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    Danilo Geiger • Bernstein

    Danilo Geiger is a Senior Equity Analyst at Bernstein specializing in global consumer sectors, particularly covering major companies such as Starbucks and McDonald's. He has issued a range of investment recommendations resulting in notable forecast accuracy, with recent buy calls on Starbucks targeting significant upside and neutral ratings on McDonald's, reflecting careful valuation assessment. Geiger began his analyst career in the late 2010s, joining Bernstein after earlier roles in investment research at top financial institutions. He is registered with FINRA and holds securities licenses supporting his expertise in equity analysis and market strategy.

    Danilo Geiger's questions to Domino's Pizza Inc (DPZ) leadership

    Danilo Geiger's questions to Domino's Pizza Inc (DPZ) leadership • Q4 2024

    Question

    Danilo Geiger of Bernstein asked about the company's cost discipline in 2024, inquiring which specific investments were retimed and whether there is further flexibility to optimize G&A in 2025 if sales trends are softer than expected.

    Answer

    CFO Sandeep Reddy explained that the company demonstrated agility in 2024 to hit its 8% operating income growth target despite lower sales, primarily through procurement productivity and retiming capacity-related G&A investments. He affirmed that a similar framework is in place for 2025.

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