Domino's Pizza (DPZ) stock analysis for 2026: the asset-light franchise model generating royalty streams from 20,000+ locations, Hungry For More strategy milestones, the Uber Eats and DoorDash partnership impact on same-store sales, international expansion unit economics, and why this pizza company is really a delivery technology business. An equity analyst's take.
Lululemon Athletica (LULU) stock analysis for 2026 covering Power of Three ×2 strategy progress, the Mirror acquisition and exit lessons, men's line growth, China international expansion, and the competitive threat from Alo Yoga and Vuori.
McDonald's (MCD) deep-dive for 2026: $5 Meal Deal impact, real estate franchise model, SSS trends, China JV targeting 10,000 stores, McCafe vs Starbucks, and 12-month price targets.
Home Depot (HD) 2026 deep-dive: Pro vs DIY revenue mix shift, SRS Distribution acquisition thesis, housing turnover correlation, aging housing stock structural tailwind, and lumber and weather sensitivity. Analysis for US retail investors.