DPZ – Comments from Analyst day

At the DPZ analyst day management was commenting on the impact of industry competition. A throw away comment was the impact of WMT advertising of cheap pizza. Because of WMT advertising strategy, DPZ management thinks consumers begin to think “how cheap can I buy pizza.”

I only point this out because WMT is now running commercials on how cheap breakfast is at WMT compared to the QSR industry….