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DPZ

Domino's Pizza

$268.55

-3.17 (-1.17%)

, GRUB

GrubHub

$33.68

-0.38 (-1.12%)

07:40
11/04/19
11/04
07:40
11/04/19
07:40

Domino's Pizza comps lowered on decelerating delivery trends, says Cowen

Cowen analyst Andrew Charles lowered his comps on Domino's Pizza (DPZ) as he grew concerned about a potential deceleration in delivery trends and GrubHub's (GRUB) plans to accelerate $0 delivery free promos in Q4. GrubHub's plans throw cold water on any hopes for moderation in the promotional environment. The analyst sees the GrubHub situation more problematic near-term than longer term. Charles maintained his Outperform rating and $295 price target on Domino's Pizza shares.

DPZ

Domino's Pizza

$268.55

-3.17 (-1.17%)

GRUB

GrubHub

$33.68

-0.38 (-1.12%)

  • 06

    Nov

  • 13

    Nov

  • 11

    Dec

  • 13

    Dec

DPZ Domino's Pizza
$268.55

-3.17 (-1.17%)

10/18/19
GUGG
10/18/19
NO CHANGE
Target $310
GUGG
Buy
Domino's Pizza designated as a Best Idea at Guggenheim
Guggenheim analyst Matthew DiFrisco designated Domino's Pizza as his Best Idea in the restaurant universe, citing his increased confidence in his above-consensus 2020 EBITDA forecast. Domino's outlook has been "meaningfully de-risked" by the company's update of its 2-3 year guidance, which included lowering the domestic same-store sales growth range by 100 basis points, noted DiFriso. He see several drivers of upside to consensus 2020 estimates, as he believes some others may be missing an extra operating week in Q4 of 2020 and not factoring an increase in digital transaction fees that start on January 1, 2020, DiFrisco noted. He raised his price target on Domino's shares to $310 from $280 and keeps a Buy rating on the stock.
10/23/19
KING
10/23/19
INITIATION
KING
Neutral
Domino's Pizza initiated with a Neutral at CL King
CL King analyst Todd Brooks initiated coverage of Domino's Pizza with a Neutral citing short-term headwinds.
10/23/19
10/23/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Golden Entertainment (GDEN) initiated with an Overweight at JPMorgan. 2. Endava (DAVA) initiated with a Positive at Susquehanna. 3. Verint (VRNT) initiated with a Buy at Needham. 4. Papa John's (PZZA) initiated with a Buy at CL King while Domino's Pizza (DPZ) was initiated with a Neutral. 5. Oportun Financial (OPRT) initiated with an Outperform at JMP Securities. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/19
MAXM
10/31/19
NO CHANGE
Target $305
MAXM
Buy
Domino's Pizza price target raised to $305 from $280 at Maxim
Maxim analyst Stephen Anderson raised his price target on Domino's Pizza to $305 and kept his Buy rating, saying the disappointing results from GrubHub (GRUB) and Pizza Hut reported this week suggest that competitive threats to the company are "overstated". The analyst expects Domino's Pizza to accelerate its comps growth and buybacks over the next 6-12 months, boosting his FY20 EPS view by 24c to $11.24 and his FY21 view by 30c to $13.36.
GRUB GrubHub
$33.68

-0.38 (-1.12%)

10/30/19
ADAM
10/30/19
NO CHANGE
Target $44
ADAM
Buy
GrubHub price target lowered to $44 from $110 at Canaccord
Canaccord analyst Maria Ripps lowered her price target on GrubHub to $44 from $110 following its Q3 results. The analyst said the lower price target resets the bar as competition has impacted the company's growth.Management also cut is guidance and its letter to shareholders points to its strategic focus of expanding the selection of non-partnered restaurants, adding to its sales force, and look to differentiate its offering and improve dinner stickiness through its industry-low fees. Ripps maintained her Buy rating on GrubHub shares.
10/30/19
10/30/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. GrubHub (GRUB) downgraded to Neutral from Buy at Goldman Sachs, BTIG, Mizuho, and DA Davidson, to Neutral from Outperform at Wedbush, to Market Perform from Outperform at JMP Securities and Cowen, and to Hold from Buy at Stifel. 2. Ingersoll-Rand (IR) downgraded to Hold from Buy at Deutsche Bank with analyst Nicole DeBlase saying much of the near-term merger-driven upside potential is now reflected in the share price. 3. Xerox (XRX) downgraded to Underweight from Neutral at JPMorgan with analyst Paul Coster saying the stock, which is up 74% year-to-date, is trading close to peak forward multiples for the last two years. 4. Amag Pharmaceuticals (AMAG) downgraded to Underweight from Neutral at Piper Jaffray saying an FDA panel yesterday issued a "surprisingly definitive" vote to withdraw Makena's approval. 5. Werner (WERN) downgraded to Hold from Buy at Stifel with analyst David Ross citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/19
COWN
10/31/19
NO CHANGE
Target $117
COWN
Outperform
Yum! Brands sell-off seems overdone, says Cowen
Cowen analyst Andrew Charles said the Yum Brands (YUM) sell-off from the challenges at its Pizza Hut division seems to be overdone. The analyst said some of the weakness could be due to its 3.0% ownership in GrubHub (GRUB) and the stock's challenging performance. He said the Yum quarter was helped by its diversified model showcased by its Taco Bell comp strength and upside to KFC store growth. Charles maintained his Outperform rating and lowered his price target to $117 from $129 on Yum Brands shares.

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PNTG

The Pennant Group

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PJT Partners

$42.80

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MRMD

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