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Howard Penney, sector head of restaurants at Hedgeye, breaks down the transformations in the food-delivery space and highlights one particular company that’s feeling the heat: Domino’s Pizza. In this interview with Jake Merl, Penney explains how companies like GrubHub are eating Domino’s lunch, discusses the issues with Domino’s “fortressing” strategy, and presents a pair trade to play the situation.

Filmed on Real Vision August 28, 2019.

Real Vision Trade Ideas Featuring Howard Penney - zhwp