There is a peculiar moment in every Domino’s earnings cycle when professional investors temporarily become experts in pizza crust, delivery economics and the emotional condition of the American consumer. For several weeks, people who could not distinguish dough fermentation from monetary tightening begin speaking confidently about cheese costs, order frequency and carryout mix. Analysts construct elaborate spreadsheets to determine how many discounted pizzas must cross the nation before diluted earnings per share rises by seven cents. Television commentators stare at quarterly comparable sales as though pepperoni has become a leading economic indicator. The amusing part is that they are not entirely wrong. Domino’s Pizza is far more than a restaurant company. It is a franchising network, a supply-chain operator, a digital ordering platform, a delivery system and, in its more philosophical moments, an international mechanism for transforming flour, cheese and human fatigue into recurrin...