Jim Cramer was very worried about the pizza space going into Domino's Pizza's earnings last week, as weakness from Yum Brands' Pizza Hut and Papa John's indicated that there was a price war heating up.
That was all proved wrong when Domino's earnings knocked it out of the park, including a 12 percent increase in domestic same-store sales.
On Monday, he spoke with Domino's CEO Patrick Doyle who said the investments that the company has made in its stores, food and technology during the past few years are now paying off both internationally and domestically.
"We view ourselves as a work-in-progress brand," Doyle said. "We continue to find places that we can improve the experience for the customer and as long as we are making investments that do that, that can permanently improve the experience for our customers and we think we are going to continue to grow."
What separates Domino's from the pack is that it is a play on what Cramer calls the stay-at-home economy. This refers to strength in stocks that don't require people to get off the couch, such as Facebook, Amazon and Netflix.
Watch the full interview here: