Discover and read the best of Twitter Threads about #dominos

Most recents (7)

An avg @dominos_india outlet does the same sales today, as 4yrs ago. It has no option but to keep adding new stores ⚡⚡

I deep-dive into the numbers of #JubilantFoodworks. This is what I learned 👇
The company operates multiple chains like Dunkin' Donuts, Hong’s Kitchen, Popeyes, Ekdum Biryani etc, almost all its business comes from Domino’s outlets in India.

That’s a mature biz & I studied its numbers for last 4 years.
No. of outlets:
🍕 1.8k | 56% up 👏
🍕 It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
Read 14 tweets
In Indore video of a girl crying for help in an Audi gt viral after a concerned SIMP made a video and uploaded it. When Police traced the girl she claimed tat she was with her brother. Later while leaving the Police Station she slapped a journalist and fled away
The horror of #PinkGangs in Indore is on rise. On the night of 4th Nov a girl Priya Verma gt assaulted publicly by a gang of girls outside a pub at LIG Crossing. Police later arrested 3 woman Megha Malviya, Teena Soni and Poonam Ahirwar
#SupremeCourtOfIndia #InternationalMensDay
In June this year another #PinkGang assaulted Nandini Yadav, a #Dominos Pizza Delivery Girl in Dwarkapuri area of Indore. Police later lodged a case against the Gang Leader Pinki and three others. Because of the allegation of false molestation cases no onlookers dare to intervene
Read 7 tweets
En el resumen de hoy explicaré un poco el modelo de negocio de $DPZ y cómo ha conseguido unos rendimientos espectaculares para la empresa y el accionista, empezando desde muy abajo. Image
Buenos CAGRs sobre todo en EPS y FCF. -22% de acciones en circulación
Márgenes mejores que otras cadenas y un ROIC enorme. Hay que vigilar la deuda.

Este ha sido el retorno histórico de $DPZ ImageImage
Fundada en 1960 por dos hermanos y al principio se basaba en un servicio a domicilio en un campus universitario, no tenía local fijo.

Dominos lleva haciendo entregas a domicilio desde su creación y ahora veremos cuánto han mejorado.
Read 22 tweets
🦉👌 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

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

My observations basis limited history of 10 yrs

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


•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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