Domino's Pizza Enterprises Ltd

DMP: XASX (AUS)
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Established Fast-Food Master Franchise Holder Domino’s and KFC Franchisee Collins Undervalued

Retail spending is rebounding due to a larger workforce, higher wages, and meaningful fiscal stimulus. Discretionary categories are benefiting more than defensives from rising household incomes. Dining out is elevated as a share of spending at the expense of supermarkets.

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