We've been invested in $DPZ since Q1 after the initial pullback and the market has sold off on the name with all the inflationary and labor headwinds.
We think with such a pullback in a strong name, this creates an opportunity. With a great print by $CMG yesterday, we'll see if those trends translate well into $MCD and $DPZ
See what we say about the headwinds in the post below. We also dive into our valuation model and what makes up Domino's "value"