Spent my voucher yesterday - not sure if I should be unhappy with the slow service, or happy that the line was out the door.
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Spent my voucher yesterday - not sure if I should be unhappy with the slow service, or happy that the line was out the door.
I have enjoyed the food previously. I live in outer Auckland, however it would cost me almost as much in travel costs to the nearest restaurant as the value of the voucher. I would prefer a bit of a bigger cash dividend instead or for RBD to make a donation to a foodbank instead.
Pretty solid quarterly sales numbers
Carl's Jnr beginning to look like a long term 'work in progress' story - not setting the world on fire
Yeah it has the chance to add to a significant portion in sales over time, given Pizza Hut and Starbucks have either declined or remained stagnant, RBD kind of needed a boost from an alternative and looks like Carls Junior if done right have the potential to add significantly over time. One hopes not to rely too heavily on KFC.
Hawaii and Guam here we come
https://www.nzx.com/files/attachments/246652.pdf
RBD spreading it's wings
Is Yum! itself the ultimate target?
More mundane matters that will e overlooked with the excitement of Hawaii
H1 revenues up 22% on pcp but cash flows and profit about the same ......hmmm
To quote The Castle "Tell him he's dreaming..."
Yum! Brands Market Cap is over USD 30 billion, RBD about NZD 0.6 billion although at one stage it was a steal at NZD 55 million when geniuses at Tower decided to quit their 10% holding at the rock bottom of the share price slide. That $5.5 million sale proceeds would be worth over $56 million and counting with all the dividends since.
Personally don't see the synergies of running businesses in Guam, Saipan and Hawaii out of Central Park, Ellerslie - buying into QSR they at least had someone with a proven record, who'd run the business staying on and skin in the game with script and cash. I haven't sold a share in my portfolio yet but it's now on my watchlist - despite it having demonstrated reasonably good management for the last six or seven years.
Perhaps Russel would like Star Alliance Gold Elite status now?
Not a share that has ever particularly appealed to me and my experiences of eating in Taco Bell in the days when I worked in California were discouraging.
But putting those negative influences aside and still the Tiger senses danger !
So first that bit of NSW and now Hawaii, Guam and Saipan, the latter I have to admit I had to search Google Maps to find.
Suspect the board is going through the classic business is running well, top of the share price cycle, lets do something stupid instead of concentrating on the company they already have phase.
A few years before I will know if I am right.
Best Wishes
Paper Tiger
Instos liked the offer - $5.15 a great price
Still a lottery though as to what bonus one might get if one doesn't participate in the Retail Offer
Dominos on fire in ANZ - These results give us confidence to upgrade our guidance for Australia and New Zealand same-store sales, with +12-14 per cent growth expected this year
Pizza Hut NZ definitely not achieving these sort of growth rates
........on the other hand last year Dominoes reported they added 184 new stores and acquired another 302.
How do RBD's Pizza Hut stores stack up profiitwise against their KFC stores - on a per store basis?