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Potbelly Corporation Message Board

codimac2 4 posts  |  Last Activity: Oct 7, 2015 11:02 AM Member since: Nov 11, 2000
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  • These guys are toast! Never heard a team miss by so much have so few answers. Credibility and visibility are both issues. CEO sounds like a CMO and thinks the only approach to fixing issues is a marketing one. Heard zero substance regarding a plan to fix China. Heard nothing about anywhere else...including on the Pizza Hut business that should have turned around by now (1 year into a "brand relaunch"). Terrible leadership team! Novak and Sam Su sure did time their exit well! Ha!

  • codimac2 by codimac2 Oct 6, 2015 7:57 PM Flag

    Novak road the development of China, along with Sam Su...and now, with the brands performing poorly in developed countries....and China's growth dramatically slowing...they are in deep poo poo because 2 of their brands (KFC and Pizza Hut) are in bad shape...Pizza Hut same store sales were flat this quarter while Domino's is plus 10% and PJ's 5-7%...YUM claims victory for KFC USA with 2% while Popeyes and Chic Fil A are 3-4X that.....spin these brands off YUM!!! That would increase shareholder value!!!!!!!!!!!

  • Mr. Novak and Mr. Su left folks high and dry...this ship is sinking fast! Welcome to Shanghai, Mr. Creed and Mr. Pant.....

  • codimac2 codimac2 Oct 6, 2015 7:48 PM Flag

    It has to test bottom....and probably set a new one...YUM CEO "retired" at start of year....China CEO "retired" 6 months later....really....this stock will set a new bottom. New YUM CEO speaks like a cocky asZwhole and has no public company leadership experience...and the new China CEO is Mickey Pant...who is he? Old execs left a company on decline in time to claim success...and it was a house of cards! Ha!

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