[bduerst]

Is that really profitable though? Your article talks about how Pizza Hut is struggling as it switched to digital delivery.

Also according your statista link, delivery only accounts for 30% of revenue in the pizza industry.

[paulcole]

Your intuition is probably spot on. Dominos stock has been doing terribly and pizza delivery will likely cease to exist because it is a constant money loser.

[askafriend]

This is...not correct at all. Dominoes stock has been on an absolute tear the past decade. I don't know what charts you're looking at...

[bduerst]

They've plateaued this past year with negative growth. Is what dominoes was doing a decade ago really relevant?

[mruts]

They have an excess return compared to the S&P 500 of 200% in the last five years. That’s hardly ten years ago, and the story for Domino’s is still very strong. There’s tons of market share left to eat up and many international opportunities.

Pizza Hut has already moved into EM markets (like Africa) and is gradually expanding. Domino’s could do the same thing, and probably better with their superior tech stack.

[sjg007]

I agree. Pizza is a good market. I live in a small town, <8k people, and we have 5 places that deliver pizza, a take and bake, not to mention gas stations and supermarket pizza.

[paulcole]

I was making fun of the guy claiming pizza delivery wasn’t profitable.

[mruts]

Dominos has out performed the S&P 500 by like 200% in 5 years. In the last year it returned -2%, so that’s not good, but still a positive story overall.