The enhancements NROM is testing for the TnB concept has given more hope they can compete with FRSH. I especially like the idea of forming the dough in front of the customer. It gives the customer reassurance that the product is made fresh.
Need to be patient, but I agree this is almost a pure play on the dollar weakening.
Do you think a partnership with Noble Roman's (NROM) would be a good play? Could combine well with their sandwich and grocery pizza business. They also have a presence in convenience stores.
I agree. Waste Management is looking for acquisitions. Casella would be a good candidate.
Sentiment: Strong Buy