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BJ's Restaurants, Inc. Message Board

  • slk320mb slk320mb Oct 20, 2011 4:47 PM Flag

    EARNING COMMENTS

    Nobody is saying anything about earnings. Are you guys disappointed ? Growth is sloooowing

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    • earnings on their website. .30 - estimate .31
      yawn

    • great info...what is the 5 year outlook of this chain...none in my area.
      Thanks

    • good to see you are still in this name, Miggie.

      it's been like 10 years almost since i got in.
      i hopped out in between when it 30 and got back in in the 40s because i still believe the story.

      any of the old gang still on?

      congrats to you for this 10+x bagger

      • 1 Reply to tsanfei1
      • Pretty late to reply but I'm not on the board every day as I used to be. Amazing that it has been 10 years and that this stock has done so well overall. I like to add to my winners and sell my losers as a general rule so I became really over-weighted too much in BJRI.
        Anyway, I really miss DDog47. He originally turned me on to this stock and had intelligent comments.

    • Where do I get this tripe?

      You guys probably haven't been invested in BJRI as long as I have. In 2006 they went through a systems upgrade that included an automatic table optimizer. All I could find on it from back then to back this up without wasting a lot of time on it was this quote:

      "Additionally, during 2006, we successfully implemented
      several operational initiatives and toolsets, such as our automated
      kitchen display system and web-based labor scheduler and productivity
      analyzer, which enabled our restaurant operators to more efficiently process all of the business being offered to us and simultaneously
      improve the overall dining experience at BJ's"
      process all of the business being offered to us and simultaneously
      improve the overall dining experience at BJ's."

    • Where do I get this tripe?

      You guys probably haven't been invested in BJRI as long as I have. In 2006 they went through a systems upgrade that included an automatic table optimizer. All I could find on it from back then to back this up without wasting a lot of time on it was this quote:

      "Additionally, during 2006, we successfully implemented
      several operational initiatives and toolsets, such as our automated
      kitchen display system and web-based labor scheduler and productivity
      analyzer, which enabled our restaurant operators to more efficiently process all of the business being offered to us and simultaneously
      improve the overall dining experience at BJ's"
      process all of the business being offered to us and simultaneously
      improve the overall dining experience at BJ's."

    • 1. In-line EPS (ignoring legal). Usually they beat, so in-line is a bit of a disappointment.
      2. Cap Ex at $85 million this year is higher than I thought.
      3. $1 million legal settlement hurts: dollars and image
      4. Comp same store sales of 6.5%. Not bad in this economy, but low compared to Chiptole of 11.3%.

      No real surprises. Nothing to drive stock markedly higher or lower but stock still richly priced, particularly compared to overall market.

      • 2 Replies to arspdr
      • I don't know what you guys are complaining about. YTY 6.5% increase in same store sales is fantastic! Not to even mention the other gains. They are not only building the size of the pie, the old parts of the pie are growing on their own.

        They are building new outlets at 10% or so a year, all out of earnings. NO long term debt. They keep finding new areas to expand into, both geographically and economically (white collar, grey collar, bigger, smaller, etc.).

        When you have hit on a stock that has done as great as this one over the years, I would think gratitude would be the appropriate response, not skepticism. I feel lucky that I kept increasing my BJRI position over the years and now I have a nice size portfolio because of it. I think the same template is working, management is terrific, and BJRI's best days and share price are still ahead.

      • I wonder of the 6.5% increase on same store sales can be attributed to price increases of their menu vs true growth?

    • Clean quarter imho. A couple late store openings may have pressured labor/operating & occupancy by $0.01-$0.02 vs. $0.24 consensus.

      13% unit growth in '12 isn't a surprise. Avg. weekly sales < comp sales worth monitoring.

      Don't see '12 estimates rising materially.

 
BJRI
46.94+0.33(+0.71%)Nov 21 4:00 PMEST

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