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Lack of Burger King Visibility Noted by Franchisee

Posted Thu, 2010/02/25 - 14:57 by jagsd01
Carrols Restaurant Group (TAST) reported earnings today, with a much cooler and undefined outlook on its Burger King business.

KFC Franchisee Related Notes from YUM Earnings Call

Posted Thu, 2010/02/04 - 13:26 by jagsd01

In the YUM earnings call today, several KFC and franchisee related questions and discussions arose. In summary, David Novak indicated that they would continue to work the

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Burger King Drama

Posted Wed, 2010/02/03 - 12:06 by jagsd01

With Burger King (NYSE: BKC) announcing earnings Thursday, look for more drama as we go.

Burger King Downgraded on Discounting and Poor Franchisee Relations

Posted Tue, 2010/01/19 - 10:51 by jagsd01

Credit Suisse today downgraded Burger King due parttly to "raised expectations" of the $1 double cheeseburger offer which might not be sustained, as well as recent tensions with franchisees.

More Large Restaurant Franchisee Bankruptcies Seen in 2010

Posted Thu, 2009/12/17 - 11:50 by jagsd01

The Dallas Morning News is reporting on an investment panel discussion Tuesday where significant, larger restaurant franchisee bankrupticies and store closings are expected in 2010.

Franchise Lender CIT Emerges from Bankruptcy, $2.3 Billion Wiped Out

Posted Thu, 2009/12/10 - 22:26 by jagsd01

Franchise lender CIT has emerged from Federal Chapter-11 reorganization after only 38 days, but the US Treasury's TARP program (and taxpayers) had the entire $2.3 billion injection claim dismissed (and therefore lost) by Judge Gropper.

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Burger King Update: $1 DoubleCheeseburger and more

Posted Mon, 2009/12/07 - 12:48 by jagsd01

On December 3, Burger King CFO Ben Wells presented to the B of A Credit Conference in New York. There were a few interesting takeaways as follows:

Papa John's Announces Aggressive 2010 Incentives

Posted Thu, 2009/12/03 - 12:59 by jagsd01

Papa Johns has announced a new and aggressive 2010 franchising support plan.

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Notes From McDonald's Investor Day

Posted Fri, 2009/11/13 - 00:26 by jagsd01

McDonald's (MCD) had Investor Day in Chicago yesterday, and treated the analysts to breakfast AND lunch, and a pretty well developed presentation of US, Europe, APNEA, corporate and marketing actions underway.

CIT: Still Lending, "We have the Money to Continue"

Posted Thu, 2009/11/12 - 15:30 by jagsd01

We have just returned from Las Vegas and the  Restaurant Finance and Development Conference.

CIT was a Premiere event sponsor and had staff present at the conference.