The Intrinsic Value PodcastPublished 2026-08-23
“Domino's Pizza (DPZ): Is the Royalty Engine Still Running?”
$DOMBearish
Pass on DOM; stock is expensive with weak moat, facing GLP-1 and debt risks, lacking growth catalysts.
you know, management in terms of looking at their performance, it's pretty decent, but I would be lying if I said I was blown away. If we look at a few KPIs since Russell Weiner has taken over, you got compounding of revenues of about 3% and then earnings per share and EBIT about 5%.