Discover and read the best of Twitter Threads about #qsr
Most recents (8)
1/ #Restaurant Remodel Thread 🧵
Remodel / capex a big consideration in Restaurant M&A. A look at restaurant capex at various #QSR restaurants 👇
Remodel / capex a big consideration in Restaurant M&A. A look at restaurant capex at various #QSR restaurants 👇
2/ Arby's Remodel
% of System Remodeled: 39%
% Newly built last 7 yrs: 15%
Remodel Cost: $250k-$350k. Current image "Inspire", moving on from "Pinnacle" image that was introduced in 1996. Both interior & exterior finishes
% of System Remodeled: 39%
% Newly built last 7 yrs: 15%
Remodel Cost: $250k-$350k. Current image "Inspire", moving on from "Pinnacle" image that was introduced in 1996. Both interior & exterior finishes
3/ Burger King Remodel $QSR
% of System Remodeled: 33%
% Newly built last 7 yrs: 16%
Remodel Cost: $750k-$850k for "Burger King of Tomorrow" Doesn't pencil for these low volume BKs. Carrol's has reported $150k-$250k for minor remodels
% of System Remodeled: 33%
% Newly built last 7 yrs: 16%
Remodel Cost: $750k-$850k for "Burger King of Tomorrow" Doesn't pencil for these low volume BKs. Carrol's has reported $150k-$250k for minor remodels
An avg @dominos_india outlet does the same sales today, as 4yrs ago. It has no option but to keep adding new stores ⚡⚡
I deep-dive into the numbers of #JubilantFoodworks. This is what I learned 👇
I deep-dive into the numbers of #JubilantFoodworks. This is what I learned 👇
The company operates multiple chains like Dunkin' Donuts, Hong’s Kitchen, Popeyes, Ekdum Biryani etc, almost all its business comes from Domino’s outlets in India.
That’s a mature biz & I studied its numbers for last 4 years.
That’s a mature biz & I studied its numbers for last 4 years.
No. of outlets:
🍕 1.8k | 56% up 👏
🍕 It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
🍕 1.8k | 56% up 👏
🍕 It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
The FIGHT of BURGERS .
#RestaurantBrandsInternational ( BURGER KING) has been on my Watchlist for almost 1.5 Years . I have a PRECOMMITMENT of a Price where I want to Enter . However sometime back we visited a MALL and the story gets interesting here ! Read on .
#Burger
#RestaurantBrandsInternational ( BURGER KING) has been on my Watchlist for almost 1.5 Years . I have a PRECOMMITMENT of a Price where I want to Enter . However sometime back we visited a MALL and the story gets interesting here ! Read on .
#Burger
I Love my WHOPPER .
Wifey however spotted a new joint - BIGGIES and wanted to try that out .
And I have to admit that Burger tasted way better . On enquiring we realised it a BANGALORE based startup and growing fast across India .
So I am questioning myself about #RBI now .
Wifey however spotted a new joint - BIGGIES and wanted to try that out .
And I have to admit that Burger tasted way better . On enquiring we realised it a BANGALORE based startup and growing fast across India .
So I am questioning myself about #RBI now .
Here’s the Interesting product that caught my eyes - BOTH of them gave us VEEBA’s Tomato Ketchup.
I immediately recalled at home also we get SAUCES for SALADS - majorly from #VEEBA! ( It’s not listed)
Are we looking at a future HEINZ ? Only time will tell.
Enjoy you BURGER 🍔
I immediately recalled at home also we get SAUCES for SALADS - majorly from #VEEBA! ( It’s not listed)
Are we looking at a future HEINZ ? Only time will tell.
Enjoy you BURGER 🍔
After Understanding QSR Industry, let's take a deep dive into the companies of this sector.
We are starting with the #Jubilantfoodworks, The only profitable company in QSR space along with highest RoCE.
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We are starting with the #Jubilantfoodworks, The only profitable company in QSR space along with highest RoCE.
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Jubilant FoodWorks Limited (JFL/Company) is part of the Jubilant Bhartia group and is India’s largest food service Company. The Company has the exclusive rights to develop and operate Domino’s Pizza brand in India, Sri Lanka, Bangladesh and Nepal.
Mr. Shyam Bhartia & Mr. Hari Bhartia are the founders of Jubilant Bhartia Group.
The Jubilant Bhartia Group, has a strong presence in diverse sectors.Jubilant Bhartia Group has 4 flagship Companies- Jubilant Pharmova, Jubilant Ingrevia, Jubilant FoodWorks and Jubilant Industries
The Jubilant Bhartia Group, has a strong presence in diverse sectors.Jubilant Bhartia Group has 4 flagship Companies- Jubilant Pharmova, Jubilant Ingrevia, Jubilant FoodWorks and Jubilant Industries
A Mega Thread fir Threads we have written so far
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#investing
#StockMarket
#sharemarket
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#investing
#StockMarket
#sharemarket
A 🧵 on Changing dynamics Indian #QSR Industry!!
Let's understand the Industry where Domino's, McDonald's & BurgerKing operates!!
Let's understand the Industry where Domino's, McDonald's & BurgerKing operates!!
Changing dynamics of Indian QSR(Quick Service Restaurants) Industry!!
A🧵 to understand India's QSR Industry which is the largest contributor to Indian Food Service sector!!
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#qsr #dominosindia #Mcdonalds #BurgerKing
A🧵 to understand India's QSR Industry which is the largest contributor to Indian Food Service sector!!
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#qsr #dominosindia #Mcdonalds #BurgerKing
Indian food service industry : 4.2 Tr ($58 Bn)
Expected Growth(upto 2025) : 9% 6.5 Tr by Fy25
Organized player growing faster than industry, their expected growth rate : 15%
Contribution of Organised player inc to 38% in fy20 from 29% in fy15.
Expected to go 50% in fy25
Expected Growth(upto 2025) : 9% 6.5 Tr by Fy25
Organized player growing faster than industry, their expected growth rate : 15%
Contribution of Organised player inc to 38% in fy20 from 29% in fy15.
Expected to go 50% in fy25
In the food sector, QSR and CDR (Casual Dining Restaurants) expected to see highest CAGR of 23% & 19% by fy25.
QSR also expected to see their market share in food industry to reach 54% from existing 47%.
QSR also expected to see their market share in food industry to reach 54% from existing 47%.
Devyani International - A QSR company
Let's understand everything about the business and its IPO!
Retweet for a wider reach!
#IPOwithJST #QSR
Let's understand everything about the business and its IPO!
Retweet for a wider reach!
#IPOwithJST #QSR
1/
About Devyani -
- Largest franchisee of Yum Brands in India (+Costa Coffee brand/stores in India)
- Among the largest Indian operators of chain QSR
- 696 stores across 166 cities in India(June 30, 2021)
- Operated 284 KFC & 317 Pizza Hut stores in India (June 30, 2021)
About Devyani -
- Largest franchisee of Yum Brands in India (+Costa Coffee brand/stores in India)
- Among the largest Indian operators of chain QSR
- 696 stores across 166 cities in India(June 30, 2021)
- Operated 284 KFC & 317 Pizza Hut stores in India (June 30, 2021)
2/
Yum! Brands operate brands such as KFC, Pizza Hut, and Taco Bell and have a presence globally with 50,000+ restaurants in 150+ countries, as of December 31, 2020.
Issue Details
Price - â‚ą86-90
Date - 4 to 6 August
Size - Rs 1838 Cr
Yum! Brands operate brands such as KFC, Pizza Hut, and Taco Bell and have a presence globally with 50,000+ restaurants in 150+ countries, as of December 31, 2020.
Issue Details
Price - â‚ą86-90
Date - 4 to 6 August
Size - Rs 1838 Cr
