We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that’s why we own Domino’s Pizza (DPZ) in our dividend growth strategy.
In this video, Glenn breaks down the 4 main catalysts or the 4 main reasons we own Domino’s Pizza.
- Unit economics
- Fortressing
- Leverage recapitalization & repeat
- International store growth
The major risks to our investment.
- Labor shortage & a lack of drivers
- A covid resurgence
- Supply chains disruptions and inflation
And our estimate of fair value using a discounted cash flow model and a price implied expectations analysis.
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Links
AMM Dividend Letter #51: Decision Finality & Domino’s Pizza (PDF)
Domino’s Pizza (DPZ): Dividend Growth Off The Perfect Food
Avoiding the Investment Traps of Decision Finality
