Jim Cramer - Mad Money Domino's Pizza, Inc. DPZ-N BUY Apr 26, 2024

It reports Thursday. Have a deal with Uber Eats for home deliveries. This should help earnings.

Catalyst in 2023 was partnership with Uber Eats. Over 50% is takeout from the store. Growth company. Planning to open more stores, targeting 7-8% growth. He sees buybacks, dividend increases, and 10%+ compound returns going forward.

They report Monday. He's confident in the CEO and expects the market to lap up their quarter.

It reported a surprise beat and shares jumped 5.85% today. A household name and run by a fine CEO.

They raised their dividend by 24.8% last month. They finally got past their post-pandemic hangover under the great CEO. Last week, they delivered a great quarter. They should return to previous highs.

Ranks very well on his screens. Earnings continue to be very strong, seeing 12-13% for the next few years. Shares almost at an all-time new high. Leadership name. Close to being overbought at 52 RSI. Might be a cheaper place to get in, say, closer to the 100-day MA around $470-480.

Not really that fantastic a performer against the S&P 500 with 40% tech. It hits a lot of the markers on many different levels to be included in his portfolio, but it just hasn't quite made it yet. On his screens, it is in the top 25% of US growth names.

Here's your entry point. Topline results were very nice, gaining market share from competitors, same-store sales were quite strong. Missteps with higher labour costs. Pulling back guidance on long-term growth internationally. That's just noise and short-term issues. Yield is 1.41%.

Excellent pizza for the price for a strapped consumer. 5-7% topline revenue growth, which can lead to double-digit earnings growth over the long term.

Shares have tanked 14% since reporting week. They reported a solid earnings beat, but they cut international net-store growth outlook.

The lawsuit is meaningless. DPZ's franchise was missing its numbers overseas, which is why shares are declining and this worries him.