Yes… they should!
The technology blogsophere is going gaga over a CBS 60 Minute interview with Jeff Bezos. As usual with Charlie Rose it is a puff piece.
Domino’s has figured out mobile, distribution and 30 minute delivery for food. Bad food…but food. In fact, most of the customers are so young (like my son Max) or so high, that the 30 minute rule does not even apply.
They have done all this PROFITABLY.
Domino’s would cost $4 billion to buy. In Amazon dollars that is a few loose bitcoins.
Either way, as an investor, the next time you are considering $AMZN, you might just want to add a profitable proxy for them in the form of a Domino’s. You would have done better since the bottom in 2008…
DPZ data by YCharts