DMP 1.17% $29.34 domino's pizza enterprises limited

Ann: Business Update and FY25 Outlook, page-129

  1. 736 Posts.
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    I reckon recession could ultimately be good for Domino’s, a generation of people have learnt to order in a large percentage of their food & a fair number of those would have less disposable income
    Are they going to change behaviour or just change price point?
    Watching Netflix with friends & getting Dominos is a pretty budget night
    Also there’s an outside possibility conspicuous consumption becomes unfashionable & frugality cool? (imagine aligning ideology with behaviour)
    Maybe I’m getting carried away
 
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