DPZ
Domino's Pizza Inc.
stock NASDAQ

Q4/Q1/Q2 comps for CMG/SG/CAVA: https://pbs.twimg.com/media/GyMSJaIWAAAmOY6?format=png&name=small. Meanwhile, cheap pizza: https://pbs.twimg.com/media/GyMjr87WMAARsI8?format=jpg&name=large
Seems like people are trading down and a lot of fast food names have been obliterated lately.
JACK -60% YTD, WEN -37%, CMG -28%, SHAK -17%, PTLO - 14% (-78% from IPO a few years ago), DIN -30%, SG -70%, CAVA -26% (ytd before earnings), TXRH -2%, QSR -1%, LW (fries) -20% YTD, etc.
Positive (at least for now): DRI +10% (unlimited breadsticks), YUM +6%, DPZ +1%, PZZA +6%, MCD +3%, EAT +12.5%, CBRL +9%, BROS +22% (although down about 20% from earlier this year.), CAKE +28%, WING +17%.
IMO, CAVA was a bubble at $140 (and locations valued at $56M or whatever it was at the peak), it probably gets overdone to the downside (especially in a difficult environment like this, moreso if it gets worse.) Any time a consumer growth story decelerates it's significant. I mean, WING has had two declines of 50%+ in the last 5 years. SHAK IPO'd about a decade ago and has returned about 140%, but shareholders have had to sit through three 60%+ declines and three 30%+ declines. Could have done better with less stress just owning the index or even WMT over that time period.
Good luck. Hope it does well/that the macro doesn't get worse.

Q4/Q1/Q2 comps for CMG/SG/CAVA: https://pbs.twimg.com/media/GyMSJaIWAAAmOY6?format=png&name=small. Meanwhile, cheap pizza: https://pbs.twimg.com/media/GyMjr87WMAARsI8?format=jpg&name=large
Seems like people are trading down and a lot of fast food names have been obliterated lately.
JACK -60% YTD, WEN -37%, CMG -28%, SHAK -17%, PTLO - 14% (-78% from IPO a few years ago), DIN -30%, SG -70%, CAVA -26% (ytd before earnings), TXRH -2%, QSR -1%, LW (fries) -20% YTD, etc.
Positive (at least for now): DRI +10% (unlimited breadsticks), YUM +6%, DPZ +1%, PZZA +6%, MCD +3%, EAT +12.5%, CBRL +9%, BROS +22% (although down about 20% from earlier this year.), CAKE +28%, WING +17%.
IMO, CAVA was a bubble at $140 (and locations valued at $56M or whatever it was at the peak), it probably gets overdone to the downside (especially in a difficult environment like this, moreso if it gets worse.) Any time a consumer growth story decelerates it's significant. I mean, WING has had two declines of 50%+ in the last 5 years. SHAK IPO'd about a decade ago and has returned about 140%, but shareholders have had to sit through three 60%+ declines and three 30%+ declines. Could have done better with less stress just owning the index or even WMT over that time period.
Good luck. Hope it does well/that the macro doesn't get worse.