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Snacks / Monday, October 14, 2019

Carb battles... Domino's is stuck in two food-armed conflicts: the Pizza Wars and the Delivery Wars. Rival Papa John's stock is up 35% this year, while Uber Eats steals more of Dom's delivery market. But Domino's shares rebounded last week as its new CEO focuses on a secret weapon — takeout. He mentioned "carryout" 17 times on the earnings call, since it makes up 40% of Dom's sales and is more profitable because it doesn't require paying a delivery guy.

If you can't beat 'em... hire their best person. Target's stock is up 80% in the last 5 years, while Bed Bath & Beyond's is down the same amount. So the bathroom go-to is snagging Target's Chief Merchandising Officer to be its new CEO. Bed Bath shares surged 21% on word offline retail legend Mark Tritton will bring his Target gameplan with him: He launched 30 new brands that looked just like Millennial startups you want to try out, but they were actually owned by Target.

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