Who mentions $DPZ most on Surfaced?

@alphaticaio (Alphatica) mentions $DPZ most — 2 mentions in the past 12 months.

When was $DPZ first mentioned on Surfaced?

The earliest tracked mention of $DPZ in the Surfaced archive was on Jan 3, 2026.

How many voices track $DPZ?

5 FinTwit voices have mentioned $DPZ 7 times in the past 12 months.

What kind of voices mention $DPZ most?

$DPZ is mentioned most by Long Research voices on Surfaced.

$DPZ — FinTwit mentions on Surfaced

Recent mentions

7 mentions

@alphaticaioJun 1, 2026 · 12:33 AM

BREAKING: YUM Brands is in exclusive talks to sell Pizza Hut to LongRange Capital. Deal could come together within weeks. LongRange entered exclusivity recently. This is the quiet restructuring story nobody's talking about. YUM has been a three-brand holding company for years: Taco Bell, KFC, Pizza Hut. Two of those brands print money. One has been the drag. Pizza Hut has been the weakest link in the portfolio for over a decade. Flat comps, franchisee friction, losing share to Domino's. The market has essentially valued it as a zero-growth asset bolted onto two high-performers. Selling Pizza Hut does two things for YUM at $147.95: First, it removes the margin dilution and brand risk that has weighed on the multiple. Second, it turns YUM into a pure-play on Taco Bell and KFC, two of the strongest QSR brands globally. The question for shareholders isn't whether this is the right move. It's what multiple the market assigns a cleaner YUM. A Taco Bell + KFC pure-play trades at a premium to a three-brand conglomerate carrying a turnaround story. For LongRange, this is a classic PE playbook: acquire an underperforming brand with massive global footprint, restructure operations, and re-franchise. The infrastructure is already there. The execution is the bet. Watch the multiple expansion on YUM if this closes. The sum-of-the-parts unlock could be significant. $YUM $DPZ $PZZA

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@itschrisrayMay 29, 2026 · 3:54 PM

Dude did not even flinch… Bullish Domino’s. 🍕 $DPZ

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@mrmikeinvestingMar 29, 2026 · 2:20 AM

This is what’s going on in the markets: - Oil prices are above $110 a barrel trading at 2022 levels due to the closure of the Hormuz. - $DXY/U.S. Dollar is in an accumulation phase about to breakout higher. - $NVDA, $PLTR, & $AMD are all in stage 4 declines. - SpaceX IPO is happening soon, & will result in many bag holders. - $MSFT closed below its 200WMA for the first time in 13 years. - $AMZN is trading at its lowest valuation in over a decade. - Restaurant stocks are in free fall which includes names like $DPZ, $WING, $CMG & more. - Markets have confirmed a full reset back to previous ATH range which is $600 on $SPY. As per a collective summary of above it’s clear to remain bearish until further notice. However your opportunity to load EVERYTHING is coming soon…

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@itschrisrayMar 26, 2026 · 11:14 PM

Why does it look like $DPZ is shaping up to be the move of the century? 🍕😂 https://t.co/M6Y6wqpcti

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@alphaticaioMar 20, 2026 · 12:34 AM

Domino's generates $4.7 billion in annual revenue. Papa John's? $2.1 billion. Same product. Same customer. Completely different execution. In FY16, these two were neck and neck — DPZ at $2.2B, PZZA at $1.6B. A 1.4x gap. Today that gap is 2.3x — and it's still widening. What happened? DPZ went all-in on tech and delivery infrastructure. They turned pizza ordering into a logistics operation. Revenue more than doubled from $2.2B to $4.7B in a decade. PZZA had a governance crisis in 2018 that cratered the brand. Operating income fell from $165M to $25M. Revenue stalled. They've spent six years trying to recover and still haven't reclaimed their FY18 peak. The operating margins tell the real story: DPZ: 17-19% operating margin — every single year for a decade. Clockwork. PZZA: Swung from 9.6% to 1.5% and back. Still inconsistent. Both went public around the same time at nearly the same price. Since IPO: DPZ: $13.50 → $375.30 (+2,680%, 16.6% annualized) PZZA: $12.56 → $33.70 (+168%, 4.5% annualized) $10,000 in DPZ at IPO is worth $278,000 today. $10,000 in PZZA? $27,000. Sometimes the winner in a sector isn't the one with the better product. It's the one that doesn't blow itself up. $DPZ $PZZA $MCD https://t.co/vZwCxD5rqs

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@unusual_whalesFeb 23, 2026 · 1:35 PM

Domino’s Pizza, $DPZ, has raised its quarterly dividend by 14.4%, increasing it to $1.99 per share from $1.74.

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@aleabitoredditJan 3, 2026 · 9:25 AM

@Colby17201470 Parallel to InP substrates with $AXTI, I've been ordering the upstream materials for Dominoes Pizza since I myself am a hyperscaler. We should see my orders materially impact Q4 2025 results, which is why I'm confident in my future positions in $DPZ https://t.co/GXEIhjKE5v

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