Big D/Big D

Buffalo Wild Wings vs. DineEquity: Which Is Stronger for the Long Term?

So who is honestly reporting a +4% to +6% sales growth in the full service-full-category, national restaurant chain segment?? WHO?


On Oct 31 10:40 AM sevilsivle wrote:

> BWLD continues to be a fresh concept. DIN has two old and rundown
> ideas that they are trying to pawn off as "brand new". BWLD has a
> guest interaction momenteum with all of the video and audio features
> available at their locations. DIN is just boring and with the current
> leadership in place they have no one to step forward and improve
> the brand of Applebees so that it can be competitive in the future.
> BWLD will continue to grow in it's number of units and DIN will not.
> The really sad part of this is that DIN will begin to roll over these
> poor perfomance numbers in the second quarter of 2009 and the leadership
> will claim some type of "long term" victory. BWLD is a good bet and
> DIN is still on it's last leg and if the franchise community of the
> Applebees brand does not step up and get the majority of the company
> held units under their control we could see DIN underwater by the
> forth quarter of 2009. Good decision making by BWLD leadership is
> evident and DIN simply has no leadership. DIN will have to pay out
> the retention bonus to it's managers in the second quarter of 2009
> due to the deal it struck upon accquistion. Let's see what that looks
> like in March and April and how many of the field leaders will get
> off that sinking ship once they have their money.

DineEquity's Capitalization Meltdown: What Took So Long?

DIN is out of money. That is why the dividend does not get paid to the investors. DIN is DONE and has exhausted the sale of all of Applebee's assets, there is nothing left to liquidate.

Let us do the math, you borrow $2B, that is with a $Billion, to buy 500 restaurants...you back out a corporate head quarters worth $39M and you end up paying over $3.5M per restaurant...then you valuate each unit at less than $1M... I would put that short by about...oh say..$2.5M per unit.

A little short on the cash side?...I think so. What a disaster, I would hope that Ms. Stewart gets tossed out on her nasty ass.

DineEquity Inc Q3 2008 Earnings Call Transcript.

Julia Stewart is way out of her league and has, in conjunction with Sir Richard Breedan, (former SEC chairman and hedge fund invader) collectively ruined one of the great American companies of our generation.

MS. Stewart is clearly dishonest when it comes to the reality of disclosure, it is all about ego with her.

It is too sad and too bad she has ruined many an Applebee's managers X-mas' with a directive on freezing all salaries (management) through 2010...bah-hum-bug.

DineEquity's Capitalization Meltdown: What Took So Long?

I am a top performing GM for DIN (sales&profit), specifically the Applebees brand, I'm talking about the top 10 of 476 publicly owned units. This undoing was about a hedge fund operator by the name of Sir.Richard Breedan, former chairman of the SEC, current CEO and founder of his group of manipulators/short sellers. While Mr. Breedan is long gone with his and his investors wind fall, the Applebees brand is going to suffer as a result of this egotistical fiasco between Mr. Breedan's greed and Ms. Stewarts amazing ego.