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Jamba, Inc. (JMBA) Message Board

nvr2bretired 6 posts  |  Last Activity: Sep 19, 2014 10:27 AM Member since: Jul 24, 2012
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  • Reply to

    New Energy Bowls look good

    by aqaba_tq Sep 16, 2014 9:40 AM
    nvr2bretired nvr2bretired Sep 19, 2014 10:27 AM Flag

    You just put your finger on it. I often wonder whether White's credentials were as strong as advertised or whether he was just another corporate bureaucrat moving up in the system. Small companies are different (I ran two). They require vision and energy, both of which often have seemed lacking here. But I'm hopeful that if he cannot provide it, perhaps our activist can because I still think this is a strong brand.

    What is clear on CPG is that they have no strong retail distribution experience currently. I have two similar investments in the retail area which are purely marketing plays. One brought in a COO from a multibrand manufacturer who has made tremedous inroads in a very short period of time. The other, not so much. This is where a resume with results can make a significant difference. The drinks have a chance but they have to get them positioned into at least one major chain and fast or the will go the way of the other CPG efforts. Relying on the stores for distribution is a waste of time.

  • Reply to

    New Energy Bowls look good

    by aqaba_tq Sep 16, 2014 9:40 AM
    nvr2bretired nvr2bretired Sep 18, 2014 10:02 AM Flag

    kdp, point taken but I can make better burgers at home and lots of people still go to McDonalds, and more relevant here, Five Guys and Red Robin. I think this whole thing is about culture change. Can you get enough people into healthy eating? If so, I still believe they have the premier brand in this space to date.

    The packaging on the ready to drink does look good. Question is will the stores give them enough distribution or will it go the way of the other CPG products. IMO they need a large retail distributor to make a go of it.

  • Reply to

    Feeling the Pressure from Engaged Capital

    by kdp_vod Aug 25, 2014 7:38 PM
    nvr2bretired nvr2bretired Aug 26, 2014 11:58 AM Flag

    I was thinking pretty much the same thing. I wonder what they are pressing for that we don't know about right now. Also interesting that the stock has been in a pretty steady uptrend for some time now and is approaching the 52 week high although on very low volume.

    I visited a NJ Jamba yesterday. Tried the Kale Orange Power which is pretty good although expensive which may be an issue with the demographic they are going after. At 9:00 AM the store was not very busy which was disappointing although this store is in a difficult to access location unless you are going to this shopping center for something else. A couple of things I don't get. They still offer some food items such as limited baked goods but almost as an afterthought. Also, if they are going to sell baked goods, I don't see how they will be successful without hot beverages.(I would be intrigued by the cross-selling possibilities inherent in merging with one of the smaller coffee chains) The lunch offerings also seem to be pretty lackluster. There is little question that they have the health conscious beverage market down pretty well and they have a couple of offerings such as oatmeal and the wellness bowls that are very good. If they are going to sell them, I think the food offerings need to be more innovative as well if they expect to capture more share in the health and wellness space. But the more I hear about millenials being focused on what they are putting in their bodies (Just this morning, Cramer on CNBC), the more I am convinced that a significant opportunity still exists for them if management can get it's act together.

  • nvr2bretired by nvr2bretired Aug 4, 2014 4:16 PM Flag

    Results were sort of blah although really wasn't expecting much. Cash looks OK. The fresh juice initiative does look interesting but I still don't see how it moves this company to the next level. I guess now we see what the activists have in mind.

    Sentiment: Hold

  • Reply to

    Activist On Board

    by joetheobscure Jul 24, 2014 7:57 AM
    nvr2bretired nvr2bretired Jul 24, 2014 1:22 PM Flag

    I looked at their website earlier. This is not a passive institutional investor as you can see by what they did with Abercrombie & Fitch. In Jamba's case, none of the plausible alternatives would surprise me. They might make a run at the Board or the might agitate for a sale. In either case, this puts the current management team on notice and under a lot of pressure. I'd be very surprised if six months out we still see the same people in place.

  • Reply to

    Activist On Board

    by joetheobscure Jul 24, 2014 7:57 AM
    nvr2bretired nvr2bretired Jul 24, 2014 10:43 AM Flag

    Perhaps this will result in the management shakeup that this company badly needs. As I've remarked before, I don't think White is a CEO with a visionary strategy and as a matter of fact, as the 13-D sort of points out, if there is a strategy, it's been head scratching. This company should be a leader in the health and wellness food space and can't get out of their own way. Maybe the activist is the best way to bring some clarity to the management issue. If a company like Chipotle can blow out numbers selling burritos for goodness sake, Jamba should be able to succeed with something that is on a lot of people's minds - but not with this management team.

JMBA
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