Published on: August 30th, 2019 • Duration: 11 minutes
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.
