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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5718 followers
Created: 2025-07-21 14:16:38 UTC

$DPZ ’s comp trends signal both upside and warning flags:

Decoupling US vs. Int’l growth
Int’l SSS now running X % vs. US X % =>share gains overseas remain the fastest lever.
Model a X ppt Int’l comp lift = +$40 M EBITDA ( $XXXX EPS).

Pricing vs. input cost pass through
US menu price +2 %/yr has to absorb 4–6 % inflation on cheese, labor & fuel.
Track pass through ratio: each XX bp under‑pass = X ppt margin drag.

Digital penetration & ARPU
Digital orders = XX % of sales; every X ppt mix shift => +25 bp operating margin.
Watch Average Ticket ($) + basket size: X % uptick =  $XXXX EPS

Cash flow & buybacks
FCF yield XXX %, SUK buyback authorizations add X %/yr EPS lift.
Screen for any slowdown in repurchase pace as a signal to lighten up.

Key catalysts: Q3 comp guide (US vs Int’l), commodity cost pass through ratio, digital mix update, and any franchisee margin support measures. 

Discipline > bravado


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947299685766418833/c:line.svg)

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[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

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