The Domino's Effect
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 pairs trade to play the situation. Filmed on August 28, 2019.
Guest Name
Howard Penney
Anchor Name
Jake Merl
Keywords Name
food Delivery, Pairs Trade, GrubHub, Howard Penney, Domino's, Hedgeye, Restaurants, Equities
