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Welcome to Motley Full Money. I'm D. D. Drowallard here with Motley Full Analyst,

Bill Barker. Bill, how are you doing today? Good. Thanks for asking.

Well, Bill, earning season is starting to kick in. I'm sort of dealing myself for the onslaught of,

you know, three, four, five, ten companies a day. How do you deal with that, that type of information?

You know, I tend to focus on what's in the headlines to a very limited extent,

and the specific companies that I'm most responsible for following as an analyst here.

It's greater detail. It's the best time, you know, that's the most real information.

So I don't mind it. I love it. It's the best time. Yes.

Well, we've got some earning state to talk about. Let's talk first about Domino's pizza.

You know, same store sales down a little bit, but, you know, Domino's is interesting to me,

because I think people think a bit as, you know, it's selling pizza, and of course it's selling pizza.

But that's really part of the puzzle when you think about the business, because it's a franchise

business. It's definitely a selling supplies business. What metrics are important with Domino,

beyond just like they're selling more pizza? Well, boy, that is a big one.

It is a very big one. Beyond that sort of what the store count is, the new store count

year to year, what the cash on cash returns are per store and per new store. Are they cannibalizing

any of the existing stores? I think that it's a relatively easy business to follow, because it's

got a simpler business plan than many others, you know. They, despite the franchise fees and all that,

it's about how many pizzas they can sell more than anything else. They've expanded the menu

beyond pizza. That helps at the margins, but the core business hasn't changed too terribly much.

It is still all about the pizza. One of the things that's interesting, though, is they are investing

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