AGB 2020.11 - Domino's Pizza (DPZ) - by YoungHamilton
Domino’s has been one of the most successful companies (and stocks) since the great recession of ‘08/’09. The company has increased its market share in the U.S. by 500+bps in the U.S. and outgrew the competition internationally by a wide margin. The company has transformed its pizza (particularly the dough), expanded its digital strategy, revamped its stores and improved its brand by focusing on quality execution, low everyday prices and empowering their franchisees to fuel their growth.
The Update to this initial write-up was posted in April 2025. The financial model can be found near the end of the update post. Domino’s has been one of the most impressive success stories since the great recession of ‘08/’09. The company increased its market share in the U.S. by 500+bps in the U.S. and outgrew the competition internationally by a wide margin. The company achieved this by transforming its pizza (particularly the dough), expanding its digital strategy, revamping its stores and improving its brand by focusing on quality execution, low everyday prices and empowering their…
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