Accessibility StatementSkip Navigation Participating stores may deliver free pizza to customers who have properly functioning smoke alarms ANN ARBOR, Mich., Sept. 30, 2025 /PRNewswire/ -- Domino's Pizza Inc. (Nasdaq: DPZ), the largest pizza company in the world, and the National Fire Protection Association (NFPA) are joining forces to deliver fire safety messages to homes across the country. Continue Reading This is the 18th year Domino's and the National Fire Protection Association are joining forces to de ...

The pizza leader is showing revitalized momentum. But are shares cheap enough?After a monster run in the 2010s, Domino's Pizza (DPZ -0.31%) hasn't delivered much over the last half-decade. Including dividends, the pizza delivery specialist's five-year total return is roughly 10% -- essentially flat when stacked against inflation -- and quite disappointing when compared against the broader market's gains. Meanwhile, the underlying business has continued to expand its footprint, modernize the brand, and lean ...

The pizza company reports earnings in a few weeks.Domino's Pizza (DPZ 3.14%) is an iconic pizza chain with a presence in dozens of countries throughout the world. And in the U.S. alone, it has more than 7,000 locations. It's an attractive go-to fast food option for people looking for a quick and easy meal. It is a well-known brand and it has even attracted the interest of billionaire investor Warren Buffett. His company, Berkshire Hathaway, invested in the pizza maker last year. Over the past five years, ho ...

I've waited years for a timely opportunity such as this.I believe that shares of restaurant chain Wingstop (WING -0.83%) will outperform shares of the world's largest pizza chain, Domino's Pizza (DPZ 3.14%), over the next five years. But give me time to back up this claim.Domino's Pizza is still a great business and it's a stock with a lot to like. As of the second quarter of 2025, it had more than 21,000 locations worldwide, 99% of which are owned by franchisees. This means that the parent company generate ...

公司业务模式 - 采用资产轻型特许经营模式 全球超过21000家门店中约99%由加盟商运营 公司主要收取特许权使用费 供应链收入及各类服务费用[4] - 2024年公司实现营收47亿美元 但全球门店零售总额达191亿美元 显示特许经营模式下大部分销售价值由公司获取[5] - 运营利润率达18.7% 其中高利润率的特许经营收入抵消了低利润率的供应链收入[5] 品牌优势与需求特征 - 作为全球最大比萨公司 品牌聚焦价值 一致性和便利性三大客户需求 建立持久消费吸引力[8] - 国际业务实现连续31年同店销售额正增长 展现商业模式在经济周期中的韧性[9] - 需求特征表现为可负担性 重复消费性和抗衰退性 符合长期价值投资标准[10] 竞争壁垒与技术创新 - 构建垂直整合系统 涵盖面团生产 配送中心 销售点软件及专有配送基础设施 形成物流护城河[12] - 自主开发配送平台和车队 减少对第三方应用依赖 客户可通过专属应用 网站或语音助手直接订购[13] - 率先推出比萨追踪系统 持续试验AI语音订购和自动驾驶配送技术 并通过21000家门店分摊固定成本实现运营杠杆效应[14][15] 投资价值体现 - 特许经营业务产生高边际效益的经常性收入 资本密集度低 与巴菲特偏好的资本回报强劲且增量投资少的商业模式高度契合[6] - 经久不衰的品牌影响力和抗周期需求特性 使公司具备持续增长潜力[7][10] - 物流与技术优势形成结构性保护 有效抵御传统比萨竞争者和外卖平台的双重挑战[16]

Walmart was once a small regional player, too.Consumer staples retail may seem like an unexciting business. Still, certain superior retail business models have gone on to generate massive market returns. Such was the case with Walmart (WMT -1.20%), which went on to become a 100-bagger stock over a 40-year period between 1972 and 2012.These stocks look inevitable in retrospect, but who would have thought that a low-margin general store started in rural Arkansas would go on to become the international juggern ...

行业概况 - 全球披萨市场规模预计从2024年1524亿美元增长至2034年2695亿美元 复合年增长率58% [2] - 欧洲占据最大市场份额达39% 美国拥有约77000家披萨餐厅 [2] - 披萨产品具有高度多样性 包括薄厚 crust、红白酱料、素食肉类配料等多种选择 [1] 公司业务 - 达美乐为全球最大披萨公司 在90个市场拥有超过21500家门店 [6] - 99%门店采用特许经营模式 2024年新增160家门店及60位新加盟商 另有120位潜在加盟商储备 [6] - 数字订单渠道贡献85%销售额 通过Anyware平台支持移动应用、短信及多平台集成订购 [7] - 2024年与Uber合作 2025年5月与DoorDash建立合作伙伴关系 接入其配送网络 [8] 财务表现 - 第二季度同店销售额增长34% 受帕马森奶酪夹心 crust 披萨推动 [9] - 营收114亿美元同比增长43% 主要来自供应链收入与特许权使用费增长 [10] - 净利润1311亿美元同比下降77% 每股收益381美元同比下降55% 因对中国市场特许经营商DPC Dash投资 [10] - 股息支付每股058美元 股息收益率16% 已连续12年增长 五年股息增长率达123% [11] - 派息比率仅36% 显示股息可持续性强 [13] 战略投资 - 伯克希尔哈撒韦持有263万股达美乐股票 占比78% 持仓价值116亿美元 [3] - 投资逻辑基于公司行业领先地位、持续盈利能力及稳健股息政策 [4][14] - 与第三方配送平台合作有助于覆盖郊区及农村增量客户群体 [9]

公司概况 - 达美乐披萨是全球最大的披萨连锁店之一 市值达149亿美元 符合大盘股定义[1][2] - 公司成立于1960年 总部位于密歇根州安娜堡 在全球90多个市场运营超过20000家门店[1] - 业务模式以特许经营为主 注重数字化订购和配送创新 实现规模化和稳定现金流[2] 财务表现 - 第二季度营收增长43%至11.5亿美元 略超华尔街预期 全球零售销售额增长55%至47亿美元[5] - 美国同店销售额增长34% 国际同店销售额按固定汇率计算增长24%[5] - 每股收益同比下降55%至3.81美元 未达市场预期[5] 股价表现 - 股价较52周高点500.55美元下跌141% 过去三个月下跌37%[3] - 年内涨幅25% 落后于标普500指数128%的涨幅 52周涨幅52% 低于标普500指数18%的涨幅[4] - 9月初以来交易价格持续低于50日和200日移动平均线 呈现下跌趋势[4] 行业比较 - 在餐厅行业竞争中 Papa John's在2025年以193%的涨幅领先达美乐[6] - 但Papa John's过去52周下跌124% 表现不及达美乐的温和上涨[6]

Bengaluru: As big fast-food chains struggle to hold consumer attention in India, brokerage firm Bernstein says pizza may be the solution. Quick-service restaurants are finding it increasingly difficult to grow same-store sales—or sales at the same number of stores over a period—as Indians scrutinize how much value they get from eating out, Bernstein said in a 17 September note. Consumers are effectively measuring calories per rupee, it said, and on this yardstick, pizza delivers the best bang for the buck, ...

Accessibility StatementSkip Navigation ANN ARBOR, Mich., Sept. 15, 2025 /PRNewswire/ -- Domino's Pizza, Inc. (Nasdaq: DPZ) announces the following event: | What: | | Domino's Third Quarter 2025 Earnings Webcast | | --- | --- | --- | | When: | | Tuesday, October 14 at 8:30 a.m. ET | | Where: | | ir.dominos.com | | How: | | Live webcast (web address above) | | Contact: | | Greg Lemenchick, Vice President of Investor Relations | | [email | protected] | | This event will be archived on Domino's website for re ...