Motley Fool Money Emergency Pizza, Stat!
Oct 12, 2023
Bill Barker, a Motley Fool analyst, shares insights on Domino's competitive strategies and its innovative loyalty programs amid growing market challenges. He and Deidre Woollard also discuss the potential direction of Walgreens Boots Alliance under its new CEO as it shifts focus towards healthcare. Meanwhile, Professor Michael Robbins dives into the future of AI in investing, revealing how quantitative asset management is evolving and the implications for both big firms and individual investors. Join the feast of knowledge!
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Domino's: Beyond Pizza
- Domino's is more than just a pizza seller; it's a franchise and supply business.
- Metrics beyond pizza sales, like store count and cash returns, are crucial for evaluating Domino's.
Tech and Collaboration at Domino's
- Domino's invests in technology and collaborates, like with Uber Eats, but still handles deliveries.
- This expands visibility and potentially brings additional business, though it might impact margins.
Loyalty Programs and Margins
- Domino's "emergency pizza" promotion is essentially a buy-one-get-one offer.
- They aim to boost loyalty program participation, important for margins and direct customer engagement.
