Dominos Pizza Stock Forum

⚠️⚠️⚠️Breaking News⚠️⚠️⚠️

ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁

As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁

In since September 2

🇺🇸Chipotle $CMG (+1.99%)

🇺🇸Costco $COST (+3.88%)

🇺🇸Domino's Pizza's $DPZ (+3.32%)

🇺🇸Texas Roadhouse $TXRH (+1.39%)

🇺🇸TransDigm $TDG (+2.42%)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+5.21%)

🇺🇸Blackstone $BX (+1.53%)

🇺🇸KKR & Co
$KKR (+2.31%)

🇺🇸Vulcan Materials
$VMC (+1.48%)

🇺🇸CSX $CSX (+1.82%)

🇺🇸Carrier Global $CARR (+3.16%)

🇺🇸Hilton Worldwide $HLT (+1.96%)

🇺🇸Merck & Co $MRK (+2.67%)

🇺🇸Moodys $MCO (+3.79%)

🇺🇸Rollins $ROL (+2.65%)

🇺🇸Toll Brothers $TOL (+2.91%)

🇺🇸Watsco $WSO (+1.45%)

🇺🇸Cardinal Health $CAH (+2.77%)

🇺🇸Colgate Palmolive $CL (+3.18%)

🇺🇸Emerson Electric $EMR (+0.81%)

🇺🇸Nordson $NDSN (+1.2%)

🇬🇧BAE Systems
$BA. (+0.48%)

🇬🇧RELX
$REL (+1.38%)

🇬🇧Bunzl
$BNZL (+0.52%)

Dominos Pizza $DPZ (+3.32%) reported first-quarter results Monday morning that beat Wall Street forecasts on both the top and bottom lines.

For the first three months of 2024, the company said it grew revenue 22% year-over-year to $3.58 per share, well above the $3.40 surveyed by FactSet. Total revenue was $1.08 billion, up 6% from a year ago and slightly ahead of Street expectations.

"Our first quarter results showed that our Hungry for More strategy is off to a strong start: driving more sales, more business and more profits," CEO Russell Weiner said in a statement, referring to a five-year growth plan the company announced in December. The plan, dubbed Hungry for More, aims to open an additional 1,100 new stores by 2028, increase retail sales by 7% each year and grow operating profits by 8% each year.

The pizza chain has over 20,000 restaurants around the world, most of which are run by franchisees who pay royalties and fees to the company. Global sales across the Domino's network totaled $4.36 billion in the first quarter, up 7.3% year-over-year, excluding the impact of changes in foreign exchange rates.

Same-restaurant sales increased 5.6% in U.S. stores, eclipsing the 1% growth in international locations. U.S. growth was driven primarily by higher carryout and delivery order counts across all income cohorts, Weiner said. In the first quarter, Domino's opened 164 new restaurants, all but 20 of which are international.

"We are focused on franchisee profitability and business growth, which will fuel the company's ability to win and create meaningful long-term value for our shareholders," Weiner said in Monday's statement.

Domino's began working with 2023 Uber Eats as part of a push to reach more affluent households and improve sales in the delivery channel. The company began marketing on the platform in the first quarter of this year. Management expects Uber sales to increase and reach 3% of total revenue by the end of the year.

The coming week summarized:

Monday:

• New home sales (January)
• Quarterly reports from Workday ($WDAY (+0.04%) ), Zoom Video Communications ($ZM (+2.61%) ), Domino's Pizza ($DPZ (+3.32%) ) and Unity Software ($U (-5.68%) )

Tuesday:

• Orders for durable goods (January)
• S&P Case-Shiller Home Price Index
• Consumer Confidence (February)
• Quarterly reports from Lowe's ($LOW (+2.33%) ), ONEOK ($OKE (+3.15%) ), Bank of Montreal ($BMO (+0.97%) ), American Tower ($AMT (+3.55%) ) and AutoZone ($AZO (-0.49%) )

Wednesday:

• Gross Domestic Product of the USA (first revision of the fourth quarter)
• US trade balance (January)
• Retail inventories (January)
• Wholesale inventories (January)
• Quarterly reports from Salesforce ($CRM (+4.64%) ), Snowflake ($SNOW (-1.55%) ), Royal Bank of Canada ($RY (-0.13%) ), HP ($HPQ (-0.4%) ), TJX ($TJX (+1.65%) ), Paramount Global ($PARA (-3.73%) ) and Monster Beverage Corp. ($MNST (+1.28%) )

Thursday:

• Personal Consumer Price Index (PCE)
• Initial claims for unemployment benefits
• Pending home sales (January)
• Statements by Atlanta Fed President
  Raphael Bostic, Chicago Fed President Austan Goolsbee and Cleveland Fed President Loretta Mester
• Quarterly reports from Anheuser-Busch InBev ($BUD (-0.47%) ), Dell Technologies ($DELL (-1.28%) ), Toronto-Dominion Bank ($TD.PR.P ), Hewlett Packard Enterprise ($HPE (+4.52%) ) and Best Buy ($BBY (-1.61%) )

Friday:

• Statements from Dallas Fed President Lorie Logan, Federal Reserve Board Gov. Christopher Waller, Atlanta Fed President Bostic and San Francisco Fed President Mary C. Daly
• Quarterly reports from RadNet ($RDNT (+2.65%) ), Plug
  Power ($PLUG (+1.6%) ) and FuboTV ($FUBO )

Here is a summary of important economic events for next week:

Monday

• Dallas Fed President Logan speaks at 9:00
  Clock.

• Fed Gov. Jefferson speaks at 12:50 p.m.

Tuesday

• PepsiCo ($PEP (+1.38%) ) and Neogen Corp.. ($NEOG (+5.94%) ) publish their quarterly reports.

• The NFIB Business Optimism Index for September is published.

• Publication of the Consumer Inflation Expectations for September.

• Publication of wholesale inventories for August.

• The first day of the Amazon Prime Big Deal Days event.

Wednesday

• Publication of the Producer Price Index
  (PPI) for September.

• Publication of the Meeting Minutes of the FOMC meeting.

• The second day of the Amazon Prime Big Deal Days event.

Thursday

• Companies like Infosys Ltd. ($INFY (+1.37%) ), Fastenal Co.. ($FAST (-0.16%) ), Delta Air Lines ($DAL (+1.41%) ), Walgreens Boots Alliance ($WBA (-1.4%) ), Domino's Pizza ($DPZ (+3.32%) ) and Commercial Metals Co. ($CMC (+2.74%) ) publish their quarterly reports.

• Publication of the Consumer Price Index
  (CPI) for September.

• Publication of the inflation rate in China for September.

• Publication of the trade balance from China for September.

Friday

• Companies like UnitedHealth Group ($UNH (+3.09%) ), JPMorgan Chase ($JPM (+0.97%) ), BlackRock ($BLK ), Progressive Corp. ($PRG (+1.59%) ), Citigroup ($C (+1.33%) ), Wells Fargo ($WFC (+1.06%) ) and PNC Financial Services ($PNC (+1.07%) ) publish their quarterly reports.

• Publication of the Michigan Consumer Sentiment Index (preliminary reading) for October.

Expenditure/Revenue Recap 2022

Money is what people talk about! #recap2022

In the sense of getquin, which allows us all not only to track our own portfolios, but also to discuss money and investments.

First I want to talk about my income, then about my expenses and be as transparent as possible.

(For tracking I use Finanzguruwhich I use since May)

First my income:

In 2022 I have 55.222,26€ received.

My main source of income is my work in the white collar relationship, there I have 40.464,78€ received (December salary outstanding). The rest came from "rental income" of my girlfriend, tax office, profits (shares, sweepstakes, Ebay) and Co.

The income point is I think but not as interesting as the expenditure point:

My expenses:

In 2022 I have 58.218,25€ spent.

The biggest chunk with 19.334€ lies there with the Living. The rent is always deducted in full from my account, my girlfriend then transfers your part. In total, I / we have paid 9,463 € in rent, and moved in April together. The Deposit from 2.550€ I took over alone (Rheinmetall 7er lever of March runs) and the largest part of the furnishings with 5.686€.

The rest comes from electricity, parking and miscellaneous.

Next comes Invest with 10.046€.

There went 8.213€ to TradeRepublic, 1.148€ in Crypto, 380€ in gold/silver and my little old building society contract was allowed to settle with 300€ happy.

The third point is 7.349€
InsurancesThis includes private health insurance and pension insurance, which is why the amount is so gigantic.

The PKV takes since August 3.487€ and the RV
2.425€Thus remain occupational disability with 784 €, legal protection, accident and liability with a total of 651 €.

Let's move on to a nicer point: Shopping with 6.229€

This of course includes forever of small items.

The ones that stick out are a new cell phone from $AAPL , a lot of $AMZN (-0.02%) and $EBAY (+0.56%) clothing $YOU (-6.6%)
$ASC (+7.33%) and a lot of untitled stuff from $PYPL (+3%) and Klarna.

But also some gifts for friends and family.

Right after even better: Food with 3.624€

3.315€ went to supermarkets and discounters (I work in a grocery store, so I see a lot of great and tasty things every day) and 262€ to $HFG (+1.98%)

2.913€ are for travel have been spent.

Of course beautifully well-behaved with $ABNB (-6.51%) !

Likewise, a vacation is included, which I will make only in February 23, but is already paid 🎌.

Finances and taxes forms a small loan from my dad, which I paid him back and Donations for good causes with 2.765€.

The 2.428€ at leisure expenses include books, subscriptions to $NFLX (+0.37%)
$GOOGL (-0.6%)
$AAPL (+0.65%)
$AMZN (-0.02%) and $DIS (+0.84%) , ventures, sports, hobbies, hairdresser, cinema and Rock in the Park.

The last of the major items that remain are Restaurants with 1.266€. The most went real restaurants at home and abroad with 684€ and 582€ to fast food from $MCD (+2.19%)
$DPZ (+3.32%)
$SBUX (+2.49%)
$RBD and $YUM (+1.35%)

The rest are then still smaller other expenses.

So... Holy Moly, that took longer than expected 😂.

I think I just took over an hour for all the analyses and the written record, but I think that I have also learned something from it.

Overall, I think that the expenses were ok, especially for the circumstances this year.

Next year I will invest and travel more and spend less on the apartment.

Who has made it down to here I would like to thank upright ❤️

It gives me so much pleasure to talk with you, to write posts and to get to know other views!

Absolutely gigantic thank you to everyone who has liked and commented on my posts this year! ❤️❤️❤️

I think that was my last big post this year, in the next it goes on 😃

Stop stop! There was something else! I want to know how it was with you!

I am clear, not all want to write something like that in numbers but I would be interested in how the expenses and income of you look in percent!

What percentage of your expenses go into investing? How many for rent/house away?

And to anyone doing a post on this, feel free to link, would love to see it! 😃

(Especially what a donkey spends on his meadow or a panther in Bali!).