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Show Notes
Likefolio’s Megan Brantley walks through social sentiment trends for Domino’s Pizza (DPZ). “The most compelling play” is Chipotle (CMG), she says. However, 1Q softness is “starting to resolve” for DPZ, putting it on a better track. McDonald’s (MCD) is outperforming on its app metrics, with a loyal consumer, but Yum! Brands (YUM) is sliding. The divergent data in the sector reflects changing consumer taste, Megan argues.
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