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12-12-2014, 10:59 AM
#1951
Banned
Carl's Jr was supposed to be the 'growth story' for RBD, but it's not going nearly as well are RBD thought it would.
Seems people go to new stores when they open but don't go back.
My take on CJ is the food is unhealthy, excessive (portions too big), expensive and a little slow - maybe consumers are wising up?
Too soon to write CJ off, but I'm losing patience.
KFC is 75% of RBD's turnover and it's booming, with same-store sales up 10%.
So RBD's growth has come from the old workhorse (and a little, surprisingly, from Pizza Hut).
In retrospect opening more KFC stores might have been better than going into CJ.
Last edited by bunter; 12-12-2014 at 11:00 AM.
Reason: 'more better'
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12-12-2014, 09:18 PM
#1952
Milford sold a million or so over the last few weeks but still hold heaps
Good investment for the NZ Super Fund ......encourage the young to eat lots of greasy stuff equals a good investment and then hope they die before they reach the sixties equals less pensions to pay out.
We should encourage this unethical investing practice eh
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12-12-2014, 10:05 PM
#1953
@bunter "In retrospect opening more KFC stores might have been better than going into CJ."
Good supposition, perhaps weighing up whether to diversify and grow with CJ , or risk saturating a mature KFC market footprint.
@W69 As for luring the youth into an accelerated demise, as you contend, I say you've missed the point, the market is much bigger than young people.
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05-02-2015, 10:46 AM
#1954
Originally Posted by bull....
a winner cant see why 4 bucks wouldnt come about one day (slow grind higher this one) good div yield still good growth happening, long as everyone keeps eating the chicken why not
consensus analysts 3.65 now
Bull , Wethinks we will see 4 bucks next week, at least this month
Getting there faster than we thought eh
Still no reason to even contemplate selling
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05-02-2015, 10:58 AM
#1955
hey winner yea looking good for more gains unfortunately im out (nothing wrong with the company ) just switched to collins aus same thing but wanted the currency angle gain one day.
one step ahead of the herd
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13-03-2015, 10:48 PM
#1956
Originally Posted by winner69
Bull , Wethinks we will see 4 bucks next week, at least this month
Getting there faster than we thought eh
Still no reason to even contemplate selling
A cracker 4Q sales result. Closed on the highs today at $4. A bit behind the Winner prediction, but I won't hold that against him! Still my biggest NZX holding. Still no reason to sell!
SNOOPy
Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7
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14-03-2015, 07:19 AM
#1957
yes a great result kfc rocks still no reason it wont keep going higher
one step ahead of the herd
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14-03-2015, 07:23 AM
#1958
And our Russell will enjoy his well earned $1mil bonus.!
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24-03-2015, 09:26 PM
#1959
Sold out @ $3.99 today, been a good run over 3 years, ~+34% inc divi. Just looks very toppy to me and I want that profit & capital to use elsewhere for awhile. No disrespect to RBD or dedicated holders.
All the best,
BAA
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09-04-2015, 07:57 AM
#1960
standing out from the crowd with there stand on zero hr contracts - smart move if they remain the only ones as they will get the best employees
one step ahead of the herd
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