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The Pantry, Inc. Message Board

  • twismgrad twismgrad Mar 26, 2010 6:00 PM Flag

    Concern

    The upcoming quarter will be a disaster. All key indexes that impact this segment continue, unfortunately, to drift lower. Prediction is significantly lower revenue(unless fuel retails scream to the atmosphere) with potential of negative earnings. Compressed margins in terms of inside sales, with a mix shift into fuel - further compressing margins. The segment, IMO, will continue to consolidate. I have been short for some time(on the record if you check historical posts) and remain confident we could see single digits sooner rather than later. Best of luck.

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    • I agree- I think this smacks to a bigger issue. This organization needs to change is strategy of consolidator of "C" caliber (no pun intended) regional chains to drive sale/earning growth and focuss on drilling the core business. They need to consolidate brands, be a great retailer in the box (beyond restricted products), sell food as a higher percent of their business (not seasonal, high margin, compliments beverages, high penetration/usage), sell more bulk beverages, leverge their consolidated procurement power, CLEAN UP THE STORES and EMPLOYEES, de-lever themselves from fuel-take the windfall when it comes, but don't live and die off it. They could own the SE given the competitive set and fragmentation of the industry. Once they get this drilled- then go on a buying spree and enjoy the consolidation we saw in grocery and drug 10-20 years ago. They could own the world given there is no real competive threat except for QT. Jus' my opinion...

    • Consolidate????

      PTRY already owns stations on two corners at almost every crossroad. What are they going for, four at every X-road?

 
PTRY
17.91+0.31(+1.76%)Jul 31 4:00 PMEDT

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