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Are the new toppings tasty on Domino's Pizza?

They come home early, but has something changed?

6 months back we had done a deep dive on Jubilant Foodworks.

Jubilant Deep Dive

During the deep dive we had discussed 3 good things and 4 risks about the business.

The three good things -

1 - Format Innovator & Track Record of Growth & consistent profitability

2 - Right to win vs. other QSR chains

3 - Great unit economics and negative Working capital cycle supporting growth

However, we also spoke about 4 risks in the business:

Of all the 4 risks covered, there’s a 5th risk that is currently playing out -

The full video is for paid subscribers

Authors
Saket Mehrotra