Exploring the various aspects of Domino's pizza business beyond just pizza sales and highlighting important metrics to consider such as store count, cash on cash returns, and potential cannibalization of existing stores.
It’s hard to bet against the enduring appeal of everyone’s favorite dinner.
(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.
(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.
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Companies discussed: DPZ, WBA, WMT, AMZN, UBER
Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope
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