Neal Freiman
๐ค SpeakerAppearances Over Time
Podcast Appearances
This would never happen at Domino's.
But Papa John's, their ovens are set to different temperatures.
And this pizza that's supposed to be the same in San Francisco as it is in Atlanta as it is in New York City.
So I thought that was pretty surprising.
They're also shaking up their menu, too.
They are ditching Papa Dia's sandwiches and Papa Bites pizza rolls, which why would you even get into pizza rolls?
You can never compete with Totino's in the first place.
But I think what you said is is very accurate.
This this total pie, we should say, is not growing at all.
And Domino's.
Yes, but Domino's is gaining market share.
And their CEO says, we are actually very bullish.
We are aiming to double our market share.
And all of their competitors, Pizza Hut, Papa John's, those are the top two.
They're aiming to sell themselves because things are just not going well.
Meanwhile, pizza is overall in a pizza depression because there's so many other choices for people to eat when it comes to opening Grubhub or DoorDash or any sort of delivery app.
You got Thai, you got Mexican.
There's just any sort of number of competitors that are competing with pizza right now.
So I wouldn't want to be a pizza CEO at this point.
Okay, let's sprint to the finish with some final headlines.