Triarc Cos., Inc. (TRY)

All Comments on TRY

  • commenter
    KSTHANE
    Jun 24 04:58 PM
    Fast Food Looks for Growth [view article]
    "ZERO" being the number one answer tells us nothing. If 100 people were surveyed and 51 people answered "ZERO" while the other 49 people answered with a differing number of times per month then I think it would be pretty easy to make the case that MCD has a pretty strong hold on the market. Oh, and let's not forget that the survey is probably biased downwards because some people will not admit to eating at McDonald's in a survey due to the health stigma attached. Another criticism of the survey that you didn't cite is taht a 100 person survey is a tiny, tiny sample size.

    It's much more productive to analyze whether fast food is dead by looking at the comps. McDonald's registered negative monthly y/y comps in the US for the first time in 5 years back in I think either December or January and weather was the blame. Comps from there on out have exceeded analyst expectations every single time. This is ignoring international comps which are growing in high single digits...and the company gets 65% of revenue from outside the US!

    If investors want to keep trading this stock based on the perceived "health" of McD's products, or on U.S. comps or other anecdotal evidence then more power to them.     Reply
  • commenter
    John
    Pseudonym
    Jun 23 09:18 AM
    Fast Food Looks for Growth [view article]
    Family feud, March 2008.

    Survey of 100 people asked:

    "How many times per week to you eat at McDonald's?"

    Number 1 answer: ZERO

    Fast food of the 90's is dead. The first one to make the change to the next step will be the winner.

    What's the next step for fast food?     Reply
  • commenter
    Totem Pole
    May 14 11:50 AM
    CKE Restaurants Enacts 'Poison Pill' Defense: Takeover Brewing? [view article]
    mr. krutger, it looks to me like you are a drinker, am i right? this is a weak statement of a soulful descrepency to the big picture. LOOK AT THE BIG PICTURE KRUTGER!tHE sTOcK IS SPIRAlinG DOWN tHe tOaSTER so to speak. Reply
  • commenter
    Oscar
    BullFrog
    May 02 12:20 AM
    CKE Restaurants Enacts 'Poison Pill' Defense: Takeover Brewing? [view article]
    i don;t eat at carls jr., and i don;t eat at hardees ... and i won;t buy their stock because i don;t like their food. ymmv Reply
  • commenter
    Don V.
    Apr 30 04:50 PM
    My Website
    CKE Restaurants Enacts 'Poison Pill' Defense: Takeover Brewing? [view article]
    CKR restaurants is a 5 star stock for the longest time yet the stock price just keeps declining. It would be great if someone would buy it out so the shareholders could get something out of this stock. Reply
  • commenter
    selene
    Apr 30 09:43 AM
    CKE Restaurants Enacts 'Poison Pill' Defense: Takeover Brewing? [view article]
    Only improvement I can suggest to this good article is that I had to go look up who the Sam Hill is CKE Restaurants. They run Carl's Jr. hamburger fast-food chain and Hardee's (I think this is also hamburgers, I'm pretty sure it's regional chain in the South). Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on TRY
    Is this a buy or a sell? Reply
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