About this episode

Kyle Grieve and Shawn O'Malley analyze Domino's Pizza's business model and future revenue prospects.

In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for the company's future revenue mix and cash generation. Along the way, they dig into whether Domino's royalty engine can keep running at the pace investors have come to expect. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:09) Reviewing the Domino's royalty engine thesis (00:13:30) Why Domino's has moved away from Company-owned stores (00:26:05) The role of royalties versus supply chain revenue in Domino's earnings (00:33:21) How Domino's utilizes a fortressing strategy and its effect on store growth (00:41:16) The competitive landscape in delivery, carryout, and aggregator platforms (00:43:27) How the franchise model keeps Domino's asset-light and cash-generative (00:48:47) Domino's capital allocation and approach to share buybacks (00:56:47) International franchising and Domino's global store growth (00:58:30) Risks facing Domino's from labor costs, competition, and changing consumer habits…

More episodes of The Intrinsic Value Podcast - The Investor’s Podcast Network

• TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel Mahncke · September 9, 2026 · 1h 5m
• TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley · September 6, 2026 · 1h 33m
• TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'Malley · September 2, 2026 · 1h 17m
• TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · August 30, 2026 · 1h 16m
• TIVP091 (Video): Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O'Malley · August 19, 2026 · 1h 28m
• TIVP090 (Video): Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley · August 16, 2026 · 1h 19m

Explore listener stats, chart rankings, contacts and more on the The Intrinsic Value Podcast - The Investor’s Podcast Network podcast page.