RBD - Restaurant Brands

[nztx]

rbd not providing quarterly updates anymore

must be bad .. or the forecasting dept have all gone on permanent holiday

[bull....]

must be bad .. or the forecasting dept have all gone on permanent holiday

yep i took it as bad , normally wants to crow about how good things are going.

[X-men]

This is the clue...

Current forecasts suggest the Group is 12-18 months away from achieving
margin recovery to FY22 levels.

[nztx]

This is the clue...

Current forecasts suggest the Group is 12-18 months away from achieving
margin recovery to FY22 levels.

that's margin recovery to just post covid levels. other sins now present Cost Of Living, Interest costs, ''job cuts & recessionary times. Other markets might be different, some maybe not. The ship is fairly well geared if memory is correct..

[bull....]

new lows today

Over one million birds to be euthanised in Victoria as flu spreads


https://www.1news.co.nz/2024/06/19/o...s-flu-spreads/


jeez there price already expensive

[Toddy]

How many birds do RBD sell to willing customers each day.

[bull....]

interesting on the earnings call yest for collins food ( kfc aust ) analyst got a response that margin outlook for 25 was for flat margins which was a change from previous outlook of improving margins 25.

RBD has similar outlook for 25 of improving margins so i wonder if they are going to change there outlook for 25 as well ?

[Rawz]

interesting on the earnings call yest for collins food ( kfc aust ) analyst got a response that margin outlook for 25 was for flat margins which was a change from previous outlook of improving margins 25.

RBD has similar outlook for 25 of improving margins so i wonder if they are going to change there outlook for 25 as well ?

That is interesting. Good to know