公司事件 - 达美乐披萨将于2025年7月21日美国东部时间上午8:30举行2025年第二季度财报网络直播 [1] - 财报及补充材料将于2025年7月21日美国东部时间上午6:05发布并可在公司官网查看 [2] 公司概况 - 达美乐披萨成立于1960年 是全球最大的披萨公司 业务涵盖外送和自取 [3] - 公司在全球90多个市场拥有超过21300家门店 是全球顶级上市餐饮品牌之一 [3] - 截至2025年3月23日的过去四个季度 公司全球零售销售额超过192亿美元 [3] - 2025年第一季度末 99%的门店由独立特许经营商运营 [3] - 2024年在美国市场 超过85%的零售销售额通过数字渠道完成 [3] 公司资源 - 投资者关系网站提供新闻 公告 财报 投资者演示文稿和会议网络直播等信息 [4]

The stock of Domino's Pizza (NASDAQ: DPZ ) has been one of the best performers of the decade, achieving a total return of approximately 7,358% since its IPO in 2004. However, since December 2021, the company hasn't been able to reach an all-timeHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted ...

Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The firm's strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by a skilled and aligned management team. While Triba Research stays informed about the latest developments, its priority remains the bigger picture — long-term value creation.Analyst’s Disclosure:I/we have no ...

Large two-topping carryout pizzas are $6.99 each from June 2-8ANN ARBOR, Mich., June 2, 2025 /PRNewswire/ -- Domino's Pizza Inc. (Nasdaq: DPZ) is kicking off June with a special deal: customers can carry out large two-topping pizzas for $6.99 each from June 2-8. Domino's customers can carry out large two-topping pizzas for $6.99 each from June 2-8. "Summer is unofficially here, and Domino's is celebrating by doing what we do best: offering delicious pizza at a great value," said Kate Trumbull, Domino's ...

苹果公司(AAPL) - 2025财年第二季度营收增长5%至950亿美元，服务销售双位数增长抵消iPhone销售不足2%的增长 [4] - GAAP每股收益增长8%至1.65美元，公司持续进行股票回购 [4] - 全球智能手机销售领导者，在个人电脑、智能手表和平板电脑等其他消费电子市场占据强势地位 [5] - 设备安装基数超过23.5亿台，通过App Store费用、广告、iCloud存储、Apple Pay和Apple TV+等订阅产品变现 [5] - 生成式AI功能套件Apple Intelligence自2023年10月推出后反响平平，改进版Siri对话助手功能被推迟 [6] - 伯克希尔持有3亿股苹果股票，占其投资组合20%以上，是最大持仓 [7] - 智能手机销售预计到2029年每年增长4%，近期收入增长可能不会显著改善 [8] - 面临美国贸易政策变化带来的潜在威胁，包括可能对在印度制造的iPhone征收25%关税 [9] - 当前市盈率为31倍，而最近季度收益仅增长8% [10] 达美乐披萨(DPZ) - 第一季度营收增长2.5%至11亿美元，略低于预期，但GAAP每股净收益增长21%至4.33美元，超出预期的4.07美元 [12] - 在美国和国际门店中市场份额有所增长 [12] - 全球最大披萨公司，凭借技术和菜单创新历史以及有效的促销周期使用保持行业领先地位 [13] - 使用人工智能和机器人提高业务效率，包括中央面团生产设施和AI视觉订单检查 [14] - 2023年推出"Hungry for More"战略，目标到2028年实现7%年销售增长(不含汇率影响)、8%年运营收入增长和每年1100家新店开业 [15] - 第一季度表现未达战略目标：销售增长不足5%(不含汇率影响)、运营收入持平、净关闭8家门店 [15] - 华尔街预计到2026年公司收益将以6%的年增长率增长，当前市盈率27倍 [16] - 伯克希尔在第一季度增持238,613股，但该股票仍占其投资组合不到1% [7] 伯克希尔投资组合变动 - 第一季度对苹果保持持仓不变，对达美乐进行增持 [7] - 苹果是伯克希尔最大持仓，占比超过20% [7] - 达美乐是伯克希尔第一季度披露的七只股票买入之一 [7]

Both Domino’s Pizza, Inc. (DPZ) and Papa John’s International, Inc. (PZZA) are dominant players in the U.S. pizza market, each boasting a sizable international presence.The broader restaurant industry continues to gain from higher menu pricing, average check growth and aggressive expansion. Both companies are also seeing positive momentum from strategic partnerships with third-party delivery services and ongoing digital transformation.In today’s fast-evolving landscape, digital innovation is no longer optio ...

Bank of America Securities analyst Sara Senatore explained that while the restaurant industry may seem simple due to its familiarity with consumers, investing in restaurant stocks remains complex, given the wide performance variation within the sector.According to Senatore, in today’s value-conscious environment, the restaurants seeing success are those offering standout products and experiences across multiple dimensions.This consistent execution has allowed leading quick-service pizza chains to expand mar ...

Warren Buffett's knack for investing has made Berkshire Hathaway a very successful business. It is one of a handful of companies to achieve a trillion-dollar market value, and the $77 billion cost basis on its $264 billion stock portfolio means the average position has more than tripled. Included in Berkshire's stock portfolio, the majority of which is managed by Buffett, are positions in Apple (AAPL -0.98%) and Domino's Pizza (DPZ -0.85%). Wall Street has a consensus rating of "buy" on the stocks, and the ...

报告行业投资评级 未提及 报告的核心观点 - 伯克希尔发布1Q25持仓报告，该季度未买入新股票，增持7只、减持6只并清仓2只，整体股票仓位因减持美国银行继续下降 [1] - 苹果仓位连续两季度不变，仍为第一大重仓股，美国运通和可口可乐仓位也不变，分别居第二和第三位，可口可乐因美国银行仓位下降从4Q24的第四位升至第三位 [1] - 清仓花旗集团和NU，减持金融板块，继续减持美国银行、Capital One和DaVita [1] - 持续偏好“Cash Cow”消费股，增持Constellation、Pool Corp、达美乐比萨、HEICO和西方石油 [2] - 从4Q24开始将T-Mobile和Charter Communication的仓位逐步转到SIRIUS和VeriSign，Liberty Sirius XM与母公司合并后继续小幅买入SIRIUS [2] 根据相关目录分别进行总结 1Q25持仓整体情况 - 未买入新股票，增持7只、减持6只、清仓2只，整体股票仓位下降 [1] - 前十大重仓股占总持仓比例89.02% [5] 金融板块调仓 - 清仓花旗集团和NU，此前在4Q24已大幅减持 [1] - 继续减持美国银行，从第一大股东降至第二大股东 [1] - 继续减持Capital One [1] - 小幅减持DaVita，确保持股比例在45%以下 [1] 消费板块调仓 - 增持Constellation、Pool Corp、达美乐比萨，这三只股在4Q24首次买入 [2] - 增持航空维修公司HEICO [2] - 增持西方石油 [2] 通信板块调仓 - 从4Q24开始将T-Mobile和Charter Communication的仓位转到SIRIUS和VeriSign [2] - Liberty Sirius XM与母公司合并后继续小幅买入SIRIUS [2]

投资策略 - 投资者Philipp采用全球价值投资策略 专注于寻找被低估且具有安全边际的公司 这些公司通常能提供有吸引力的股息收益率和回报 [1] - 投资范围不限定特定行业或国家 但仅投资于能够深入理解并合理评估未来增长潜力的公司 [1] - 特别关注自由现金流倍数低于8倍且盈利记录稳健的公司 这是其投资策略的核心筛选标准 [1] 分析师持仓 - 分析师持有DOMINO'S PIZZA GROUP (DOM)的多头头寸 持仓形式包括股票、期权或其他衍生品 [2]