The way I see it is this presentation is about market potential on long term(10yr) basis, what can be achieved by DMP or for that matter any other QSR market participants. QSR marker is growing at a reasonable rate, there is plenty of room for DMP to improve market share, small % increase is sufficient. They have well recognised brand name, well set up in the countries they operate with established infrastructure. Domino brand is doing well in ANZ,Germany,Singapore and extremely well in USA. Now USA is not in DMP purview, however if you are big and doing well in USA, it will flow on to other similar markets. These industry keeps going, not dependent on new technology or next new find in medical field.
In the short term over next year or two, even if it keeps going at the current rate and add the restructuring savings, $1.80 EPS is assured for 2025. At the moment investors are not prepared to value it at high PE like in the industry. This will turn quickly when next set of good results are published.
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