RBD - Restaurant Brands

[Yoda]

http://www.scoop.co.nz/stories/BU170...ln-in-2018.htm

https://www.nbr.co.nz/article/restau...sting-b-204465

[Lewylewylewy]

I vaguely recall reading that one of the big chicken producers has had lower profits due to chicken being cheaper, despite increased sales... Tegal, I think? Sorry, I don't have a source.

Still, who does that sound like good news for? I foresee a profit announcement to come in above expectations.

[Lewylewylewy]

Is it because I'm now more aware of KFC, or does it seem like KFC are absolutely everywhere? Adverts constantly playing on the radio, KFC littered on the floor, supporting sports events, etc.

Anyone who's been watching KFC over the years able to tell me if this is normal or if it's not just my perseption, please?

[hardt]

Is it because I'm now more aware of KFC, or does it seem like KFC are absolutely everywhere? Adverts constantly playing on the radio, KFC littered on the floor, supporting sports events, etc.

Anyone who's been watching KFC over the years able to tell me if this is normal or if it's not just my perseption, please?

I would hope we all noticed... even though I don't eat KFC as it gives me the runs... I hold a tiny parcel of RBD.

RBD.NZX	FY15A	FY16A	FY17A	CAGR%
OPERATING REVENUES GENERATED - NZDm	372.6	404.1	517.5	17.85%
Cost of marketing - NZDm	18.9	20.7	28.1	21.93%

[artemis]

Last week of Election 2017 and this morning the only positive stock in my portfolio is RBD.

I draw no conclusions (not many anyway).

[huxley]

Last week of Election 2017 and this morning the only positive stock in my portfolio is RBD.

I draw no conclusions (not many anyway).

Don't worry, I'm sure there'll be some sort of junk food tax in the works lol

[blackcap]

Looks like very good increase in same store sales both here and in Aus. Gotta be good for the SP. Even PH was up but unfortunately Carl Jr and Starbucks down. But KFC the real star.

https://www.nzx.com/companies/RBD/announcements/307554

[Antipodean]

KFC is the consistent start in RBD's sky. We now have early signs that overseas KFC acquisitions will turn this star into a constellation. Carls Jr continues to be a bit disappointing, questions must be being asked on it long term. Very good to see Pizza Hut also performing well.

[Lewylewylewy]

Where to from here is what I want to know

[LAC]

Where to from here is what I want to know

I think they will work on getting more out of the current businesses, maybe streamline the new acquisitions and look at getting rid of Starbucks and non performing Pizza huts so the business looks better on paper. I dont see further acquisitions in the short term. I would really like them to invest a little in a NZ brand to get franchised outside of NZ (as a side project which is funded like a startup). They have the ability to scale fast but I dont think the current team have time to look into that, they going after the big fish. But it still would be nice to get an NZ started franchise owned by RBD