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Panera Bread Company Message Board

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  • hotpanera2 hotpanera2 Aug 4, 2003 7:16 PM Flag

    OT JSDA

    Thanks for your very interesting report. The Jones (JSDA) conference call has convinced me even more that Jones is on the right track to hsve very significant earnings next year. They're only being distributed in 40% of the country thus far, and direct deals (like Panera and Barnes & Noble) are in the CEO's words "in their infancy". Exciting licensing deals are also in the works. Recently, all 5000 Hot Wheels (deal with Mattel) were sold out in 7 hours on Jonessoda.com @ 34.99. They also have a valuable patent regarding the labels which they intend to exploit. Everything seems to be coming together for strong performance. The CEO promised a number of "exciting things" in the second half of 03 which he couldn't speak about. It won't take much for this to be at least a 3 or 4 bagger IMHO. There were quite a few beverage analysts on the call. Coverage could come at any time.

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    • Thanks for the followup on the CC and Mattel. I forgot about the Hot Wheels promo. I also liked the improvement in gross margin from 30.9 last year to 35.8% for its first 6 months. Latest quarter was 37.3%. Operating expense is down too from last year. I agree that they seem to be on the right track, just not on anyone's radar screen yet. Staying above $1.00 will make them more visible over time though. I too think JSDA has a bright future and could well attract suitors.

 
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