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The Pantry, Inc. Message Board

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  • mnymkr4u mnymkr4u Apr 6, 2010 5:15 PM Flag


    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...