Skip to main content

Posts

Showing posts from October, 2018

Bojangles - The Story behind Southern Chicken

Bojangles’ (BOJA) Behind our favorite Chicken n Biscuits chain ·          A Southern fried chicken franchise with a loyal cult following ·          A look at its company-operated restaurants and its franchise counterparts o    Its company-operated restaurants are more profitable, but they want to slow down store openings o    Franchises are poorly managed and less profitable, but they want to speed up store openings ·          Real Estate (Built to suit) model is not as profitable as it could be ·          High FCF of about 7%, enough capital to expand operations ·          Good leverage position ·          Undervalued compared to its peers , a simplistic valuation model may be warranted to determine true value ...