Just started my research. I like what I see. Multiple qtrs. of growth and improvement. Each store is considerably more productive than DPZ. They are generating good cash and have a smart new leadership team. Lot's of opportunity for growth with some creativity, which I think Nigel is showing. Love the Superbowl promotion, which pushes people to find and learn about their web capabilities.
Peter Lynch was an advocate of placing a small order in a company that you are interested in. His belief is that until you do that, you never really follow a stock as seriously. I agree with him and that is where I am.
Yes, stock has doubled and it my not be SBUX, but if Nigel is 1/2, 1/4 or even 1/10 as successful, I'll still make good money.
Your handles student would have liked this stock. Surprised your not interested. Now, your handle would not have bought this stock, but the modified investing style of the student may have. In fact, you never know, he may be.
dream on my friend---this a highly competitive business where the market is saturated. You like it at 15x eps (which was a mistake), then you find out is near 30x trailing eps and you stil like it. Enough said..........forget Graham or WB looking at something like this......very amateurish to think otherwise.
Interesting, I guess the boys at Fidelity goofed with their purchase of 25% of the company.
You sound a little too negative. Any chance your short? I am long and looking to add if the execution holds. Coffee is pretty competitive too, but solid execution and smart mgt. can drive eps and roe metrics very quickly. I am interested to see what Nigel can do and will add as he delivers.