08:36 - 733 of 841

StockMarketWire.com
Domino's Pizza Group has taken significant minority interests in Domino's Iceland, Norway and Sweden.

The group has invested £24 million to acquire interests in the master franchisees from Birgir Bieltvedt, the chairman and founder of Domino's Iceland, and certain other investors.

Following the investment, Domino's will hold 49% in Iceland and an effective interest of 45% in both the Norwegian and Swedish businesses. Bieltvedt and the current management team will remain with the business and retain a significant stake in each country.

Domino's Pizza Group chief executive David Wild said: "We are delighted to be investing in these exciting markets, which hold great potential for the Group. Our skills in e-commerce, marketing and supply chain will complement the excellent local know-how of our partners in Iceland, Norway and Sweden and help to grow the Domino's brand. This is a great deal for everyone concerned and we look forward to welcoming our new colleagues and customers."

cynic - 22 Jun 2016 10:47 - 734 of 841

for no good reason that i can see, DOM has dumped ~50p this morning
most likely peeps just clearing the decks a bit "just in case"
quite tempted to add more to my sipp in this sort of level, but shall watch for further weakness

HARRYCAT - 27 Jun 2016 09:54 - 735 of 841

Chart.aspx?Provider=EODIntra&Code=DOM&SiStockMarketWire.com
Domino's Pizza Group has confirmed that the sub-division of each of its ordinary shares of 1.5625 pence each into 3 new ordinary shares of 25/48ths of a penny each has become effective.

HARRYCAT - 01 Jul 2016 08:48 - 736 of 841

Berenberg today reaffirms its buy investment rating on Domino's Pizza Group PLC (LON:DOM) and cut its price target to 400p (from 1200p pre sub division).

HARRYCAT - 04 Jul 2016 10:57 - 737 of 841

Barclays Capital today reaffirms its overweight investment rating on Domino's Pizza Group PLC (LON:DOM) and cut its price target to 283p (from 850p pre subdivision).

cynic - 04 Jul 2016 12:19 - 738 of 841

i remain a great fan of this stock and do not think they will suffer much if at all from brexit
it's often pretty volatile, and worth keeping open a view to buy on any significant dip
however, be aware that 50/200 dma coincide at 335, so that may prove something of a hurdle

Claret Dragon - 08 Jul 2016 16:25 - 739 of 841

Bought ın today.

cynic - 20 Jul 2016 10:50 - 740 of 841

the polish offshoot (DPP.L) was picked up by Quantum Leap as being a good growth stock
their figures were posted a couple of days ago and certainly did not disapoint, with sp jumping and still continuing north
definitely worth considering as a cheap way into the product or even in its own right - currently 49p

HARRYCAT - 28 Jul 2016 08:31 - 741 of 841

StockMarketWire.com
Domino's Pizza said the UK market continues to underpin growth with eleven successive quarters of double digit LFL sales growth.

The company had a successful new opening store programme with a record 31 (2015: 24) stores opened in the period.

Average sales per address in new stores is 24% ahead of the same period last year.

HIGHLIGHTS
- Continued success of digital investment programme in the UK

- E-commerce total system sales ahead by 25% with mobile sales up 35%

- Mobile sales contribute 62% of online sales

- Continued increase in franchisee profitability

- EBITDA performance up from 15.1% to 15.4%

- Improving performances in international businesses

- ROI delivering 12.7% like-for-like sales growth

- Swiss mature stores showing good growth, with like-for-like sales up 11.7%, and progress in new and immature store portfolio

- German investment performance in line with expectations

Claret Dragon - 18 Oct 2016 07:33 - 742 of 841

Sold off very quickly. Looking to get back in soon!!!

HARRYCAT - 18 Oct 2016 08:22 - 743 of 841

I recently saw a lengthy broker note which was negative for DOM but positive for Just Eat. I will post when I can find it again.

Claret Dragon - 18 Oct 2016 09:04 - 744 of 841

OK Thanks HC. Looking for a good entry point.

HARRYCAT - 18 Oct 2016 10:57 - 745 of 841

Cenkos note last wed:
"DOM has announced a robust trading performance for Q3 2016 achieving further progress in system sales metrics, albeit against tough comparatives. The core UK business achieved 3.9% LFL growth in Q3 2016 system sales (c.f. 14.9% in Q3 2015) with YTD LFL sales growth of 8.6%. We believe our full-year 2016 estimate of 10.0% LFL UK system sales growth remains achievable pending a resilient Q4 performance. Digital sales continue to progress, increasing by 18.1% during the period with a continued migration of sales orders being captured online (over 81%) and with 64% placed via mobile/app during YTD. The store opening programme also continues apace with 21 new UK stores opened during the period (51 YTD) with management guidance now being increased from 70 new stores in 2016 to 80. The international businesses performed below our expectations during the quarter with LFL system sales increasing by 7.6% in Ireland and flat in Switzerland, leaving a bigger ask in Q4 trading to hit our full-year expectations. The new Icelandic business has made a positive contribution with 4 stores opened in the year to date while the German JV has performed in-line with management expectations. Despite the tougher H2 trading comparatives, management has today reiterated it remains confident of achieving full-year 2016 results in-line with market expectations (Cenkos estimates – adjusted pre-tax £84.4m, adjusted EPS 13.6p and dividend of 8.17p). The shares trade on a 2016 EV/EBITDA rating of 18.1x falling to 15.1x in 2018 based on forecasts. While the business continues to trade well, there remain ongoing headwinds and there is no room for error in Q4 trading. We continue to prefer the pure-play digital platform JUST EAT, that although trades on a premium (2016 EV/EBITDA of 33.0x falling to 17.9x in 2018), has enjoyed several upgrades to forecasts in the current year and has outperformed the All-Share in contrast to the underperformance observed with Domino’s. In our view this stock offers investors a much stronger profile of reward relative to valuation and we continue to recommend investors switch from Domino’s where the risk to forecasts remains on the downside."
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