Just finished listening. The business is definitely moving forward, they did have a GOOD year, and 9 strait quarters of same store sales increases. Still chopping wood on some issues and face some uncertainty with Japan and Mideast. All stores open in Japan, but dealing with rolling blackouts and all stores open and operating normally in mideast, at present. Appear to have a logical plan to deal with commodity cost increases. Cost containment initiatives still to improve bottom line and SYSCO deal also supposed to help there. Maintained guidance for next year and have interesting new product and beverage offerings in the works. Question asked about conversations with and intent of Robert Stiller (of Green Mountain) investment, but they declined to comment on any specific info related to an INDIVIDUAL investor.
I still like the brand and potential, think they have improvement and product plans that sound good, and the kicker of, WHAT IS STILLER UP TO. Intend to stay LONG KKD and trade as opportunities/news presents.
One disappointment, they need to tighten up their answer on number of store openings. Analyst asked question on that and answer should have been BETTER, come on guys.