Discover and read the best of Twitter Threads about #dominos

Most recents (4)

🦉👌 I #McDonalds I 1⃣/2⃣5⃣:

🦉: Descubren CARNE HUMANA ALMACENADA en los congeladores de una fábrica de MC´DONALDS de #OklahomaCity y también en otra fábrica que producía carne para MC´DONALDS a escala nacional en #USA. CARNE HUMANA PROCESADA PARA SERVIR EN SUS RESTAURANTES👇.
🦉👌 I #McDonalds I 2⃣/2⃣5⃣:

🦉: Los Inspectores de Salud de #USA han descubierto CARNE HUMANA en el 90 % de las fábricas inspeccionadas que sirven a MC´DONALDS. El #FBI CONFIRMA QUE ENCUENTRA RESTOS DE MUCHAS DIFERENTES PERSONAS EN EL PROVEEDOR DE CARNE DE MC´DONALDS👇.
🦉👌 I #McDonalds I 3⃣/2⃣5⃣:

🦉: La "BABA ROSA" o "PINK SLIME" que mencionan en los videos, es un aditivo alimentario producido a base de desechos y subproductos cárnicos, que se mezclan y someten a tratamientos químicos, para que sean legalmente aptos para el consumo humano👇.
Read 25 tweets
Changing dynamics of Indian QSR(Quick Service Restaurants) Industry!!

A🧵 to understand India's QSR Industry which is the largest contributor to Indian Food Service sector!!

Like and retweet for maximum reach
#qsr #dominosindia #Mcdonalds #BurgerKing
Indian food service industry : 4.2 Tr ($58 Bn)
Expected Growth(upto 2025) : 9% 6.5 Tr by Fy25
Organized player growing faster than industry, their expected growth rate : 15%
Contribution of Organised player inc to 38% in fy20 from 29% in fy15.
Expected to go 50% in fy25 Image
In the food sector, QSR and CDR (Casual Dining Restaurants) expected to see highest CAGR of 23% & 19% by fy25.
QSR also expected to see their market share in food industry to reach 54% from existing 47%. Image
Read 16 tweets
With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a 🧵🧵 on discussing, analyzing & understanding platform businesses. Read on to learn more.
Quick question before we begin. Would you rather :
I hope your answer was the 1st one because I am not a fish seller. Please don't expect my threads to **always** contain investment ideas. My broader goal is to empower each person learn to see reality a little bit clearly. To enable you to learn to fish.
Read 121 tweets
1/N

Indian Investors have converted this famous WB quote to buy “quality” at any price! IMHO this is one of the costliest incidences of Chinese whisper!!!!!

However today I look at #Jubilant FoodWorks which appears to be a fair company at absurd valuations Image
2/N

My observations basis limited history of 10 yrs

Positives
•Remarkable past execution (30 mins delivery)
•Excellent historical growth
•Great Return Ratios (ROCE, ROE)
•Reasonable growth expectations going forward Image
3/N

Negative

•Doesn’t own the brand!! (Risk of dispute not factored)
•Questionable Promoters (Tried to extract a royalty for using the “Jubilant” brand. This for a co. which pays royalty to use #Dominos brand!!)
•Growth Slowdown (from ~40% to ~15%)
•Decline in return ratios
Read 6 tweets

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