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Panera Bread Company Message Board

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  • wallstreet_jim wallstreet_jim Jan 15, 2003 10:35 PM Flag

    <OT> Anyone check CEDC today?


    We're probably going to have to take this over to the CEDC board pretty soon.

    The EU card is the most important to me. What they're doing, IMO, is setting up a distribution system that goes way beyond the distilled spirits portion of their business. I liken them to a cross between a 7-11 and a grocery store. They are building a brand in Poland. The adoption of the euro in Poland will make commerce easier, and with brand recognition they will have the clear advantage. Plus they are building an impressive supply chain, from scratch. As we all can see with K-Mart, if your supply chain sucks, you're in deep doo-doo (Wal-Mart knows in REAL TIME the actual sales of every SKU in their store. Also, many of their suppliers are paid ONLY after an item has been scanned - this commissary stock practice = the ultimate in low accounts payable. K-Mart; they're lucky if they know what they have in stock!).

    All this sounds so similar to a certain bread company these past few years...

    Disclaimer: As always, IMHO. Position disclosure: Flat (PNRA); Long (CEDC)


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