Pizza Huts Don't “Got Mozzarella”
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Pizza, Dairy Industries Work to Provide Healthier Options
Volume 33 March 15, 2013 Number 8 Scan this code for breaking Pizza, dairy industries work news and the latest markets! to provide healthier options By Alyssa Sowerwine proprietary 2,000-respondent eat pizza, a level of penetration spokesperson for the Academy pizza survey commissioned that Morris says both shows of Nutrition and Dietetics. INSIDE MADISON, Wis. — While pizza exclusively for the report. how many people enjoy pizza “When you look at pizza, you is still easily one of Americans’ Packaged Facts’ “Pizza at and also suggests difficulty have to look at portion sizes,” ✦ Guest column: favorite foods, increasing Foodservice and Retail” report in growing a commoditized she says. “A slice of pizza with ‘Peeling back the layers of awareness and concern around projects U.S. frozen and refrig- market in the face of healthy a salad and a glass of milk is a international foodservice.’ obesity, sodium intake and erated pizza sales to register eating headwinds. great meal.” For details, see page 4. general healthy eating could sales of $4.91 billion in 2012, The report says the mes- Sbarro LLC, Melville, N.Y., prove challenging for a food down 0.9 percent from 2011. It sage to pizza purveyors is which typically offers its pizza ✦ Madison Lane to represent largely viewed as “indulgent.” also forecasts U.S. frozen and clear: enhance the overall in a by-the-slice format, re- Vermont Farmstead A recent “Pizza at Foodser- refrigerated pizza 2011-2014 healthfulness of pizza, at least cently introduced a new Sbarro Cheese in Northwest. vice and Retail” report released compound annual growth of incrementally, and experiment Skinny Slice, a 270-calorie slice For details, see page 14. -
Key Codes on the Table More on Methodology Where Did They
Dairy 100 Index Where did they go? Two companies previously listed were acquired by larger firms since last year. Turner Holdings LLC, became part of No. 17 Prai- Key Codes on the Table rie Farms. Giant Foods, (or at least one of its two manufacturing facilities), became part of the Maryland and Va. Milk Cooperative. C=Cooperative Pu=Public company Pr=Private company In addition, the Yofarm Co. became part of the newly formed P=Parent company S=Subsidiary T= Tie in rank Breyers Yogurt Co. O-At-Ka Milk is now a division of the merged Upstate Niagara Cooperative taking the place of Upstate Farms. CoolBrands International has been reorganized and has divested most of its manufacturing capabilities. Joining the Dairy 100 for More on Methodology the first time are Cloverland Farms Dairy, Humboldt Creamery, Sar- While sales figures represent the most recently completed fiscal tori Foods and Schroeder Milk Co. More recently Cass Clay was year, company descriptions, facilities descriptions and person- acquired by Associated Milk Producers Inc., and Crystal Cream nel reflect recent changed where possible. Some entries will and Butter Co., by HP Hood. Those changes will appear in next include an explanation of recent changes. year’s listing. U.S. & Canadian Index (No. in parentheses is last year’s rank) A Foster Farms Dairy ....................................... 48 (49) Organic Valley/CROPP .................................. 52 (59) Agri-Mark Inc. .............................................. 29 (28) Friendly Ice Cream Corp. ...............................56 (54) P Agropur Cooperative .......................................9 (10) G Parmalat Canada .........................................13 (13) Alto Dairy Cooperative................................... 37 (36) Glanbia Foods Inc. ........................................ 32 (31) Perry’s Ice Cream ....................................... -
Domino's Pizza Inc. (DPZ)
25 June 2019 Americas/United States Equity Research Restaurants Domino’s Pizza Inc. (DPZ) Rating OUTPERFORM Price (21-Jun-19, US$) 280.33 INITIATION Target price (US$) 320.00 52-week price range (US$) 300.67 - 234.35 Market cap(US$ m) 11,523 Time to Get A Piece of This Pie; Initiate Enterprise value (US$ m) 14,963 Target price is for 12 months. Outperform Research Analysts ■ We initiate coverage of Domino’s (DPZ) with an Outperform rating and Lauren Silberman 212 325 2720 $320 target price. DPZ is one of the best growth stories in restaurants, with [email protected] ~10% revenue growth, margin expansion and benefits from repurchases driving an EPS CAGR of ~15% over the next four years. We believe concerns regarding the impact of third-party delivery could be overdone as the honeymoon phase wears off and carryout could offset pressure, with outperformance against SSS estimates as upside. Confidence in ~7% global unit growth is driven by global brand strength, domestic whitespace opportunities in a fragmented category and international master franchise agreements. ■ US SSS Outperformance: DPZ should maintain SSS momentum and share gains as one of the few companies with contribution from positive traffic, the only company with a frequency-based loyalty program, consistent value messaging, favorable franchisee relations (avg franchisee ~$975K EBITDA) and an industry-leading digital ecosystem supporting best-in-class execution. We estimate US SSS of 5.5% in 2019, with expectations for sequential improvement throughout the year against easing compares and reduced competitive headwinds from 1Q (Points for Pies, QSR chains delivery campaigns). -
Silicone–Based Chemical in Pizza Hut's Cheese
The Milkweed Dairy’s best marketing info and insight Issue No. 318, January 2006 Silicone–Based Chemical in Pizza Hut’s Cheese —Polymethylsiloxane The 900 ppm of Polydimethylsiloxane in and allows concentration of up to 10 parts per mil- Leprino’s “Pizza Cheese” that Pizza Hut puts on lion active silicone (Polydimethylsiloxane) in non by John Bunting its pizzas is 90 times FDA’s legal limit for indirect standardized foods.” Section 173.310 is limited to Last month, The Milkweed detailed how residues of that chemical in food products. boiler water additives in food processing plants Pizza Hut restaurants illegally claim to use “Moz- and has nothing to do with cheese or cheese-type zarella” cheese on certain menu items, when in Follow the trail of evidence … products that a consumer might ingest. fact, Pizza Hut’s salt, starch and water-laden Trace the evidence … from Pizza Hut back to Clearly, Leprino Foods’ use of Dow-Corning “Pizza Cheese” does not conform to FDA stan- Leprino Foods’ patents. Antifoam FG 10 as an agent contained in an aqueous dards of identity for Mozzarella. Start with an empty box of “Pizza Cheese” lib- solution sprayed directly on “cheese granules” does In this issue, writer John Bunting details how erated from a dumpster behind a Pizza Hut. The con- not conform with FDA’s rules governing ingredients Pizza Hut’s cheese supplier—Leprino Foods— tents were Pizza Hut’s “Pizza Cheese.” Weight (when used in human foods. uses a silicone-based industrial chemical in the full): 15 lbs. The box contains a statement noting In The Federal Register of April 17, 1997 (Vol- patented manufacturing of “Pizza Cheese.” That the product is “packaged exclusively for use by Pizza ume 62, Number 74), FDA published a document chemical—Polymethylsiloxane—has no FDA ap- Hut Inc., its franchises and licensees.” titled, “Substances Generally Recognized as Safe: proval for use as a food ingredient. -
Pizzerias Entice Consumers with New Cheese Offerings
Volume 36 March 4, 2016 Number 7 Scan this code for breaking Pizzerias entice consumers news and the latest markets! with new cheese offerings By Alyssa Mitchell would see an increase in sales,” While Mozzarella continues is experimenting with cheese Gallagher says. to be the most popular cheese curds on pizza. INSIDE MADISON, Wis. — When one In 2009, DMI forged a part- used on pizza, Heather Porter “We’re always looking for thinks of pizza, it’s hard not nership with Domino’s Pizza Engwall, director of national better and exciting ingredi- to also imagine the melted to promote a line of six new product communications for ents,” he says. “We have a lot of OUR BIG PIZZA ISSUE! deliciousness of the cheese specialty pizzas featuring 40 the Wisconsin Milk Marketing fun and can really mix things up ✦ U.S. House passes bill that plays such an integral part percent more cheese. Board says stronger fl avored by adding different cheeses on to ease calorie labeling in the favorite food’s makeup. The launch proved success- cheeses, such as Pepper Jack top of our house blend.” regulations on menus. Perhaps surprisingly, 10 ful, leading to the continuation and specialty cheese variet- Stouffer notes The Ro- For details, see page 5. years ago, the pizza industry of the partnership and diversi- ies like Brie and Fontina, are man Candle last year added was facing a decline in sales, fi cation of marketing efforts. among the fastest-growing a Chicken Parm pizza to its ✦ Urschel Labs sells and less cheese was being put While Domino’s has seen pizza cheese varieties.