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Jack in the Box Inc. Message Board

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  • pmoishe pmoishe May 19, 2011 12:45 AM Flag

    Should JACK buy Arby's?

    Peltz is probably the one to make it happen as he has a history as an activist investor in the food industry. Unfortunately, I am not aware of any really big activist players in JACK (though there should be!). It would be a great fit for YUM but they are probably too fat and comfortable just counting their money from KFC in China. If management doesn't do something soon to monetize the value of Qdoba (especially in the face of the crazy valuation of CMG), it should be thrown out.

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