Business Overview Key Metrics Total: 9/17 +2 ✅ Projected Operating Margin: 20.22% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.92% +2 ✅✅ Last 5-Year ROIC: 82.83% +1 ✅ Estimated Cost of Capital: 8.14% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.79% -1 ❌ Projected 5-Year EPS CAGR: 9.87% (given the easiness of "manipulation" of EPS growth below 10% represents a slight negative) +1 ✅ Projected 5-Year Dividend CAGR: 10.47% +1 ✅ Estimated Debt Rating: A3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Domino's Pizza is a great brand, enjoying a wide moat that results in an operating margin of around ~ 20%. Given the maturity of the business, its revenue growth is below 10% but still modestly above the economy growth rate.Read more
Domino’s biggest growth lever is shifting toward carryout and more orders through delivery apps, but those changes may bring smaller average orders and higher costs than many investors expect. See why its huge U.S. footprint and rising tech and insurance spending could make future results look less exciting—or surprise to the upside if expansion plans keep working.Read more
Domino’s leans into delivery partners, a stronger app experience, and new menu items to reach more people ordering from home and keep them coming back. The big question is whether that momentum holds up if pizza demand stays sluggish and the company’s recent cost wins start to fade.Read more
Catalysts About Domino's Pizza Domino's Pizza operates a global quick service pizza network focused on delivery and carryout through a largely franchised store base and vertically integrated supply chain. What are the underlying business or industry changes driving this perspective?Read more
Domino's Pizza, Inc. operates as a pizza company worldwide. The company operates through three segments: U.S. Stores, International Franchise, and Supply Chain. It offers pizzas under the Domino's brand name through company-owned and franchised stores. The company also provides bread products, wings, boneless chicken, pastas, oven-baked sandwiches, soft drink products and desserts. In addition, it offers parmesan stuffed crust pizza; spicy chicken bacon ranch specialty pizza; and garlic, and cinnamon bread bites, as well as croissant, chocolate volcano, and chicken burst pizzas. Domino's Pizza, Inc. was founded in 1960 and is based in Ann Arbor, Michigan.
