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Patrick Doyle, Executive Chairman of RBI on: increasing Domino's share price by 23x; his vision for Tim Hortons and Burger King; and his thoughts on 3G Capital.
Manage episode 366750942 series 2863409
The Interview Discusses:
- His remarkable turnaround of Domino’s Pizza where he increased the share price by 23x.
- The opportunity he saw at Restaurant Brands that convinced him to invest $30 million personally in the company’s shares (and pledge to hold it for 5 years).
- The dynamics of working for a company controlled by private equity firm 3G.
- The importance of franchisee profitability for his turnaround plan.
- Tim Hortons extraordinary success in Canada and how that can be replicated in other parts of the world.
- Why Burger King International is performing well and Burger King US is struggling.
- Could Tim Hortons alone eventually be worth more than Restaurant Brands is currently?
- His role as Executive Chairman.
- What it was like being on Jim Cramer’s Mad Money.
- The difference between his role at Restaurant Brands where he is Executive Chairman and his role at Best Buy where he is Non-Executive Chairman.
- ---And much more!
Nothing in this podcast constitutes investment advice.
Biography:
Mr. Doyle was appointed Executive Chairman of RBI in November 2022 to accelerate growth for franchisees and shareholders. Most recently, he has served as an executive partner of the Carlyle Group, a global diversified investment firm, focused on the consumer sector. Prior to that he served as the chief executive officer of Domino’s Pizza, from March 2010 to June 2018, having served as president from 2007 to 2010, as executive vice president of Domino’s Team USA from 2004 to 2007 and as executive vice president of Domino’s Pizza International from 1999 to 2004. Mr. Doyle has served on the board of directors of Best Buy Co., Inc. since November 2014 and has been the Chairman of Best Buy’s board since May 2020.
Important Disclosures. The information herein is provided by Boyar’s Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible loss of principal. Important Information: Past performance does not guarantee future results.
Unlocking Investment Opportunities Since 1975
At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.
To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
30 episodes
Manage episode 366750942 series 2863409
The Interview Discusses:
- His remarkable turnaround of Domino’s Pizza where he increased the share price by 23x.
- The opportunity he saw at Restaurant Brands that convinced him to invest $30 million personally in the company’s shares (and pledge to hold it for 5 years).
- The dynamics of working for a company controlled by private equity firm 3G.
- The importance of franchisee profitability for his turnaround plan.
- Tim Hortons extraordinary success in Canada and how that can be replicated in other parts of the world.
- Why Burger King International is performing well and Burger King US is struggling.
- Could Tim Hortons alone eventually be worth more than Restaurant Brands is currently?
- His role as Executive Chairman.
- What it was like being on Jim Cramer’s Mad Money.
- The difference between his role at Restaurant Brands where he is Executive Chairman and his role at Best Buy where he is Non-Executive Chairman.
- ---And much more!
Nothing in this podcast constitutes investment advice.
Biography:
Mr. Doyle was appointed Executive Chairman of RBI in November 2022 to accelerate growth for franchisees and shareholders. Most recently, he has served as an executive partner of the Carlyle Group, a global diversified investment firm, focused on the consumer sector. Prior to that he served as the chief executive officer of Domino’s Pizza, from March 2010 to June 2018, having served as president from 2007 to 2010, as executive vice president of Domino’s Team USA from 2004 to 2007 and as executive vice president of Domino’s Pizza International from 1999 to 2004. Mr. Doyle has served on the board of directors of Best Buy Co., Inc. since November 2014 and has been the Chairman of Best Buy’s board since May 2020.
Important Disclosures. The information herein is provided by Boyar’s Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible loss of principal. Important Information: Past performance does not guarantee future results.
Unlocking Investment Opportunities Since 1975
At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.
To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
30 episodes
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