<story><title>Domino’s Pizza drove increase in stock value by acting like a startup</title><url>https://producthabits.com/dominos-pizza-drove-90x-increase-stock-value-acting-like-tech-startup/</url></story><parent_chain><item><author>parsimo2010</author><text>What a bunch of management school BS.  There is one piece of truth in this article- They started doing better because they finally improved their product after years of cost optimization (read as shitty pizza).  That&amp;#x27;s it.  Better pizza = more sales.  Keeping it around long enough and word gets out that Domino&amp;#x27;s is good again, which means more sales and growth.  The rest of this article is fluff.  The funny thing is that this article is written as if management saved the day by taking &amp;quot;a huge risk.&amp;quot;  Since when is fixing your shitty core product considered a huge risk?  That&amp;#x27;s not a risk, that&amp;#x27;s a prerequisite!&lt;p&gt;Domino&amp;#x27;s aren&amp;#x27;t currently delivering pizzas by drone or self-driving cars at significant scale, certainly not enough to affect their stock price.  They aren&amp;#x27;t putting enough money into drones or self-driving cars to make investors think that they might have some head start- they will get self-driving delivery the same time as every other pizza company, because they will be buying the solution from another company that is selling to everyone.  Domino&amp;#x27;s pizza tracking and online ordering is cool, but nobody orders Domino&amp;#x27;s because of it.  Because regardless of their tech, they are just about on par with most pizza places when it comes to delivery times.&lt;p&gt;Edit: want a &amp;quot;free pro stock tip&amp;quot; from me (&amp;#x2F;s)? Domino&amp;#x27;s is steady&amp;#x2F;level at ~$400 right now, but they were steady&amp;#x2F;level at ~$300 in 2018-2019.  They got a 33% bump in price from the coronavirus.  So 30x of the 90x bump this article brags about has nothing to do with management decisions.  Once the Western world has gotten vaccinated, Domino&amp;#x27;s is not staying at $400.  They may not go all the way back to $300, but they won&amp;#x27;t be keeping every customer once normal life resumes.</text></item></parent_chain><comment><author>function_seven</author><text>I see sibling comments saying the same thing, so in the interest of during anecdotes into data, I’ll pile on.&lt;p&gt;First, I largely agree with what you wrote. The core improvement is significant and was also not “risky” or “daring”.&lt;p&gt;But:&lt;p&gt;&amp;gt; &lt;i&gt;Domino&amp;#x27;s pizza tracking and online ordering is cool, but nobody orders Domino&amp;#x27;s because of it.&lt;/i&gt;&lt;p&gt;I do! Their app is executed beautifully, and is much nicer than phone orders where I hope my crazy order is interpreted correctly. It’s also better than the thinly-wrapped web pages from competitors.&lt;p&gt;And getting a heads up when the driver left the store allows me to shoo the dogs outside.&lt;p&gt;Seems like a small thing, but it makes a difference.</text></comment>
<story><title>Domino’s Pizza drove increase in stock value by acting like a startup</title><url>https://producthabits.com/dominos-pizza-drove-90x-increase-stock-value-acting-like-tech-startup/</url></story><parent_chain><item><author>parsimo2010</author><text>What a bunch of management school BS.  There is one piece of truth in this article- They started doing better because they finally improved their product after years of cost optimization (read as shitty pizza).  That&amp;#x27;s it.  Better pizza = more sales.  Keeping it around long enough and word gets out that Domino&amp;#x27;s is good again, which means more sales and growth.  The rest of this article is fluff.  The funny thing is that this article is written as if management saved the day by taking &amp;quot;a huge risk.&amp;quot;  Since when is fixing your shitty core product considered a huge risk?  That&amp;#x27;s not a risk, that&amp;#x27;s a prerequisite!&lt;p&gt;Domino&amp;#x27;s aren&amp;#x27;t currently delivering pizzas by drone or self-driving cars at significant scale, certainly not enough to affect their stock price.  They aren&amp;#x27;t putting enough money into drones or self-driving cars to make investors think that they might have some head start- they will get self-driving delivery the same time as every other pizza company, because they will be buying the solution from another company that is selling to everyone.  Domino&amp;#x27;s pizza tracking and online ordering is cool, but nobody orders Domino&amp;#x27;s because of it.  Because regardless of their tech, they are just about on par with most pizza places when it comes to delivery times.&lt;p&gt;Edit: want a &amp;quot;free pro stock tip&amp;quot; from me (&amp;#x2F;s)? Domino&amp;#x27;s is steady&amp;#x2F;level at ~$400 right now, but they were steady&amp;#x2F;level at ~$300 in 2018-2019.  They got a 33% bump in price from the coronavirus.  So 30x of the 90x bump this article brags about has nothing to do with management decisions.  Once the Western world has gotten vaccinated, Domino&amp;#x27;s is not staying at $400.  They may not go all the way back to $300, but they won&amp;#x27;t be keeping every customer once normal life resumes.</text></item></parent_chain><comment><author>OminousWeapons</author><text>I disagree with this. Yes it is true that they dramatically improved the state of their product which helped them substantially and that some of the novel delivery mechanisms are mainly PR hype, but I don&amp;#x27;t think it&amp;#x27;s fair to disregard all the work they have done at all levels to simplify the delivery process.&lt;p&gt;Delivery from Dominoes is a seamless, reliable process. It is extremely easy to place orders however you want to place them; you can track the product through the stages of production and delivery in a highly granular way and be confident about when it will arrive; deliveries are fast, usually under 30 minutes; the product that is delivered always hits a certain level of quality in my experience; and you need basically zero interaction with a human to get it done.&lt;p&gt;Contrast this with food delivery services like Doordash which take FOREVER (eg &amp;gt; 1 hour and frequently much longer than that); have unreliable tracking mechanisms and ETAs; result in food that usually arrives cold; are extremely expensive; always require interaction with a human; frequently result in mistakes; and have a dispute resolution process which basically involves Doordash et al saying not my problem or sorry but we don&amp;#x27;t give refunds, here&amp;#x27;s a 15% off coupon for your next order.</text></comment>