| Ʒ Ư ũ(valuewalk.com) 2024 1 18 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
̱ ִ ü ̳ (Dominos Pizza: NYSE--DPZ) ְ ۳ 11 1 24% ϸ鼭 ֱ ڵ鿡 ū Ȱ. ̳ ְ (1 15-18) 3% ߴ. ̳ ڰ ̷ ϱ, ε ?
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ֱ ̳ ְ ֳθƮ ũ. ؽ(Gordon Haskett) ֳθƮ ̳ ڿ ǰ ż, ǥ ִ 467 ߴ. ĸ(Morgan Stanley) Ȯ ǰ ϸ鼭, ǥ 455 465 ߴ.
Ƽ(Stifel) Ŭ(Barclays) ̳ ڿ ǰ ż ߴ. ̷ν ̳ ڸ ϰ ִ ֳθƮ 30 ü ż ǰ߿ ǥ ߾Ӱ 452̴. ̴ ְ ؿ 7.2% ִٴ ǹѴ.
̷ ɸ κ , Ư ݿ ΰ Һڵ ֿϴ ̳ (quick-service restaurants: QSRs) Žð ̴. ÷̼ǰ 뵿 ȭǰ, ȥ پ Ǹ鼭, ֳθƮ ñ⸦ ģ Ȳ 2024 ȭ ִ. Ʈ ũ(Technavio) , ڽ 2027 6.2% ȴ.
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ȸ ̴: 2028
̳ 쵵 ̶ ȣ ִ. 12 (investor day) ü 2024 2028 7% 8% , Ⱓ 5,500 ű ǥ ȹ .
̿ Բ ϸ 3% ߴµ, ؽ ֳθƮ ̳ ˸ſΰ 嵿ε ̴ ̶ ߴ. 3% ϸ ġ ֱ б ̱ ϸ ( 1% ϶) ̰, б ؿܽ ϸ (3%) ̴.
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ũμƮ : ȿ
̳ ڰ ϰ ִ ο ֿ ϳ ũμƮ Ʈʽ̴. Ʈʽ ̳ ڴ ũμƮ AI Ŭ ǻ Ȱ ֹ ó ȭ(personalization) ̵ϰ, ڵ ȿ ȴ.
þ ä Ͱ 帧
2023 1-3б ̳ ڴ 23% 3 6,200 ߴ. Covid-19 ҵ Ͻ ϶ ϸ, 10 ͵ ߴ. 2023 9 30ϱ 10 ̵ 14% ߴ.
Covid-19 ҵ 50 ̸ ä̴. ݼ ڻ굵 2 9,500 ߴ. ҽ 2023 1-3б ̳ 帧 2 7,900 3 6,400 ߴٴ ̴. ϰ Ȳ ȭʿ ̳ ڴ ä δ.
ü ̳ ġ ȣ ̴. PER 28 ʿ ε, , ̳ ڴ δ. ̳ ڴ 2 26 2023 4б ǥ ̴. ̸ ְ ̴. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "Should You Order Dominos Pizza Stock?" 2024 1 18, https://www.valuewalk.com/should-you-order-dominos-pizza-stock/
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