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DPZBULLISHIn depth · 4/5

Domino's as a capital-light royalty business

The thesis presented was that Domino's operates a capital-light, high-margin royalty business model, collecting fees from franchisees who own and operate 99% of its stores.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE